Ursprung des Netzwerks ersten Grades von Dan Prickett
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families
13
| Extinct | Investment Managers | 13 |
OFFIT Investment Group
OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia
4
| Extinct | Major Banks | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan Prickett
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
WEDGE Capital Management LLP
WEDGE Capital Management LLP Investment ManagersFinance WEDGE Capital Management LLP (WEDGE) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1984, the firm offers a variety of value-oriented equity and fixed income strategies for institutional investors. | Investment Managers | Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Keating Investment Counselors, Inc.
Keating Investment Counselors, Inc. Investment ManagersFinance Founded in 1983, Keating Investment Counselors, Inc. is a registered investment advisor that manages assets for individuals and pension and profit sharing plans. The firm is located in Delray Beach, Florida. | Investment Managers | Analyst-Equity | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin | |
The University of North Carolina at Charlotte | College/University | Masters Business Admin Undergraduate Degree | |
Castle Crow & Company LLC
Castle Crow & Company LLC Investment ManagersFinance Castle Crow & Company LLC (Castle Crow) is a private equity firm founded in 2001 by John Adams and Keith R. O'Donnell. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Girard Advisory Services LLC
Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Investment Managers | Portfolio Manager-Equities | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Philadelphia Presbytery Homes, Inc.
Philadelphia Presbytery Homes, Inc. Medical/Nursing ServicesHealth Services Part of HumanGood Foundation, Philadelphia Presbytery Homes, Inc. provides home care services for seniors. The company is based in Lafayette Hill, PA. Philadelphia Presbytery Homes was acquired by HumanGood Foundation on June 17, 2019. The company was founded in 1995. The CEO is Judee M. Bavaria. | Medical/Nursing Services | Director/Board Member | |
Arizona State University | College/University | Graduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
Dinan & Co. LLC (Private Equity)
Dinan & Co. LLC (Private Equity) Investment ManagersFinance Dinan & Co. LLC (Dinan & Co.) is a private equity investment arm of Dinan & Co. LLC founded in 1988 by Michael A. Dinan. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Corporate Officer/Principal | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Investment Managers | Investment Committee Member | |
The Bridge Group, Inc.
The Bridge Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Bridge Group, Inc. is a sales strategy consulting private company that focuses on helping B2B companies with their sales development, account executives, and customer success management. The company is based in Hudson, MA. The company provides custom go-to-market strategies and hyper-focused roadmaps to help companies increase their conversations, build more pipeline, win more deals, and scale for growth. The company was founded by Trish Bertuzzi. Trish Bertuzzi has been the CEO since incorporation. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
StateTrust Capital LLC
StateTrust Capital LLC Investment ManagersFinance StateTrust Capital LLC (STC) is a SEC-registered asset management firm headquartered in Boca Raton, Florida. The firm was founded by Uri Benhamrom in 1999. They are a wholly-owned subsidiary of StateTrust Group LLC. STC provides portfolio management services to individuals who are US and non-US citizens or residents, high-net worth individuals, personal holding companies, and other US and international institutions. | Investment Managers | Corporate Officer/Principal | |
New York University | College/University | Graduate Degree | |
Columbia Business School | College/University | Masters Business Admin | |
United States Naval Academy | College/University | Undergraduate Degree | |
Wheaton College (Illinois) | College/University | Undergraduate Degree | |
Natural Lands Trust, Inc.
Natural Lands Trust, Inc. Miscellaneous Commercial ServicesCommercial Services Natural Lands Trust, Inc. operates as a land conservation organization. The company was founded in 1950 and is headquartered in Media, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brookdale Community College, Inc. | College/University | Undergraduate Degree | |
Muzinich & Co., Inc.
Muzinich & Co., Inc. Investment ManagersFinance Muzinich & Co., Inc. (Muzinich) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by George Muzinich in 1988. Muzinich provides discretionary investment advice and management to various onshore and offshore (i) investment funds and (ii) separately managed accounts, either directly or as a subadvisor. | Investment Managers | Portfolio Manager-Fixed Income | |
Yale University | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Bowling Green State University | College/University | Undergraduate Degree | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin | |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Director/Board Member | |
North Star Investment Management Corp.
North Star Investment Management Corp. Investment ManagersFinance North Star Investment Management Corp. (North Star) is a SEC-registered investment advisor firm headquartered in Chicago, Illinois. The firm was founded in 2003 and is a subsidiary of North Star Financial Services Corp. North Star offers its advisory services to individuals, pension and profit sharing plans (which include ERISA plans), trusts, estates, charitable organizations, and corporations or other business entities. The firm also provides investment advice to the North Star Mutual Funds, which are open-end mutual funds registered under the Investment Company Act of 1940 and to state or municipal government entities. | Investment Managers | Corporate Officer/Principal | |
Girl Scouts of Eastern Pennsylvania
Girl Scouts of Eastern Pennsylvania Miscellaneous Commercial ServicesCommercial Services The Girl Scouts of Eastern Pennsylvania operates a leadership development organization for girls. The private company is based in Pennsylvania. Kim E. Fraites-Dow has been the CEO of the American company since 2011. | Miscellaneous Commercial Services | Director/Board Member | |
Mississippi State University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 48 |
Sektoral
Finance | 26 |
Consumer Services | 17 |
Commercial Services | 5 |
Technology Services | 2 |
Government | 2 |
Operativ
Corporate Officer/Principal | 31 |
Undergraduate Degree | 15 |
Portfolio Manager-Equities | 12 |
Masters Business Admin | 8 |
Portfolio Manager-Fixed Income | 7 |
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