Teresa Wells
Gestore di Portafoglio-Azioni presso Tiedemann Advisors LLC
Provenienza dei contatti di primo grado di Teresa Wells
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Seattle University
33
| College/University | Other Consumer Services | 33 |
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities.
25
| Subsidiary | Investment Managers | 25 |
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families.
7
| Extinct | Investment Managers | 7 |
Farmers New World Life Insurance Co.
 Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA.
1
| Subsidiary | Life/Health Insurance | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Teresa Wells tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Howard Hughes Medical Institute, Inc. (Investment Management)
 Howard Hughes Medical Institute, Inc. (Investment Management) Investment Trusts/Mutual FundsMiscellaneous Howard Hughes Medical Institute, Inc. (Investment Management) (HHMI-IM) is the investment management division of Howard Hughes Medical Institute, Inc. (HHMI), a non-profit medical research organization headquartered in Chevy Chase, Maryland. Founded in 1953, HHMI-IM manages the investment of HHMI which supports basic biomedical scientists and science educators with the potential for transformative impact. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| MICROSOFT CORPORATION | Packaged Software | Chief Operating Officer Corporate Officer/Principal | |
BMO Harris Bank, NA (Investment Management)
 BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
| AMAZON.COM, INC. | Internet Retail | Private Equity Analyst | |
| AMERICAN TOWER CORPORATION | Real Estate Investment Trusts | Director/Board Member | |
| CONCUR TECHNOLOGIES, INC. | Packaged Software | Compliance Officer | |
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 | Analyst-Equity | |
Washington Capital Management, Inc.
 Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Investment Managers | Analyst-Fixed Income | |
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 | Corporate Officer/Principal | |
The Penn Mutual Life Insurance Co.
 The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA. | Life/Health Insurance | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
| AHLI UNITED BANK B.S.C. | Regional Banks | Director/Board Member | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Astrobotic Technology, Inc.
 Astrobotic Technology, Inc. Aerospace & DefenseElectronic Technology Astrobotic Technology, Inc. operates as a space robotics company. It develops and provides space robotics capabilities such as terrain relative navigation, mobile robotics for lunar surface operations, and computing systems for mission-critical applications. The company was founded by William Whittaker in 2007 and is headquartered in Pittsburgh. PA. | Aerospace & Defense | Consultant / Advisor | |
Tiedemann Wealth Management Holdings LLC
 Tiedemann Wealth Management Holdings LLC Investment ManagersFinance Tiedemann Wealth Management Holdings LLC provides investment advice and management services. The company was founded on January 22, 2008 and is headquartered in New York, NY. | Investment Managers | President Corporate Officer/Principal | |
| UBS GROUP AG | Investment Managers | Private Equity Analyst | |
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 | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
| Stanford University | 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 Graduate Degree Masters Business Admin Undergraduate Degree | |
| University of Oxford | College/University | Masters Business Admin Graduate Degree | |
| Xavier University | College/University | Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Graduate Degree Undergraduate Degree | |
Tiedemann Trust Co.
 Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE. | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Doctorate Degree | |
| University of Puget Sound | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| City of Seattle (Washington) | Municipality | Corporate Officer/Principal | |
| YIACO MEDICAL COMPANY K.S.C.P | Medical Distributors | Director/Board Member | |
| TRUPANION, INC. | Multi-Line Insurance | Director of Finance/CFO | |
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 | |
| Kelley School of Business | College/University | Masters Business Admin | |
| ALTI GLOBAL, INC. | Investment Managers | Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
| Harvard Kennedy School of Government | College/University | Corporate Officer/Principal Graduate Degree | |
The Presidio Group LLC (California)
 The Presidio Group LLC (California) Investment Banks/BrokersFinance The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
| Stanford Graduate School of Business | College/University | Masters Business Admin | |
Space Angels Holdings, Inc.
 Space Angels Holdings, Inc. Investment ManagersFinance Space Angels Holdings, Inc. (Space Angels) is a venture capital firm founded in 2007 by Chad Anderson. The firm is headquartered in New York. | Investment Managers | Founder | |
Satellite Applications Catapult Ltd.
 Satellite Applications Catapult Ltd. Miscellaneous Commercial ServicesCommercial Services Satellite Applications Catapult Ltd. is engaged in providing technical services for satellite applications and space data. It serves to the agriculture, technology, health and wellbeing, and transport industries. The company was founded in 2010 and is headquartered in Didcot, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
Amazon.com.ca, Inc.
 Amazon.com.ca, Inc. Catalog/Specialty DistributionRetail Trade Amazon.com.ca, Inc. provides online retail shopping services. The private company is based in Seattle, WA and has subsidiaries in the United States. | Catalog/Specialty Distribution | Corporate Officer/Principal | |
Skywatch Space Applications, Inc.
 Skywatch Space Applications, Inc. Specialty TelecommunicationsCommunications Skywatch Space Applications, Inc. operates an online portal which allows users to access satellite data. The company was founded by Roland Sing, Dexter Jagula and James Slifierz in 2014 and is headquartered in Waterloo, ON. | Specialty Telecommunications | Director/Board Member | |
Speqtral Pte Ltd.
 Speqtral Pte Ltd. Telecommunications EquipmentElectronic Technology Speqtral Pte Ltd. develops space-based quantum communication systems. It offers satellite QKD and secure communication. The company was founded by Chune Yang Lum and Robert Bedington and is headquartered in Singapore. | Telecommunications Equipment | Director/Board Member | |
Krucial
 Krucial Data Processing ServicesTechnology Services Krucial is a British company that offers end-to-end data services to areas lacking traditional communications infrastructure. The company is based in Glasgow, UK. The company utilizes a combination of satellite communications technology and IoT to provide unique data services. Krucial was founded in 2018 by Allan Cannon and Kevin Quillien, with Allan Cannon serving as the CEO since then. | Data Processing Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Regno Unito | 4 |
| Bahrain | 2 |
| Svizzera | 2 |
| Kuwait | 2 |
Settori
| Finance | 21 |
| Consumer Services | 18 |
| Technology Services | 4 |
| Retail Trade | 3 |
| Electronic Technology | 3 |
Posizioni
| Corporate Officer/Principal | 81 |
| Undergraduate Degree | 62 |
| Director/Board Member | 45 |
| Portfolio Manager-Equities | 29 |
| Masters Business Admin | 20 |
Contatti più connessi
| Insiders | |
|---|---|
| Stephanie Cohn-Rupp | 21 |
| Robert Hormats | 13 |
| Martin D. Feinstein | 13 |
| Chad Anderson | 12 |
| Craig Smith | 10 |
| Mike Tiedemann | 10 |
| Tim Roe | 10 |
| Alexandru-Sorin Ion | 10 |
| Jeff Zlot | 10 |
| Ratanaphon Wongnapachant | 8 |
| Rajesh Natarajan | 7 |
| Janis Shearer | 7 |
| Brooke B. Connell | 6 |
| Ed Lazar | 6 |
| Kevin Robnett | 6 |
- Borsa valori
- Insiders
- Teresa Wells
- Connessioni Società
