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Ursprung des Netzwerks ersten Grades von Barbara Ann Potter
Einheit | Art der Einheit | Industrie | |
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Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.
17
| Subsidiary | Investment Managers | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Barbara Ann Potter
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Rational Advisors, Inc.
![]() Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Rainier Investment Management LLC
![]() Rainier Investment Management LLC Investment ManagersFinance Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions. | Investment Managers | Analyst-Equity | |
McKinley Capital Management LLC
![]() McKinley Capital Management LLC Investment ManagersFinance McKinley Capital Management LLC (McKinley Capital) is a SEC-registered investment headquartered in Anchorage, Alaska. The firm was founded by Robert “Bob” Gillam in 1990 and is wholly-owned by McKinley Management, Inc. McKinley Capital provides investment advisory and sub-advisory services to institutional, individual and high-net worth investors. They also participate as a sub-advisor in various wrap fee programs and provide emulation or model portfolios to clients. In addition, the firm is the general partner and/or investment advisor to various commingled investment funds such as offshore and onshore limited partnerships and a statutory trust. | Investment Managers | Analyst-Equity | |
WCM Investment Management LLC
![]() WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity | |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Director/Board Member Portfolio Manager-Equities | |
TDAM USA, Inc.
![]() TDAM USA, Inc. Investment ManagersFinance TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients. | Investment Managers | Corporate Officer/Principal | |
THE BANK OF NOVA SCOTIA | Major Banks | Corporate Officer/Principal | |
ALBERTA STAR DEVELOPMENT CORP. | Investment Managers | Director/Board Member | |
HQDA ELDERLY LIFE NETWORK CORP. | Hospital/Nursing Management | Director of Finance/CFO | |
LETHO RESOURCES CORP. | Precious Metals | Chief Executive Officer | |
TRANS CANADA GOLD CORP. | Oil & Gas Production | Director of Finance/CFO | |
K9 GOLD CORP. | Other Metals/Minerals | Director/Board Member | |
DOUBLEVIEW GOLD CORP. | Precious Metals | Director of Finance/CFO | |
Parametric Portfolio Associates LLC
![]() Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Laird Norton Wealth Management LLC
![]() Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | President Chief Operating Officer | |
University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
Young Women's Christian Association of Seattle
![]() Young Women's Christian Association of Seattle Miscellaneous Commercial ServicesCommercial Services Young Women's Christian Association of Seattle offers housing, emergency, employment, and health and youth programs. It provides services and advocacy programs to create real change for women, girls, and marginalized communities. The company was founded in 1894 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
Bogle & Gates PLLC
![]() Bogle & Gates PLLC Miscellaneous Commercial ServicesCommercial Services Bogle & Gates PLLC is a private company based in Seattle, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Victoria | College/University | Undergraduate Degree | |
St. Bonaventure University | College/University | Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
![]() KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal | |
CASA MINERALS INC. | Financial Conglomerates | Director/Board Member | |
HOMESTREET, INC. | Regional Banks | Director/Board Member | |
The Colorado College
![]() The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
STREAM OIL & GAS LTD | Oil & Gas Production | Director/Board Member | |
Capital University | College/University | Masters Business Admin | |
Central Washington University | College/University | Undergraduate Degree | |
Baldwin-Wallace College | College/University | Undergraduate Degree | |
Yale University | College/University | Graduate Degree | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Gonzaga University | College/University | Undergraduate Degree | |
California State University-Fullerton | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
Boettcher & Co. | Corporate Officer/Principal | ||
Talbot Financial LLC
![]() Talbot Financial LLC Investment ManagersFinance Talbot Financial LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Randall “Randy” Talbot in 2010 to serve the wealth management needs of his and other families. | Investment Managers | Chief Investment Officer |
Statistik
International
Vereinigte Staaten | 36 |
Kanada | 12 |
China | 2 |
Sektoral
Finance | 25 |
Consumer Services | 14 |
Non-Energy Minerals | 4 |
Commercial Services | 4 |
Energy Minerals | 3 |
Operativ
Corporate Officer/Principal | 28 |
Portfolio Manager-Equities | 24 |
Analyst-Equity | 14 |
Undergraduate Degree | 13 |
Director/Board Member | 12 |
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