Angie Chen
Corporate Officer/Principal bei Partnervest Financial Group LLC
Ursprung des Netzwerks ersten Grades von Angie Chen
Einheit | Art der Einheit | Industrie | |
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Partnervest Financial Group LLC
Partnervest Financial Group LLC Financial ConglomeratesFinance Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA.
4
| Private Company | Financial Conglomerates | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Angie Chen
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Partnervest Advisory Services LLC
Partnervest Advisory Services LLC Investment ManagersFinance Founded in 2001, Partnervest Advisory Services LLC is a registered investment advisor located in Santa Barbara, California. The firm provides financial services to individuals, pension and profit sharing plans, trusts, estates, charities, corporations and other business entities. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
University of Arizona | College/University | Undergraduate Degree | |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Chief Operating Officer | |
Associated Financial Group, Inc.
Associated Financial Group, Inc. Miscellaneous Commercial ServicesCommercial Services Associated Financial Group, Inc. provides financial services. It operates primarily through securities broker and dealer Associated Securities Corp. The company was founded in 1982 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CreativeOne Wealth LLC
CreativeOne Wealth LLC Investment ManagersFinance CreativeOne Wealth LLC is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by Cory Lagerstrom in 2015 as Change Path LLC and legally changed its name to CreativeOne Wealth LLC in 2022. They are primarily owned by CM2 Holding Co., Inc. CreativeOne Wealth mainly provides advisory services to individuals, high-net-worth individuals, and third-party investment advisers through their sub-advisory services. | Investment Managers | Portfolio Manager-Equities | |
University of California | College/University | Undergraduate Degree | |
Kaplan University | College/University | Undergraduate Degree | |
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
Baylor University | College/University | Undergraduate Degree | |
Anfield Capital Management LLC
Anfield Capital Management LLC Investment ManagersFinance Anfield Capital Management LLC (Anfield Capital) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by David Young in 2009 and is a subsidiary of Anfield Group LLC, which is wholly-owned by The David Young and Sandra G. Glain Family Trust. Anfield Capital offers discretionary investment management services to investment advisers, registered investment companies (mutual funds and ETFs), and in select cases to private and institutional clients. | Investment Managers | Chief Executive Officer | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal | |
PIMCO Europe Ltd.
PIMCO Europe Ltd. Investment ManagersFinance PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers. | Investment Managers | Corporate Officer/Principal | |
University of California, Irvine | College/University | Undergraduate Degree | |
Foundations Investment Advisors LLC
Foundations Investment Advisors LLC Investment ManagersFinance Foundations Investment Advisors LLC (FOUNDATIONS) is an independent registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Bryon Rice in 2015. FOUNDATIONS provides investment advisory services individuals including those with high net worth, pension and profit-sharing plans, including plan participants, trusts, estates, 401(k) sponsor plans and Individual Retirement Accounts (IRA, SEP, ROTH IRA,) charitable organizations, corporations and other business entities, including sole proprietorships. | Investment Managers | Chief Investment Officer | |
Paul Merage School of Business | College/University | Masters Business Admin | |
Anfield Group LLC
Anfield Group LLC Investment ManagersFinance Anfield Group LLC provides financial consultant services. The company was founded by David Young and is headquartered in Newport Beach, CA. | Investment Managers | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 15 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 10 |
Consumer Services | 7 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 5 |
Undergraduate Degree | 5 |
Chief Executive Officer | 4 |
Founder | 4 |
Chief Investment Officer | 4 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
David Young | 9 |
Kenneth Ross Hyman | 6 |
Sherry Berkowitz | 5 |
Ove Kargard | 1 |
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