Provenienza dei contatti di primo grado di Kimberly Formon
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
31
| Subsidiary | Investment Managers | 31 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kimberly Formon 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 | Portfolio Manager-Equities | |
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | President Analyst-Equity Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
AEROPOSTALE INC | Apparel/Footwear Retail | Director/Board Member | |
TEMPUR SEALY INTERNATIONAL, INC. | Home Furnishings | Director/Board Member | |
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 Corporate Officer/Principal | |
HEALTHEQUITY, INC. | Investment Managers | Director/Board Member | |
AlphaSimplex Group LLC
AlphaSimplex Group LLC Investment ManagersFinance AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities. | Investment Managers | Chief Executive Officer | |
Wallington Asset Management LLC
Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
Russell Exchange Traded Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Foreside Global Services LLC
Foreside Global Services LLC Investment Banks/BrokersFinance Part of Foreside Financial Group LLC, Foreside Global Services LLC is a company that provides securities brokerage services. The company is based in King Of Prussia, PA. | Investment Banks/Brokers | Director/Board Member | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
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. | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Blue Shield of California
Blue Shield of California Miscellaneous Commercial ServicesCommercial Services Blue Shield of California engages in the provision of healthcare insurance services. The firm offers insurance products include HMO, preferred provider organization, dental and medicare supplemental plan, accidental death and dismemberment, executive medical reimbursement, life insurance, and vision and short-term health plans. The company was founded in 1938 and is headquartered in Oakland, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Arbor Capital Management, Inc.
Arbor Capital Management, Inc. Investment ManagersFinance Arbor Capital Management, Inc. (Arbor) is an independent, SEC-registered investment advisor headquartered in Anchorage, Alaska. The firm was founded by Robert Sheldon in 1997. Arbor Capital manages personalized investment portfolios for individuals, corporations, institutions and pooled investment vehicles. The firm offers digital asset separate account sub-advisory services to unaffiliated investment advisers through Arbor Digital – a separate division of Arbor. | Investment Managers | Portfolio Manager-Equities President | |
Progress Investment Management Co Inc
Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Bloom Advisors, Inc.
Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded by Richard and Kenneth Bloom in 1995 as Bloom Asset Management, Inc. Bloom Advisors provides professional money management services for individual investors and businesses on a discretionary, no-commission, fee-only basis. | Investment Managers | Investment Committee Member Consultant / Advisor | |
California State University-East Bay | College/University | Masters Business Admin Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Graduate Degree | |
University of San Francisco | College/University | Graduate Degree Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
General Motors Asset Management Corp.
General Motors Asset Management Corp. Investment ManagersFinance General Motors Asset Management Corp. provides investment management services. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The Commonwealth Club of California
The Commonwealth Club of California Miscellaneous Commercial ServicesCommercial Services The Commonwealth Club of California operates as public affairs forum. The company was founded in 1924 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Women's Initiative | Chairman | ||
St. Cloud State University | College/University | Undergraduate Degree | |
Strategic Global Advisors LLC
Strategic Global Advisors LLC Investment ManagersFinance Strategic Global Advisors LLC (SGA) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded in 2005 by Cynthia Tusan. SGA offers discretionary investment advisory services to institutional investors as well as to certain legacy high net worth individuals, trusts and estates. | Investment Managers | Portfolio Manager-Equities | |
Purdue University | 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 | Masters Business Admin | |
ORTHO CLINICAL DIAGNOSTICS HOLDINGS PLC | Medical Specialties | Director/Board Member | |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Analyst-Equity | |
Latino Corporate Directors Association
Latino Corporate Directors Association Miscellaneous Commercial ServicesCommercial Services The Latino Corporate Directors Association (LCDA) advocates for greater representation of Latinx individuals in corporate governance to promote diversity and inclusion. The private company is based in Washington. The American company's mission is to advance multicultural boardrooms that promote equity and corporate social responsibility. The company was founded in 2013 by Patricia Salas Pineda. The CEO is Ozzie Gromada Meza. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Settori
Finance | 26 |
Consumer Services | 13 |
Commercial Services | 4 |
Retail Trade | 3 |
Consumer Durables | 2 |
Posizioni
Corporate Officer/Principal | 55 |
Director/Board Member | 51 |
Undergraduate Degree | 25 |
Portfolio Manager-Equities | 22 |
President | 20 |
Contatti più connessi
- Borsa valori
- Insiders
- Kimberly Formon
- Connessioni Società