Provenienza dei contatti di primo grado di James Richard Zapell
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.
101
| Subsidiary | Investment Managers | 101 |
Southern Oregon University
7
| College/University | Other Consumer Services | 7 |
Maxim Capital Management LLC
 Maxim Capital Management LLC Investment ManagersFinance Maxim Capital Management LLC, do-business-as Worldview Wealth Advisors, is a wealth management firm headquartered in Lake Oswego, Oregon. The firm was founded in 2005 by Andrew Fisher and they are a subsidiary of Cerity Partners LLC. Worldview Wealth Advisors offers investment advisory services to services to individuals, high net-worth individuals, trusts, foundations and endowments and businesses.
2
| Extinct | Investment Managers | 2 |
U.S. Bank, NA (Canby, Oregon)
1
| Extinct | Major Banks | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Richard Zapell tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal Human Resources Officer | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Sales & Marketing Corporate Officer/Principal | |
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Schwab Capital Trust | Director/Board Member Director/Board Member | ||
| CHARLES SCHWAB | Investment Banks/Brokers | Sales & Marketing Human Resources Officer Chief Operating Officer General Counsel Chief Tech/Sci/R&D Officer Chief Executive Officer Public Communications Contact Corporate Officer/Principal Public Communications Contact Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Corporate Officer/Principal Sales & Marketing General Counsel Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Schwab Investments | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MORGAN STANLEY | Investment Managers | General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
| EBAY INC. | Internet Retail | Director/Board Member Sales & Marketing | |
Check Capital Management, Inc.
 Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Investment Managers | Portfolio Manager-Equities 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 | President Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin 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 Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree Graduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John's University | College/University | Masters Business Admin Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Sales & Marketing President Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chairman Chairman Chief Executive Officer Director/Board Member | |
| Schwab Investor Services | President Human Resources Officer Corporate Officer/Principal | ||
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Chief Investment Officer Portfolio Manager-Equities President | |
| University of San Francisco | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Laudus Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Analyst-Equity Trading-Equity | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Betterment Holdings, Inc.
 Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Doctorate Degree | |
| Make-A-Wish Foundation of Illinois | Director/Board Member Corporate Officer/Principal | ||
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
Settori
| Finance | 23 |
| Consumer Services | 16 |
| Miscellaneous | 6 |
| Technology Services | 3 |
| Retail Trade | 2 |
Posizioni
| Corporate Officer/Principal | 234 |
| Director/Board Member | 163 |
| Undergraduate Degree | 86 |
| Sales & Marketing | 52 |
| Independent Dir/Board Member | 51 |
Contatti più connessi
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Dawn Lepore | 25 |
| Donna Wells | 24 |
| Ronald Renaud | 24 |
| John S. Clendening | 19 |
| Jody Bilney | 19 |
| Kirsten Wolberg | 19 |
| Walter Bettinger | 18 |
| Joseph Martinetto | 17 |
| Christine E. Petersen | 14 |
| Stephen Michael Rudolph | 14 |
| Frank Kelly | 12 |
| Jay L. Allen | 12 |
| Rebecca Saeger | 11 |
| Dave Martin | 11 |
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