Provenienza dei contatti di primo grado di Steve Coppess
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Northern Lights Ventures LLC
 Northern Lights Ventures LLC Investment ManagersFinance Founded in 2006 by Andy Turner, Northern Lights Ventures is a venture capital firm located in Tacoma, Washington
12
| Extinct | Investment Managers | 12 |
Montlake Capital LLC
 Montlake Capital LLC Investment ManagersFinance Montlake Capital LLC (Montlake Capital) is a private equity firm founded in 1999.. The firm is headquartered in Seattle, Washington.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steve Coppess tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| College Retirement Equities Fund | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Corporate Officer/Principal Head-Equity Investments Corporate Officer/Principal | |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Investment Managers | Corporate Officer/Principal | |
Berger Financial Group LLC
 Berger Financial Group LLC Investment Trusts/Mutual FundsMiscellaneous Part of Janus Henderson Group Plc, Berger Financial Group LLC is a company that manages funds. The company is based in Kansas City, MO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Fixed Income | |
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, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| PACIFIC CURRENT GROUP LIMITED | Investment Managers | Chief Executive Officer Chief Executive Officer Sales & Marketing | |
| Texas State University | College/University | Undergraduate Degree | |
| US Military Academy | College/University | Undergraduate Degree | |
| Pacific Lutheran University | College/University | Undergraduate Degree Undergraduate Degree | |
| Seattle University | College/University | Masters Business Admin | |
| Washington State University | College/University | Undergraduate Degree | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
Fast Water Heater Co. LLC
 Fast Water Heater Co. LLC Industrial MachineryProducer Manufacturing Fast Water Heater Co. LLC engages in the provision of installation and repair of hot water heaters. It also offers maintenance, property management, and commercial water heater installations. The company was founded in 1986 and is headquartered in Seattle WA. | Industrial Machinery | Director/Board Member | |
Silver Creek Capital Management LLC
 Silver Creek Capital Management LLC Investment ManagersFinance Silver Creek Capital Management LLC (Silver Creek) is an independent registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded by Timothy Flaherty and Eric Dillon in 1999. Silver Creek provides investment supervisory services to private investment funds that invest in other affiliated or unaffiliated private investment funds, accounts and/or securities. | Investment Managers | Analyst-Equity | |
AlphaShares LLC
 AlphaShares LLC Financial ConglomeratesFinance AlphaShares LLC provides investment services. The company was founded by Burton G. Malkiel and Kevin T. Carter in 2007 and is headquartered in Tacoma, WA. | Financial Conglomerates | Director/Board Member | |
Northern Lights Capital Group LLC
 Northern Lights Capital Group LLC Investment ManagersFinance Northern Lights Capital Group LLC (Northern Lights Capital) is a private equity subsidiary of Pacific Current Group Ltd founded in 2010. The firm is headquartered in Seattle, Washington. | Investment Managers | Sales & Marketing Founder Founder Private Equity Investor Founder Corporate Officer/Principal Private Equity Investor Director of Finance/CFO Private Equity Investor Founder | |
| GQG PARTNERS INC. | Investment Managers | Director/Board Member Founder | |
| Foster School of Business | College/University | Masters Business Admin | |
The Tifin Group LLC (New York)
 The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York. | Investment Managers | President | |
GeoSLAM Ltd.
 GeoSLAM Ltd. Packaged SoftwareTechnology Services GeoSLAM Ltd. engages in the provision of three-dimensional geospatial technology solutions. It caters surveyors, engineers, and geospatial professionals. The company was founded by Graham Canning Hunter in 2012 and is headquartered in Ruddington, the United Kingdom. | Packaged Software | Chief Operating Officer | |
Bow River Capital Evergreen Private Markets Fund
 Bow River Capital Evergreen Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO. | Investment Trusts/Mutual Funds | Director/Board Member | |
ROC Partners, Inc.
 ROC Partners, Inc. Investment Trusts/Mutual FundsMiscellaneous ROC Partners, Inc. is a charity organization that invests in people through faith-based initiatives, education, and community development. The private company is based in Oklahoma City, OK. | Investment Trusts/Mutual Funds | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree | |
Equilibrium Capital Group LLC
 Equilibrium Capital Group LLC Investment ManagersFinance Equilibrium Capital Group LLC provides financial services. The company offers investment strategy, research and strategy development products. Equilibrium Capital is headquartered in San Francisco, CA. | Investment Managers | Director/Board Member | |
GQG Partners LLC
 GQG Partners LLC Investment ManagersFinance GQG Partners LLC (GQG) is a SEC-registered asset management firm headquartered in Fort Lauderdale, Florida. They are a wholly-owned subsidiary of GQG Partners, Inc. (GQG: AX). The firm was founded by Rajiv Jain in 2016. GQG provides global, international, emerging markets, and US equity investment portfolios, primarily for institutional clients, pension plans, and pooled investment funds. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 35 |
| Australia | 2 |
| India | 2 |
| Regno Unito | 2 |
Settori
| Finance | 22 |
| Consumer Services | 10 |
| Miscellaneous | 5 |
| Commercial Services | 2 |
| Producer Manufacturing | 2 |
Posizioni
| Corporate Officer/Principal | 28 |
| Director/Board Member | 20 |
| Private Equity Investor | 14 |
| Undergraduate Degree | 12 |
| Chief Executive Officer | 7 |
Contatti più connessi
| Insiders | |
|---|---|
| Tim Carver | 15 |
| Jack Swift | 11 |
| Noel de Turenne | 11 |
| Paul Greenwood | 10 |
| Andy Turner | 7 |
| H. Paul Reynolds | 7 |
| Greg L. Kero | 6 |
| Steve Wiltshire | 4 |
| Michael Hillman | 4 |
| James Wagar | 4 |
| James Rothenberger | 3 |
| John Krick | 3 |
| Chris Fosse | 2 |
| Jenna Ollenburg | 2 |
| Kelly Morrell | 2 |
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