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Ursprung des Netzwerks ersten Grades von Charles Smith
Einheit | Art der Einheit | Industrie | |
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The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.
30
| Private Company | Investment Managers | 30 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Charles Smith
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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MATTHEWS INTERNATIONAL CORPORATION | Miscellaneous Manufacturing | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Brandywine Global Investment Management LLC
![]() Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Analyst-Fixed Income | |
David Vaughan Investments LLC
![]() David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
AQR Arbitrage LLC
![]() AQR Arbitrage LLC Investment ManagersFinance AQR Arbitrage LLC (AQR) is SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded as CNH Partners LLC in 2001 through a joint venture between CNH Capital Management LLC and AQR Capital Management LLC. They were renamed AQR Arbitrage LLC in 2022. AQR provides investment management services to institutional clients including investment companies and pooled investment vehicles. Additionally, the firm provides advisory and sub-advisory services to AQR Sponsored Funds and AQR Mutual Funds. | Investment Managers | Portfolio Manager-Equities | |
Tortoise Capital Advisors LLC
![]() Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Sales & Marketing | |
Westmount Asset Management LLC
![]() Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Investment Managers | Portfolio Manager-Equities | |
Ironwood Investment Counsel LLC
![]() Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
Security Investors LLC
![]() Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | President | |
The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Kohler Co.
![]() Kohler Co. Building ProductsProducer Manufacturing Kohler Co. engages in the manufacture of plumbing products, furniture, tiles, engines, and generators. It provides kitchen & bath products; engines, power generation systems; cabinetry, tile, and home interiors. The company was founded by John Michael Kohler on December 3, 1873 and is headquartered in Kohler, WI. | Building Products | Corporate Officer/Principal | |
Drexel University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of California, Los Angeles | College/University | Graduate Degree | |
Peking University
![]() Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
Mount St. Mary's University, Inc. | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Vassar College | College/University | Undergraduate Degree | |
University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Masters Business Admin Undergraduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
Crestline Coach Ltd.
![]() Crestline Coach Ltd. Trucks/Construction/Farm MachineryProducer Manufacturing Crestline Coach Ltd. engages in the manufacture and distribution of ambulances, buses, and specialty and emergency vehicles. It serves governments, large and small emergency fleets, retirement communities, and organizations. The company was founded by Ken Sawatsky and Crestline Coach in 1975 and is headquartered in Saskatoon, Canada. | Trucks/Construction/Farm Machinery | Director/Board Member | |
Jinan University | College/University | Graduate Degree | |
Arizona Bank & Trust
![]() Arizona Bank & Trust Regional BanksFinance Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ. | Regional Banks | Corporate Officer/Principal | |
Kidder, Peabody & Co., Inc.
![]() Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
Von Weise USA, Inc.
![]() Von Weise USA, Inc. Electronic Equipment/InstrumentsElectronic Technology Part of Schneider Electric SE, Von Weise USA, Inc. designs and produces project integration systems and software products and provides industrial engineering services. The company is based in Eldon, MO. | Electronic Equipment/Instruments | President | |
Bernstein Global Wealth Management
![]() Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
Wilmington University | College/University | Undergraduate Degree | |
St. Joseph University | College/University | Undergraduate Degree | |
Realta Investment Advisors, Inc.
![]() Realta Investment Advisors, Inc. Investment ManagersFinance Realta Investment Advisors, Inc. (RIA) is a SEC-registered investment adviser headquartered in Wilmington, Delaware. Formerly known as Coastal Investment Advisors, Inc., the firm was founded in 2007 as Donnelly Steen & Co. They are wholly-owned subsidiary of Orange Street Holdings, Inc. RIA provides investment advice and management services to individuals, individual retirement accounts (IRAs), pension and profit-sharing plans, charitable organizations, corporations, businesses, institutions, trusts, and estates. | Investment Managers | Trading-Fixed Income | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
George Washington University Law School | College/University | Graduate Degree | |
McDonough School of Business | College/University | Undergraduate Degree | |
American Century ETF Trust
![]() American Century ETF Trust American Century ETF Trust seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the underlying index. The fund’s investment objective is a non fundamental investment policy and may be changed by the Board of Trustees without approval by shareholders upon 60 days’ prior notice to shareholders. American Century ETF Trust is headquartered in Kansas City, MO. | Director/Board Member | ||
MJ Real Estate Investment Trust | Investment Trusts/Mutual Funds | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 46 |
China | 3 |
Kanada | 2 |
Libanon | 2 |
Sektoral
Finance | 22 |
Consumer Services | 22 |
Producer Manufacturing | 4 |
Electronic Technology | 2 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 35 |
Undergraduate Degree | 26 |
Portfolio Manager-Equities | 11 |
Analyst-Equity | 10 |
Masters Business Admin | 8 |
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