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Jacob Margo
Gestore di Portafoglio-Azioni presso Main Street Research LLC
Provenienza dei contatti di primo grado di Jacob Margo
Entità | Tipo di entità | Settore Industriale | |
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San Francisco State University
21
| College/University | Other Consumer Services | 21 |
Main Street Research LLC
![]() Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations.
9
| Private Company | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jacob Margo tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Analyst-Equity | |
PACIFIC GAS AND ELECTRIC COMPANY | Gas Distributors | Corporate Officer/Principal | |
Rice, Hall, James & Associates LLC
![]() Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Investment Managers | Analyst-Equity | |
Alpine Investors
![]() Alpine Investors Investment ManagersFinance Alpine Investors is a private equity firm founded in 2001 by Graham Weaver. The firm is headquartered in San Francisco, California. | Investment Managers | Sales & Marketing | |
Whittier Trust Co.
![]() Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Investment Managers | Analyst-Equity | |
Glass, Lewis & Co. LLC
![]() Glass, Lewis & Co. LLC Investment ManagersFinance Glass, Lewis & Co. LLC (Glass Lewis) is an independent investment research firm headquartered in San Francisco, California. The firm was founded in 2003 by Kevin J. Cameron & Gregory P. Taxin. Glass Lewis provides investment research and advice on proxy votes to institutional investor and?publicly listed?companies. Their clients include pension plans, mutual funds, and asset managers. | Investment Managers | Director of Research - Equity Corporate Officer/Principal | |
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 | |
GREENHILL & CO., INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Portfolio Advisors LLC
![]() Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Private Equity Investor | |
Fitch Ratings, Inc.
![]() Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Chapman University | 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 | |
Kutztown University of Pennsylvania | College/University | Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
St. Mary's College of California | College/University | Graduate Degree | |
Sonoma State University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
KFC Corp.
![]() KFC Corp. RestaurantsConsumer Services KFC Corp. owns and operates chains of chicken restaurant. It specializes in original recipe, extra crispy, kentucky grilled chicken and original recipe strips with home-style sides, honey BBQ wings and freshly made chicken sandwiches. The company was founded in 1930 and is headquartered in Louisville, KY. | Restaurants | Corporate Officer/Principal | |
Oger Telecom Ltd.
![]() Oger Telecom Ltd. Major TelecommunicationsCommunications Oger Telecom Ltd. provides telecommunications and technology services. Its products are IT consulting and telecommunications product and software services through its subsidiaries Innova and Argela, respectively, as well as operating CRM systems, directory services and call centers. The company was founded in 2006 and is headquartered in Dubai, the United Arab Emirates. | Major Telecommunications | Corporate Officer/Principal | |
FANG HOLDINGS LIMITED | Internet Software/Services | Director of Finance/CFO | |
The Wall Street Journal, Inc.
![]() The Wall Street Journal, Inc. Publishing: NewspapersConsumer Services The Wall Street Journal, Inc. publishes newspapers and periodicals. It covers international business, financial news, and issues of the United States. The company was established in 1889 and is headquartered in New York, NY. | Publishing: Newspapers | Corporate Officer/Principal | |
Jinan University | College/University | Undergraduate Degree | |
Capricorn Investment Group LLC (Private Equity)
![]() Capricorn Investment Group LLC (Private Equity) Investment ManagersFinance Capricorn Investment Group LLC (Capricorn Investment Group) is a venture capital firm founded in 2001 by Ion Yadigaroglu. The firm is headquartered in Palo Alto, California with additional office in New York. | Investment Managers | Private Equity Analyst | |
Finder Exploration Pty Ltd.
![]() Finder Exploration Pty Ltd. Oil & Gas ProductionEnergy Minerals Finder Exploration Pty Ltd. engage in oil and gas exploration services. The company is headquartered in West Perth, Australia. | Oil & Gas Production | Sales & Marketing | |
The Column Group LLC
![]() The Column Group LLC Investment ManagersFinance The Column Group LLC is a venture capital firm founded in 2005 by Peter Svennilson. The firm is headquartered in San Francisco. | Investment Managers | Corporate Officer/Principal | |
Medley Partners Management LLC
![]() Medley Partners Management LLC Investment ManagersFinance Medley Partners Management LLC is a private equity firm founded in 2004 by Mark W. Heising. It is headquartered in San Francisco, California. | Investment Managers | Comptroller/Controller/Auditor | |
Brighton Jones LLC
![]() Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Investment Managers | Analyst-Equity | |
Unipac Shipping, Inc.
