Ursprung des Netzwerks ersten Grades von Ronald Charles Toll
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
47
| Subsidiary | Investment Managers | 47 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ronald Charles Toll
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
3com Corp. (Massachusetts)
 3com Corp. (Massachusetts) Information Technology ServicesTechnology Services 3com Megahertz Corp. provides voice and data networking products and services. The company was founded by Robert M. Metcalfe, Howard S. Charney and John P. Marshall in 1979 and is headquartered in Marlborough, MA. | Information Technology Services | Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | President Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
Bailard, Inc.
 Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Investment Managers | Analyst-Equity | |
| HEALTHEQUITY, INC. | Investment Managers | Director/Board Member | |
| Russell Exchange Traded Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Foreside Global Services LLC
 Foreside Global Services LLC Investment Banks/BrokersFinance Part of Foreside Financial Group LLC, Foreside Global Services LLC is a company that provides securities brokerage services. The company is based in King Of Prussia, PA. | Investment Banks/Brokers | Director/Board Member | |
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 | Doctorate Degree Undergraduate Degree | |
Algert Global LLC
 Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Graduate Degree Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree Masters Business Admin | |
| California State University-Sacramento | College/University | Masters Business Admin | |
| Golden Gate University | College/University | Masters Business Admin Graduate Degree | |
| Loyola University of Chicago | College/University | Graduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of New South Wales | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| University of Denver | College/University | Masters Business Admin | |
Protiviti, Inc.
 Protiviti, Inc. Miscellaneous Commercial ServicesCommercial Services Protiviti, Inc. provides global business consulting and internal auditing. It offers business performance improvement, data management and advanced analytics, digital transformation, forensic, internal audit and financial advisory, managed business services, risk and compliance, technology consulting, and transaction services. The company was founded in May 2002 and is headquartered in Menlo Park, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| Shanghai Jiao Tong University | College/University | Undergraduate Degree | |
The Commonwealth Club of California
 The Commonwealth Club of California Miscellaneous Commercial ServicesCommercial Services The Commonwealth Club of California operates as public affairs forum. The company was founded in 1924 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | President | |
PACS Group, Inc.
 PACS Group, Inc. Financial ConglomeratesFinance PACS Group, Inc. is a post-acute healthcare company, primarily focuses on delivering skilled nursing care through a portfolio of independently operated facilities. It also provides senior care, assisted living, and independent living options in some communities. The company provides services under brand name is :Pacs post acute, Pacs serives, Pacs properties and Pacs ventures. PACS Group was founded by Jason Murray and Mark Hancock on January 1, 2013 and is headquartered in Farmington, UT. | Financial Conglomerates | Director/Board Member | |
| White House Communications Agency | General Government | Corporate Officer/Principal | |
Guggenheim Funds Investment Advisors LLC
 Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Aeropostale, Inc. /Private Group/
 Aeropostale, Inc. /Private Group/ Financial ConglomeratesFinance Aeropostale, Inc. is a private group led by Simon Property Group Inc, General Growth Properties Inc, Authentic Brands Group LLC, Hilco Merchant Resources LLC and Gordon Brothers Retail Partners LLC. | Financial Conglomerates | Director/Board Member | |
| QUIDELORTHO CORPORATION | Medical Specialties | Director/Board Member | |
Vanguard Advisers, Inc.
 Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Investment Managers | Portfolio Manager-Equities | |
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Investment Managers | Chief Investment Officer | |
WealthRamp, Inc.
 WealthRamp, Inc. Investment ManagersFinance WealthRamp, Inc. operates online platform for providing investment advisory services. It offers personalized and unbiased financial referral service, connecting investors with the fiduciary advisors who match an individual's investing priorities. The company was founded by Pamela Krueger in 2014 and is headquartered in Osterville, MA. | Investment Managers | Director/Board Member | |
| ORTHO CLINICAL DIAGNOSTICS HOLDINGS PLC | Medical Specialties | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 46 |
| Australien | 2 |
| China | 2 |
| Kanada | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 23 |
| Consumer Services | 18 |
| Commercial Services | 4 |
| Health Technology | 3 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 65 |
| Portfolio Manager-Equities | 43 |
| Undergraduate Degree | 42 |
| Director/Board Member | 39 |
| Portfolio Manager-Fixed Income | 23 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Evelyn Dilsaver | 21 |
| Stephen Ward | 16 |
| Marie Chandoha | 15 |
| Pearl C. Chang | 11 |
| Chuck Ray Craig | 11 |
| Eric David Thaller | 10 |
| Jeff Mortimer | 9 |
| Omar Aguilar | 9 |
| Brett Wander | 8 |
| Dan Kern | 8 |
| Jane Shi | 8 |
| Jonas Svallin | 8 |
| Tom H. P. Brown | 8 |
| Payel Farasat | 8 |
| Ferian Juwono | 7 |
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- Insiders
- Ronald Charles Toll
- Unternehmensverbindungen
