Provenienza dei contatti di primo grado di Randy McGeorge
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.
160
| Operating Division | Investment Managers | 160 |
City Capital, Inc.
 City Capital, Inc. Investment ManagersFinance Founded in 1969, City Capital, Inc. is an independent, Atlanta-based investment manager. They manage equity and fixed-income assets for insurance clients located in the U.S., U.K. and Bermuda.
4
| Extinct | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Randy McGeorge tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Analyst-Equity | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of San Francisco | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Director of Research - Equity Chief Investment Officer Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Graduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
| Georgia State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Drew University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
| Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
BNY Mellon Investor Solutions LLC
 BNY Mellon Investor Solutions LLC Investment ManagersFinance BNY Mellon Investor Solutions LLC (BNYMIS) is an independent registered investment advisor headquartered in Boston, Massachusetts. It was founded in 2015 as BNY Investment Strategy & Solutions Group LLC and was renamed BNY Mellon Investor Solutions LLC in 2020. The firm is wholly-owned by MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (BNY Mellon) (NYSE: BK). BNYMIS offers comprehensive portfolio management and investment advisory services for investors worldwide seeking outsourced investment management. They serve endowments, foundations, retirement plans, family offices, governments and financial intermediaries. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
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 Investment Officer Portfolio Manager-Fixed Income | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| Doane College | College/University | Undergraduate Degree | |
| St. John's University | College/University | Masters Business Admin | |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Sales & Marketing | |
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Radnor Capital Management LLC
 Radnor Capital Management LLC Investment ManagersFinance Radnor Capital Management LLC (RCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Pierce Archer and Douglas Pyle in 2012. RCM provides independent, tax- and fee-sensitive investment counseling and individualized portfolio management to high-net-worth individuals, families, non-profit organizations and other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
| Salem State University | College/University | Undergraduate Degree | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Commonfund OCIO, Inc.
 Commonfund OCIO, Inc. Investment ManagersFinance Commonfund OCIO, Inc. is a fund-of-funds manager and registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 1999 and formerly known as Commonfund Asset Management Co., Inc. They are a subsidiary of Commonfund Holding Co., Inc., which is owned by Common Fund. Commonfund OCIO acts as investment manager, sub-advisor, pool operator and/or managing member to commingled investment funds and outsourcing clients. | Investment Managers | Chief Executive Officer | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Singapore | 2 |
Settori
| Finance | 26 |
| Consumer Services | 24 |
| Commercial Services | 3 |
Posizioni
| Portfolio Manager-Equities | 115 |
| Corporate Officer/Principal | 96 |
| Undergraduate Degree | 70 |
| Portfolio Manager-Fixed Income | 46 |
| Analyst-Equity | 35 |
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