Josh Betts
Vorstandsvorsitzender bei Aletheian Wealth Advisors LLC
Ursprung des Netzwerks ersten Grades von Josh Betts
Einheit | Art der Einheit | Industrie | |
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Invesco Capital Management LLC
Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds.
15
| Subsidiary | Investment Managers | 15 |
Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC Investment ManagersFinance Aletheian Wealth Advisors LLC is a registered investment adviser that serves successful families with complex estate planning and asset management needs. Aletheian Wealth Advisors is based in Bellevue, WA and was founded in 2019 by Joshua Ray Betts, who has been the CEO since then. The private company offers advanced financial planning, tailored investment management, and comprehensive family office services. The company helps clients create a lasting legacy that defines their personal values, mission, and vision for coming generations.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Josh Betts
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
Invesco Exchange-Traded Fund Trust | Investment Trusts/Mutual Funds | Treasurer | |
Melvin Securities LLC
Melvin Securities LLC Investment Banks/BrokersFinance Melvin Securities LLC is a full-services securities firm headquartered in Chicago. They are a subsidiary of Melvin & Co. LLC. The firm serves public and private entities with both equity and fixed-income products. The firm focuses primarily on the clean energy sector including clean solar, clean fuel, clean ethanol, clean transportation and clean fossil fuels. Incorporated in 1989, the firm has been an exchange specialist since 1991, an equity brokerage since 1992, and entered the fixed-income arena in 1993. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Invesco DB Multi-Sector Commodity Trust
Invesco DB Multi-Sector Commodity Trust Invesco DB Multi-Sector Commodity Trust engages in the provision of investment management services. The company was founded on August 3, 2006 and is headquartered in Downers Grove, IL. | Director of Finance/CFO | ||
Invesco DB US Dollar Index Trust
Invesco DB US Dollar Index Trust Investment Trusts/Mutual FundsMiscellaneous Invesco DB US Dollar Index Trust operates as an exchange traded fund. It consists of two series, namely Invesco DB US Dollar Index Bearish Fund and Invesco DB US Dollar Index Bullish Fund. The company was founded on August 3, 2006 and is headquartered in Downers Grove, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB AGRICULTURE FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB BASE METALS FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB ENERGY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB SILVER FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Invesco Exchange-Traded Fund Trust II
Invesco Exchange-Traded Fund Trust II Investment Trusts/Mutual FundsMiscellaneous Invesco Exchange-Traded Fund Trust II was organized as a Massachusetts business trust on October 10, 2006. The Trust is an investment company consisting of twenty-nine separate exchange-traded funds. | Investment Trusts/Mutual Funds | Treasurer | |
Invesco Actively Managed Exchange Traded Fund Trust | Finance/Rental/Leasing | Treasurer | |
Invesco India Exchange-Traded Fund Trust | Investment Trusts/Mutual Funds | Treasurer | |
Invesco Funds | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Invesco Actively Managed Exchange Traded Commodity Fund Tr | Investment Trusts/Mutual Funds | Treasurer | |
First Trust Portfolios LP
First Trust Portfolios LP Investment ManagersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Cboe Exchange, Inc. (Illinois)
Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
DePaul University | College/University | Masters Business Admin Masters Business Admin | |
Harding University | College/University | Undergraduate Degree | |
Lake Forest College | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bare Escentuals, Inc.
