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Michael Harry Kane
Portfolio Manager-Aktien bei Beacon Pointe Advisors LLC
Ursprung des Netzwerks ersten Grades von Michael Harry Kane
Einheit | Art der Einheit | Industrie | |
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Beacon Pointe Advisors LLC
![]() Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.
19
| Holding Company | Investment Managers | 19 |
Gerald L. Ray & Associates Ltd.
![]() Gerald L. Ray & Associates Ltd. Investment ManagersFinance Gerald L. Ray & Associates Ltd. is a registered investment advisor located in Dallas, Texas. The firm was formed as Gerald L. Ray & Associates, Inc. in 1977. In 2001, the firm was reorganized and became Gerald L. Ray & Associates Ltd. Gerald L. Ray & Associates offers advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. ^
6
| Subsidiary | Investment Managers | 6 |
Wealthstreet Investment Advisors LLC
![]() Wealthstreet Investment Advisors LLC Investment ManagersFinance Wealthstreet Investment Advisors LLC (Wealthstreet) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael Beck in 2017 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. Wealthstreet offers investment advisory services as well as bookkeeping and tax services to individuals, foundations, 401(k) plans, pension and profit-sharing plans, trust, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments.
2
| Extinct | Investment Managers | 2 |
Weisberg & Fields, Inc.
![]() Weisberg & Fields, Inc. Investment ManagersFinance Weisberg & Fields, Inc. (WF) is a Dallas-based registered investment advisor.
2
| Extinct | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Michael Harry Kane
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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ZALE CORPORATION | Specialty Stores | Director/Board Member Corporate Officer/Principal | |
Capital Research & Management Co.
![]() Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M provides investment management services to registered investment companies and other pooled investment vehicles. They also serve as the investment adviser to Capital Bank and Trust Company in their capacity as the trustee of certain collective investment trusts that are exempt from SEC registration. | Investment Managers | Corporate Officer/Principal | |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Delta Asset Management LLC (Tennessee)
![]() Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
PACIFIC MERCANTILE BANCORP | Regional Banks | Director/Board Member | |
BANC OF CALIFORNIA, INC. | Regional Banks | Director/Board Member | |
Language Line Holdings, Inc.
![]() Language Line Holdings, Inc. Specialty TelecommunicationsCommunications Language Line Holdings, Inc. provides over-the-phone interpretation services. The firm provides language, technology, and document translation services. It serves government, healthcare, telecom, financial services and insurance companies. The company was founded in December 1999 and is headquartered in Monterey, CA. | Specialty Telecommunications | Director/Board Member | |
Language Line, Inc.
![]() Language Line, Inc. Financial ConglomeratesFinance Language Line, Inc. operates as a development stage company. The firm provides over-the-phone interpretation services from English into other languages. Its customers include the government, health care, telecom, financial services, and insurance industries. The company was founded in April 2004 and is headquartered in Monterey, CA. | Financial Conglomerates | Director/Board Member | |
Canterbury Consulting, Inc.
![]() Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Investment Managers | Founder Corporate Officer/Principal Corporate Officer/Principal | |
KPMG, Inc.
![]() KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
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 | |
ROTH Capital Partners LLC
![]() ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Corporate Officer/Principal | |
Sunwest Bank
![]() Sunwest Bank Regional BanksFinance SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA. | Regional Banks | Director/Board Member | |
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 | |
ABRY Partners LLC
![]() ABRY Partners LLC Investment ManagersFinance ABRY Partners LLC (ABRY Partners) a private equity subsidiary of John F. Stafford Insurance Agency, Inc. founded in 1989 by Samuel Andrew Banks and Royce G. Yudkoff. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Consultant / Advisor | |
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 | Undergraduate Degree Masters Business Admin | |
Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
Boise State University | College/University | Undergraduate Degree | |
California State University-Fullerton | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
New York University | College/University | Masters Business Admin | |
St. Mary's College of California | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of California, Riverside | College/University | Undergraduate Degree | |
University of California, Santa Cruz | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
University of Mississippi | College/University | Undergraduate Degree | |
Loma Linda University Medical Center
![]() Loma Linda University Medical Center Medical/Nursing ServicesHealth Services Loma Linda University Medical Center provides health care services. Its services include behavioral medicine, neurology, laboratory, pediatrics, rehabilitation, urology, and wellness services. The company was founded on July 9, 1967 and is headquartered in Loma Linda, CA. | Medical/Nursing Services | Corporate Officer/Principal | |
Port Street Investments LLC
![]() Port Street Investments LLC Investment ManagersFinance Port Street Investments LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2013 and is a wholly owned subsidiary of Beacon Pointe Holdings LLC. Port Street Investments serves as investment manager of the Port Street Quality Growth fund (PSQGX), a high active share, value driven, opportunistic equity fund. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities | |
Beacon Pointe LLC
![]() Beacon Pointe LLC Services to the Health IndustryHealth Services Beacon Pointe LLC provides counseling services. The private company is based in Edmond, OK. The company was founded in 2009 by Shannon Flint Eusey, Garth Kevin Flint. Shannon Flint Eusey has been the CEO since 2009. | Services to the Health Industry | Founder Chief Executive Officer President | |
National Network to End Domestic Violence
![]() National Network to End Domestic Violence Miscellaneous Commercial ServicesCommercial Services National Network to End Domestic Violence is a non-profit organization. It focuses on creating a social, political, and economic environment in which violence against women no longer exists. The company was founded in 1990 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Newport Beach LLC
![]() Newport Beach LLC Specialty StoresRetail Trade Newport Beach LLC operates as an automotive dealer. | Specialty Stores | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 43 |
Kanada | 2 |
Sektoral
Finance | 20 |
Consumer Services | 17 |
Commercial Services | 4 |
Retail Trade | 3 |
Health Services | 3 |
Operativ
Corporate Officer/Principal | 27 |
Director/Board Member | 27 |
Portfolio Manager-Equities | 21 |
Undergraduate Degree | 20 |
Founder | 14 |
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