Rhet Hulbert
Portfolio Manager-Fixed Income bei Clearwater Advisors LLC
Ursprung des Netzwerks ersten Grades von Rhet Hulbert
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Clearwater Advisors LLC
 Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans.
12
| Private Company | Investment Managers | 12 |
Clearwater Analytics LLC
 Clearwater Analytics LLC Packaged SoftwareTechnology Services Clearwater Analytics LLC provides web-based software for investment portfolio reporting, accounting and analytics. It offers solutions to automate investment accounting, monitor investment policy compliance, monitor investment analytics and compliance, proactive regulatory and accounting guidance, data aggregation and reconciliation, and analyze portfolio performance and risk. The firm also provides data management, portfolio accounting, and reporting and communication solutions, and investment operations solution that provides scalability through automated processes and systems. The company was founded by David Robert Boren, Douglas K. Bates, Michael Kenneth Boren, and Christopher James Growney in 2003 and is headquartered in Boise, ID.
8
| Subsidiary | Packaged Software | 8 |
Boise State University
6
| College/University | Other Consumer Services | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Rhet Hulbert
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| CISCO SYSTEMS, INC. | Telecommunications Equipment | Corporate Officer/Principal | |
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
| Rochester Christian University | College/University | Masters Business Admin | |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
| PCS EDVENTURES!, INC. | Miscellaneous Commercial Services | Director of Finance/CFO Director of Finance/CFO Comptroller/Controller/Auditor | |
| RXELITE, INC. | Pharmaceuticals: Major | Director of Finance/CFO | |
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Portfolio Manager-Equities | |
A10 Capital LLC
 A10 Capital LLC Finance/Rental/LeasingFinance A10 Capital LLC provides lending services. It specializes in offering small to middle market commercial mortgage loans. The firm's products include bridge, perm, bridge-to-perm, note purchase, and SFR loans. The company was founded by Jerry Dunn and Ken Wilson in 2007 and is headquartered in Boise, ID. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Alaska Permanent Capital Management Co.
 Alaska Permanent Capital Management Co. Investment ManagersFinance Alaska Permanent Capital Management Co. (APCM) is a registered independent investment advisor headquartered in Anchorage, Alaska. The firm was founded by David A. Rose in 1992. APCM provides investment management services to both institutions and individuals. On the institutional side, their clients include State of Alaska public entities, municipalities, boroughs, Alaska Native Corporations, endowments, and non-profit organizations. | Investment Managers | Analyst-Equity | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | 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 | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CQG, Inc.
 CQG, Inc. Packaged SoftwareTechnology Services CQG, Inc. develops software that provides real-time, graphic enhanced market data. Its products include CQG IC, CQG spreader, CQG QTrader, CQG FX, CQG Trader, CQG M, APIs, historical data and CQG and Excel. The company was founded in 1980 and is headquartered in Denver, CO. | Packaged Software | Corporate Officer/Principal | |
| Huntington National Bank /Berkeley County Operations/ | Major Banks | Corporate Officer/Principal | |
Nationwide Insurance Co.
 Nationwide Insurance Co. Insurance Brokers/ServicesFinance Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH. | Insurance Brokers/Services | Corporate Officer/Principal | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Public Employee Retirement System of Idaho
 Public Employee Retirement System of Idaho Investment ManagersFinance Public Employee Retirement System of Idaho (PERSI) is the pension fund manager of the State of Idaho. They are founded in 1963 and headquartered in Boise, Idaho. PERSI provides retirement, disability, survivor, and other benefits to more than 144,000 members. Their membership is comprised of retirees, beneficiaries, and active public employees working for more than 775 employers across the State of Idaho. | Investment Managers | Analyst-Equity | |
| State of Alaska | Province/State | Corporate Officer/Principal | |
| Miami University | College/University | Undergraduate Degree | |
| Northwest Nazarene University | College/University | Undergraduate Degree Masters Business Admin | |
| Oregon State University | College/University | Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree | |
| Utah State University | College/University | Undergraduate Degree | |
| University of Richmond | College/University | Undergraduate Degree | |
| Whitman College | College/University | Undergraduate Degree | |
ODDO BHF AG (Broker)
 ODDO BHF AG (Broker) Investment Banks/BrokersFinance ODDO BHF AG (Broker) (ODDO BHF-Broker) is the broker/dealer division of ODDO BHF AG, which is owned by Oddo BHF SCA in German. The firm was founded in 1854 and is headquartered in Frankfurt. ODDO BHF-Broker offers a wide range of high value-added broking services for issuers, holding companies and/or family offices. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Dykas, Shaver & Nipper LLP | Comptroller/Controller/Auditor | ||
Andersen Tax LLC
 Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Investment Managers | Corporate Officer/Principal | |
| The College of Idaho, Inc. | College/University | Undergraduate Degree | |
Thomas Management Corp.
 Thomas Management Corp. RestaurantsConsumer Services Thomas Management Corp. engages in the provision of food management services. It offers dining and catering services for hospitals, corporations, and colleges. The firm also provides vending machines with healthy snacks and sodas. The company was founded by Thadley J. Thomas in 1986 and is headquartered in Meridian, ID. | Restaurants | Director of Finance/CFO | |
| Summit Management, Inc. | Corporate Officer/Principal | ||
| University of California | College/University | Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin | |
Credit Suisse International (Investment Management)
 Credit Suisse International (Investment Management) Investment ManagersFinance Credit Suisse International (Investment Management) (Credit Suisse International-IM) is the investment management division of Credit Suisse International, an investment banking firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Credit Suisse AG, which is ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse International-IM provides investment advisory and management services. | Investment Managers | Corporate Officer/Principal | |
Sockeye Trading Co., Inc.
 Sockeye Trading Co., Inc. Financial ConglomeratesFinance Sockeye Trading Co., Inc. operates as a convenience store. The company is headquartered in Boise, ID. | Financial Conglomerates | President | |
Covr Financial Technologies LLC
 Covr Financial Technologies LLC Internet Software/ServicesTechnology Services Covr Financial Technologies LLC operates digital personal insurance platform. It digital platform provides way to research, compare, shop for and buy insurance from providers. The company was founded by Todd Ruplinger in 2013 and is headquartered in Boise, ID. | Internet Software/Services | Director/Board Member | |
Salmon River Electric Cooperative, Inc.
 Salmon River Electric Cooperative, Inc. Electric UtilitiesUtilities Salmon River Electric Cooperative, Inc. provides energy services. The firm transmits and distributes electric energy to its members and customers, as well as offers propane gas. The company was founded in 1948 and is headquartered in Challis, ID. | Electric Utilities | Chairman | |
| CLEARWATER ANALYTICS HOLDINGS, INC. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 47 |
| Deutschland | 3 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 21 |
| Consumer Services | 16 |
| Technology Services | 4 |
| Electronic Technology | 3 |
| Industrial Services | 2 |
Operativ
| Corporate Officer/Principal | 35 |
| Undergraduate Degree | 24 |
| Portfolio Manager-Fixed Income | 10 |
| Masters Business Admin | 9 |
| Director/Board Member | 9 |
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