Dong Hao Zhang
Amministratore Delegato presso Evla Hills Equity Services LLC
Provenienza dei contatti di primo grado di Dong Hao Zhang
Entità | Tipo di entità | Settore Industriale | |
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Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans
16
| Extinct | Investment Managers | 16 |
Evla Hills Equity Services LLC
Evla Hills Equity Services LLC Investment ManagersFinance Evla Hills Equity Services LLC, dba Evla Hills Investment Management (Evla Hills), is an independent, SEC-registered investment advisor headquartered in Los Gatos, California. The firm was founded in 2007 by Dong Hao Zhang. Evla Hills provides investment services to individuals, small business, non-profit organizations, retirement accounts and an investment fund.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dong Hao Zhang tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Pasadena Capital Corp.
Pasadena Capital Corp. Investment ManagersFinance Part of Nassau Reinsurance LLC, Pasadena Capital Corp. provides asset management services. The company is based in Pasadena, CA. Pasadena Capital was acquired by Phoenix Duff & Phelps Corp. on September 03, 1997 for $230 million. | Investment Managers | Corporate Officer/Principal | |
SOUTHERN CALIFORNIA EDISON CO. | Electric Utilities | Corporate Officer/Principal | |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Corporate Officer/Principal | |
Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | Chief Investment Officer | |
8X8, INC. | Packaged Software | Sales & Marketing | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin | |
Driehaus Capital Management LLC
Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity | |
NXT ENERGY SOLUTIONS INC. | Oilfield Services/Equipment | Director/Board Member | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Hotchkis & Wiley Capital Management LLC
Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Trading-Equity | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Robert L. Bender, Inc.
Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Investment Managers | Analyst-Equity | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Conestoga Capital Advisors LLC
Conestoga Capital Advisors LLC Investment ManagersFinance Conestoga Capital Advisors LLC (CCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wayne, Pennsylvania. The firm was co-founded in 2001 by William "Bill" Martindale, Jr., Robert "Bob” Mitchell, Duane R. D’Orazio and W. Christopher “Chris” Maxwell. CCA offers investment management services on a discretionary or non-discretionary basis to separately managed accounts and mutual funds. | Investment Managers | Analyst-Equity | |
Royce Fund Services LLC
Royce Fund Services LLC Financial ConglomeratesFinance Part of Franklin Resources, Inc., Royce Fund Services LLC provides financial services. The company is based in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Guggenheim Securities LLC
Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Analyst-Equity | |
Covington Capital Management
Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Investment Managers | Portfolio Manager-Equities | |
Kareo, Inc.
Kareo, Inc. Packaged SoftwareTechnology Services Kareo, Inc. provides cloud-based medical office software and services platform. Its products include web-based medical billing software, electronic medical records, practice management, and integrated electronic claims processing. The firm offers an integrated solution of products and services designed to help physicians get paid faster, run their business smarter, and provide better care. The company was founded by Daniel Rodrigues in 2004 and is headquartered in Irvine, CA. | Packaged Software | Corporate Officer/Principal | |
West Coast Financial LLC
West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Investment Managers | Portfolio Manager-Equities | |
PeopleLinx, Inc.
PeopleLinx, Inc. Packaged SoftwareTechnology Services PeopleLinx, Inc. provides a scalable software-as-a-service platform. Its social business optimization software can quickly be deployed across the enterprise to provide employees with information about best practices, ongoing assessments, interactive tutorials, content libraries and other tools to help them be as effective as possible when navigating social networks for business. The firm's software provides employees guidance and tools to produce tangible results across sales, marketing, and human resources. The company was founded by Nathan W. Egan and Patrick Baynes in 2009 and is headquartered in Philadelphia, PA. | Packaged Software | Treasurer | |
Stanford University | College/University | Graduate Degree | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Occidental College | College/University | Undergraduate Degree | |
smartcareOS LLC
smartcareOS LLC Packaged SoftwareTechnology Services smartcareOS LLC provides software management solutions. It allows parents, directors, and enterprises to have real-time data on children's progress. The company's software caters to childcare providers and owners. The company was founded by Trevor Hewitt, Heber Eastman, and Jason Cragun in 2014 and is headquartered in Las Vegas, NV. | Packaged Software | Chief Executive Officer | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Wuhan University | College/University | Undergraduate Degree | |
USC Marshall School of Business | College/University | Masters Business Admin | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree | |
American Golf Corp.
American Golf Corp. Movies/EntertainmentConsumer Services American Golf Corp. operates golf clubs. It engages in the provision of tennis courts, swimming pools, fitness facilities, dining rooms and spas. The company was founded in 1969 and is headquartered in El Segundo, CA. | Movies/Entertainment | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 44 |
Canada | 4 |
Cina | 2 |
Settori
Finance | 28 |
Consumer Services | 14 |
Technology Services | 5 |
Utilities | 2 |
Industrial Services | 2 |
Posizioni
Analyst-Equity | 24 |
Corporate Officer/Principal | 18 |
Portfolio Manager-Equities | 16 |
Undergraduate Degree | 14 |
Chief Investment Officer | 4 |
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