Kimberleigh Anne Williams
Gestore di Portafoglio-Azioni presso Sand Hill Global Advisors LLC
Provenienza dei contatti di primo grado di Kimberleigh Anne Williams
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Sand Hill Global Advisors LLC
 Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities.
37
| Private Company | Investment Managers | 37 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kimberleigh Anne Williams tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Investment Managers | Trading-Equity | |
| ADVENT SOFTWARE, INC. | Information Technology Services | Corporate Officer/Principal | |
Rosenblum Silverman Sutton S.F., Inc.
 Rosenblum Silverman Sutton S.F., Inc. Investment ManagersFinance Rosenblum Silverman Sutton S.F., Inc. (RSS) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was founded in 1983 by Barbara Rosemblum. RSS provides individuals, families, trusts, foundations and non-profit organizations with investment and wealth management solutions to meet their financial goals. | Investment Managers | Corporate Officer/Principal | |
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Investment Managers | Trading-Equity | |
Missouri State Employees Retirement System
 Missouri State Employees Retirement System Investment ManagersFinance The Missouri State Employees' Retirement System (MOSERS), established September 1, 1957, administers retirement, life insurance and long-term disability benefits to most state employees, including members of the Missouri General Assembly, elected state officials, judges and administrative law judges and legal advisors. Their headquarters are in Jefferson City, Missouri. | Investment Managers | Analyst-Equity | |
Santa Barbara Asset Management LLC
 Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Investment Managers | Corporate Officer/Principal | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Outrider Management LLC
 Outrider Management LLC Investment ManagersFinance Outrider Management LLC (Outrider) is an independent hedge fund manager headquartered in San Mateo, California. The firm was founded by Stephen M. Hope in 2004. Outrider provides investment advice to high net worth clients. | Investment Managers | Portfolio Manager-Equities | |
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 | |
| George Washington University | College/University | Masters Business Admin | |
| University of Missouri | College/University | Masters Business Admin | |
| San Diego State University | College/University | Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
| Pepperdine University | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree Undergraduate Degree | |
| Southern Connecticut State University | College/University | Undergraduate Degree | |
| Southern Oregon University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Santa Cruz | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
| University of Denver | College/University | Undergraduate Degree Undergraduate Degree | |
| National Taras Shevchenko University of Kiev | College/University | Graduate Degree | |
SharesPost, Inc.
 SharesPost, Inc. Financial ConglomeratesFinance SharesPost, Inc. provides private securities investments services. It offers buying and selling private securities, and liquidity programs for companies. The company was founded by Greg B. Brogger in January 2009 and is headquartered in San Francisco, CA. | Financial Conglomerates | Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
Integral Financial Solutions LLC
 Integral Financial Solutions LLC Investment ManagersFinance Integral Financial Solutions LLC operates as an independent wealth advisory firm. The company was founded by Janet L. Hoffmann and Barry R. Taylor in 2010 and is headquartered in San Francisco, CA. | Investment Managers | Founder | |
| Daniels College of Business | College/University | Masters Business Admin | |
| UC Berkeley School of Public Health | College/University | Undergraduate Degree | |
| Haas School of Business | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Ucraina | 2 |
Settori
| Consumer Services | 28 |
| Finance | 21 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 38 |
| Undergraduate Degree | 32 |
| Portfolio Manager-Equities | 26 |
| Analyst-Equity | 23 |
| Masters Business Admin | 7 |
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