Jeffrey Alan Dunham
Vorstandsvorsitzender bei Dunham & Associates Investment Counsel, Inc.
Ursprung des Netzwerks ersten Grades von Jeffrey Alan Dunham
Einheit | Art der Einheit | Industrie | |
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Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services.
9
| Subsidiary | Investment Managers | 9 |
Dunham & Associates Investment Counsel, Inc.
Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance Dunham & Associates Investment Counsel, Inc. (DAIC) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jeffrey A. Dunham in 1985 and is wholly owned by Dunham & Associates Holdings, Inc. DAIC offers four types of advisory services: mutual funds, wrap programs, separately managed accounts (SMAs) and investment consulting services.
5
| Subsidiary | Investment Managers | 5 |
4073 Philips Hwy LLC
4073 Philips Hwy LLC Real Estate DevelopmentFinance 4073 Philips Hwy LLC engages in the provision of commercial real estate services. The company is headquartered in St. Augustine, FL.
1
| Private Company | Real Estate Development | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jeffrey Alan Dunham
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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REALTY INCOME CORPORATION | Real Estate Investment Trusts | Corporate Officer/Principal | |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Passco Real Estate Enterprises, Inc.
Passco Real Estate Enterprises, Inc. Real Estate Investment TrustsFinance Passco Real Estate Enterprises, Inc. provides real estate investment services. The company specializes in property investment, both existing and new developments. Its portfolios include shopping centers, industrial business complexes and housing tracts. The company was founded by William O. Passo and is headquartered in Irvine, CA | Real Estate Investment Trusts | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
University of Nevada
University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Passco Apartment REIT, Inc.
Passco Apartment REIT, Inc. Real Estate Investment TrustsFinance Passco Apartment REIT, Inc. is a newly organized Maryland corporation that intends to qualify as a real estate investment trust, or REIT, beginning with the taxable year in which it satisfies the minimum offering requirements of this offering. It expects to use substantially all of the net proceeds from this offering to invest primarily in multi-family rental real estate to capitalize on anticipated demand across the United States. It may also invest in other property classes as well as other real estate-related assets, including debt and equity securities of other real estate companies, and in originating or purchasing mortgages, mezzanine, bridge and other loans. It is incorporated in the State of Maryland on May 12, 2009 and it currently does not own any real estate assets. It is considered to be a blind pool because it has not yet identified any specific assets to acquire. Its external advisor, Passco Advisors, LLC, will conduct its operations and manage its portfolio of real estate investments. It has no paid employees. Its office is located at 96 Corporate Park, Suite 200, Irvine, California 92606. Its telephone number is (949) 263-7900 or (877) 4PASSCO. Its fax number is (949) 442-2460. | Real Estate Investment Trusts | Sales & Marketing | |
University of California | College/University | Graduate Degree | |
University of Redlands | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
The University of Nevada, Reno | College/University | Masters Business Admin | |
PASSCO Cos. LLC
PASSCO Cos. LLC Real Estate DevelopmentFinance PASSCO Cos. LLC operates as a real estate investment firm. It specializes in acquisition, development, and management of multifamily and commercial properties. The company was founded by William O. Passo in 1998 and is headquartered in Irvine, CA. | Real Estate Development | Sales & Marketing | |
Passco Self Storage Fund I LLC
Passco Self Storage Fund I LLC Real Estate DevelopmentFinance Passco Self Storage Fund I LLC operates as a real estate investment company. The company was founded in February 2007 and is headquartered in Irvine, CA | Real Estate Development | Director/Board Member | |
Passco Waikoloa LLC
Passco Waikoloa LLC Real Estate Investment TrustsFinance Passco Waikoloa LLC operates as a real estate holding company. The company was founded in February 2007 and is headquartered in Irvine, CA. | Real Estate Investment Trusts | Director/Board Member | |
Pacific Coast Banking School | College/University | Graduate Degree | |
Knox College | College/University | Undergraduate Degree | |
Gonzaga University | College/University | Graduate Degree | |
Enterprise Management Ltd., Inc.
Enterprise Management Ltd., Inc. Miscellaneous Commercial ServicesCommercial Services Enterprise Management Ltd., Inc. provides consulting, training, coaching, and assessment services to organizations. Its services include strategic plan development and implementation, leadership effectiveness, strategic and analytical thinking, execution planning, accelerating team collaboration, and persuasion and influencing. The company was founded by Mary Lippitt on June 13, 1984 and is headquartered in Palm Harbor, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
St. John's University | College/University | Masters Business Admin | |
Evangelical Lutheran Church in America | Treasurer | ||
First Citizens Bank (Mason City, Iowa)
First Citizens Bank (Mason City, Iowa) Regional BanksFinance First Citizens Bank operates as a nationally chartered commercial bank which provides financial services. The company is headquartered in Mason City, IA. | Regional Banks | Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin | |
Brigham Young University | College/University | Masters Business Admin | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 29 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 13 |
Consumer Services | 13 |
Commercial Services | 4 |
Utilities | 2 |
Operativ
Corporate Officer/Principal | 19 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 6 |
Analyst-Equity | 5 |
Director/Board Member | 5 |
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