Iain Douglas Clayton
Portfolio Manager-Aktien bei Charles Schwab Investment Management, Inc.
Ursprung des Netzwerks ersten Grades von Iain Douglas Clayton
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
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.
223
| College/University | Other Consumer Services | 223 |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
63
| Subsidiary | Investment Managers | 63 |
University of Strathclyde
52
| College/University | Other Consumer Services | 52 |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations.
30
| Extinct | Investment Managers | 30 |
SSI Investment Management, Inc.
SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals.
20
| Extinct | Investment Managers | 20 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Iain Douglas Clayton
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
University of Nebraska | College/University | Graduate Degree | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Allspring Funds Management LLC
Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
Accounting Solutions
Accounting Solutions Personnel ServicesCommercial Services Part of Randstad NV, Accounting Solutions is a company that provides recruitment services. The company is based in San Francisco, CA. The company was founded by Barbara Stoeber. Accounting Solutions was acquired by Monster Worldwide, Inc., part of Randstad NV from November 01, 2016. | Personnel Services | Corporate Officer/Principal | |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Iowa State University | College/University | Graduate Degree | |
The California State University | College/University | Masters Business Admin Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Yale University | College/University | 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 | Masters Business Admin Graduate Degree | |
St. Mary's College of California | College/University | Graduate Degree | |
University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Investment Managers | Corporate Officer/Principal Investment Committee Member Investment Committee Member Portfolio Manager-Fixed Income Analyst-Fixed Income | |
SSI Investment Management LLC
SSI Investment Management LLC Investment ManagersFinance SSI Investment Management LLC (SSI) is a registered investment adviser headquartered in Los Angeles, California. The firm was founded in 1973 and became a subsidiary of Resolute Investment Managers, Inc. in 2019. SSI serves as an investment adviser to separately managed accounts, investment sub-adviser to open-end management investment companies. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity | |
University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
University of California, Irvine | College/University | Undergraduate Degree Masters Business Admin | |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Chief Executive Officer President | |
University of Science & Technology of China | College/University | Undergraduate Degree | |
University of Cape Town | College/University | Undergraduate Degree | |
SHANGHAI AMARSOFT INFORMATION & TECHNOLOGY CO.,LTD | Packaged Software | Director/Board Member | |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
The Chinese Finance Association | President | ||
Bank of Montreal /Chicago Branch, Illinois/
Bank of Montreal /Chicago Branch, Illinois/ Regional BanksFinance Bank of Montreal provides banking services. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Five Arrows Managers North America LLC
Five Arrows Managers North America LLC Investment ManagersFinance Five Arrows Managers North America LLC (FAMNA) is a SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as West Gate Horizons Advisors LLC, the firm was founded in 2005 and do-business-as Rothschild & Co. Credit Management (North America). They are a subsidiary of Rothschild North America Holdings, Inc., ultimately held by Rothschild & Co. SCA (EPA: ROTH; OTCMKTS: PIEJF) in France, which acquired the firm in September 2015. FAMNA offers investment advisory services through the management of discretionary investment accounts for institutions and high net-worth clients through managed accounts and private funds. | Investment Managers | Corporate Officer/Principal | |
DoubleLine Capital LP
DoubleLine Capital LP Investment ManagersFinance DoubleLine Capital LP (DoubleLine) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Jeffrey Gundlach and Louis Lucido in 2009. DoubleLine provides a variety of investment management services to institutional clients such as corporate entities, pension plans, Undertakings for the Collective Investment of Transferable Interests (UCITS) funds, registered investment companies and unregistered investment companies, foundations, and public and government entities. | Investment Managers | Portfolio Manager-Fixed Income | |
The Royal School of Mines | College/University | Doctorate Degree | |
SKY SOLAR HOLDINGS, LTD. | Electric Utilities | Chief Executive Officer | |
Kidzonet | Consultant / Advisor | ||
Aliph Capital
Aliph Capital Investment ManagersFinance Aliph Capital (Aliph Capital) is a private equity firm founded in 2021 by Huda Al Lawati. The firm is headquartered in Abu Dhabi, United Arab Emirates. | Investment Managers | Consultant / Advisor | |
Entrepreneurs' Organization
Entrepreneurs' Organization Miscellaneous Commercial ServicesCommercial Services Entrepreneurs' Organization enables entrepreneurs to learn and grow from each other leading to business success and personal life. The company was founded by Verne Harnish in 1987 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Director/Board Member | |
Cafu, Inc.
Cafu, Inc. Other Consumer ServicesConsumer Services Cafu, Inc. is a leading fuel delivery and vehicle services app based in Dubai, United Arab Emirates. The Emirati company offers a range of services including petrol and diesel delivery, mobile car wash, battery service, oil change, and tyre replacement. The private company's tyre change service is available at the customer's convenience, whether at home, work, or anywhere else. Customers can download the CAFU app to access these services. Cafu was founded by Mohamad Kaswani and is available for all vehicle makes and models. | Other Consumer Services | Consultant / Advisor |
Statistik
International
Vereinigte Staaten | 42 |
Vereinigte Arabische Emirate | 4 |
China | 3 |
Südafrika | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 23 |
Consumer Services | 21 |
Commercial Services | 4 |
Technology Services | 2 |
Utilities | 2 |
Operativ
Corporate Officer/Principal | 123 |
Undergraduate Degree | 89 |
Portfolio Manager-Equities | 75 |
Director/Board Member | 69 |
Analyst-Equity | 57 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Sam Heidari | 28 |
Mike Ghaffary | 18 |
Marie Chandoha | 15 |
Lily Lin | 15 |
Rick Wurster | 13 |
George Pereira | 12 |
Jin Rong Lu | 11 |
Eric Shen | 10 |
Muhammed Khalid | 10 |
Fares Akkad | 10 |
Brian Sullivan | 10 |
Ruslan Tanoko | 10 |
Ravi Malik | 10 |
Paul Wagner | 10 |
Carolyn Webb de Macias | 9 |
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