Luke Puetz
Analyst-Equity bei Fisher Asset Management LLC
Ursprung des Netzwerks ersten Grades von Luke Puetz
Einheit | Art der Einheit | Industrie | |
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Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
54
| Subsidiary | Investment Managers | 54 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Luke Puetz
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Trinity University | College/University | Undergraduate Degree | |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Portfolio Manager-Equities | |
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Investment Managers | Corporate Officer/Principal | |
Arena Solutions, Inc.
Arena Solutions, Inc. Packaged SoftwareTechnology Services Arena Solutions, Inc. provides cloud-based product lifecycle management (PLM) applications. Its PLM suite of products including BOMControl and PartsList, as well as their supply chain exchange solution enable engineering and manufacturing teams and their extended supply chains to speed prototyping, reduce scrap, and streamline supply chain management. The firm’s cloud PLM applications simplify bill of materials and change management for companies of all sizes, and offer the right balance of flexibility and control at every point in the product lifecycle. The company was founded by Eric Larkin and Michael J. Topolovac in February 2000 and is headquartered in Foster, CA. | Packaged Software | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | General Counsel | |
EnTrust Global Securities LLC
EnTrust Global Securities LLC Investment Banks/BrokersFinance Part of Franklin Resources, Inc., EnTrust Global Securities LLC is a company based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
VENTURA CANNABIS & WELLNESS CORPORATION | Medical Distributors | 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 | |
Vanderbilt University | College/University | Undergraduate Degree Masters Business Admin | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity | |
Shearman & Sterling LLP
Shearman & Sterling LLP Miscellaneous Commercial ServicesCommercial Services Shearman & Sterling LLP provides legal services. It specializes in appellate litigations, capital markets, corporate governance, environmental, finance, international arbitration, investment funds, litigation, mergers and acquisitions, privatization, real estate, and tax. The company was founded by Thomas Shearman in 1873 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
San Francisco State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
FutureAdvisor, Inc.
FutureAdvisor, Inc. Investment ManagersFinance FutureAdvisor, Inc. is an investment advisory firm headquartered in San Francisco, California. The firm was founded by Jon Xu and Bo Lu in 2010 as Xulu, Inc. They are a wholly owned subsidiary of BlackRock, Inc. (NYSE: BLK). FutureAdvisor uses algorithms and other technological means for the provision of investment advisory services to individual investors and their related accounts. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Oregon State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Graduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
Zacks Investment Research, Inc.
Zacks Investment Research, Inc. Investment ManagersFinance Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies. | Investment Managers | Corporate Officer/Principal | |
Sprott Global Resource Investments Ltd.
Sprott Global Resource Investments Ltd. Investment Banks/BrokersFinance Sprott Global Resource Investments Ltd. (Sprott Global) is a SEC-registered broker-dealer headquartered in Carlsbad, California. The firm was founded in 1993 and they are a wholly-owned subsidiary of Sprott, Inc. (TSE: SII) in Canada. Sprott Global offers full-service investment brokerage services including both secondary market and, for qualified investors, private placement products for retail and institutional investors. They focus on the natural resources sectors including precious metals, base metals, oil & gas, agriculture, water and alternative energy. | Investment Banks/Brokers | Analyst-Equity | |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Compliance Officer | |
Morgan Stanley & Co. International Plc
Morgan Stanley & Co. International Plc Investment Banks/BrokersFinance Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions. | Investment Banks/Brokers | Corporate Officer/Principal | |
Villanova University | College/University | Undergraduate Degree | |
Rational Investment Management LLC
Rational Investment Management LLC Investment ManagersFinance Rational Investment Management LLC (RIM) is an independent SEC-registered asset management firm headquartered in Mill Valley, California. The firm was founded by Dan Sinton in 2012. RIM provides management supervisory services to individuals and high-net worth individuals. | Investment Managers | Chief Executive Officer | |
University of Colorado Boulder | College/University | Undergraduate Degree | |
Georgetown University | College/University | Masters Business Admin | |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Analyst-Equity | |
ACA Compliance Group Ltd.
ACA Compliance Group Ltd. Investment ManagersFinance ACA Compliance Group Ltd. provides regulatory compliance consulting services to investment advisers, private fund managers, commodity trading advisors, investment companies, and broker-dealers. It offers compliance solutions; cyber security and risk; performance services; financial technology; anti-money laundering and financial crimes; and investment management and regulatory technology. The company was founded Robert Louis Stype Jr., Jeff Morton, and Ted Eichenlaub and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
The Leeds School of Business | College/University | Undergraduate Degree | |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
Fisher Investments, Inc.
Fisher Investments, Inc. Investment ManagersFinance Fisher Investments, Inc. is an independent wealth management firm headquartered in Plano, Washington. The firm was founded by Kenneth Fischer in 1979. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 45 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 22 |
Consumer Services | 22 |
Technology Services | 2 |
Distribution Services | 2 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 63 |
Undergraduate Degree | 48 |
Analyst-Equity | 36 |
Portfolio Manager-Equities | 27 |
Investment Committee Member | 10 |
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