Ursprung des Netzwerks ersten Grades von Jerry Braakman
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations.
22
| Subsidiary | Investment Managers | 22 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jerry Braakman
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
AMERITYRE CORPORATION | Automotive Aftermarket | Sales & Marketing | |
ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
Private Asset Management, Inc.
Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Investment Managers | Portfolio Manager-Equities | |
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Investment Managers | Analyst-Equity | |
PINNACLE FINANCIAL PARTNERS, INC. | Regional Banks | Director/Board Member | |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal | |
DuPont Capital Management Corp.
DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal | |
Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC Investment ManagersFinance Founded in 1979, Halbert Hargrove Global Advisors LLC is a registered investment advisor located in Long Beach, California. The firm provides services to individuals, pension and profit sharing plans, Voluntary Employees? Beneficiary Association Plans (?VEBAs?), trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Chief Executive Officer | |
Dartmouth College | College/University | Undergraduate Degree | |
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. | College/University | Masters Business Admin Undergraduate Degree | |
Citizens Business Bank
Citizens Business Bank Regional BanksFinance Citizens Business Bank operates as a state commercial bank. It provides banking solutions across government and nonprofit organizations, as well as title and escrow, dairy and livestock, medical, property management and real estate industries. The company was founded in 1974 and is headquartered in Ontario, CA. | Regional Banks | Corporate Officer/Principal | |
Aquinas College (Michigan) | College/University | Undergraduate Degree | |
San Diego State University | College/University | Undergraduate Degree | |
The California State University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
California State University-Los Angeles | College/University | Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Rider University | College/University | Masters Business Admin | |
University of Redlands | College/University | Masters Business Admin | |
University of San Francisco | College/University | Undergraduate Degree | |
Federal Reserve Bank of New York | General Government | Corporate Officer/Principal | |
Windward Capital Management Co.
Windward Capital Management Co. Investment ManagersFinance Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities. | Investment Managers | Chief Investment Officer | |
Gujarat University | College/University | Undergraduate Degree | |
MullinTBG
MullinTBG Investment Banks/BrokersFinance Founded in 2006 as the result of a merge between Mullin Consulting and TBG Financial, MullinTBG is a broker/dealer headquartered in El Segundo, California. The firm is a provider of nonqualified executive benefits to which Fortune 1000 and emerging growth companies can outsource all aspects of their executive benefit, compensation and retirement income planning needs. They are a member of the NASD and the SIPC. They are a subsidiary of the Prudential Insurance Co. of America and their ultimate parent is Prudential Financial, Inc. (NYSE: PRU). | Investment Banks/Brokers | Director of Research - Equity | |
Montgomery Bell Academy
Montgomery Bell Academy Miscellaneous Commercial ServicesCommercial Services Montgomery Bell Academy provides educational services. It provides students with knowledge on academics, athletics, and fine arts. The company was founded on September 9, 1967 and is headquartered in Nashville, TN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Evercore Trust Co. NA (Invt Mgmt)
Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Corporate Officer/Principal | |
FIRST AMERICAN FINANCIAL CORPORATION | Specialty Insurance | Chief Investment Officer | |
Colegio de Estudios Superiores de Administración | College/University | Undergraduate 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 | |
Ragland Corp.
Ragland Corp. Engineering & ConstructionIndustrial Services Ragland Corp. offers commercial wall and ceiling contracting services. The company was founded in 1994 and is headquartered in Birdsboro, PA. | Engineering & Construction | Director/Board Member |
Statistik
International
Vereinigte Staaten | 47 |
Kanada | 2 |
Indien | 2 |
Kolumbien | 2 |
Sektoral
Finance | 31 |
Consumer Services | 14 |
Commercial Services | 3 |
Consumer Durables | 2 |
Government | 2 |
Operativ
Corporate Officer/Principal | 34 |
Portfolio Manager-Equities | 17 |
Undergraduate Degree | 16 |
Analyst-Equity | 9 |
Chairman | 7 |
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