Robert Wellington Gwin

Keine laufenden Positionen mehr

Finance

Consumer Services

Commercial Services

Aktive Beziehungen

Name	Geschlecht	Alter	Unternehmensverbindungen	Zusammenarbeit
Drew French	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	11 Jahre
Andrew J. Wiechert	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	17 Jahre
Mike Trigg	M	47	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	18 Jahre
Jonathan G. Rigano	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	6 Jahre
Tom Fanter	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Greg Ise	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	10 Jahre
Ty Matthew Baird	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
John Kevin O'Connor	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Mike Tian	M	40	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	12 Jahre
James D. Plumb	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Jeff Jones	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
John Souter	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Sanjay Ayer	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	17 Jahre
Charles Parker Henness	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
William Horner	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	10 Jahre
Jeffrey L. Bryden	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	6 Jahre
Don Kuanglun Kuo	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	19 Jahre
C. Kumar N. Patel	M	85	University of California, Los Angeles	24 Jahre
Michael Goldfarb	M	-	Vanderbilt University	30 Jahre
Frank Litvak	M	-	University of California, Los Angeles	24 Jahre
Gregory Lynn	M	59	University of California, Los Angeles	24 Jahre
Dan Matola	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Ben Niu	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Eugene B. Shanks	M	77	Vanderbilt University	32 Jahre
Matt Halkyard	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Sloane Waller Payne	M	57	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	20 Jahre
Peter J. Bach	M	70	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Jeff Madden	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Chris Faber	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre
Ilhwa Lee	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	7 Jahre

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Beziehungs-Chart

Beziehungen zu mehreren Unternehmen

Ehemalige Beziehungen

Name	Geschlecht	Alter	Unternehmensverbindungen	Zusammenarbeit
Justin M. Sobaje	M	-	University of California, Los Angeles	9 Jahre
Edward Fan	M	-	University of California, Los Angeles	5 Jahre
Yan Gao	F	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	10 Jahre
Chuck D. Leone	M	-	Vanderbilt University	7 Jahre
Dorothy Daigle Pak	F	-	Vanderbilt University	7 Jahre
Yoshinori Funato	M	57	Vanderbilt University	6 Jahre
Valerie C. Benjamin	F	55	Accenture LLP Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.	12 Jahre
Kevin Reher	M	-	Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.	2 Jahre
Jesse Draper	F	-	University of California, Los Angeles	4 Jahre
Joshua A. Dean	M	-	University of California, Los Angeles	7 Jahre
Roxanne Taylor	F	67	Accenture LLP Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.	-
Yu Hin Wang	M	38	University of California, Los Angeles	8 Jahre
Scott A. Henry	M	-	University of California, Los Angeles	2 Jahre
Jack K. Harrington	M	-	Vanderbilt University	7 Jahre
Frank Majors	M	-	Vanderbilt University	6 Jahre
Eric John Selle	M	-	Vanderbilt University	4 Jahre
Neil G. Cumming	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	2 Jahre
Terrance S. Lynn	M	-	Vanderbilt University	5 Jahre
Robert L. Evans	M	71	Accenture LLP Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.	6 Jahre
Will Ed Settle	M	-	Vanderbilt University	8 Jahre
Jeffrey Hoskins	M	-	Vanderbilt University	5 Jahre
Brian Lowery	M	-	University of California, Los Angeles	5 Jahre
Benjamin Shapiro	M	40	University of California, Los Angeles	4 Jahre
Francina Mendoza	F	-	University of California, Los Angeles	4 Jahre
Thomas Kendall Vance	M	-	University of California, Los Angeles	3 Jahre
Phillip Lee	M	-	University of California, Los Angeles	4 Jahre
Lukas Mehring	M	-	University of California, Los Angeles	4 Jahre
Guillermo Gualino	M	-	University of California, Los Angeles	2 Jahre
Nicole Prado	F	-	University of California, Los Angeles	4 Jahre
Qiao Liu	M	54	University of California, Los Angeles	3 Jahre
Kalpen Suresh Modi	M	47	University of California, Los Angeles	4 Jahre
Samir M Patel	M	-	University of California, Los Angeles	4 Jahre
Chris Choi	M	-	University of California, Los Angeles	4 Jahre
Vicki Hwang	F	-	University of California, Los Angeles	4 Jahre
Dale Chang	M	-	University of California, Los Angeles	4 Jahre
Gordon Kao	M	-	University of California, Los Angeles	4 Jahre
Don Hoang	M	-	University of California, Los Angeles	4 Jahre
Andrew Johns	M	-	University of California, Los Angeles	4 Jahre
Xue Hua	M	-	University of California, Los Angeles	6 Jahre
Wan Yee Chui	M	45	University of California, Los Angeles	4 Jahre
Eric A. Wolking	M	49	University of California, Los Angeles	2 Jahre
K. Murugan	M	49	University of California, Los Angeles	3 Jahre
Belinda Wong	F	-	University of California, Los Angeles	4 Jahre
Richard S. Mazer	M	-	University of California, Los Angeles	3 Jahre
Steve Wachtel	M	50	University of California, Los Angeles	2 Jahre
Justin Michael Kass	M	-	University of California, Los Angeles	2 Jahre
Stephen N. Smith	M	53	University of California, Los Angeles	2 Jahre
Florian Eitner	M	50	University of California, Los Angeles	2 Jahre
Bryan Scordamaglia	M	-	University of California, Los Angeles	-
Pavel A. Sokolov	M	-	University of California, Los Angeles	3 Jahre
Arik A. Ahitov	M	48	University of California, Los Angeles	2 Jahre
Venant Chiang	M	47	University of California, Los Angeles	4 Jahre
Marcus Frampton	M	44	University of California, Los Angeles	4 Jahre
Kevin Maeda	M	-	University of California, Los Angeles	2 Jahre
Angela Y. Chen	F	-	University of California, Los Angeles	4 Jahre
José de la Torre	M	80	University of California, Los Angeles	16 Jahre
Roy Rubin	M	-	University of California, Los Angeles	2 Jahre
Matt Quinlan	M	-	University of California, Los Angeles	2 Jahre
Zhiru Zhang	M	-	University of California, Los Angeles	5 Jahre
David M. Hutchins	M	-	University of California, Los Angeles	4 Jahre
Lauren L. Wheeler	F	-	University of California, Los Angeles	4 Jahre
Ameetha Palanki	M	-	University of California, Los Angeles	4 Jahre
Nima Khajehnouri	M	-	University of California, Los Angeles	1 Jahre
Natalie Marie Gumina	F	-	University of California, Los Angeles	4 Jahre
Eric Liu	M	-	University of California, Los Angeles	4 Jahre
Chun Sheng Zhou	M	58	University of California, Los Angeles	4 Jahre
Anthony J. Ippolito	M	-	University of California, Los Angeles	4 Jahre
Jeffrey Campbell	M	-	University of California, Los Angeles	3 Jahre
John W. Kittrell	M	-	University of California, Los Angeles	2 Jahre
Faizal Kassamali	M	-	University of California, Los Angeles	4 Jahre

Statistik

Land	Beziehungen	% des Gesamten
Vereinigte Staaten	100	100,00%

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