Matthew Petty
Analyst-Equity presso Charles Schwab Investment Advisory, Inc.
Provenienza dei contatti di primo grado di Matthew Petty
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
53
| Subsidiary | Investment Managers | 53 |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.
18
| Subsidiary | Investment Managers | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matthew Petty tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| GE AEROSPACE | Industrial Machinery | Human Resources Officer Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Founder Sales & Marketing Human Resources Officer Chief Administrative Officer Corporate Officer/Principal Director/Board Member Director of Finance/CFO Corporate Officer/Principal Chief Tech/Sci/R&D Officer Chief Tech/Sci/R&D Officer President General Counsel | |
| SEI INVESTMENTS COMPANY | Investment Managers | Sales & Marketing | |
| EBAY INC. | Internet Retail | Director/Board Member Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988. Jensen provides investment management services to a wide array of individual and institutional clients, such as private clients, pension plans, foundations, endowments and other businesses. In addition, the firm acts as the investment adviser to various mutual funds and a collective investment fund. | Investment Managers | Sales & Marketing | |
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. | Investment Managers | Chief Executive Officer President | |
| University of Notre Dame | College/University | Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Director/Board Member Undergraduate Degree | |
| University of Pittsburgh | College/University | 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 | Undergraduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Graduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| Arizona State University | College/University | Masters Business Admin Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Louisiana State University | College/University | Doctorate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Graduate Degree Graduate Degree | |
| Oregon State University | College/University | Undergraduate Degree | |
| Robert Morris University | College/University | Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chairman Director/Board Member Corporate Officer/Principal General Counsel | |
| University of California, Berkeley | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | President Corporate Officer/Principal | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Tennessee | College/University | Undergraduate Degree Graduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| NASDAQ, INC. | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
| Make-A-Wish Foundation of Illinois | Corporate Officer/Principal | ||
| Weber State University | College/University | Undergraduate Degree | |
| MIT Sloan School of Management | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
Settori
| Consumer Services | 23 |
| Finance | 22 |
| Producer Manufacturing | 2 |
| Retail Trade | 2 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 123 |
| Director/Board Member | 109 |
| Undergraduate Degree | 70 |
| Independent Dir/Board Member | 37 |
| Portfolio Manager-Equities | 35 |
Contatti più connessi
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Dawn Lepore | 25 |
| Ronald Renaud | 24 |
| Chuck Schwab | 22 |
| Kirsten Wolberg | 19 |
| Jody Bilney | 19 |
| Brad Peterson | 14 |
| Rick Wurster | 13 |
| Dave Martin | 11 |
| Shekhar Pramanick | 11 |
| Tani Girton | 11 |
| Mary S. McLeod | 10 |
| Peter Crawford | 10 |
| James Yee | 10 |
| Carrie Schwab-Pomerantz | 10 |
- Borsa valori
- Insiders
- Matthew Petty
- Connessioni Società
