Fred Nuñez
Gestore di Portafoglio-Azioni presso WCM Investment Management LLC
Provenienza dei contatti di primo grado di Fred Nuñez
Entità | Tipo di entità | Settore Industriale | |
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Stanford University
737
| College/University | Other Consumer Services | 737 |
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.
119
| College/University | Other Consumer Services | 119 |
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.
36
| Subsidiary | Investment Managers | 36 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Fred Nuñez tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
AMAZON.COM, INC. | Department Stores | Corporate Officer/Principal | |
Calera Capital Advisors LP
Calera Capital Advisors LP Investment ManagersFinance Calera Capital Advisors LP (Calera Capital Advisors) is a private equity firm founded in 1991 by Robert Jaunich. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
General Atlantic LLC
General Atlantic LLC Investment ManagersFinance General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Corporate Officer/Principal | |
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 Analyst-Equity | |
The Renaissance Group LLC
The Renaissance Group LLC Investment ManagersFinance The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies. | Investment Managers | Corporate Officer/Principal | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Portfolio Manager-Equities | |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Locust Wood Capital Advisers LLC
Locust Wood Capital Advisers LLC Investment ManagersFinance Locust Wood Capital Advisers LLC (Locust Wood) is a SEC-registered investment advisor and alternative asset management firm headquartered in New York City. The firm was founded by Stephen Errico in 2002 and is a direct subsidiary of LWCA Partners LP. Locust Wood manages hedged equity and unhedged equity portfolios on behalf of qualified investors through private commingled funds and separately managed accounts. | Investment Managers | Analyst-Equity | |
H Partners Management LLC
H Partners Management LLC Investment ManagersFinance H Partners Management LLC (H Partners) is an independent registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Rehan A. Jaffer in 2004. H Partners offers private funds intended for sophisticated investors organized as domestic limited partnerships or foreign companies. | Investment Managers | Analyst-Equity | |
Simple Energy, Inc.
Simple Energy, Inc. Packaged SoftwareTechnology Services Simple Energy, Inc. designs and develops an online customer engagement platform that enables customers to assess their energy consumption. Its Software-as-a-Service platform engages customers and delivers energy efficiency, demand side management, and smart grid results. The company was founded by Yoav Lurie and Justin Isaac Segall in June 2010 and is headquartered in Boulder, CO. | Packaged Software | Director/Board Member | |
Earn USA, Inc.
Earn USA, Inc. Internet Software/ServicesTechnology Services Earn USA, Inc. develops full-stack software and hardware infrastructure for Bitcoin. It also offers Bitcoin tutorials and Github. The company was founded by Veerbhan Kheterpal, Balaji S. Srinivasan, Nigel Drego, Daniel Firu and Matthew Pauker in 2013 and is headquartered in San Francisco, CA. | Internet Software/Services | Chief Executive Officer Chief Executive Officer | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Corporate Officer/Principal Masters Business Admin | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Private Equity Investor | |
Audax Private Equity
Audax Private Equity Investment ManagersFinance Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
The Boston Consulting Group, Inc.
The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Canaccord Genuity LLC
Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
California Institute of Technology
California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Undergraduate Degree Doctorate Degree | |
Keck School of Medicine of USC
Keck School of Medicine of USC Other Consumer ServicesConsumer Services The Keck School of Medicine of USC is a place of dynamic activity in patient care, scientific discovery, medical and bioscience education, and community service. Their faculty, staff, students, residents, alumni, donors and friends are committed to excellence. Together they are poised to lead medicine in the 21st Century for the benefit of humankind. This is an exciting time of great transformation as they endeavor to create a truly stellar academic medical center at USC. | College/University | Corporate Officer/Principal Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Trading-Equity Trading-Fixed Income | |
SOUNDHOUND AI, INC. | Packaged Software | Founder Chief Tech/Sci/R&D Officer | |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
SoundHound, Inc.
SoundHound, Inc. Packaged SoftwareTechnology Services SoundHound, Inc. develops search and sound recognition technologies. The company was founded by Majid S. Emami, James M. Hom, Keyvan Mohajer and Michal Grabowski in 2005 and is headquartered in Santa Clara, CA. | Packaged Software | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
Factor[E] Ventures Ltd.
Factor[E] Ventures Ltd. Investment ManagersFinance Factor[E] Ventures Ltd (Factor[E] Ventures) is a venture capital firm founded in 2013 by Bryan Willson. The firm is headquartered in Fort Collins, Colorado with additional offices in Nairobi, Kenya and London, United Kingdom. | Investment Managers | Consultant / Advisor Director/Board Member | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
Peking University
Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
A9.com, Inc.
A9.com, Inc. Internet Software/ServicesTechnology Services A9.com, Inc. provides search engine services directly on Amazon.com site. It researches and builds innovative technologies to improve search experience for e-commerce applications. The company was founded in 2003 and is headquartered in Palo Alto, CA. | Internet Software/Services | Corporate Officer/Principal | |
Earthshot Ventures
Earthshot Ventures Investment ManagersFinance Earthshot Ventures (Earthshot Ventures) is a venture capital firm founded in 2021 by Dawn Lippert. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Spagna | 2 |
Cina | 2 |
Settori
Finance | 26 |
Consumer Services | 15 |
Technology Services | 6 |
Retail Trade | 2 |
Commercial Services | 2 |
Posizioni
Director/Board Member | 150 |
Corporate Officer/Principal | 117 |
Undergraduate Degree | 98 |
Analyst-Equity | 72 |
Founder | 58 |
Contatti più connessi
Insiders | |
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David Bohnett | 28 |
Dominic Ng | 26 |
Ramona L. Cappello | 24 |
Matthew Pauker | 20 |
Gina Sanchez | 19 |
Daniel Pianko | 19 |
Rapp Alyssa | 16 |
Justin Wilson | 16 |
Jennifer Cochran | 16 |
Ibrahim Almojel | 15 |
Robert Bradway | 14 |
Ash Upadhyaya | 13 |
Robert Coury | 12 |
Bret Taylor | 12 |
Benjamin Chelf | 11 |
- Borsa valori
- Insiders
- Fred Nuñez
- Connessioni Società