Ursprung des Netzwerks ersten Grades von Edmund Lewis
Einheit | Art der Einheit | Industrie | |
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Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.
38
| Operating Division | Investment Managers | 38 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Edmund Lewis
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal | |
WELLS FARGO & COMPANY | Major Banks | Chief Executive Officer Corporate Officer/Principal | |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities Market Strategist | |
Mairs & Power, Inc.
Mairs & Power, Inc. Investment ManagersFinance Mairs & Power, Inc. is an independent, SEC-registered investment advisor headquartered in St. Paul, Minnesota. Founded in 1931, the firm provides discretionary and non-discretionary investment advisory services to a variety of clients, such as institutional accounts, individuals, pension and profit-sharing plans, trusts, trust companies and health and welfare plans. | Investment Managers | Analyst-Equity | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Thunderbird School of Global Management | College/University | Masters Business Admin | |
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 Portfolio Manager-Equities Portfolio Manager-Equities | |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Investment Managers | Portfolio Manager-Equities | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Masters Business Admin | |
Stanford 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 | Graduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon Corp. (Investment Management)
The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Oregon | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Undergraduate Degree | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal President | |
University of San Francisco | College/University | Undergraduate Degree Masters Business Admin | |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Daniels College of Business | College/University | Graduate Degree Graduate Degree | |
University of California | College/University | Undergraduate Degree Masters Business Admin | |
St. Olaf College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Investor Force, Inc.
Investor Force, Inc. Internet Software/ServicesTechnology Services Investor Force, Inc. develops internet technology platform. The company was founded on March 16, 1999 and is headquartered in Wayne, PA. | Internet Software/Services | Corporate Officer/Principal | |
Discovery Capital Management LLC
Discovery Capital Management LLC Investment ManagersFinance Discovery Capital Management LLC (Discovery) is a SEC-registered investment advisor and hedge fund manager headquartered in South Norwalk, Connecticut. The firm was founded by Robert Citrone in 1999 and they a subsidiary of Discovery Capital Management Holding Co, LP. Discovery provides discretionary investment advisory services to pooled investment funds intended for institutional and sophisticated investors. | Investment Managers | Corporate Officer/Principal | |
Angelo, Gordon Advisors LLC
Angelo, Gordon Advisors LLC Investment ManagersFinance Part of AG Partner Investments LP, Angelo, Gordon Advisors LLC is a company that provides investment advice. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Fundamental Advisors LP
Fundamental Advisors LP Investment ManagersFinance Fundamental Advisors LP (Fundamental Advisors) is a private equity firm founded in 2007 by Laurence L. Gottlieb and Dana S. Fusaris. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
University of Colorado Denver | College/University | Undergraduate Degree | |
Truvvo Partners LLC
Truvvo Partners LLC Investment ManagersFinance Truvvo Partners LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in New York City. The firm was founded in 2007 as Carleon Capital Partners LLC. They are owned by Truvvo Investment Partners LLC, which is ultimately owned by Lazard Ltd. (NYSE: LAZ). Truvvo Partners offers wealth and investment advisory services primarily to sophisticated families, foundations, endowments and other select institutions, as well as private pooled investment vehicles. | Investment Managers | Analyst-Fixed Income | |
Arizona State University | College/University | Masters Business Admin | |
California Science Center Foundation
California Science Center Foundation Miscellaneous Commercial ServicesCommercial Services The California Science Center Foundation raises funds to support exhibits and education programs featured at the California Science Center and manages exhibitions and programs of scientific, educational and industrial interest. The foundation is located in Los Angeles, California. | Miscellaneous Commercial Services | Director/Board Member | |
Horizon Investments LLC
Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
CDC Small Business Finance Corp.
CDC Small Business Finance Corp. Finance/Rental/LeasingFinance CDC Small Business Finance Corp. is a not-for-profit company, which engages in the provision of financial services. It offers loans and loan advising. The company was founded in 1978 by Arthur H. Goodman and is headquartered in San Diego, CA. | Finance/Rental/Leasing | Director/Board Member | |
Lake Forest College | College/University | Undergraduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
Loyola University of Chicago | College/University | Masters Business Admin | |
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 | Head-Fixed Income Invts | |
The California State University | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
McCombs School of Business | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 46 |
Sektoral
Consumer Services | 23 |
Finance | 22 |
Technology Services | 2 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 48 |
Corporate Officer/Principal | 43 |
Undergraduate Degree | 32 |
Director/Board Member | 30 |
Analyst-Equity | 19 |
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