Judith Maria Lu
Vorstandsvorsitzender bei Blue Zone Wealth Advisors LLC
Ursprung des Netzwerks ersten Grades von Judith Maria Lu
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of California, Los Angeles
372
| College/University | Other Consumer Services | 372 |
Blue Zone Wealth Advisors LLC
Blue Zone Wealth Advisors LLC Investment ManagersFinance Blue Zone Wealth Advisors LLC (Blue Zone) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was co-founded by Judith Lu and Josh Sailar in 2019. Blue Zone provides portfolio construction, financial planning and wealth management to high-net-worth individuals, families and non-for-profit companies.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Judith Maria Lu
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
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 Corporate Officer/Principal Masters Business Admin Undergraduate Degree Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal 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 | Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Arcline Investment Management LP
Arcline Investment Management LP Investment ManagersFinance Arcline Investment Management LP (Arcline Investment) is a private equity firm founded in 2018 by Rajeev Joseph Amara. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Pacific Coast Capital Partners LLC
Pacific Coast Capital Partners LLC Investment ManagersFinance Pacific Coast Capital Partners LLC (PCCP) is a private equity founded in 1998. The firm is headquartered in San Francisco. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Schnieders Capital Management LLC
Schnieders Capital Management LLC Investment ManagersFinance Schnieders Capital Management LLC (SCM) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded by William Schnieders and James (Jim) Schnieders in 2002. SCM provides discretionary and non-discretionary portfolio management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or other business entities. | Investment Managers | Founder Portfolio Manager-Equities | |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Platinum Equity Advisors LLC
Platinum Equity Advisors LLC Investment ManagersFinance Platinum Equity Advisors LLC (Platinum Equity Advisors) is a private equity firm founded in 1995 by Tom Gores. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
New York University | College/University | Graduate Degree Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal | |
Stanford University | College/University | Masters Business Admin Graduate Degree | |
Pepperdine University | College/University | Masters Business Admin Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
American Chamber of Commerce In Switzerland | General Counsel | ||
Zurich Bar Association | Corporate Officer/Principal | ||
QuadGen Wireless Solutions, Inc.
QuadGen Wireless Solutions, Inc. Specialty TelecommunicationsCommunications Quadgen Wireless Solutions, Inc. engages in the provision of network and engineering services. It offers radio network integration, RF optimization, carrier wifi, solutions, small cell and DAS, IP and transport network, and operation support management services. It serves telecommunications, general contractors, real estate and large enterprise, utility, sports and entertainment venues, and education industries. The company was founded by Chunduru Sambasiva Rao and Srikalahasti Mallikarjunarao Vagvala on June 20, 2007 and is headquartered in King of Prussia, PA. | Specialty Telecommunications | Director/Board Member | |
Clairvolex IP Solutions Pvt Ltd
Clairvolex IP Solutions Pvt Ltd Miscellaneous Commercial ServicesCommercial Services Clairvolex Knowledge Processes Pvt Ltd. provides global intellectual property solutions. It develops IP Asset Management (IPAM) model which is a patent life cycle management system through which the firm on behalf of its clients, manage their patent portfolio. The firm also develops internal platform Clairvolex which provides critical analytics and business intelligence to the client throughout the portfolio life cycle. The company was founded by Manoj Pillai, Arun Kumar and Sushil Kumar and is headquartered in Gurgaon, India. | Miscellaneous Commercial Services | Director/Board Member | |
ParkourSC, Inc.
ParkourSC, Inc. Information Technology ServicesTechnology Services ParkourSC, Inc. engages in the provision of end-to-end technology solution. It offers supply chain visibility platform which delivers complete, real-time views, and insights across the eco-system from suppliers through production and distribution to customers; and sensor data platform which focuses on Sensor Fabric product. It serves pharmaceutical, manufacturing, distribution, and food and beverage. The company was founded by Harish Sarma, Raj Kulkarni, Ravi Roopreddy and Sharath Narahari in 2014 and is headquartered in Milpitas, CA. | Information Technology Services | Director/Board Member | |
Quartic.ai Canada, Inc.
Quartic.ai Canada, Inc. Packaged SoftwareTechnology Services Quartic.ai Canada, Inc. designs and develops an artificial intelligence and IIoT industry platform for process manufacturing industries implementing digital transformation with AI and IIoT. The firm offers Quartic platform. The company was founded by Ashish Kumar Bhardwaj, Pranav Prakash and Rajiv Anand in 2017 and is headquartered in Oakville, Canada. | Packaged Software | Director/Board Member | |
Vifor Pharma Management AG
Vifor Pharma Management AG Pharmaceuticals: MajorHealth Technology Vifor Pharma Management AG develops and manufactures pharmaceuticals products for the treatment of iron deficiency. It also offers a diversified portfolio of prescription medicines as well as over-the-counter products. The company operates in the following key business areas: iron deficiency with and without anemia, kidney disease, infectious diseases/OTX products and consumer healthcare, with a focus on non-prescription products. Vifor Pharma Management was founded by Caspar Friedrich Hausmann in 1872 and is headquartered in Glattbrugg, Switzerland. | Pharmaceuticals: Major | Director/Board Member | |
Celesta Global Capital Managers LLC
Celesta Global Capital Managers LLC Investment ManagersFinance Celesta Global Capital Managers LLC (Celesta Capital) is a venture capital firm founded in 2013 by Michael Marks, Nicholas Brathwaite, Sriram Viswanathan and Lip-Bu Tan. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
Swiss Finance Institute | College/University | Chairman | |
The Indus Entrepreneur | Corporate Officer/Principal | ||
Intel Capital Corp.
Intel Capital Corp. Investment ManagersFinance Intel Capital Corp (Intel Capital) is a venture capital subsidiary of Intel Corp founded in 1991 by Les Vadasz, and Avram Miller. The firm is headquartered in Wilmington, Delaware. | Investment Managers | Corporate Officer/Principal | |
Indian Institute of Science | College/University | Undergraduate Degree | |
Zurich Chamber of Commerce
Zurich Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Zurich Chamber of Commerce is a business organization that serves as a platform for companies to connect and collaborate. The Chamber of Commerce is based in Zurich, Switzerland. | Miscellaneous Commercial Services | Director/Board Member | |
Savoy Hotel Baur en Ville AG | Director/Board Member | ||
The American College of Financial Services | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 39 |
Schweiz | 8 |
Indien | 3 |
Vereinigtes Königreich | 2 |
Kanada | 2 |
Sektoral
Finance | 20 |
Consumer Services | 17 |
Commercial Services | 7 |
Health Technology | 3 |
Technology Services | 3 |
Operativ
Corporate Officer/Principal | 175 |
Director/Board Member | 95 |
Undergraduate Degree | 94 |
Masters Business Admin | 43 |
Portfolio Manager-Equities | 34 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Sriram Viswanathan | 25 |
Romeo Cerutti | 18 |
Ron Hirson | 17 |
Montague Yort | 16 |
Yun Gang Lu | 16 |
Michael L. Weiner | 13 |
Tracey McCormack | 13 |
Sanjay Sabnani | 12 |
Matsuo Iwata | 12 |
Brett Zane | 11 |
Todd Steele | 11 |
Robert Fitzgerald | 11 |
Kern Schireson | 10 |
Andrea L. Rich | 10 |
Eve Glatt | 10 |
- Börse
- Insiders
- Judith Maria Lu
- Unternehmensverbindungen