Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Brian Dean Langstraat | M | 56 |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | 34 anni |
| Brandon Scott Rinner | M | - |
McKinley Capital Management LLC
 McKinley Capital Management LLC Investment ManagersFinance McKinley Capital Management LLC (McKinley Capital) is a SEC-registered investment headquartered in Anchorage, Alaska. The firm was founded by Robert “Bob” Gillam in 1990 and is wholly-owned by McKinley Management, Inc. McKinley Capital provides investment advisory and sub-advisory services to institutional, individual and high-net worth investors. They also participate as a sub-advisor in various wrap fee programs and provide emulation or model portfolios to clients. In addition, the firm is the general partner and/or investment advisor to various commingled investment funds such as offshore and onshore limited partnerships and a statutory trust. | 26 anni |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Steven A. Rhone | M | - |
Laird Norton Trust Co. LLC
 Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | 14 anni |
| Pingol D. Yturralde | F | - |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | - |
| LeeAnn Gudeit | F | - |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | - |
| Edward Pang | M | - |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients.
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.
Smith Barney Asset Management
| 8 anni |
| Jason D. Cherney | M | - |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | 7 anni |
| Dan Rutter | M | - |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | 9 anni |
| John Thomas DiPasquale | M | 58 |
Smith Barney Asset Management
| 5 anni |
| Chaipatr Srivisarvacha | M | 64 |
Smith Barney Asset Management
| 4 anni |
| Jason M. McCrary | M | - |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients.
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | 5 anni |
| Thomas Michael Swoffer | M | - |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | - |
| J. Anthony Precourt | M | - |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | 6 anni |
| Allison Gwendolyn Goodson | F | - |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | - |
| Philip J. Fox | M | - |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | 22 anni |
| John J. Kolozsi | M | - |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | 23 anni |
| Abdool Rahim Moossa | M | 84 |
University of California San Diego
| 30 anni |
| Donald Jones | M | - |
University of California San Diego
| 5 anni |
| Frank M. Longo | M | - |
University of California San Diego
| 4 anni |
| Mee Yee Chan | M | 62 |
University of California San Diego
| 5 anni |
| Laura Rogers | F | - |
Smith Barney Asset Management
| 1 anni |
| Ian Chaplin | M | - |
University of California San Diego
| 5 anni |
| Shawn A. Scranton | M | 60 |
University of California San Diego
| 4 anni |
| Thomas K. Nowakowski | M | - |
University of California San Diego
| 4 anni |
| Richard Straube | M | 72 |
University of California San Diego
| - |
| Walter Luyten | M | - |
University of California San Diego
| 3 anni |
| James A. Green | M | 57 |
University of California San Diego
| 4 anni |
| Matthew B. Weinger | M | - |
University of California San Diego
| 3 anni |
| Bharet Malhotra | M | 49 |
Smith Barney Asset Management
| 2 anni |
| Louis Crasto | M | 56 |
Smith Barney Asset Management
| 3 anni |
| Nicholas Francis Graziano | M | 52 |
Smith Barney Asset Management
| 4 anni |
| Hunter S. Reisner | M | - |
Smith Barney Asset Management
| 2 anni |
| Barry Newman | M | 65 |
Smith Barney Asset Management
| 3 anni |
| Danny Yifan Joe | M | - |
Smith Barney Asset Management
| 2 anni |
| Gina Marie Griffo | F | - |
Smith Barney Asset Management
| 7 anni |
| David L. Bauer | M | 64 |
University of California San Diego
| 4 anni |
| J. Parker Roy | M | - |
Smith Barney Asset Management
| 9 anni |
| Bill A. Romary | M | - |
University of California San Diego
| 4 anni |
| Steven David Smith | M | 65 |
University of California San Diego
| 4 anni |
| Thomas H. Kee | M | - |
Smith Barney Asset Management
| 2 anni |
| Vincent Cubbage | M | 59 |
Smith Barney Asset Management
| 4 anni |
| Greg Fuss | M | 65 |
University of California San Diego
| 4 anni |
| John Wilcox | M | 61 |
