Mark Keeling
Portfolio Manager-Aktien bei Wealth Enhancement Advisory Services LLC
Ursprung des Netzwerks ersten Grades von Mark Keeling
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Wisconsin
454
| College/University | Other Consumer Services | 454 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
64
| Extinct | Major Banks | 64 |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
27
| Subsidiary | Investment Managers | 27 |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.
19
| Subsidiary | Investment Managers | 19 |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.
13
| Subsidiary | Investment Managers | 13 |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.
9
| Subsidiary | Investment Managers | 9 |
Pillar Pacific Capital Management LLC
Pillar Pacific Capital Management LLC Investment ManagersFinance Pillar Pacific Capital Management LLC (PPCM) is an independent wealth management firm headquartered in Pacifica, California. It was founded by Art French in 1999 as Pillar Point Equity Management LLC. In 2007, one of the firm’s members since 1999, California Casualty Management Co., sold its interest back to the firm. The name was then changed to Pillar Pacific Capital Management LLC. PPCM provides services to high net-worth individuals, pension and profit-sharing plans, insurance companies, trusts, estates, foundations, endowments, charitable organizations, corporations, and health & welfare trusts.
8
| Extinct | Investment Managers | 8 |
Jurika & Voyles LP
7
| Extinct | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mark Keeling
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
E I DU PONT DE NEMOURS AND CO | Chemicals: Agricultural | Corporate Officer/Principal | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal 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 Analyst-Equity | |
Genelabs Technologies, Inc.
Genelabs Technologies, Inc. Pharmaceuticals: MajorHealth Technology Genelabs Technologies, Inc. discovery and development of pharmaceutical products to improve human health. The company was founded by Brian D. Frenzel and Frank C. Kung in 1983 and is headquartered in Redwood, CA. | Pharmaceuticals: Major | Chief Operating Officer | |
Harvard Management Co., Inc.
Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Private Equity Investor | |
Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Boston University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
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 Michigan | College/University | Masters Business Admin Undergraduate Degree | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
State Bar of Wisconsin
State Bar of Wisconsin Miscellaneous Commercial ServicesCommercial Services State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
MetriCorr ApS
MetriCorr ApS Industrial MachineryProducer Manufacturing MetriCorr ApS provides solutions, services, and products within the field of industrial corrosion risk assessment, management, and monitoring. Its products include data loggers, test stations and junction boxes, remote monitoring, webservice, and tank bottom probes. The company was founded by Lars Vendelbo Nielsen in 2002 and is headquartered in Glostrup, Denmark. | Industrial Machinery | Chairman | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Det Kongelige Teater
Det Kongelige Teater Movies/EntertainmentConsumer Services Det Kongelige Teater is a national theater in Denmark that offers a variety of performances including operas, plays, and concerts suitable for the whole family. The private company is based in Copenhagen, Denmark. Visitors can purchase tickets and learn more about the performances on the Danish company's website. | Movies/Entertainment | Chairman | |
Shanghai Chamate Co., Ltd.
Shanghai Chamate Co., Ltd. RestaurantsConsumer Services Shanghai Chamate Co., Ltd. engages in the operation of restaurant chains. It offers tea, appetizer, desserts, and snacks. The company was founded by MingQin Jian in August 2001 and is headquartered in Shanghai, China. | Restaurants | Director/Board Member | |
Nordic Five Tech | Chairman | ||
Reebonz Ltd.
Reebonz Ltd. Wholesale DistributorsDistribution Services Reebonz Ltd. sells apparels, handbags, accessories, and shoes online. Its products include accessories, deed, mobile app and convo. The firm offers premium products across the widest variety of luxury fashion brands through exclusive member's only events. The company was founded by Benjamin Han, Kok Eng Lim, and Daniel Lim on March 9, 2009 and is headquartered in Singapore. | Wholesale Distributors | Director/Board Member | |
Intermountain Health (Utah)
Intermountain Health (Utah) Hospital/Nursing ManagementHealth Services Intermountain Health Care, Inc. provides healthcare services. It focuses in kidney care, plastic surgery, tele-health services, urology, paediatrics, pharmacy services, heart care, and imaging services. The company was founded in 1976 and is headquartered in Salt Lake City, UT. | Hospital/Nursing Management | Director of Finance/CFO | |
Sotera Wireless, Inc.
