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Ursprung des Netzwerks ersten Grades von Marissa Reyes
Einheit | Art der Einheit | Industrie | |
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Summitry LLC
![]() Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions.
2
| Private Company | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Marissa Reyes
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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WCM Investment Management LLC
![]() WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity | |
Vanderbilt University | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Accenture LLP
![]() Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Portfolio Manager-Equities | |
Amherst College | College/University | Undergraduate Degree | |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 10 |
Sektoral
Finance | 5 |
Consumer Services | 5 |
Commercial Services | 2 |
Operativ
Analyst-Equity | 3 |
Corporate Officer/Principal | 3 |
Undergraduate Degree | 2 |
Masters Business Admin | 2 |
Portfolio Manager-Equities | 2 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Robert Wellington Gwin | 6 |
Matt Gordon | 5 |
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