David Burgess
Portfolio Manager-Aktien bei Creative Planning LLC
Ursprung des Netzwerks ersten Grades von David Burgess
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Bentley University
109
| College/University | Other Consumer Services | 109 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
79
| Holding Company | Investment Managers | 79 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David Burgess
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
Blackstone Corporate Private Equity
 Blackstone Corporate Private Equity Investment ManagersFinance Blackstone Corporate Private Equity (Blackstone Corporate) is a private equity division of The Blackstone Group Inc founded in 1985 by Stephen Allen Schwarzman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Verlagsgruppe Georg von Holtzbrinck GmbH
 Verlagsgruppe Georg von Holtzbrinck GmbH Publishing: Books/MagazinesConsumer Services Verlagsgruppe Georg von Holtzbrinck GmbH operates as an investment holding company with interests in publishing books, newspapers, periodicals and online media. Its customers include authors, researchers, academics, educators, librarians, and readers. The company was founded in 1971 and is headquartered in Stuttgart, Germany. | Publishing: Books/Magazines | Director/Board Member | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
Woodlands Hospitality Group LLC
 Woodlands Hospitality Group LLC RestaurantsConsumer Services Woodlands Hospitality Group LLC operates restaurants. The company is based in Conroe, TX and has subsidiaries in the United States. | Restaurants | Corporate Officer/Principal | |
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
Black Forest Ventures LLC
 Black Forest Ventures LLC Investment ManagersFinance Black Forest Ventures LLC (Black Forest Ventures) is a venture capital firm founded in 2009 by Dirk Laukien. The firm is headquartered in Woodlands, Texas. | Investment Managers | Director of Finance/CFO | |
| Western Carolina University | College/University | Undergraduate Degree | |
| Stetson University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| University Of Missouri School of Law | College/University | Graduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin | |
| Northwood University (Michigan) | College/University | Undergraduate Degree | |
| University College Dublin | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 43 |
| Deutschland | 2 |
| Irland | 2 |
Sektoral
| Consumer Services | 32 |
| Finance | 13 |
| Commercial Services | 2 |
Operativ
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 79 |
| Corporate Officer/Principal | 70 |
| Director/Board Member | 63 |
| Masters Business Admin | 24 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Nicholas Cayer | 25 |
| Luis Humberto Goyzueta | 24 |
| Babar Ali Lakhani | 19 |
| Paul Stamas | 13 |
| Greg L. Floyd | 8 |
| Chad Magee | 8 |
| Marcus Ogawa | 7 |
| Edward A. Lafferty | 7 |
| Kerby Woo | 7 |
| Jonathan Hitchcock | 7 |
| Christopher Arthur Markos | 7 |
| Jason Young | 6 |
| Phil Attebery | 6 |
| Brigid Jones-Mook | 6 |
| Eric Seeton | 6 |
- Börse
- Insiders
- David Burgess
- Unternehmensverbindungen
