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Ursprung des Netzwerks ersten Grades von Bob Forgie
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Peritus Asset Management LLC
![]() Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management LLC, formerly Peritus I Asset Management, is a registered investment advisor located in Santa Barbara, California. The firm was originally founded in 1995 by Timothy Gramatovich and Ronald Heller. In April 2002, the firm's assets were acquired and the name was changed to Core Wealth Management LLC. The investment team remained at Core Wealth Management until leaving in May 2004 to form Peritus I Asset Management LLC. Peritus manages traditional separate accounts, pooled assets and structured product portfolios for the institutional and qualified retail markets. They manage a range of Peritus funds.
8
| Extinct | Investment Managers | 8 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bob Forgie
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Westmont College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Alberta | College/University | Undergraduate Degree Undergraduate Degree | |
Santa Barbara Asset Management LLC
![]() Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Investment Managers | Analyst-Equity | |
California Lutheran University | College/University | Masters Business Admin | |
New York Institute of Finance | College/University | Undergraduate Degree | |
Worldplay (Canada), Inc.
![]() Worldplay (Canada), Inc. Miscellaneous Commercial ServicesCommercial Services Worldplay (Canada), Inc. develops proprietary video compression algorithms, processing, and distribution technologies. The firm also engages in developing online communication platforms that can be used by the customers in the the management, promotion, creation, and monetization of online videos. The company is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | Chief Executive Officer | |
Aegis Asset Management, Inc.
![]() Aegis Asset Management, Inc. Investment ManagersFinance Aegis Asset Management, Inc. provides investment advice. The private company is based in Anaheim, CA. | Investment Managers | Corporate Officer/Principal | |
B. Riley Capital Management LLC
![]() B. Riley Capital Management LLC Investment ManagersFinance B. Riley Capital Management LLC (BRCM) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2012 and is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY). BRCM provides investment advisory services to pooled investment vehicles operating as private investment funds which are offered to institutional and high net-worth investors. | Investment Managers | Chief Investment Officer | |
Tidal Investments LLC
![]() Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Investment Managers | Portfolio Manager-Equities | |
Oregon State University | College/University | Undergraduate Degree | |
Marret Asset Management, Inc.
![]() Marret Asset Management, Inc. Investment ManagersFinance Marret Asset Management, Inc. (Marret) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 2001 by Barry Stewart and became a 65% owned subsidiary of CI Financial Corp. (TSE: CIX) in 2013. Marret offers private investors and institutions with a full spectrum of corporate credit investing strategies that covers investment grade, high yield, short-term cash alternatives, and opportunistic fixed income strategies for both core and alternative allocations. | Investment Managers | Analyst-Fixed Income | |
Tynan Group
![]() Tynan Group Real Estate DevelopmentFinance Tynan Group operates as a real estate development services firm. It offers project management, feasibility scheduling, zoning analysis, construction supervision and coordination, and redevelopment planning. The company was founded by John Tynan and is headquartered in Santa Barbara, CA. | Real Estate Development | Corporate Officer/Principal | |
University of California, Santa Barbara | College/University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 14 |
Kanada | 4 |
Sektoral
Finance | 9 |
Consumer Services | 7 |
Commercial Services | 2 |
Process Industries | 2 |
Operativ
Undergraduate Degree | 8 |
Corporate Officer/Principal | 6 |
Portfolio Manager-Fixed Income | 4 |
Analyst-Fixed Income | 4 |
Trading-Fixed Income | 3 |
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