Ursprung des Netzwerks ersten Grades von Bradford P. Wheeler
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
AssetMark Trust Co.
AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The company is based in Concord, CA.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bradford P. Wheeler
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor | |
GPS Funds II | Investment Trusts/Mutual Funds | President | |
AssetMark Brokerage LLC
AssetMark Brokerage LLC Investment Banks/BrokersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Brokerage LLC provides security brokerage services. The company is based in Concord, CA. | Investment Banks/Brokers | President | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member | |
GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin | |
Wonderful Pistachios & Almonds LLC
Wonderful Pistachios & Almonds LLC Agricultural Commodities/MillingProcess Industries Wonderful Pistachios & Almonds LLC grows, processes and packages almonds and pistachios for food manufacturers. Its products include in-shell and shelled pistachios, natural and manufactured almonds. The company was founded in 1989 and is headquartered in Los Angeles, CA. | Agricultural Commodities/Milling | President | |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
State University of New York at Binghamton | College/University | Undergraduate Degree | |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer | |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
AmeriLife Group LLC
AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL. | Investment Managers | Director/Board Member | |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
Coopers & Lybrand Consulting, Inc. | Comptroller/Controller/Auditor | ||
AssetMark Retirement Services, Inc.
AssetMark Retirement Services, Inc. Investment ManagersFinance AssetMark Retirement Services, Inc. provides financial services. Its services include wealth, retirement, and trust. The company was founded in 1994 and is headquartered in State College, PA. | Investment Managers | President | |
Wonderful Citrus LLC
Wonderful Citrus LLC Agricultural Commodities/MillingProcess Industries Wonderful Citrus LLC engages in production, packing, and distribution of fresh citrus. It offers grapefruits, mandarins, lemons, limes, and oranges. Its products are sold through brands including Wonderful Halos, Wonderful Sweet Scarletts, Paramount Citrus, Texas Grown Red Grapefruit, Ultimate, Kashu Gold Oranges, Gold Buckle Oranges, Satin Oranges, Blue Goose Minneolas, and Belt Oranges. The company was founded by Lou Ghiz in 1950 and is headquartered in Delano, CA. | Agricultural Commodities/Milling | President | |
Empower Personal Wealth LLC
Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Investment Managers | Chairman | |
Foreside Financial Group LLC
Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member | |
GPS Funds I | Investment Trusts/Mutual Funds | President | |
American Mountain Guides Association
American Mountain Guides Association Media ConglomeratesConsumer Services American Mountain Guides Association supports the American mountain guiding and climbing instructor community. The company was founded in 1979 and is headquartered in Boulder, CO. | Media Conglomerates | Director/Board Member | |
Guidemark Alternative Lending Income Fund
Guidemark Alternative Lending Income Fund Investment Trusts/Mutual FundsMiscellaneous Guidemark Alternative Lending Income Fund is a non-diversified, closed-end management investment company. Its principal business is investing its assets pursuant to its investment objective and policies. The company was founded on November 4, 2015 and is headquartered in Concord, CA. | Investment Trusts/Mutual Funds | Chairman | |
FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman | |
SIH ACA Topco LP
SIH ACA Topco LP Information Technology ServicesTechnology Services SIH ACA Topco LP is a governance, risk, and compliance advisor in financial services. SIH ACA Topco is based in New York, NY and has subsidiaries in the United States. The company empowers clients to reimagine GRC and protect and grow their business by integrating advisory, managed services, and distribution solutions with their ComplianceAlpha® regulatory technology platform. The company has a team of former regulators and practitioners with a deep understanding of the regulatory landscape. The company was founded in 2002, and Patrick Michael Olson has been the CEO of the company since 2023. | Information Technology Services | Director/Board Member | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer Chief Operating Officer Director of Finance/CFO |
Statistik
International
Vereinigte Staaten | 33 |
Japan | 2 |
Sektoral
Finance | 15 |
Consumer Services | 7 |
Miscellaneous | 5 |
Commercial Services | 4 |
Process Industries | 3 |
Operativ
Director/Board Member | 13 |
President | 10 |
Chairman | 6 |
Corporate Officer/Principal | 6 |
Undergraduate Degree | 3 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Charles Goldman | 23 |
Carrie Hansen | 10 |
Gary Zyla | 5 |
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