Zack W. Perry
Gründer bei Vine Street Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Zack W. Perry
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
487
| College/University | Other Consumer Services | 487 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.
129
| Subsidiary | Investment Managers | 129 |
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.
6
| Private Company | Investment Managers | 6 |
Vine Street Wealth Management LLC
 Vine Street Wealth Management LLC Investment ManagersFinance Vine Street Wealth Management LLC provides wealth management services. It offers globally diversified portfolio, low-cost implementation, tax optimization, and risk management solutions. The company was founded by John Bernabei and Zack Perry and is headquartered in Mill Valley, CA.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Zack W. Perry
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
| Dartmouth College | College/University | Graduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal 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 | Analyst-Equity Corporate Officer/Principal | |
Energy Capital Partners Management LP
 Energy Capital Partners Management LP Investment ManagersFinance Energy Capital Partners Management LP (ECP) is a private equity firm founded in 2005 by Doug Kimmelman. The firm is headquartered in Summit, New Jersey with an additional office in San Diego, Fort Lauderdale, New York City, Houston and Seoul . | Investment Managers | Private Equity Analyst Public Communications Contact | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Emory University | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
Franklin Real Asset Advisors
 Franklin Real Asset Advisors Investment ManagersFinance Founded in 1984, Franklin Real Asset Advisors is a private equity firm headquartered in San Mateo, California with an additional office in New York City. The firm was formerly known as Franklin Templeton Real Estate Advisors. They are subsidiary of Franklin Resources, Inc. (NYSE: BEN). | Investment Managers | Private Equity Investor Private Equity Investor | |
American Securities LLC
 American Securities LLC Investment ManagersFinance American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Baylor University | College/University | Undergraduate Degree Graduate Degree | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Credit Suisse Securities (USA) LLC
 Credit Suisse Securities (USA) LLC Regional BanksFinance Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
| PRGX GLOBAL, INC. | Miscellaneous Commercial Services | Director/Board Member | |
| University of California San Diego | College/University | Undergraduate Degree | |
| UBIQUITI INC. | Telecommunications Equipment | Director of Finance/CFO | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Century Limitless Corp.
 Century Limitless Corp. Real Estate DevelopmentFinance Part of Century Properties, Inc., Century Limitless Corp. is a Filipino real estate development company that specializes in developing residential buildings, hotels, malls, and commercial properties. The company is based in Makati, Philippines. | Real Estate Development | Director/Board Member | |
LiveXLive Corp.
 LiveXLive Corp. Internet Software/ServicesTechnology Services LiveXLive Corp. provides live music streaming network. The company was founded by Rob Ellin and is headquartered in Beverly Hills, CA. | Internet Software/Services | Director/Board Member | |
Century Properties, Inc.
 Century Properties, Inc. Real Estate DevelopmentFinance Century Properties, Inc. provides real estate, property management and leasing, and consulting services. The firm is involved in the development, marketing, and sale of residential, office, medical, and retail properties, as well as in the management of residential and commercial properties. The company was founded in 1983 and is headquartered in Makati, Philippines. | Real Estate Development | Director/Board Member | |
| CENTURY PROPERTIES GROUP, INC. | Real Estate Development | Director/Board Member | |
Blackstone Credit /Private Equity/
 Blackstone Credit /Private Equity/ Investment ManagersFinance Blackstone Credit /Private Equity/ (Blackstone Credit) is a private equity subsidiary of Blackstone Alternative Credit Advisors LP founded in 2005. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Century Properties Management, Inc.
 Century Properties Management, Inc. Real Estate DevelopmentFinance Part of Century Properties, Inc., Century Properties Management, Inc. provides real estate, property leasing, building management, and consultancy services. The company is based in Makati, Philippines. | Real Estate Development | Director/Board Member | |
| The World Bank | Supranational | Corporate Officer/Principal | |
| LIVEONE, INC. | Commercial Printing/Forms | Director/Board Member | |
| FINANCIAL ENGINES INC | Investment Managers | Director of Finance/CFO | |
Amobee, Inc.
 Amobee, Inc. Packaged SoftwareTechnology Services Amobee, Inc. operates as a marketing technology company. It provides data driven cross channel digital advertising solutions for agencies, brands, and publishers. The company was founded in June 2005 and is headquartered in Foster City, CA. | Packaged Software | Director of Finance/CFO | |
| INSEEGO CORP. | Telecommunications Equipment | Director of Finance/CFO | |
| PODCASTONE, INC. | Internet Software/Services | Director/Board Member | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
| Vereinigte Staaten | 46 |
| Philippinen | 5 |
| Frankreich | 2 |
Sektoral
| Finance | 22 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Technology Services | 4 |
| Electronic Technology | 3 |
Operativ
| Corporate Officer/Principal | 101 |
| Undergraduate Degree | 91 |
| Director/Board Member | 89 |
| Masters Business Admin | 54 |
| Analyst-Equity | 48 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Gene Yoon | 22 |
| Thomas Robertson | 16 |
| Andrew Teno | 15 |
| Shawn Lyons | 14 |
| Jennifer McNealey | 13 |
| Bikram Bakshi | 13 |
| Wen Kai Xiang | 13 |
| Craig Foster | 11 |
| Rama Sekhar | 11 |
| Emily Janvey | 10 |
| David Portnoy | 9 |
| Jho Low Taek | 9 |
| Amanda Terry | 9 |
| Christina Scalzo | 8 |
| Alex Mitchell | 7 |
- Börse
- Insiders
- Zack W. Perry
- Unternehmensverbindungen