Sotera Wireless, Inc. Medical SpecialtiesHealth Technology Sotera Wireless Inc. develops medical devices. It develops, markets, and sells a vital signs monitoring solution. It offers ViSi Mobile System, a platform for vital signs monitoring solution that is designed to keep clinicians connected to their patients. The company was founded in 2004 and is headquartered in San Diego, CA. | Medical Specialties | Director/Board Member | |
The Methodist Hospital
The Methodist Hospital Hospital/Nursing ManagementHealth Services The Methodist Hospital owns and operates general medical hospitals. The firm provides services for cancer, gastroenterology and GI surgery, neurology and neurosurgery, orthopedics, and sports medicine and transplant. The company was founded in 1919 and is headquartered in Houston, TX. | Hospital/Nursing Management | Director of Finance/CFO | |
DSB SOV
DSB SOV RailroadsTransportation DSB SOV engages in the provision of passenger train solutions. It offers urban, intercity, regional, and international passenger rail services. The company was founded on December 30, 1998 and is headquartered in Taastrup, Denmark. | Railroads | President | |
R1 RCM INC. | Miscellaneous Commercial Services | Director/Board Member | |
Savi Technology, Inc.
Savi Technology, Inc. Packaged SoftwareTechnology Services Savi Technology, Inc. provides asset tracker technology solutions. Its analytical tool enables user to monitor and address challenges around high-consequence assets whether they move across the country, across borders or through the last mile of your supply chain. The company was founded on 1989 and is headquartered in Alexandria, VA. | Packaged Software | Director/Board Member | |
ALIBABA GROUP HOLDING LIMITED | Internet Retail | Director/Board Member | |
Oculex Pharmaceuticals, Inc.
Oculex Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Oculex Pharmaceuticals, Inc. manufactures and develops drugs. The company focuses on developing and manufacturing novel drug delivery systems that resolve the problems associated with treatment of inflammation following cataract surgery and diseases of the eye. It is located in Sunnyvale, CA. | Pharmaceuticals: Major | Director/Board Member | |
HYB Battery Co., Ltd.
HYB Battery Co., Ltd. Electrical ProductsProducer Manufacturing HYB Battery Co., Ltd. engages in research, development and manufacture of rechargeable lithium ion batteries. The firm also provides mobile phone and PDA, notebook and P-DVD, DC and DV, toy and power tool, and lamp equipment batteries. The company was founded in 1999 and is headquartered in Shenzhen, the Republic of China. | Electrical Products | Director/Board Member | |
SINOSUN TECHNOLOGY CO. LTD. | Electronic Equipment/Instruments | Director/Board Member |
Statistik
International
Vereinigte Staaten | 34 |
China | 6 |
Dänemark | 4 |
Singapur | 3 |
Frankreich | 2 |
Sektoral
Finance | 15 |
Consumer Services | 10 |
Commercial Services | 7 |
Health Technology | 4 |
Producer Manufacturing | 4 |
Operativ
Director/Board Member | 125 |
Corporate Officer/Principal | 124 |
Undergraduate Degree | 96 |
Portfolio Manager-Equities | 89 |
Graduate Degree | 45 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Maribeth Rahe | 25 |
Gregory H. Sachs | 23 |
Alan Weber | 23 |
Evelyn Dilsaver | 21 |
Thomas Ng | 18 |
Albert R. Zimmerli | 15 |
David Lesar | 14 |
Jay Robert Sekelsky | 13 |
Lars Christian Pallesen | 13 |
Ann M. Murphy | 10 |
James B. Boyd | 10 |
Steven T. Berman | 10 |
Yu Neng Lim | 9 |
Jeff Dekko | 9 |
L. J. Nickisch | 9 |
- Börse
- Insiders
- Mark Keeling
- Unternehmensverbindungen