John Andrew Patterson
Gestore di Portafoglio-Azioni presso Wealth Enhancement Advisory Services LLC
Provenienza dei contatti di primo grado di John Andrew Patterson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
223
| College/University | Other Consumer Services | 223 |
Lehigh University
60
| College/University | Other Consumer Services | 60 |
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
29
| Subsidiary | Investment Managers | 29 |
Carroll Financial Associates, Inc.
 Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients.
18
| Extinct | Investment Managers | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John Andrew Patterson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | |
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 Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Masters Business Admin | |
| University of Pittsburgh | College/University | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Doctorate Degree Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree Graduate Degree | |
| PUNCH TAVERNS PLC | Restaurants | Director/Board Member | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Graduate 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 | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Seoul National University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Graduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Masters Business Admin Masters Business Admin | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Duke University Health System, Inc.
 Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Medical/Nursing Services | Chairman Director/Board Member | |
Formula One Group
 Formula One Group Advertising/Marketing ServicesCommercial Services Formula One Group promotes FIA formula one world championship. The company is headquartered in London, the United Kingdom. | Advertising/Marketing Services | Director/Board Member | |
Spirit Group Holdings Ltd.
 Spirit Group Holdings Ltd. RestaurantsConsumer Services Spirit Group Holdings Ltd. owns and operates pubs, bars and restaurants across the UK. The company is headquartered in Burton-on-Trent, UK. | Restaurants | Director/Board Member | |
Haymon Sports LLC
 Haymon Sports LLC Movies/EntertainmentConsumer Services Haymon Sports LLC provides sports services. | Movies/Entertainment | Director/Board Member | |
Green River Spirits Co. LLC
 Green River Spirits Co. LLC Beverages: AlcoholicConsumer Non-Durables Terressentia Corp. engages in distillation of spirits such as vodka, rum, and whisky. It specializes in Spiced rum, Tequila, Flavored tequila, Gin, Bourbon whiskey and Bulk spirits. The company was founded by Ty Tyler and is headquartered in North Charleston, SC. | Beverages: Alcoholic | Director/Board Member | |
| Charlotte Symphony Orchestra | Director/Board Member | ||
Discovery Place, Inc.
 Discovery Place, Inc. Other Consumer ServicesConsumer Services Discovery Place, Inc. offers and exhibits educational programs that inform, challenge and engage audiences of all ages. It operates discovery place and charlotte nature museum and discovery place kids. The company was founded in 1981 and is headquartered in Charlotte, NC. | Other Consumer Services | Director/Board Member | |
Everbright Ltd.
 Everbright Ltd. Real Estate DevelopmentFinance Everbright Ltd. engages in the provision of real estate leasing services. The company was founded on July 15, 2002 and is headquartered in Corsham, the United Kingdom. | Real Estate Development | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 41 |
| Regno Unito | 5 |
| Paesi Bassi | 2 |
| Corea del Sud | 2 |
| Israele | 2 |
Settori
| Consumer Services | 23 |
| Finance | 21 |
| Process Industries | 2 |
| Health Services | 2 |
| Commercial Services | 2 |
Posizioni
| Director/Board Member | 264 |
| Corporate Officer/Principal | 144 |
| Undergraduate Degree | 101 |
| Portfolio Manager-Equities | 62 |
| President | 42 |
Contatti più connessi
| Insiders | |
|---|---|
| William Hawkins | 49 |
| Steve Pagliuca | 45 |
| Daniel Levitan | 42 |
| Palmer Peebles Garson | 23 |
| David Shane | 20 |
| Nancy Ham | 20 |
| Bruce Hardy McLain | 19 |
| Scott M. Albert | 16 |
| Charles A. Berardesco | 15 |
| Thomas C. Stevens | 14 |
| Mark Florian | 14 |
| Hatem Sharif Fawaz | 14 |
| Thomas Natelli | 14 |
| Kathryn Hollister | 13 |
| David P. Crosland | 12 |
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- Insiders
- John Andrew Patterson
- Connessioni Società
