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Marc Kaye Wishkoff
Direktor/Vorstandsmitglied bei Chevy Chase Trust Co.
Ursprung des Netzwerks ersten Grades von Marc Kaye Wishkoff
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Chevy Chase Trust Co.
![]() Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.
35
| Subsidiary | Investment Managers | 35 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Marc Kaye Wishkoff
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Government Employees Insurance Co.
![]() Government Employees Insurance Co. Multi-Line InsuranceFinance Government Employees Insurance Co. provides property and casualty insurance services. The firm also offer motorcycles, all-terrain vehicles, boats, homes, apartments and mobile home insurance products. The company was founded in 1936 and is headquartered in Chevy Chase, MD. | Multi-Line Insurance | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Bessemer Trust Co., NA
![]() Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
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 | |
ASB Capital Management LLC
![]() ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Chairman Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Director of Investments Analyst-Equity Analyst-Fixed Income | |
Heritage Investors Management Corp.
![]() Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Investment Managers | Analyst-Equity | |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Sales & Marketing | |
Atlantis Investment Co., Inc.
![]() Atlantis Investment Co., Inc. Investment ManagersFinance Founded in 1986, Atlantis Investment Co., Inc. is a research firm located in Parsippany, New Jersey. The firm counsels mutual funds, banks, insurance companies, portfolio managers, and individual clients. | Investment Managers | Analyst-Equity | |
United Bank (Virginia)
![]() United Bank (Virginia) Investment ManagersFinance United Bank (Virginia) is an investment management firm headquartered in Vienna, Virginia. The firm is a subsidiary of United Bankshares, Inc. (NASDAQ: UBSI). United Bank provides a range of trust and investment management services for individuals, families and businesses. | Investment Managers | Analyst-Fixed Income | |
PNC Investments LLC
![]() PNC Investments LLC Investment ManagersFinance PNC Investments LLC is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of PNC Bank, NA, ultimately owned by PNC Financial Services Group, Inc. (NYSE: PNC). PNC Investments provides investment advisory services to individuals and high-net worth individuals. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Vanderbilt University | College/University | Undergraduate Degree | |
Bridgewater Associates LP
![]() Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Investment Managers | Chief Operating Officer | |
Berkshire Partners LLC
![]() Berkshire Partners LLC Investment ManagersFinance Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Operating Officer | |
George Washington University | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
West Financial Services, Inc.
![]() West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
PRTM Management Consultants LLC
![]() PRTM Management Consultants LLC Miscellaneous Commercial ServicesCommercial Services PRTM Management Consultants LLC provides management consulting services. It offers operational strategy consulting, supply chain management, product and service development, and customer value management services. The company was founded in 1976 and is headquartered in Waltham, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Denison University | College/University | Undergraduate Degree Undergraduate Degree | |
Indiana University | College/University | Graduate Degree | |
Loyola University Maryland, Inc. | College/University | Masters Business Admin | |
Yale University | College/University | Masters Business Admin Masters Business Admin | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Towson University | College/University | Undergraduate Degree | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
Old Dominion University | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Masters Business Admin Undergraduate Degree | |
First National Bank (Ames, Iowa)
![]() First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Major Banks | Corporate Officer/Principal | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
Queens' College Cambridge | College/University | Undergraduate Degree | |
Washington & Lee University | College/University | Undergraduate Degree | |
Pamplin College of Business | College/University | Undergraduate Degree | |
West Virginia University | College/University | Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Abt Associates, Inc.
![]() Abt Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Abt Associates, Inc. provides research and consulting services. It offers greenhouse gas emissions mitigation, low-emission development strategies, environmental research, air quality regulatory support, decision-support tools and IT solutions, ecological risk assessment, economic and regulatory analysis, value chain development, housing policies and programs, health systems strengthening, and workforce development. The company was founded by Clark Abt on January 12, 1965 and is headquartered in Cambridge, MA. | Miscellaneous Commercial Services | Analyst-Equity | |
Heritage Financial Consultants LLC
![]() Heritage Financial Consultants LLC Investment ManagersFinance Heritage Financial Consultants LLC offers financial planning for individuals, families and businesses. Its services include fee based financial planning, wealth management, estate planning, philanthropic advisory, business succession, insurance strategies, and executive benefit. The company was founded by Brian W. Gracie in 1989 and headquartered in Hunt Valley, MD. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 46 |
Vereinigtes Königreich | 3 |
Sektoral
Finance | 24 |
Consumer Services | 22 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 41 |
Undergraduate Degree | 33 |
Portfolio Manager-Equities | 33 |
Analyst-Equity | 25 |
Portfolio Manager-Fixed Income | 11 |
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