John Phillip Morbeck
Portfolio Manager-Aktien bei First Washington Corp.
Ursprung des Netzwerks ersten Grades von John Phillip Morbeck
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
First Washington Corp.
First Washington Corp. Investment ManagersFinance First Washington Corp. (FWCO) is a SEC-registered investment adviser headquartered in Seattle, Washington. The firm was founded in 1937 and is a subsidiary of Lewis Investors LLC. FWCO provides discretionary advisory services through separately managed accounts to individuals, corporations or other business entities, trusts, estates, charitable organizations, and retirement plans.
11
| Subsidiary | Investment Managers | 11 |
Sirach Capital Management, Inc.
Sirach Capital Management, Inc. Investment ManagersFinance Sirach Capital Management, Inc. is a Seattle, Washington-based investment management firm that has served an exclusive list of institutional and individual clients worldwide since 1970.
4
| Extinct | Investment Managers | 4 |
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC.
3
| Extinct | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von John Phillip Morbeck
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
NATIONAL HOLDINGS CORPORATION | Investment Banks/Brokers | 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 Corporate Officer/Principal | |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Head-Equity Investments | |
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 | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Investment Managers | Chief Executive Officer | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Stanford University | College/University | 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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Focus Capital LLC
Focus Capital LLC Investment ManagersFinance Focus Capital LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded in 2000 by Stefan Cobb. Focus Capital provides investment management and research services for institutions, registered investment advisors, long-short funds, and comprehensive financial planning and customized investment portfolios for high-net-worth clients. | Investment Managers | Chief Executive Officer | |
Arizona State University | College/University | Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
Pacific Lutheran University | College/University | Undergraduate Degree | |
Pepperdine University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
National Association of Securities Dealers, Inc.
National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Foster & Marshall LLC
Foster & Marshall LLC Real Estate DevelopmentFinance Foster & Marshall LLC provides real estate services. The private company is based in Seattle, WA. | Real Estate Development | Corporate Officer/Principal | |
Abu Dhabi Investment Authority
Abu Dhabi Investment Authority Financial ConglomeratesFinance Abu Dhabi Investment Authority provides investing funds. It manages a global investment portfolio across many asset classes and sub-categories. It invests directly in global financial markets. The company was founded in 1976 and is headquartered in Abu Dhabi, the United Arab Emirates. | Financial Conglomerates | Corporate Officer/Principal | |
Cable, Howse & Ragen, Inc.
Cable, Howse & Ragen, Inc. Investment ManagersFinance Cable, Howse & Ragen, Inc. is a private company based in Seattle, WA. Cable. Cable, Howse & Ragen, Inc. was founded by Jeffrey Atkin, Elwood Denison Howse, Thomas J. | Investment Managers | Sales & Marketing | |
Oppenheimer Investment Management LLC
Oppenheimer Investment Management LLC Investment ManagersFinance Oppenheimer Investment Management LLC (OIM) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Oppenheimer Asset Management, Inc., owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OIM provides investment management services to pension and profit-sharing plans, corporations, state or municipal government entities, charitable organizations, insurance companies, foundations and endowments, trusts, and high-net worth individuals. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Vereinigte Staaten | 39 |
Vereinigte Arabische Emirate | 2 |
Sektoral
Finance | 26 |
Consumer Services | 11 |
Consumer Non-Durables | 2 |
Commercial Services | 2 |
Process Industries | 2 |
Operativ
Corporate Officer/Principal | 23 |
Portfolio Manager-Equities | 16 |
Undergraduate Degree | 13 |
Analyst-Equity | 6 |
Sales & Marketing | 4 |
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