Bare Escentuals, Inc. Household/Personal CareConsumer Non-Durables Bare Escentuals, Inc. sells beauty care products. Its products include face, eyes and lips makeup, prep and prime time, brushes and tools, and skin care. The company was founded in 1976 and is headquartered in New York, NY. | Household/Personal Care | Corporate Officer/Principal | |
Young Life
Young Life Miscellaneous Commercial ServicesCommercial Services Young Life provides activities and support services. It is a christian ministry that reaches out to adolescents through volunteers, staff, club meetings, and camps. The company was founded on October 16, 1941 and is headquartered in Colorado Springs, CO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
INVESCO DB G10 CURRENCY HARVEST FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Invesco Specialized Products LLC
Invesco Specialized Products LLC Financial ConglomeratesFinance Part of Invesco Ltd., Invesco Specialized Products LLC provides investment and financial services. The company is based in Rockville, MD. Anna Paglia has been the CEO of the company since 2020. | Financial Conglomerates | Corporate Officer/Principal | |
Luis Palau Association
Luis Palau Association Miscellaneous Commercial ServicesCommercial Services Luis Palau Association develops church principles and Christian living style. It proclaims the gospel, mobilize the church and equip the next generation. The company was founded by Luis Palau and is headquartered in Beaverton, OR. | Miscellaneous Commercial Services | Director/Board Member | |
Chicago Futures Exchange | Corporate Officer/Principal | ||
Quantitative Services Group LLC
Quantitative Services Group LLC Investment ManagersFinance Founded in 2001, Quantitative Services Group LLC (QSG) is a research firm located in Naperville, Illinois. The firm is a subsidiary of Markit Group Holdings Ltd. They seek to leverage the latest technology, construction techniques and specialty data to provide institutional investors a variety of global stock selection models focused on outperformance. QSG's Value Momentum Model provides a balanced approach to stock selection within the U.S. market. This model favors stocks with strong earnings quality, good valuation, strong balance sheets, positive momentum, and good earnings growth. The Value Momentum Model's approach is best for investors seeking broad exposure to a variety of proven stock selection methods and a core approach portfolio construction. The model is applied across all market-caps, investment styles and asset classes. The firm's Relative Value Model includes themes of price multiples, profitability, earnings expectations, intrinsic value and financial strength. This model is designed to avoid value traps, augment sector-relative and industry-relative viewpoints and provide a consistent source of value. QSG's Price Momentum Model provides a powerful, consistent 1- to 3-month investment signal. This model leverages put and call options and trading volume information to reduce the inherent risk-seeking nature of momentum-based strategies. The firm's GARP Model identifies growth stocks with strong value characteristics. The model consists of a proprietary combination of long-term earnings growth and relative value signals. It employs first-order partial correlation to create a blend of sustainable earnings growth and current cheapness. This model is best for strategies targeting stocks that demonstrate high long-term growth potential and the sustainability to realize that potential. QSG's Deep Value Model is a proven approach to selecting undervalued stocks across the broad US market. The Deep Value Model is designed to select future out performers over the next 9 to 12 months. The firm's Deep Value Model uses free-cash-flow, dividend yield and asset turnover to identify stocks that are currently trading at a deep discount to their intrinsic value. The Deep Value model provides discriminatory power for both long-only and long-short strategies and compliments more short term-oriented momentum and growth strategies. QSG's Earnings Momentum Model uses a proprietary search algorithm to combine analyst forecasts with the company's past earnings strength, along with several indicators of future earnings potential. The Earnings Momentum model has consistently outperformed in both pre- and post- Regulation FD environments. Utilizing a unique k-clustering factor selection technique, QSG's Historical Growth Model selects stocks with an above-average track-record of earnings growth, strong sales growth and high sustainable growth. This blended approach enables the model to identify traditional growth stocks, as well as value stocks on the verge of growth. | Investment Managers | Corporate Officer/Principal | |
INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO QUALITY MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO VALUE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO HIGH INCOME TRUST II | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALS | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO MUNICIPAL OPPORTUNITY TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO BOND FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO ADVANTAGE MUNICIPAL INCOME TRUST II | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Mendoza College of Business | College/University | Graduate Degree | |
INVESCO HIGH INCOME 2023 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
INVESCO HIGH INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Guggenheim Funds Distributors LLC
Guggenheim Funds Distributors LLC Investment ManagersFinance Guggenheim Funds Distributors LLC (GFD) is a registered investment advisor headquartered in Chicago, Illinois. Formerly known as Guggenheim Distributors LLC, the firm is a subsidiary of Guggenheim Funds Services LLC and their ultimate parent is Guggenheim Partners LLC. GFD offers strategic investment solutions for financial advisors and their clients. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 49 |
Kanada | 2 |
Sektoral
Miscellaneous | 29 |
Finance | 12 |
Consumer Services | 7 |
Commercial Services | 3 |
Consumer Non-Durables | 2 |
Operativ
Corporate Officer/Principal | 38 |
Director of Finance/CFO | 24 |
Portfolio Manager-Equities | 20 |
Undergraduate Degree | 16 |
Chief Investment Officer | 7 |
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