Ursprung des Netzwerks ersten Grades von Allan Yam
| 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.
40
| Subsidiary | Investment Managers | 40 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Allan Yam
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity | |
| H&R BLOCK, INC. | Other Consumer Services | Director/Board Member | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member 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 Analyst-Equity 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 | Corporate Officer/Principal Portfolio Manager-Equities | |
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
First Foundation Advisors
 First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Investment Managers | Portfolio Manager-Equities | |
| AEROPOSTALE INC | Apparel/Footwear Retail | Director/Board Member | |
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 Corporate Officer/Principal | |
Cutler Group LLC
 Cutler Group LLC Investment Banks/BrokersFinance Cutler Group LLC is a private company that combines expertise in mathematics, technology, and finance to be the most efficient producer of liquidity in the exchange traded equity option space. The company is based in San Francisco, CA. The company is building a unified system that efficiently trades and risk manages across all listed, electronically-traded, derivative products. The CEO of the company is Jonathan Lee Hill. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wallington Asset Management LLC
 Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Arbor Capital Management, Inc.
 Arbor Capital Management, Inc. Investment ManagersFinance Arbor Capital Management, Inc. (Arbor) is an independent, SEC-registered investment advisor headquartered in Anchorage, Alaska. The firm was founded by Robert Sheldon in 1997. Arbor Capital manages personalized investment portfolios for individuals, corporations, institutions and pooled investment vehicles. The firm offers digital asset separate account sub-advisory services to unaffiliated investment advisers through Arbor Digital – a separate division of Arbor. | Investment Managers | Portfolio Manager-Equities President | |
Capital Management Sciences, Inc.
 Capital Management Sciences, Inc. Information Technology ServicesTechnology Services Part of Intercontinental Exchange, Inc., Capital Management Sciences, Inc. makes portfolio management systems. The company is based in Los Angeles, CA. Capital Management Sciences was acquired by ICE Data Services, Inc., part of Intercontinental Exchange, Inc. from July 29, 2010 on June 08, 1993 for $24.30 million. | Information Technology Services | Corporate Officer/Principal | |
Bloom Advisors, Inc.
 Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded by Richard and Kenneth Bloom in 1995 as Bloom Asset Management, Inc. Bloom Advisors provides professional money management services for individual investors and businesses on a discretionary, no-commission, fee-only basis. | Investment Managers | Investment Committee Member Consultant / Advisor | |
| University of California, Los Angeles | College/University | Doctorate Degree | |
| California State University-East Bay | College/University | Masters Business Admin Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Chapman University | College/University | Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
| Texas A&M University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Graduate Degree | |
Archer Investment Corp.
 Archer Investment Corp. Investment ManagersFinance Archer Investment Corp. is an independent registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Troy C. Patton in 2005 to manage The Archer Funds and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
PGIM Private Capital
 PGIM Private Capital Investment ManagersFinance PGIM Private Capital is a private equity firm, a subsidiary of Prudential Capital Group, founded in 1998. The firm is headquartered in Illinois, Chicago. | Investment Managers | Corporate Officer/Principal | |
Your Source Partners LLC
 Your Source Partners LLC Investment ManagersFinance Your Source Private Equity is a private equity firm located in Phoenix, Arizona. | Investment Managers | Chief Investment Officer | |
Major League Baseball Blue, Inc.
 Major League Baseball Blue, Inc. Movies/EntertainmentConsumer Services Major League Baseball Blue, Inc. engages in the operations of baseball clubs. It owns and manages sports related activities and events including professional and amateur sports teams, leagues, and associations. It also sells national broadcasting rights and distributes fees to the teams. The company was founded in 1876 and is headquartered in New York City, NY. | Movies/Entertainment | Corporate Officer/Principal | |
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 | Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 45 |
Sektoral
| Finance | 26 |
| Consumer Services | 17 |
| Retail Trade | 3 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 70 |
| Director/Board Member | 63 |
| Undergraduate Degree | 34 |
| Portfolio Manager-Equities | 31 |
| President | 21 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Wan Mei Hsu | 35 |
| Tom Seip | 21 |
| Evelyn Dilsaver | 21 |
| Jerry Chafkin | 13 |
| George Pereira | 12 |
| Steven Scheid | 12 |
| Michael J. Shearer | 9 |
| Jeff Mortimer | 9 |
| Mark Wimer | 8 |
| Doretta L. Dunegan | 8 |
| Purvi Gandhi | 8 |
| Steven M. Schantz | 7 |
| Randy W. Merk | 6 |
| Ray John DiMuro | 6 |
| Michael Frederick Ginestro | 6 |
