William Cole
Portfolio Manager-Aktien bei Creative Planning LLC
Ursprung des Netzwerks ersten Grades von William Cole
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Missouri
100
| College/University | Other Consumer Services | 100 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
79
| Holding Company | Investment Managers | 79 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von William Cole
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
PPM America, Inc.
 PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Investment Managers | Analyst-Fixed Income | |
| NORTHERN TECHNOLOGIES INTERNATIONAL CORPORATION | Industrial Specialties | Director/Board Member | |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Towle & Co.
 Towle & Co. Investment ManagersFinance Towle & Co. (Towle) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by J. Ellwood Towle in 1981. Towle manages public equity portfolios for families and institutions on a fully discretionary basis. | Investment Managers | Analyst-Equity | |
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Marshall & Stevens, Inc.
 Marshall & Stevens, Inc. Real Estate DevelopmentFinance Marshall & Stevens, Inc. provides valuation and litigation support services. The firm assists its clients with planning, due diligence, negotiation and reporting issues related to financings, mergers, acquisitions, divestitures, restructurings, insurance placement and tax-related transactions. The company was founded in 1932 and is headquartered in Los Angeles, CA. | Real Estate Development | Corporate Officer/Principal | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Guilford College | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stetson University | College/University | Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Maxus Properties, Inc. | Investment Managers | Corporate Officer/Principal | |
Deloitte Financial Advisory Services LLP
 Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Apple Bus Co., Inc.
 Apple Bus Co., Inc. Other TransportationTransportation Apple Bus Co. provides passenger transportation services to students, businesses and residents in Midwestern states. The company's services range from pupil transportation management, public transportation and non-ambulatory van service to transportation consulting and transportation technology enhancement and management. It works with schools, local companies and organizations that require regional, customized passenger transportation. Apple Bus was founded in 2001 by Michael Oyster and Paul Larson and is headquartered in Cleveland, MO. | Other Transportation | Corporate Officer/Principal | |
Copaken Brooks LLC
 Copaken Brooks LLC Real Estate DevelopmentFinance Copaken Brooks LLC provides commercial real estate services. Its services include corporate services, investment acquisition and sales, brokerage, development, property and facilities management, construction management and consulting. The company is headquartered in Kansas, MO. | Real Estate Development | Corporate Officer/Principal | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Advantage Wealth Management LLC
 Advantage Wealth Management LLC Investment ManagersFinance Advantage Wealth Management LLC provides investment advice. It offers financial services, health insurance, life insurance and disability income insurance. The firm also provides variety of financial and insurance products and services like portfolio management, professional insurance advice and small business services. The company is headquartered in Lafayette, LA. | Investment Managers | Corporate Officer/Principal | |
Missouri Innovation Center, Inc.
 Missouri Innovation Center, Inc. Investment ManagersFinance Missouri Innovation Center, Inc (Missouri Innovation Center) is a venture capital firm founded in 1984. The firm is headquartered in Columbia, Missouri. | Investment Managers | Chairman Director/Board Member | |
| University Of Missouri School of Law | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Consumer Services | 29 |
| Finance | 19 |
| Process Industries | 2 |
| Commercial Services | 2 |
| Transportation | 2 |
Operativ
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 83 |
| Corporate Officer/Principal | 61 |
| Masters Business Admin | 24 |
| Analyst-Equity | 23 |
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