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Carl David Aschenbrenner
Portfolio Manager-Aktien bei WHALEN WEALTH MANAGEMENT INC.
Ursprung des Netzwerks ersten Grades von Carl David Aschenbrenner
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Stonebridge Capital Management, Inc.
![]() Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals.
6
| Private Company | Investment Managers | 6 |
WHALEN WEALTH MANAGEMENT INC.
![]() WHALEN WEALTH MANAGEMENT INC. Investment ManagersFinance Whalen Wealth Management Inc. is a private company headquartered in Las Vegas, NV. The firm provides investment advice. Andrew Joseph Whalen is currently the CEO of the company.
2
| Private Company | Investment Managers | 2 |
HCR Wealth Advisors
![]() HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Carl David Aschenbrenner
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wedbush Securities, Inc.
![]() Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
Kayne Anderson Rudnick Investment Management LLC
![]() Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Investment Managers | Analyst-Equity | |
Union Bank & Trust Co. (Lincoln, Nebraska)
![]() Union Bank & Trust Co. (Lincoln, Nebraska) Investment ManagersFinance Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing. | Investment Managers | Corporate Officer/Principal | |
Pomona College
![]() Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
Spare Kaplan Bischel & Associates, Inc.
![]() Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Investment Managers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Toyota Financial Services International Corp.
![]() Toyota Financial Services International Corp. Finance/Rental/LeasingFinance Toyota Financial Services International Corp. provides financing services such as automotive financial, financing plans and insurance products to Toyota customers and dealers in the U.S. It offers credit insurance, extended service contracts and other vehicle protection plans. Toyota Financial Services Americas Corp. was founded in 1983 and is headquartered in Torrance, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Anderson School of Management | College/University | Graduate Degree | |
Ascendant Capital Management LLC
![]() Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Investment Managers | Compliance Officer | |
St. Mary's College (Indiana) | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Masters Business Admin | |
Harold Davidson & Associates, Inc.
![]() Harold Davidson & Associates, Inc. Investment ManagersFinance Harold Davidson & Associates, Inc. provides investment advice services. The company was Founded in 1972 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Williams College | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
University of California | College/University | Masters Business Admin | |
Accenture LLC
![]() Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Granite Investment Partners LLC
![]() Granite Investment Partners LLC Investment ManagersFinance Granite Investment Partners LLC (Granite) is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Segundo, California. Granite was founded in 2009 and offers investment advisory services to institutional clients which include employee benefit plans, foundations, endowment, government entities and private funds well as high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
The California State University | College/University | Undergraduate Degree | |
Loyola Marymount University | College/University | Masters Business Admin | |
Haas School of Business | College/University | Masters Business Admin | |
Colorado State University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 32 |
Sektoral
Finance | 19 |
Consumer Services | 13 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 14 |
Undergraduate Degree | 7 |
Analyst-Equity | 6 |
Masters Business Admin | 5 |
Portfolio Manager-Equities | 4 |
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