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Morgan Wilson White
Portfolio Manager-Aktien bei Osborne Partners Capital Management LLC
Ursprung des Netzwerks ersten Grades von Morgan Wilson White
Einheit | Art der Einheit | Industrie | |
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Osborne Partners Capital Management LLC
![]() Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans.
13
| Private Company | Investment Managers | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Morgan Wilson White
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
California State Polytechnic University (Pomona) | College/University | Undergraduate Degree | |
FI, Inc.
![]() FI, Inc. Information Technology ServicesTechnology Services FI, Inc. provides the next generation of smart dog collars. | Information Technology Services | Corporate Officer/Principal | |
Basil Street Cafe, Inc.
![]() Basil Street Cafe, Inc. Miscellaneous ManufacturingProducer Manufacturing Basil Street Cafe, Inc. engages in the provision and development of pizza vending machines. It offers Automated Pizza Kitchens (APK) are robotic vending machines, consisting of a freezer, patent pending element non-microwave speed oven, touchscreen terminal, frozen pizzas, and a dispensing tray. The company was founded by Robert Villani and is headquartered in Gardena, CA. | Miscellaneous Manufacturing | Chief Executive Officer | |
University of Vermont | College/University | Undergraduate Degree | |
Hahn Capital Management LLC
![]() Hahn Capital Management LLC Investment ManagersFinance Hahn Capital Management LLC (HCM) is an independent, SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded in 1988 by Elaine F. Hahn, whose Trust, the Elaine Hahn Administrative Trust, is currently the principal owner of HCM. HCM provides non-custodial full discretionary investment advisory services to individuals, high net-worth individuals, family offices, corporate and public pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, and US and non-US registered funds. | Investment Managers | Corporate Officer/Principal | |
S&Y Asset Management LLC | Director/Board Member | ||
The Connable Office, Inc.
![]() The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Investment Managers | Market Strategist | |
University of Lynchburg | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
Loomis, Sayles & Co. LP
![]() Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
University of San Francisco | College/University | Undergraduate Degree | |
Stanford University | College/University | Graduate Degree | |
ADVENT SOFTWARE, INC. | Information Technology Services | Corporate Officer/Principal | |
Santa Clara University | College/University | Masters Business Admin | |
Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Investment Managers | Trading-Equity | |
Vanderbilt University | College/University | Masters Business Admin | |
St. Mary's University | College/University | Undergraduate Degree | |
Citicorp Trustee Co. Ltd.
![]() Citicorp Trustee Co. Ltd. Regional BanksFinance Founded in 1928, Citicorp Trustee Co. Ltd. is a subsidiary of Citigroup, Inc. that provides depository banking services. The company is based in London, UK. | Regional Banks | President | |
Claremont Graduate University | College/University | Masters Business Admin | |
University of the Pacific
![]() University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
Northern Trust of California, NA
![]() Northern Trust of California, NA Investment ManagersFinance Northern Trust of California, NA (NTC) is an investment management firm headquartered in Los Angeles, California. They are a subsidiary of Northern Trust Corp. (NASDAQ: NTRS). NTC provides investment solutions to individuals, families, and institutions. | Investment Managers | Portfolio Manager-Equities | |
University of California, Irvine | College/University | Masters Business Admin | |
Claremont McKenna College | College/University | Undergraduate Degree | |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Vereinigte Staaten | 34 |
Kanada | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 17 |
Finance | 16 |
Technology Services | 3 |
Producer Manufacturing | 2 |
Operativ
Corporate Officer/Principal | 13 |
Undergraduate Degree | 12 |
Portfolio Manager-Equities | 11 |
Masters Business Admin | 6 |
Analyst-Equity | 3 |
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