Ursprung des Netzwerks ersten Grades von Alex Mitterling
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Whitman College
11
| College/University | Other Consumer Services | 11 |
Brighton Jones LLC
Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts.
8
| Private Company | Investment Managers | 8 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Alex Mitterling
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Voya Retirement Insurance & Annuity Co.
Voya Retirement Insurance & Annuity Co. Life/Health InsuranceFinance Voya Retirement Insurance & Annuity Co. Engages in providing financial products and services in the United States. It offers life insurance and retirement planning services. The company was founded in 1976 and is headquartered in Windsor, CT. | Life/Health Insurance | Chief Executive Officer | |
Venerable Insurance & Annuity Co.
Venerable Insurance & Annuity Co. Life/Health InsuranceFinance Venerable Insurance & Annuity Co. engages in the provision of financial products and services. It offers fixed and indexed annuities, investment-only products and payout annuities for pre-retirement wealth accumulation, and postretirement income management. The company was founded on January 2, 1973 and headquartered in West Chester, PA. | Life/Health Insurance | Director/Board Member | |
Empower Annuity Insurance Company of America
Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | Corporate Officer/Principal | |
MERRIMAN HOLDINGS, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | 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 | Portfolio Manager-Equities | |
Worldres Ltd.
Worldres Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Accor SA, Worldres Ltd. is a company that provides online booking for hotels, inns, bed and breakfasts, and resorts worldwide. The company is based in Scottsdale, AZ. | Miscellaneous Commercial Services | Director of Finance/CFO | |
POWER EFFICIENCY CORPORATION | Electrical Products | Director/Board Member | |
REDFIN CORPORATION | Real Estate Development | Sales & Marketing | |
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 | |
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Investment Managers | Analyst-Fixed Income | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Dartmouth College | 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 | |
Marsh LLC
Marsh LLC Insurance Brokers/ServicesFinance Marsh LLC provides insurance brokerage and risk management services. It offers risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals. The company was founded by Henry W. Marsh and Donald R. McLennan in 1871 and is headquartered in New York, NY. | Insurance Brokers/Services | Corporate Officer/Principal | |
VOYA FINANCIAL, INC. | Life/Health Insurance | Director/Board Member | |
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Investment Banks/Brokers | President | |
QCM LLC
QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Investment Managers | Analyst-Equity | |
Gonzaga University | College/University | Undergraduate Degree | |
Osmium Partners LLC
Osmium Partners LLC Investment ManagersFinance Osmium Partners LLC is an independent hedge fund management firm headquartered in Greenbrae, California. The firm was founded in 2002 by John H. Lewis to provide investment advice to high net-worth individuals and institutional investors. | Investment Managers | Analyst-Equity | |
San Francisco State University | College/University | Undergraduate Degree | |
University of Idaho | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Willamette University | College/University | Undergraduate Degree | |
Georgetown University | College/University | Graduate Degree | |
The Legal Aid Society
The Legal Aid Society Miscellaneous Commercial ServicesCommercial Services The Legal Aid Society is the largest and most influential social justice law firm in New York City. The non-profit company has Civil, Criminal Defense, Juvenile Rights, and Pro Bono practices that work tirelessly in and out of the courtroom to defend their clients and dismantle the hidden, systemic barriers that can prevent them from thriving in New York City. The company is based in New York, NY. The company's belief is that no person should be denied the right to equal justice. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Telluride Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
El Pomar Foundation
El Pomar Foundation Investment Trusts/Mutual FundsMiscellaneous El Pomar Foundation engages in the provision of grant making services, community stewardship, and leadership development programs. The company was founded by Spencer Penrose and Julie Penrose in 1937 and is headquartered in Colorado Springs, CO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Remote Medicine, Inc.
Remote Medicine, Inc. Medical/Nursing ServicesHealth Services Remote Medicine, Inc. provides comprehensive medical support services. It offers medical screening, staffing, equipment, training, and evacuation solution designed to meet their needs. The company was founded by Andrew Cull in 2003 and is headquartered in Seattle, WA. | Medical/Nursing Services | Corporate Officer/Principal | |
Haas School of Business | College/University | Masters Business Admin | |
National Assn of Gvt Defined Contribution Adm, Inc. | Corporate Officer/Principal | ||
FLG Partners LLC
FLG Partners LLC Miscellaneous Commercial ServicesCommercial Services FLG Partners LLC is a CFO solutions, CEO, and board advisory services provider based in Silicon Valley. The private company is based in Palo Alto, CA, and has subsidiaries in the United States. The company offers financial and operational leadership to a wide range of companies, from newly funded startups to Fortune 100 companies, across various sectors, including technology, life sciences, and consumer products. The firm's partners engage clients in interim or long-term assignments in leadership roles that typically are consulting engagements. FLG Partners has helped raise over $6 billion in growth financing, IPO, and M&A transactions for the firm's clients since January 2021. The company was founded by Douglas J. Lehrmann, Jeffrey S. Kuhn, Kyle W. Smith. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | Investment Managers | Founder | |
Ropes & Gray LLP
Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
MIT Sloan School of Management | College/University | Graduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Michael G. Foster School of Business | College/University | Undergraduate Degree | |
The Deming Center Venture Fund (Venture Capital)
The Deming Center Venture Fund (Venture Capital) Investment ManagersFinance The Deming Center Venture Fund(Venture Capital) (DCVF) is a venture capital firm founded in 2009. The firm is headquartered in Boulder, Colorado. | Investment Managers | Private Equity Investor | |
University of Colorado Boulder | College/University | Masters Business Admin | |
My Personal CFO LLC
My Personal CFO LLC Investment ManagersFinance My Personal CFO LLC is an independent registered investment advisor headquartered in Vancouver, Washington. The firm was founded in 2018 and is principally owned by Mark Bernazzani. My Personal CFO offers a variety of advisory services, which include financial planning and consulting services, wealth management services, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plans (such as defined benefit plans). | Investment Managers | Chief Executive Officer | |
Providence Medical Technology, Inc.
Providence Medical Technology, Inc. Medical SpecialtiesHealth Technology Providence Medical Technology, Inc. designs and manufactures medical devices. It offers DTRAX spinal systems, cavux cervical cages, ally screw systems, and biologix allograft bone. The company was founded by Jeff Smith and Bruce McCormack in 2008 and is headquartered in Pleasanton, CA. | Medical Specialties | Corporate Officer/Principal | |
Clickworker USA | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 50 |
Sektoral
Finance | 23 |
Consumer Services | 14 |
Commercial Services | 6 |
Miscellaneous | 3 |
Health Technology | 3 |
Operativ
Corporate Officer/Principal | 22 |
Undergraduate Degree | 18 |
Director/Board Member | 9 |
Analyst-Equity | 8 |
Portfolio Manager-Equities | 7 |
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