![]() Unipac Shipping, Inc. Air Freight/CouriersTransportation Unipac Shipping Inc. provides logistics management services. It offers inland transportation, custom brokerage and warehousing, and distribution services. The company was founded in 1985 and is headquartered in Pomona, CA. | Air Freight/Couriers | Chief Executive Officer | |
Tianjin University of Science & Technology | College/University | Undergraduate Degree | |
Bloomberg Finance LP
![]() Bloomberg Finance LP Financial ConglomeratesFinance Bloomberg Finance LP provides software services. It offers software upgrades on a monthly basis to the Bloomberg Professional service with no on-site maintenance. The firm is also a market index provider. The company was founded in 2007 and is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
U.S. Army Management Engineering College | College/University | Corporate Officer/Principal | |
Benihana International, Inc. | Corporate Officer/Principal | ||
Shearson Financial Services LLC
![]() Shearson Financial Services LLC Investment Banks/BrokersFinance Shearson Financial Services LLC is an SEC-registered investment broker/dealer located in Boca Raton, Florida. The firm is a member of FINRA, NYSE Arca, Inc. and the SIPC. Shearson Financial Services is a value-oriented investment firm that focuses on a wide variety of securities and insurance products. They employ a comprehensive value-seeking approach that emphasizes risk aversion. All of the firm's investments are independently valued prior to the making of investment selection decisions. As a general rule for their bond accounts, broad diversification is primary. Shearson Financial Services invests mainly in investment grade instruments. For their equity accounts, they focus on a limited number of securities they believe have a compelling value. The firm utilizes fundamental and technical analysis of these positions on a regular basis. Their non-proprietary products and services represent what they believe to be core, fundamental strategies for serious investors. Shearson Financial Services seeks to mitigate risk by following independent, disciplined investment strategies which they believe will be less volatile over time than investment strategies offered by other financial institutions. Shearson Financial Services products and services include: (1) OTC corporate equity securities (2) corporate debt securities (3) retail mutual funds (4) U.S. government securities (5) municipal securities (6) variable life insurance and annuities (7) puts, calls and option writing (8) investment advisory services (9) serving as a non-exchange member arranging for transactions in securities listed by an exchange member(10) collateralized mortgage obligations (CMOs) and (11) the sale of interests in mortgages or other receivables including MBS. | Investment Banks/Brokers | Corporate Officer/Principal | |
Strategic Wealth Partners Ltd.
![]() Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Investment Managers | Investment Committee Member | |
McIntire School of Commerce | College/University | Undergraduate Degree | |
Investible Pty Ltd. (Australia)
![]() Investible Pty Ltd. (Australia) Investment ManagersFinance Investible Pty Ltd (Investible) is a private equity firm founded in 2014 by Creel Price and Trevor Folsom. The firm is headquartered in Sydney, Australia. | Investment Managers | Sales & Marketing | |
San Francisco State University College of Business | College/University | Masters Business Admin Undergraduate Degree | |
Prime Movers Lab LLC
![]() Prime Movers Lab LLC Investment ManagersFinance Prime Movers Lab LLC (Prime Movers Lab) is a venture capital firm founded in 2018 by Dakin Sloss. The firm is headquartered in Jackson, Wyoming. | Investment Managers | Consultant / Advisor | |
BLUE OWL CAPITAL INC. | Investment Managers | Corporate Officer/Principal | |
Ganas Ventures LLC
![]() Ganas Ventures LLC Investment ManagersFinance Ganas Ventures LLC (Ganas Ventures) is a venture capital firm founded in 2022 by Lolita Taub. The firm is headquartered in Carlsbad, California. | Investment Managers | Private Equity Investor | |
Discovery Communications, Inc.
![]() Discovery Communications, Inc. Cable/Satellite TVConsumer Services Discovery Communications, Inc. provides pay-TV and cable services. | Cable/Satellite TV | Sales & Marketing | |
Percheron Investment Management LP
![]() Percheron Investment Management LP Investment ManagersFinance Percheron Investment Management LP (Percheron Capital) is a private equity firm founded in 2020 by Chris Collins and Chris Lawler. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
PT HOFFMEN CLEANINDO TBK | Miscellaneous Commercial Services | Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 41 |
Cina | 4 |
Australia | 3 |
Emirati Arabi Uniti | 2 |
Indonesia | 2 |
Settori
Finance | 23 |
Consumer Services | 18 |
Commercial Services | 3 |
Utilities | 2 |
Communications | 2 |
Posizioni
Undergraduate Degree | 32 |
Corporate Officer/Principal | 19 |
Analyst-Equity | 8 |
Portfolio Manager-Equities | 7 |
Graduate Degree | 6 |
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