John Knisely Mell
Gestore di Portafoglio-Azioni presso Laird Norton Wetherby Wealth Management LLC
Provenienza dei contatti di primo grado di John Knisely Mell
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.
52
| Subsidiary | Investment Managers | 52 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John Knisely Mell tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
| Boston College | 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 Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Graduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
| Michael G. Foster School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree | |
| Fletcher School of Law | College/University | Graduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
Roof Eidam Maycock Peralta LLC
 Roof Eidam Maycock Peralta LLC Investment ManagersFinance Roof Eidam Maycock Peralta LLC (REMP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Gary E. Roof in 1982 and formerly known as Roof, Eidam & Maycock LLC. REMP provides investment advice and financial planning services to individuals, charitable organizations and institutions. They also provide consulting services for pension plans. | Investment Managers | Corporate Officer/Principal | |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
| University of Oregon | College/University | Undergraduate Degree | |
| The University of Pennsylvania Law School | College/University | Graduate Degree | |
CHS Management, Inc.
 CHS Management, Inc. Medical/Nursing ServicesHealth Services Part of CVS Health Corp., CHS Management, Inc. is a company that provides health-care management services. The company is based in Los Angeles, CA. CHS Management was acquired by Caremark Rx, Inc. on March 12, 1996 for $47 million. | Medical/Nursing Services | Director/Board Member | |
Nissay Wealth Life Insurance KK
 Nissay Wealth Life Insurance KK Life/Health InsuranceFinance Nippon Wealth Life Insurance Co., Ltd. engages in life insurance business that provides long-term care insurance, annuities, retirement plans, savings products and mutual funds to individual and institutional customers. It operates through a network of independent brokers and franchised agents. The company was founded in 1907 and is headquartered in Tokyo, Japan. | Life/Health Insurance | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree | |
Silicon Valley Community Foundation
 Silicon Valley Community Foundation Investment Trusts/Mutual FundsMiscellaneous Silicon Valley Community Foundation (SVCF) is an independent community foundation headquartered in Mountain View, California. Founded in 2007, the firm advances innovative philanthropic solutions to challenging problems. SVCF engages donors and corporations from around Silicon Valley, the country, and the globe to make the region and world better for all. | Investment Trusts/Mutual Funds | Director/Board Member | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
| Vanderbilt University | College/University | Undergraduate Degree | |
| The Reed Institute | College/University | Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Palace Sports & Entertainment LLC
 Palace Sports & Entertainment LLC Movies/EntertainmentConsumer Services Palace Sports & Entertainment LLC owns and operates sports and entertainment arenas. It also controls glassmaker guardian industries as well as the Detroit Pistons professional basketball team. The company was founded by Bill Davidson on July 29, 2011 and is headquartered in Auburn Hills, MI. | Movies/Entertainment | Corporate Officer/Principal | |
| Yale School of Management | College/University | Masters Business Admin | |
| Darla Moore School of Business | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Doctorate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
TeamCo Advisers LLC
 TeamCo Advisers LLC Investment ManagersFinance TeamCo Advisers LLC provides investment advice. The private company is based in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| McCombs School of Business | College/University | Undergraduate Degree | |
| The University of Alabama | College/University | Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Giappone | 2 |
Settori
| Consumer Services | 33 |
| Finance | 15 |
| Commercial Services | 3 |
| Health Services | 2 |
| Miscellaneous | 2 |
Posizioni
| Undergraduate Degree | 50 |
| Corporate Officer/Principal | 47 |
| Portfolio Manager-Equities | 37 |
| Masters Business Admin | 12 |
| Analyst-Equity | 9 |
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