Jeff Witt
Presidente presso Private Asset Management, Inc.
Provenienza dei contatti di primo grado di Jeff Witt
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Private Asset Management, Inc.
 Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.
12
| Subsidiary | Investment Managers | 12 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeff Witt tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Investment Managers | Portfolio Manager-Equities | |
Gamble Jones Investment Counsel
 Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Investment Managers | Analyst-Equity | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| Rice University | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| San Diego State University | College/University | Masters Business Admin | |
| The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| Fresno Pacific University | College/University | Undergraduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
| Claremont Graduate University | College/University | Masters Business Admin | |
| Federal Reserve Bank of St. Louis | General Government | Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree | |
Kestra Private Wealth Services LLC
 Kestra Private Wealth Services LLC Investment ManagersFinance Kestra Private Wealth Services LLC (Kestra PWS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by John Simmons as Washington Wealth Management LLC and they are a subsidiary of Kestra Financial, Inc. Kestra PWS provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, insurance companies, corporations and other business organizations. | Investment Managers | Portfolio Manager-Equities | |
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Portfolio Manager-Equities | |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 28 |
Settori
| Consumer Services | 15 |
| Finance | 13 |
| Government | 2 |
Posizioni
| Portfolio Manager-Equities | 12 |
| Undergraduate Degree | 12 |
| Corporate Officer/Principal | 10 |
| Analyst-Equity | 5 |
| Masters Business Admin | 2 |
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