Provenienza dei contatti di primo grado di Phillip M. Vitale
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Filament LLC
 Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds.
4
| Extinct | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Phillip M. Vitale tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Quellos Capital Management LP
 Quellos Capital Management LP Investment ManagersFinance Part of BlackRock, Inc., Quellos Capital Management LP offers investment advisory services. The company is based in Seattle, WA. | Investment Managers | Corporate Officer/Principal | |
| Federal Reserve Bank of Boston | General Government | Corporate Officer/Principal | |
| State Administration of Taxation | General Government | Corporate Officer/Principal | |
| Mount Holyoke College | College/University | Undergraduate Degree | |
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
| Seattle University | College/University | Graduate Degree | |
| Seattle Pacific University | College/University | Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| Oregon State University | College/University | Undergraduate Degree | |
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 12 |
| Cina | 2 |
Settori
| Finance | 6 |
| Consumer Services | 6 |
| Government | 3 |
Posizioni
| Corporate Officer/Principal | 6 |
| Undergraduate Degree | 4 |
| Portfolio Manager-Equities | 3 |
| Investment Committee Member | 2 |
| Analyst-Equity | 2 |
Contatti più connessi
| Insiders | |
|---|---|
| Lin Gong | 5 |
| Teri LaMar | 5 |
| Jerry Thomas Peters | 3 |
| Jay Levesque | 3 |
- Borsa valori
- Insiders
- Phillip M. Vitale
- Connessioni Società
