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Provenienza dei contatti di primo grado di Michael Mortenson
Entità | Tipo di entità | Settore Industriale | |
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Cypress Wealth Services LLC
![]() Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals.
2
| Private Company | Investment Managers | 2 |
Westmont College
2
| College/University | Other Consumer Services | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Michael Mortenson tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
StepStone Group LP
![]() StepStone Group LP Investment ManagersFinance StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Patamar Capital LLC
![]() Patamar Capital LLC Investment ManagersFinance Patamar Capital LLC (Patamar Capital) is a venture capital firm founded in 2011 by Chester Tanner Woolley, Lee FitzGerald and Beau T Seil. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
University of Manchester Institute of Science & Technology | College/University | Graduate Degree | |
Concordia College (New York) | College/University | Undergraduate Degree | |
Citigroup Global Markets, Inc. (Investment Management)
![]() Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
World Equity Group, Inc.
![]() World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal | |
University of California San Diego | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Indonesia | 2 |
Regno Unito | 2 |
Settori
Finance | 7 |
Consumer Services | 4 |
Posizioni
Undergraduate Degree | 4 |
Corporate Officer/Principal | 4 |
Private Equity Investor | 2 |
Portfolio Manager-Equities | 2 |
Private Equity Analyst | 1 |
Contatti più connessi
Insiders | |
---|---|
Kurt Mortenson | 4 |
Chris Rick | 4 |
Ryan Zoradi | 3 |
Gregory Wallem | 2 |
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