University of California San Diego
| 4 anni |
| Celine Fung | F | - |
Smith Barney Asset Management
| 3 anni |
| Chris Werner | M | 60 |
University of California San Diego
| 4 anni |
| Lee H. Hilborne | M | - |
University of California San Diego
| 4 anni |
| Reid Tomlin | M | - |
University of California San Diego
| 4 anni |
| Christian Waage | M | 57 |
University of California San Diego
| 4 anni |
| Chris Jones | M | - |
University of California San Diego
| 4 anni |
| Dev K. Mishra | M | - |
University of California San Diego
| 3 anni |
| Tom Olney | M | - |
Smith Barney Asset Management
| 5 anni |
| Stefano Bertozzi | M | - |
University of California San Diego
| 4 anni |
| Mike Scanlin | M | - |
University of California San Diego
| 4 anni |
| Theresa A. Paiz-Fredel | F | - |
University of California San Diego
| 4 anni |
| Greg Harriman | M | - |
University of California San Diego
| 4 anni |
| Katherine S. Kim | F | - |
Smith Barney Asset Management
| 4 anni |
| Si Mai Rui | M | 63 |
University of California San Diego
| 4 anni |
| Eric Charles Hage | M | - |
Smith Barney Asset Management
| 4 anni |
| Andreas Plückthun | M | 65 |
University of California San Diego
| 3 anni |
| Peter M. Demirali | M | - |
Smith Barney Asset Management
| 8 anni |
| Richard A. Bayer | M | 74 |
University of California San Diego
| 11 anni |
| Robert Koort | M | - |
Smith Barney Asset Management
| - |
| Ricky R. Goldwasser | F | - |
Smith Barney Asset Management
| 1 anni |
| Rick Inder Singh | M | - |
Smith Barney Asset Management
| 2 anni |
| Gerald Robert Odening | M | 71 |
Smith Barney Asset Management
| 5 anni |
| Daniel Joseph Kallus | M | - |
Smith Barney Asset Management
| 2 anni |
| Ravi Pamnani | M | - |
Smith Barney Asset Management
| - |
| Barry Philip Julien | M | - |
University of California San Diego
| 5 anni |
| Philip A. Kaukonen | M | - |
University of California San Diego
| 5 anni |
| Howard C. Dittrich | M | 71 |
University of California San Diego
| 27 anni |
| Mitch Rubin | M | - |
Smith Barney Asset Management
| 1 anni |
| Charlie Scharf | M | 59 |
Smith Barney Asset Management
| 4 anni |
| Orville G. Kolterman | M | 76 |
University of California San Diego
| 9 anni |
| Maureen A. Hendricks | F | 72 |
Smith Barney Asset Management
| 6 anni |
| Leo S. Spiegel | M | - |
University of California San Diego
| 4 anni |
| Beth Barish May | F | 58 |
Smith Barney Asset Management
| 3 anni |
| Virasb Vahidi | M | 57 |
University of California San Diego
| 4 anni |
| Paul Raymond Temby | M | 60 |
University of California San Diego
| 4 anni |
| Evan Scott Bauman | M | 49 |
Smith Barney Asset Management
| 8 anni |
| Kevin D. Blair | M | - |
University of California San Diego
| 4 anni |
| Doug Koo | M | - |
University of California San Diego
| 4 anni |
| Eduardo Rallo | M | - |
University of California San Diego
| 4 anni |
| James Alan McFall | M | 66 |
University of California San Diego
| 4 anni |
| Lawrence W. Shea | M | - |
University of California San Diego
| 4 anni |
| Cheron Vail | M | - |
University of California San Diego
| 8 anni |
| Patti McGlasson | F | 59 |
University of California San Diego
| 4 anni |
| Douglas G. Muehlhauser | M | - |
University of California San Diego
| - |
| Michael Thomas Dieschbourg | M | - |
Smith Barney Asset Management
| 6 anni |
| Mike J. Molinaro | M | - |
Smith Barney Asset Management
| 10 anni |
| Matthew Dveirin | M | - |
Smith Barney Asset Management
| 4 anni |
| Robert Scott Koenigsberger | M | - |
University of California San Diego
| 4 anni |
| Chris P. Fuller | M | - |
Smith Barney Asset Management
| - |
| Brian C. Courville | M | - |
Smith Barney Asset Management
| 2 anni |
| Steven Guterman | M | - |
Smith Barney Asset Management
| 14 anni |
| Chia Wei Woo | M | 87 |
University of California San Diego
| 4 anni |
| Anthony B. Bosco | M | - |
Smith Barney Asset Management
| 15 anni |
| Mike H. Towey | M | - |
Smith Barney Asset Management
| 4 anni |
| Won Choi | M | - |
Smith Barney Asset Management
| 4 anni |
| Robert H. Potter | M | - |
Smith Barney Asset Management
| 6 anni |
| Jamie Montgomery | M | - |
University of California San Diego
| 4 anni |
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Stati Uniti | 100 | 100.00% |
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