Mark Melanson
Gestore di Portafoglio-Azioni presso Osborne Partners Capital Management LLC
Provenienza dei contatti di primo grado di Mark Melanson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mark Melanson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| Santa Clara University | College/University | Masters Business Admin | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree | |
Bailard Biehl & Kaiser Real Estate Investment Trust
 Bailard Biehl & Kaiser Real Estate Investment Trust Real Estate Investment TrustsFinance Bailard Biehl & Kaiser Real Estate Investment Trust is an American company that operates as a Real Estate Investment Trust (REIT). | Real Estate Investment Trusts | Corporate Officer/Principal | |
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 | |
| Stanford Graduate School of Business | College/University | Masters Business Admin | |
| University of California, Irvine | College/University | Masters Business Admin | |
The Connable Office, Inc.
 The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Investment Managers | Market Strategist | |
| University of Lynchburg | 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 | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 16 |
Settori
| Consumer Services | 9 |
| Finance | 8 |
Posizioni
| Portfolio Manager-Equities | 6 |
| Undergraduate Degree | 6 |
| Corporate Officer/Principal | 6 |
| Masters Business Admin | 4 |
| Analyst-Equity | 3 |
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