Ursprung des Netzwerks ersten Grades von Dale Lewis Pilant
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey.
255
| Extinct | Investment Managers | 255 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dale Lewis Pilant
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of Nebraska | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Director/Board Member | |
| Thunderbird School of Global Management | College/University | Graduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Michigan State University | College/University | Undergraduate Degree 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 | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| University of Missouri | College/University | Masters Business Admin Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin | |
| Brigham Young University | College/University | Undergraduate Degree | |
| California Baptist University | College/University | Undergraduate Degree | |
| California State University-Northridge | College/University | Undergraduate Degree | |
| Chapman University | College/University | Undergraduate Degree | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| State University of New York College at Cortland | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Fixed Income | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of South Carolina | College/University | Masters Business Admin Undergraduate Degree | |
| St. Louis University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
| Florida State University | College/University | Graduate Degree Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Singapore Armed Forces | Sovereign | Corporate Officer/Principal | |
Validus Capital Pte Ltd.
 Validus Capital Pte Ltd. Internet Software/ServicesTechnology Services Validus Capital Pte Ltd. operates an e-commerce online aggregator platform that connects borrowers and lenders. It invests in India, China, Singapore, and the CIS. The company was founded in 2015 by Richard Hoon, Nikhilesh Goel, Ajit Raikar and Vikas Nahata and is headquartered in Singapore. | Internet Software/Services | Compliance Officer | |
| The University of Colorado | College/University | Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree | |
YCG LLC
 YCG LLC Investment ManagersFinance YCG LLC is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by Brian A. Yacktman in 2007 as Yacktman Capital Group LLC. YCG offers professional discretionary investment management services to open-end investment management companies, individuals, investment advisers, trusts, and other institutions. | Investment Managers | Chief Executive Officer | |
| Loyola Marymount University | College/University | Masters Business Admin | |
| North Carolina State University | College/University | Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree | |
Barlow Wealth Partners LLC
 Barlow Wealth Partners LLC Investment ManagersFinance Barlow Wealth Partners LLC provides investment advice. The private company is based in Louisville, KY. The company was founded in 2023 by Barry Owens Barlow. Barry Owens Barlow has been the CEO since 2023. | Investment Managers | Chief Executive Officer | |
| Villanova University | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Rohatyn Group Investment
 Rohatyn Group Investment Investment Trusts/Mutual FundsMiscellaneous Rohatyn Group Investment engages in the provision of investment services. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
| University of Oklahoma | College/University | Undergraduate Degree | |
True Private Wealth Advisors LLC
 True Private Wealth Advisors LLC Investment ManagersFinance TRUE Private Wealth Advisors LLC (TPWA) is an independent registered investment advisor headquartered in Salem, Oregon. TPWA was founded in 2012 and provides investment advisory services to individuals and institutional clients. | Investment Managers | Founder | |
| Stonehill College, Inc. | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 46 |
| Singapur | 3 |
| Spanien | 2 |
Sektoral
| Consumer Services | 35 |
| Finance | 12 |
| Government | 2 |
| Technology Services | 2 |
| Miscellaneous | 2 |
Operativ
| Portfolio Manager-Equities | 117 |
| Undergraduate Degree | 81 |
| President | 73 |
| Chief Investment Officer | 55 |
| Analyst-Equity | 26 |
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