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James Michael van de Voorde
Amministratore Delegato presso Osher Van de Voorde Investment Management
Provenienza dei contatti di primo grado di James Michael van de Voorde
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Osher Van de Voorde Investment Management
![]() Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California.
5
| Private Company | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Michael van de Voorde tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Rochester Christian University | College/University | Undergraduate Degree | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
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 | |
Western Asset Management Co. LLC
![]() Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 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 | Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Abacus Wealth Partners LLC
![]() Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Chief Executive Officer | |
San Diego State University | College/University | Undergraduate Degree | |
D'Youville University | College/University | Graduate Degree | |
Pepperdine University | College/University | Undergraduate Degree | |
HoyleCohen LLC
![]() HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Financial Strategies, Inc.
![]() Financial Strategies, Inc. Investment ManagersFinance Financial Strategies, Inc. provides investment advice. The private company is based in Rockville, MD. The company was founded by Stanley Diller. | Investment Managers | Corporate Officer/Principal | |
Hulick Capital Management LLC
![]() Hulick Capital Management LLC Investment ManagersFinance Hulick Capital Management LLC provides investment advice. The private company is based in Glendale, CA and has subsidiaries in the United States. | Investment Managers | Corporate Officer/Principal | |
Camden National Bank (Investment Management)
![]() Camden National Bank (Investment Management) Investment ManagersFinance Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families. | Investment Managers | Investment Committee Member |
Statistiche
Distribuzione geografica
Stati Uniti | 21 |
Settori
Finance | 14 |
Consumer Services | 8 |
Posizioni
Corporate Officer/Principal | 14 |
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 4 |
Analyst-Equity | 2 |
Trading-Equity | 2 |
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