Provenienza dei contatti di primo grado di James Gerald Gentleman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.
69
| Holding Company | Investment Managers | 69 |
Access Distribution Partners LLC
 Access Distribution Partners LLC Investment ManagersFinance Access Distribution Partners LLC provides investment advice. The private company is based in Claymont, DE. The CEO of the company is Bill Wendel.
1
| Private Company | Investment Managers | 1 |
Foreside Fund Services LLC
 Foreside Fund Services LLC Miscellaneous Commercial ServicesCommercial Services Foreside Fund Services LLC engages in furnishing general or specialized business management services. The private company is based in Portland, ME and has subsidiaries in the United States.
1
| Private Company | Miscellaneous Commercial Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Gerald Gentleman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree Masters Business Admin | |
Wilshire Private Markets Group
 Wilshire Private Markets Group Investment ManagersFinance Wilshire Private Markets Group (WPMG) is a subsidiary of Wilshire Associates, Inc. The firm was founded in 1984 and headquartered in California. | Investment Managers | Chief Investment Officer Investment Committee Member Private Equity Analyst Private Equity Analyst Chief Investment Officer Private Equity Investor President | |
| University of Pittsburgh | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
Los Angeles County Employees Retirement Association
 Los Angeles County Employees Retirement Association Investment ManagersFinance Los Angeles County Employees Retirement Association (LACERA) is a government-owned pension fund management firm headquartered in Pasadena, California. LACERA was founded in 1938 and administers defined retirement plan benefits for the employees of its parent company, Los Angeles County, and outside districts. The firm has also administered the Retiree Healthcare Benefits Program. LACERA is further responsible for managing the pension plan and Other Post-Employment Benefits trusts that fund these programs. | Investment Managers | Investment Committee Member Analyst-Fixed Income | |
Dorchester Capital Advisors LLC
 Dorchester Capital Advisors LLC Financial ConglomeratesFinance Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Los Angeles Capital Management LLC
 Los Angeles Capital Management LLC Investment ManagersFinance Los Angeles Capital Management LLC (LACM) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as Los Angeles Capital Management & Equity Research, Inc., the firm was founded in 2002 by Thomas Stevens, Hal Williams, and Stuart Matsuda. They are majority owned by LACM Holdings, Inc. LACM offers risk-controlled active equity management services to a broad range of institutional investors. | Investment Managers | Chief Executive Officer Director of Research - Equity | |
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 | Graduate Degree Masters Business Admin | |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Duquesne University of The Holy Spirit | College/University | Graduate Degree Undergraduate Degree | |
| California State University-Fullerton | College/University | Undergraduate Degree Undergraduate Degree | |
Milken Institute
 Milken Institute Miscellaneous Commercial ServicesCommercial Services Milken Institute provides research and analysis services in the areas of economic issues. The private company is based in Santa Monica, CA. Michael L. Klowden has been the CEO of the company since 2001. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Aon Investments USA, Inc.
 Aon Investments USA, Inc. Investment ManagersFinance Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
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 | Masters Business Admin Undergraduate Degree | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | President Sales & Marketing | |
| California State University-Northridge | College/University | Undergraduate Degree Undergraduate Degree | |
| The College of Wooster | College/University | Undergraduate Degree Undergraduate Degree | |
| Pacific Lutheran University | College/University | Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree | |
| Tepper School of Business | College/University | Masters Business Admin | |
Gallagher Fiduciary Advisors LLC
 Gallagher Fiduciary Advisors LLC Investment ManagersFinance Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals. | Investment Managers | Analyst-Equity | |
Westinghouse Electric Co. LLC
 Westinghouse Electric Co. LLC Electric UtilitiesUtilities Westinghouse Electric Co. LLC provides nuclear power plant products and services to utilities. It offers automation, instrumentation, control solutions for operating plants, reactor vessel heads, reactor vessel, internals, steam generators, and valves for pressurized water reactors. The company was founded by George Westinghouse in 1886 and is headquartered in Cranberry Township, PA. | Electric Utilities | Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Asset Strategy Consultants LLC
 Asset Strategy Consultants LLC Investment ManagersFinance Asset Strategy Consultants LLC provides unbiased investment advisory services. The firm offers education to institutions and families, institutional consulting, outsourced investment office and private health services. The company was founded by Charles E. Herget Jr. and Alfred J. Morrison in 1991 and is headquartered in Hunt Valley, MD. | Investment Managers | Corporate Officer/Principal | |
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 | Undergraduate Degree | |
Kayne Anderson Rudnick Investment Management LLC
 Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Investment Managers | Corporate Officer/Principal | |
Farm Credit West ACA
 Farm Credit West ACA Finance/Rental/LeasingFinance Farm Credit West ACA operates as a financial services customer-owned cooperative that provides credit services to farmers, ranchers and agribusinesses. The firm provides real estate loans, equipment loans, leases, online banking and credit life insurance services. The company was founded in 1916 and is headquartered in Roseville, CA. | Finance/Rental/Leasing | Director/Board Member | |
| Yale University | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Equities | |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Corporate Officer/Principal | |
| Indiana University | College/University | Undergraduate Degree | |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Sales & Marketing | |
| US Military Academy | College/University | Undergraduate Degree | |
Research Affiliates LLC
 Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Investment Managers | Corporate Officer/Principal | |
Stratford Advisory Group, Inc.
 Stratford Advisory Group, Inc. Investment ManagersFinance Founded in 1982, Stratford Advisory Group, Inc. is an independent, full-service investment consulting and advisory firm, registered as an investment advisor with the SEC under the Investment Advisers Act of 1940*. Stratford provides investment consulting to-Endowments, Foundations, Healthcare organizations, Defined benefit and defined contribution plans, Taft-Hartley funds, Public retirement plans, Private wealth, Corporations (operating assets and other taxable funds), Non-qualified plans. They assist clients with strategic investment program management. This includes investment policy development, asset allocation strategy, investment manager structure, manager selection, performance measurement and manager evaluation and oversight. They are distinguished by their proactive consulting approach-timely advice, specific recommendations, and implementation assistance. Their only business is investment consulting and advisory services; 100% of their revenue comes from their investment consulting and advisory relationships. They have no affiliations, financial arrangements or relationships with any investment managers or other organizations that could compromise their independence. Stratford serves its national client base from a single office located in Chicago, Illinois. All of their client consulting, investment research, manager research, and administrative support is conducted at this site. | Investment Managers | Corporate Officer/Principal | |
| The University of Chicago | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Canada | 2 |
Settori
| Finance | 25 |
| Consumer Services | 24 |
| Commercial Services | 3 |
| Utilities | 2 |
Posizioni
| Corporate Officer/Principal | 112 |
| Undergraduate Degree | 63 |
| Analyst-Equity | 39 |
| Director/Board Member | 30 |
| Portfolio Manager-Equities | 27 |
Contatti più connessi
| Insiders | |
|---|---|
| Blake Moore | 15 |
| Jamie Ohl | 15 |
| Matthew Westwood | 11 |
| Brent Morrison | 11 |
| David J. Webb | 10 |
| Jim Dunn | 10 |
| Kevin P. Nee | 9 |
| Adam Patros | 9 |
| Derek Minno | 8 |
| Thomas K. Lynch | 7 |
| Paul Grimes | 7 |
| James Edwin St. Aubin | 7 |
| Todd Douds | 6 |
| Nathan Reid Palmer | 6 |
| Victor Sheng Zhang | 6 |
- Borsa valori
- Insiders
- James Gerald Gentleman
- Connessioni Società
