Julie Fauble Pribble
Gestore di Portafoglio-Azioni presso Peak Asset Management LLC
Provenienza dei contatti di primo grado di Julie Fauble Pribble
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
CoBiz Wealth LLC
 CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations.
26
| Extinct | Investment Managers | 26 |
Wagner Investment Management, Inc.
 Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services.
18
| Extinct | Investment Managers | 18 |
Peak Asset Management LLC
 Peak Asset Management LLC Investment ManagersFinance Peak Asset Management LLC (Peak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Louisville, Colorado. The firm was founded by Terrance W. Hefty in 1994. Peak provides personalized, comprehensive wealth planning and management services to individual and institutional clients.
11
| Subsidiary | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Julie Fauble Pribble tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal | |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
| University of Nebraska | College/University | Undergraduate Degree | |
Bristol Investment Group, Inc.
 Bristol Investment Group, Inc. Investment Banks/BrokersFinance Founded in 1990 by Alan Donenfeld, Bristol Investment Group, Inc. is a private investment firm that focuses on investing in and raising capital for high growth and special situation public and private companies, in industries such as communications, information technology, healthcare, manufacturing and other technology based businesses. They provide a full array of trading and execution services for their clients. They do not provide any internal research. Bristol is located in New York City. | Investment Banks/Brokers | 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 | Corporate Officer/Principal | |
| META PLATFORMS, INC. | Internet Software/Services | Comptroller/Controller/Auditor | |
| PAYPAL HOLDINGS, INC. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| University of Missouri | College/University | Graduate Degree | |
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 | |
| Arizona State University | College/University | Undergraduate Degree | |
| DePaul University | College/University | Graduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree | |
| Metropolitan State University of Denver | 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 | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Denver | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Northern Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Nebraska-Lincoln | College/University | Graduate Degree | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
Trust Co. of Illinois
 Trust Co. of Illinois Investment Trusts/Mutual FundsMiscellaneous Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Empower Annuity Insurance Co. of America (Invt Portfolio)
 Empower Annuity Insurance Co. of America (Invt Portfolio) Investment ManagersFinance Empower Annuity Insurance Co. of America (Invt Portfolio) (EAIC-IP) is the investment portfolio division of Empower Annuity Insurance Co. of America, an insurance company headquartered in Greenwood Village, Colorado. The firm was founded in 1891 and formerly known as Great-West Life & Annuity Insurance Co. EAIC-IP manages the insurance company portfolio of several organizations and individual clients. | Investment Managers | Analyst-Fixed Income | |
The McGuire Co.
 The McGuire Co. Trucks/Construction/Farm MachineryProducer Manufacturing The McGuire Co. is an American company that manufactures and supplies dock levelers. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
| University of Kansas | College/University | Undergraduate Degree | |
| University of Colorado Denver | College/University | Undergraduate Degree | |
| Trinity College | College/University | Graduate Degree | |
KSL Advisors LLC
 KSL Advisors LLC Investment ManagersFinance KSL Advisors LLC ( KSL Advisors) is a private equity firm founded in 2005 by Mike S. Shannon and Eric C. Resnick. The firm is headquartered in Denver, Colorado. | Investment Managers | Investor Relations Contact | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| University of Colorado Hospital | College/University | Masters Business Admin | |
Elk River Wealth Management LLC
 Elk River Wealth Management LLC Investment ManagersFinance Elk River Wealth Management LLC (Elk River) is a SEC-registered investment adviser and wealth management firm headquartered in Denver, Colorado. Founded in 2020, the firm is wholly owned by Elk River Wealth Holdings LLC, a subsidiary of Covey Rise Capital 0215 LLC. Elk River delivers comprehensive wealth management solutions to assist individuals, families and business owners in Colorado, Arizona, Nebraska, and across the US. | Investment Managers | Chief Executive Officer | |
| University of Mississippi | College/University | Undergraduate Degree | |
| Cobiz ACMG, Inc. | Director/Board Member | ||
LaSalle Bancorp, Inc. (Illinois)
 LaSalle Bancorp, Inc. (Illinois) Financial ConglomeratesFinance LaSalle Bancorp, Inc. is a bank holding private company based in LaSalle, IL and has subsidiaries in the United States. The company's primary focus is on banking services. | Financial Conglomerates | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Australia | 2 |
Settori
| Consumer Services | 22 |
| Finance | 19 |
| Miscellaneous | 3 |
| Technology Services | 2 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 56 |
| Portfolio Manager-Equities | 33 |
| Undergraduate Degree | 30 |
| Analyst-Equity | 15 |
| Investment Committee Member | 15 |
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