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Ji Wei Gu
Gestore di Portafoglio-Azioni presso Charles Schwab Investment Management, Inc.
Provenienza dei contatti di primo grado di Ji Wei Gu
Entità | Tipo di entità | Settore Industriale | |
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Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
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| Subsidiary | Investment Managers | 58 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Ji Wei Gu tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | Trading-Equity | |
Federated MDTA LLC
![]() Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
PACIFIC PREMIER BANCORP, INC. | Regional Banks | Director/Board Member | |
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Russell Investment Management LLC
![]() Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
MUFG Union Bank, NA
![]() MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Major Banks | Corporate Officer/Principal | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity | |
Charles Schwab Worldwide Funds Plc | Investment Trusts/Mutual Funds | Director/Board Member | |
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. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
IndexIQ Advisors LLC
![]() IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Investment Managers | Portfolio Manager-Equities | |
American Century Investments Value Yield LLC
![]() American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Parametric Portfolio Associates LLC
![]() Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Director of Research - Equity | |
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 | Doctorate Degree Undergraduate Degree | |
Stanford University | College/University | Doctorate Degree | |
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 | Graduate Degree Undergraduate Degree | |
Algert Global LLC
![]() Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree | |
Accounting Solutions
![]() Accounting Solutions Personnel ServicesCommercial Services Part of Randstad NV, Accounting Solutions is a company that provides recruitment services. The company is based in San Francisco, CA. The company was founded by Barbara Stoeber. Accounting Solutions was acquired by Monster Worldwide, Inc., part of Randstad NV from November 01, 2016. | Personnel Services | Corporate Officer/Principal | |
Peking University
![]() Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree | |
The California State University | College/University | Masters Business Admin Masters Business Admin | |
Florida State University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Miami University | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
St. John's University | College/University | Masters Business Admin | |
University of California, Berkeley | College/University | Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Investment Managers | Corporate Officer/Principal Investment Committee Member Investment Committee Member Portfolio Manager-Fixed Income Analyst-Fixed Income | |
University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | Chief Executive Officer President | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
BlackRock Fund Advisors
![]() BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Equities | |
BlackRock Investment Management LLC
![]() BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Head-Equity Investments | |
University of Illinois | College/University | Undergraduate Degree | |
University of California | College/University | Masters Business Admin | |
New York Stock Exchange
![]() New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Investment Banks/Brokers | Corporate Officer/Principal | |
BofA Securities, Inc.
![]() BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
University of Puget Sound | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree | |
JHL Capital Group LLC
![]() JHL Capital Group LLC Investment ManagersFinance JHL Capital Group LLC (JHL) is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by James H. Litinsky in 2006 and is a subsidiary of JHL Capital Group LP. JHL serves as an investment manager or adviser to pooled investment vehicles. Investors typically include high net worth individuals, funds of funds, foundations and endowments, institutions, employees and their family members, along with JHL and its affiliates. | Investment Managers | Trading-Equity |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Irlanda | 2 |
Cina | 2 |
Settori
Finance | 27 |
Consumer Services | 21 |
Commercial Services | 3 |
Miscellaneous | 2 |
Posizioni
Corporate Officer/Principal | 56 |
Undergraduate Degree | 50 |
Portfolio Manager-Equities | 47 |
Portfolio Manager-Fixed Income | 36 |
Analyst-Equity | 19 |
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