Dave Lucien Redo
Keine laufenden Positionen mehr
Ursprung des Netzwerks ersten Grades von Dave Lucien Redo
Einheit | Art der Einheit | Industrie | |
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Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.
22
| Subsidiary | Investment Managers | 22 |
Fremont Investment Advisors, Inc.
Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds.
6
| Extinct | Investment Managers | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dave Lucien Redo
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Snyder Capital Management LP
Snyder Capital Management LP Investment ManagersFinance Snyder Capital Management LP (Snyder) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and has been independently owned since January 2016. Snyder provides investment management services to foundations, endowments, corporations, public entities, insurance companies, individuals, and high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
iShares, Inc.
iShares, Inc. Investment Trusts/Mutual FundsMiscellaneous iShares, Inc. exchange Traded Fund. The Company operates as an open-end management investment company. iShares was founded on September 1, 1994 and is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Investment Managers | Portfolio Manager-Equities | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Director of Finance/CFO | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
University of San Francisco | College/University | Graduate Degree | |
BlackRock Institutional Trust Co. NA
BlackRock Institutional Trust Co. NA Investment ManagersFinance BlackRock Institutional Trust Co. NA is a national banking association headquartered in San Francisco, California. The firm was founded in 1999 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately owned by BlackRock, Inc. (NYSE: BLK). They operate as a limited purpose trust firm. | Investment Managers | Corporate Officer/Principal | |
The University of Pennsylvania Law School | College/University | Graduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
Palace Sports & Entertainment LLC
Palace Sports & Entertainment LLC Movies/EntertainmentConsumer Services Palace Sports & Entertainment LLC owns and operates sports and entertainment arenas. It also controls glassmaker guardian industries as well as the Detroit Pistons professional basketball team. The company was founded by Bill Davidson on July 29, 2011 and is headquartered in Auburn Hills, MI. | Movies/Entertainment | Corporate Officer/Principal | |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree | |
Fletcher School of Law | College/University | Graduate Degree | |
ISHARES GOLD TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
The California State University | College/University | Undergraduate Degree | |
The University of Alabama | College/University | Undergraduate Degree | |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Analyst-Fixed Income | |
San Jose State University | College/University | Undergraduate Degree | |
AIM ETF Products Trust
AIM ETF Products Trust Finance/Rental/LeasingFinance AIM ETF Products Trust operates as an open-end management investment company. Its investment types include Flexible Exchange options, cash equivalents and temporary investments, other investment companies, exchange-traded funds, and futures contracts. The company was founded on December 17, 2019 and is headquartered in Minneapolis, MN. | Finance/Rental/Leasing | Director/Board Member | |
Paul Capital Partners LP
Paul Capital Partners LP Investment ManagersFinance Founded in 1991 by Philip Paul, Paul Capital Partners LP is a private equity firm located in San Francisco with additional offices in New York City, Hong Kong, London, Paris and São Paulo. | Investment Managers | Corporate Officer/Principal | |
iShares Delaware Trust Sponsor LLC
iShares Delaware Trust Sponsor LLC Financial ConglomeratesFinance Part of BlackRock, Inc., iShares Delaware Trust Sponsor LLC provides investment services. The company is based in New York, NY. Shannon Ghia has been the CEO of the company since 2022. | Financial Conglomerates | Director of Finance/CFO | |
University of Notre Dame | College/University | Undergraduate Degree | |
CHS Management, Inc.
CHS Management, Inc. Medical/Nursing ServicesHealth Services Part of CVS Health Corp., CHS Management, Inc. is a company that provides health-care management services. The company is based in Los Angeles, CA. CHS Management was acquired by Caremark Rx, Inc. on March 12, 1996 for $47 million. | Medical/Nursing Services | Director/Board Member | |
Graduate School of Business | College/University | Masters Business Admin | |
Silicon Valley Community Foundation
Silicon Valley Community Foundation Investment Trusts/Mutual FundsMiscellaneous Silicon Valley Community Foundation (SVCF) is an independent community foundation headquartered in Mountain View, California. Founded in 2007, the firm advances innovative philanthropic solutions to challenging problems. SVCF engages donors and corporations from around Silicon Valley, the country, and the globe to make the region and world better for all. | Investment Trusts/Mutual Funds | Director/Board Member | |
AIM Funds, Inc. | Corporate Officer/Principal | ||
Jackson Square Partners LLC
Jackson Square Partners LLC Investment ManagersFinance Jackson Square Partners LLC (Jackson Square) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2014 through the joint venture between Delaware Investments and its San Francisco–based Focus Growth team. Jackson Square provides investment advisory services to separately managed accounts and pooled investment vehicles. Their institutional client base includes, but is not limited to, high net worth individuals, corporate and public pension plans, endowments, and foundations. | Investment Managers | Trading-Equity | |
Arizona State University | College/University | Undergraduate Degree | |
New York University | College/University | Undergraduate Degree | |
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 |
Statistik
International
Vereinigte Staaten | 44 |
Kanada | 2 |
Sektoral
Finance | 21 |
Consumer Services | 19 |
Miscellaneous | 5 |
Commercial Services | 2 |
Health Services | 2 |
Operativ
Corporate Officer/Principal | 34 |
Undergraduate Degree | 25 |
Portfolio Manager-Equities | 17 |
Director of Finance/CFO | 12 |
Director/Board Member | 7 |
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