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Sameer Samana
Marktstratege bei Wells Fargo Investment Institute, Inc.
Ursprung des Netzwerks ersten Grades von Sameer Samana
Einheit | Art der Einheit | Industrie | |
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Wells Fargo Investment Institute, Inc.
![]() Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA).
14
| Subsidiary | Investment Managers | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Sameer Samana
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
GAI Agility Income Fund
![]() GAI Agility Income Fund Investment Trusts/Mutual FundsMiscellaneous GAI Agility Income Fund is a non-diversified closed-end management investment company. The fund objective is to seek investment returns over various market cycles, with a majority of such returns derived from income. The company was founded on July 29, 2010 and is headquartered in Charlotte, NC. | Investment Trusts/Mutual Funds | Compliance Officer Chairman | |
Robeco Institutional Asset Management BV
![]() Robeco Institutional Asset Management BV Investment ManagersFinance Robeco Institutional Asset Management BV (RIAM) is the Netherlands-based asset management subsidiary of Robeco Europe NV, itself a subsidiary of ORIX Corp. (TYO: 8591, ADR: IX), a Japanese business conglomerate that started operations in 1964. Headquartered in Rotterdam, the firm was founded in 1929 and provides investment products and services to institutional and private clients through locations in Europe, the US, the Middle East and Asia. RIAM is a socially responsible investor which engages in active dialogue with the companies in which they invest about good corporate governance and subjects of environmental or social interest. Their product range encompasses fixed-income, equity and alternative investments. | Investment Managers | Portfolio Manager-Equities | |
Boston University | College/University | Graduate Degree | |
University of Missouri | College/University | Undergraduate Degree | |
Iowa State University | College/University | Undergraduate Degree | |
Davidson College | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin | |
Syracuse University | College/University | Undergraduate Degree | |
Nova Southeastern University, Inc. | College/University | Graduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree | |
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Private Equity Analyst | |
London Business School | College/University | Graduate Degree | |
City University of Seattle | College/University | Masters Business Admin | |
Investor Group Services LLC
![]() Investor Group Services LLC Miscellaneous Commercial ServicesCommercial Services Investor Group Services LLC provides strategic consulting services. Its services include company diligence studies, market strategy reviews, and strategic planning process. The company was founded by Mindy Berman in 1998 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Private Equity Analyst | |
Brooke Private Equity Associates
![]() Brooke Private Equity Associates Investment ManagersFinance Brooke Private Equity Associates (BPEA) is a private equity firm founded in 2002 by Peter Brooke and John Brooke. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Mellon Private Asset Management | Corporate Officer/Principal | ||
Barings LLC (Private Equity)
![]() Barings LLC (Private Equity) Investment ManagersFinance Barings LLC (Barings) is a private equity firm a subsidiary of Barings LLC founded in 1992. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
ITT Technical Institute | College/University | Undergraduate Degree | |
Financial Industry Regulatory Authority, Inc.
![]() Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Evergreen Financial LLC
![]() Evergreen Financial LLC Investment ManagersFinance Evergreen Financial LLC provides investment advice. The private company is based in Plymouth, MA. | Investment Managers | Corporate Officer/Principal | |
Federated Global Investment Management Corp.
![]() Federated Global Investment Management Corp. Investment ManagersFinance Federated Global Investment Management Corp. (FGIM) is a SEC-registered investment advisor and registered commodity pool operator headquartered in New York City. The firm was founded in 1995 and is also known as Federated Clover Investment Advisors. They are a wholly-owned subsidiary of FII Holdings, Inc., which is wholly-owned by Federated Hermes, Inc. (NYSE: FHI). FGIM is a multi-strategy investor that manages portfolios of equity and fixed-income investments for institutional and private clients. | Investment Managers | Head-Equity Investments | |
University of Saint Louis | College/University | Undergraduate Degree Graduate Degree | |
Alternative Strategies Brokerage Services, Inc.
![]() Alternative Strategies Brokerage Services, Inc. Investment Banks/BrokersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Alternative Strategies Brokerage Services, Inc. is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | President | |
Omaha-Lincoln Society of Financial Analysts | Corporate Officer/Principal | ||
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Corporate Officer/Principal | |
University of Nebraska Omaha | College/University | Undergraduate Degree | |
Corbin Multi-Strategy Fund LLC
![]() Corbin Multi-Strategy Fund LLC Investment Trusts/Mutual FundsMiscellaneous Corbin Multi-Strategy Fund LLC, closed-end management investment company. It engages in allocating capital among various collective investment vehicles. The company was founded on January 4, 2011 and is headquartered Charlotte, NC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
GAI Mesirow Insight Fund LLC
![]() GAI Mesirow Insight Fund LLC Financial ConglomeratesFinance GAI Mesirow Insight Fund LLC provides investment services. The private company is based in Charlotte. | Financial Conglomerates | Chairman | |
Peter T Paul College of Business & Economics | College/University | Masters Business Admin | |
Blackrock, Inc. /Real Estate/
![]() Blackrock, Inc. /Real Estate/ Investment ManagersFinance Blackrock, Inc. /Real Estate/ (Blackrock) is a private equity subsidiary of BlackRock, Inc founded in 2016. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
The Curtis L. Carlson School of Management | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 46 |
Niederlande | 2 |
Vereinigtes Königreich | 2 |
Philippinen | 2 |
Sektoral
Finance | 25 |
Consumer Services | 18 |
Miscellaneous | 4 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 18 |
Undergraduate Degree | 13 |
Market Strategist | 9 |
President | 7 |
Portfolio Manager-Equities | 7 |
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