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Ursprung des Netzwerks ersten Grades von Robert J. Williams
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.
23
| Subsidiary | Investment Managers | 23 |
Waddell & Reed LLC
![]() Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert J. Williams
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
Schwab Investments | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Sales & Marketing Comptroller/Controller/Auditor | |
Allstate Insurance Co.
![]() Allstate Insurance Co. Multi-Line InsuranceFinance Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX. | Multi-Line Insurance | Corporate Officer/Principal | |
S1 Corp.
![]() S1 Corp. Packaged SoftwareTechnology Services S1 Corp. provides customer interaction software solutions. It offers payments solutions for ATM and retail point-of-sale driving, card management and merchant acquiring, financial services solutions for consumer, small business and corporate online banking, trade finance, mobile banking, voice banking, branch and call center banking. The company was founded in 1996 and is headquartered in Norcross, GA. | Packaged Software | Corporate Officer/Principal | |
Ramsey Quantitative Systems, Inc.
![]() Ramsey Quantitative Systems, Inc. Investment ManagersFinance Ramsey Quantitative Systems, Inc. (RQSI) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Louisville, Kentucky. The firm was founded by Neil Ramsey in 1996. RQSI serves as the investment manager and provides discretionary advisory services to several private funds and separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
REDENVELOPE, INC. | Internet Retail | Director/Board Member | |
Evergreen Capital Management LLC
![]() Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Investment Managers | Sales & Marketing | |
Waycross Partners LLC
![]() Waycross Partners LLC Investment ManagersFinance Waycross Partners LLC (Waycross) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by Ben Thomas in 2005 and is owned by Waycross Holdings, Inc. Waycross offers investment advice to individuals, high net worth (HNW) individuals, trusts, corporations, charitable organizations, small businesses, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Institutional Sales | |
TD Ameritrade Clearing, Inc.
![]() TD Ameritrade Clearing, Inc. Investment Banks/BrokersFinance Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD). | Investment Banks/Brokers | Sales & Marketing | |
Roundview Capital LLC
![]() Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Investment Managers | Compliance Officer | |
Lotlinx, Inc.
![]() Lotlinx, Inc. Packaged SoftwareTechnology Services Lotlinx, Inc. develops digital retailing technologies. Its products include shopper retargeting, lotlinx automotive network and deeplinking. The company was founded by Leonard V. Short and Jason Knight in 2012 and is headquartered in Chicago, IL. | Packaged Software | Founder | |
Tealium, Inc.
![]() Tealium, Inc. Packaged SoftwareTechnology Services Tealium, Inc. provides enterprise tag management and real-time unified marketing solutions. Its products include Tealium iQ, an enterprise tag management platform that puts marketers in control of their online solutions, and AudienceStream, a real-time audience discovery and digital data distribution platform, that allows marketers to define, correlate and target their actionable audiences across channels. The company was founded by Ali Behnam and Michael Anderson in March 2008 and is headquartered in San Diego, CA. | Packaged Software | Director/Board Member | |
Stanford University | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree | |
Charles Schwab Europe
![]() Charles Schwab Europe Investment Banks/BrokersFinance Part of Barclays PLC, Charles Schwab Europe is a British pound sterling brokerage business. The company is based in Milton Keynes, UK. Charles Schwab Europe was acquired by Barclays PLC from The Charles Schwab Corp. on January 31, 2003. | Investment Banks/Brokers | Corporate Officer/Principal | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Portland State University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of California, Davis | College/University | Graduate Degree | |
University of La Verne | College/University | Masters Business Admin | |
University of Maryland | College/University | Director/Board Member Undergraduate Degree | |
Whittier College | College/University | Graduate Degree | |
Securities Industry & Financial Markets Association, Inc.
![]() Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
The International Women's Forum
![]() The International Women's Forum Miscellaneous Commercial ServicesCommercial Services Part of Leadership Foundations, The International Women's Forum is a women's forum membership organization. The company is based in Washington. The American company was founded in 1974 by Maureen A. Kindel, Elinor Guggenheimer. Stephanie Mathews O'Keefe has been the CEO of the company since 2016. The International Women's Forum was acquired by Leadership Foundations on January 01, 2021. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Sales & Marketing Corporate Officer/Principal | |
LPL Independent Advisor Services Group LLC
![]() LPL Independent Advisor Services Group LLC Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007. | Investment Banks/Brokers | Sales & Marketing | |
ActiFi, Inc.
![]() ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | Packaged Software | Director/Board Member | |
Catholic Charities
![]() Catholic Charities Services to the Health IndustryHealth Services Catholic Charities is a national office for Catholic Charities agencies across the United States. The private company is based in Albuquerque, NM. As a member of Caritas Internationalis, they provide help and create hope for over 15 million people annually, regardless of their religious, social, or economic backgrounds. | Services to the Health Industry | Corporate Officer/Principal | |
Gemini Consulting, Inc. | Corporate Officer/Principal | ||
Lucia Management Co. LLC
![]() Lucia Management Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton. | Miscellaneous Commercial Services | Chief Executive Officer | |
Schwab Private Client Investment Advisory, Inc.
![]() Schwab Private Client Investment Advisory, Inc. Investment ManagersFinance Part of The Charles Schwab Corp., Schwab Private Client Investment Advisory, Inc. is a financial services company that offers digital account monitoring, investment management, and trading services through Schwab.com and the Schwab mobile app. Schwab Private Client Investment Advisory is based in San Francisco, CA. The company also provides retirement account advice through their Roth vs. Traditional IRA Calculator and promotes the benefits of including fixed income in investment portfolios. | Investment Managers | Corporate Officer/Principal | |
Chalice Wealth Partners LLC
![]() Chalice Wealth Partners LLC Packaged SoftwareTechnology Services Chalice Wealth Partners LLC operates as a technology-driven financial services company. It provides peer-to-peer networking and collaboration opportunities, creating a forum for sharing ideas, and practices to help members collectively. The company was founded by Keith E. Gregg and Anthony Nanula in 2016 and is headquartered in San Diego, CA. | Packaged Software | President | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
SIFMA Foundation | Investment Trusts/Mutual Funds | Director/Board Member | |
Employee Benefit Research Institute
![]() Employee Benefit Research Institute Packaged SoftwareTechnology Services The Employee Benefit Research Institute develops a saving application. The private company is based in Washington. | Packaged Software | Director/Board Member | |
University of Missouri-St. Louis | College/University | Corporate Officer/Principal | |
Irradiant Partners LP
![]() Irradiant Partners LP Investment ManagersFinance Irradiant Partners LP (Irradiant Partners) is a private equity subsidiary of Irradiant Partners LLC founded in 2021 by John John Eanes, Jon Levinson and Michael Jeffrey Levitt. The firm is headquartered in Santa Monica, California. | Investment Managers | Private Equity Investor | |
Paul Merage School of Business | College/University | Corporate Officer/Principal | |
Kellogg School of Management | College/University | Doctorate Degree |
Statistik
International
Vereinigte Staaten | 48 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 22 |
Consumer Services | 14 |
Technology Services | 8 |
Commercial Services | 4 |
Miscellaneous | 3 |
Operativ
Corporate Officer/Principal | 55 |
Director/Board Member | 46 |
Undergraduate Degree | 21 |
Chairman | 19 |
Sales & Marketing | 15 |
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