Provenienza dei contatti di primo grado di Jodi Ahles
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.
19
| Extinct | Investment Managers | 19 |
Bell Bank (Fargo, North Dakota)
Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND.
5
| Subsidiary | Investment Managers | 5 |
Bemidji State University
5
| College/University | Other Consumer Services | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jodi Ahles tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Rainier Investment Management LLC
Rainier Investment Management LLC Investment ManagersFinance Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions. | Investment Managers | Analyst-Equity | |
MERRIMAN HOLDINGS, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Sit Investment Associates, Inc.
Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Trading-Equity | |
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 Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales | |
MAN WAH HOLDINGS LIMITED | Home Furnishings | Director/Board Member | |
Griffin Fund
Griffin Fund Investment ManagersFinance Griffin Fund invests in companies located in United States. The fund focuses on a broad range of sectors and industries. It provide financing for growth transactions. | Investment Managers | Founder | |
Pomona College
Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Undergraduate 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 | Masters Business Admin | |
Galliard Capital Management LLC
Galliard Capital Management LLC Investment ManagersFinance Galliard Capital Management LLC (Galliard) is a SEC-registered investment advisor and holding firm headquartered in Minneapolis, Minnesota. The firm was founded in 1995 by Richard Merriman, John Caswell and Karl Tourville. They are a direct, wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately owned by Allspring Group Holdings LLC. Galliard designs fixed income and stable value solutions for institutional investors. | Investment Managers | Trading-Fixed Income | |
The Fidelity Bank (Fuquay-Varina, North Carolina)
The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Regional Banks | Corporate Officer/Principal | |
Wintrust Investments LLC
Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
M. S. Howells & Co.
M. S. Howells & Co. Investment Banks/BrokersFinance Founded in 2000, M. S. Howells & Co. is a broker/dealer headquartered in Phoenix, Arizona with additional offices in Houston, Scottsdale, Arizona and Hampton, New Hampshire. The firm provides clients with a full array of investment services including portfolio reporting, research, direct access trading, trade desk access, portfolio risk analysis and administrative support. Their clients include established hedge funds, start-up hedge funds, Registered Investment Advisors, trading groups and money managers. The firm has a fully disclosed clearing arrangement with Jefferies & Co., Inc. and a secondary clearing agreement with Goldman Sachs Execution & Clearing LP through Grace Financial Group LLC. | Investment Banks/Brokers | Institutional Sales | |
American National Bank & Trust (Texas)
American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Investment Managers | Portfolio Manager-Equities | |
DePaul University | College/University | Masters Business Admin | |
Indiana University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree | |
Midwestern State University (Texas) | College/University | Undergraduate Degree | |
North Dakota State University | College/University | Undergraduate Degree | |
Stanford Management Co. (Private Equity)
Stanford Management Co. (Private Equity) Investment ManagersFinance Stanford Management Co. (Private Equity) is a Venture Capital firm, a subsidiary of Stanford Management Co. founded in 1991. The firm is headquartered in Stanford. | Investment Managers | Private Equity Analyst | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Hong Kong Institute of Certified Public Accountants
Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of California | College/University | Undergraduate Degree | |
Coöperatieve Rabobank U.A. (Broker Hong Kong) | Investment Banks/Brokers | Corporate Officer/Principal | |
Griffin Partners LLC
Griffin Partners LLC Investment ManagersFinance Griffin Partners LLC (Griffin Partners) is a private equity firm founded in 2008 by Chester Patchen White and Robert Michael Platek. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
CPA Australia Ltd.
CPA Australia Ltd. Miscellaneous Commercial ServicesCommercial Services CPA Australia Ltd. is an Australian company that has been operating since 1954 and provides education, training, technical support, and advocacy services in the accounting profession. The private company is based in Southbank, Australia and has subsidiaries in Hong Kong. The company engages with governments, regulators, and industries to advocate for policies that stimulate sustainable economic growth. With over 166,000 members working in 100 countries and regions, CPA Australia is one of the world's largest accounting bodies. It was founded in 1886 by Andrew Lyell, Arthur Cleveland, Benjamin Doughty Smith, Thomas Brentnall, John McAlister Howden, Charles Morell Holmes, William Crellin, and Edward Langton. Andrew Paul Hunter has been the CEO of the company since 2018. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FUGUINIAO CO LTD | Apparel/Footwear | Director/Board Member | |
Global Cosmetics (HK) Co., Ltd.
Global Cosmetics (HK) Co., Ltd. Household/Personal CareConsumer Non-Durables Part of Charmfame Investment Ltd., Global Cosmetics (HK) Co., Ltd. is a Chinese company that manufactures and distributes cosmetics and skincare products. The company is based in Hong Kong, Hong Kong. Susan Taylor has been the CEO of the company since 1992. Global Cosmetics (HK) Co. was acquired by Charmfame Investment Ltd. from Renaissance Asia Silk Road Group Ltd. on April 18, 2011 for $1.81 million. | Household/Personal Care | Corporate Officer/Principal | |
STAR GROUP ASIA LIMITED | Real Estate Development | Director/Board Member | |
University of Maryland | College/University | Undergraduate Degree | |
Wallbanck Brothers Securities (Hong Kong) Ltd.
Wallbanck Brothers Securities (Hong Kong) Ltd. Investment Banks/BrokersFinance Wallbanck Brothers Securities (Hong Kong) Ltd. provides corporate underwriting and investment banking services. The private company is based in Hong Kong, Hong Kong. The CEO of the Chinese company is Kin Fung Chan. | Investment Banks/Brokers | Corporate Officer/Principal | |
Suez Asia (Hong Kong) Ltd. | Director/Board Member | ||
Curtin University | College/University | Graduate Degree | |
LONGHUI INTERNATIONAL HOLDINGS LIMITED | Restaurants | Director/Board Member | |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Corporate Officer/Principal | |
University of Northern Iowa | College/University | Corporate Officer/Principal | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 38 |
Hong Kong | 9 |
Australia | 3 |
Cina | 2 |
Settori
Finance | 28 |
Consumer Services | 16 |
Commercial Services | 3 |
Consumer Non-Durables | 3 |
Electronic Technology | 2 |
Posizioni
Corporate Officer/Principal | 59 |
Director/Board Member | 34 |
Undergraduate Degree | 26 |
Independent Dir/Board Member | 20 |
Analyst-Equity | 16 |
Contatti più connessi
Insiders | |
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Michael Roberge | 21 |
Chet White | 16 |
Wing Kwok Fu | 15 |
Wah Man Chan | 12 |
Christopher Douglas Strom | 7 |
Jay Scott Welker | 7 |
Tom Lombardo | 7 |
Bob Stuber | 6 |
Daniel M. Brewer | 6 |
Harold J. Meyers | 6 |
James Michael O'Brien | 6 |
James Bell | 6 |
Michael Solberg | 6 |
Kevin Jay O’Connell | 5 |
Ryan Larson | 5 |
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- Jodi Ahles
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