Ursprung des Netzwerks ersten Grades von Scott Emblen
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
51
| Subsidiary | Investment Managers | 51 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Scott Emblen
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal Human Resources Officer | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Sales & Marketing Human Resources Officer Public Communications Contact Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Sales & Marketing General Counsel Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
Check Capital Management, Inc.
 Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | President Corporate Officer/Principal | |
Montana Board of Investments
 Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Investment Managers | Portfolio Manager-Equities | |
Morton Capital Management LLC
 Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Investment Managers | Investment Committee Member | |
Newbridge Securities Corp.
 Newbridge Securities Corp. Investment ManagersFinance Headquartered in Fort Lauderdale, Florida, Newbridge Securities Corp. is a full-service securities brokerage and investment bank. They provide services to a broad based group of individuals and corporate clients. The core focus of their institutional research department is to identify companies with substantial, but realistic growth potential and whose shares are attractively valued. It is this attention to high-growth segments of the market that lead them to identify nanotechnology as an emerging trend that is spawning innovation in a range of industrial sectors. Newbridge is a member of the NASD and the SIPC. They are a subsidiary of Pershing LLC. Their ultimate parent is The Bank of New York Mellon Corp. (NYSE: BK). | Investment Managers | Compliance Officer | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
GHP Investment Advisors, Inc.
 GHP Investment Advisors, Inc. Investment ManagersFinance GHP Investment Advisors, Inc. (GHPIA) is a registered independent investment advisory firm headquartered in Denver, Colorado. The firm was co-founded by Brian J. Friedman and Robert Hochstadt in 1995. GHPIA provides advisory services to individuals, pension and profit-sharing plans, other pooled investment vehicles, charitable organizations, and corporations. | Investment Managers | Analyst-Fixed Income | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
| Wayne State University (Michigan) | College/University | Graduate Degree | |
H.I.G. Capital LLC
 H.I.G. Capital LLC Financial ConglomeratesFinance H.I.G. Capital LLC operates as s a private equity and alternative assets investment firm. Its portfolio focuses in private equity, growth equity, real estate, debt or credit, lending, and bio health. The company was founded by Sami W. Mnaymneh and Anthony Tamer in 1993 and is headquartered in Miami, FL. | Financial Conglomerates | Corporate Officer/Principal | |
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Waud Capital Partners LLC
 Waud Capital Partners LLC Investment ManagersFinance Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US. | Investment Managers | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| California State University-Northridge | College/University | Masters Business Admin | |
| Geneva College | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Graduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Director/Board Member Corporate Officer/Principal | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | President Corporate Officer/Principal | |
| Schwab Investor Services | Human Resources Officer Corporate Officer/Principal | ||
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Colorado | College/University | Undergraduate Degree | |
Arizona State Retirement System
 Arizona State Retirement System Investment ManagersFinance The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers. | Investment Managers | Corporate Officer/Principal | |
| University of Colorado Health Sciences Center | College/University | Undergraduate Degree | |
Big Brothers Big Sisters of America
 Big Brothers Big Sisters of America Miscellaneous Commercial ServicesCommercial Services Big Brothers/Big Sisters of America provides youth mentoring services. It helps children reach their potential through one to one relationships with mentors. The company was founded in 1902 and is headquartered in Tampa, FL. | Miscellaneous Commercial Services | Chairman | |
| The Chairmans Club | Corporate Officer/Principal | ||
| The Platinum Club | Corporate Officer/Principal | ||
| Manhattan Analytics, Inc. | Corporate Officer/Principal | ||
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| University of Iowa | College/University | Undergraduate Degree | |
Wacker Wealth Partners LLC
 Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Investment Managers | Investment Committee Member | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Sherpa Asset Management, Inc.
 Sherpa Asset Management, Inc. Investment ManagersFinance Sherpa Asset Management, Inc. (Sherpa AM) is an independent hedge fund manager headquartered in West Vancouver, Canada. The firm was founded by David A. Guarasci in 2007. Sherpa AM manages assets on behalf of institutional clients and private investors. | Investment Managers | Portfolio Manager-Equities | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 49 |
| Kanada | 2 |
Sektoral
| Finance | 28 |
| Consumer Services | 16 |
| Technology Services | 2 |
| Commercial Services | 2 |
| Government | 2 |
Operativ
| Corporate Officer/Principal | 135 |
| Director/Board Member | 79 |
| Undergraduate Degree | 48 |
| Independent Dir/Board Member | 31 |
| Sales & Marketing | 28 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Donna Wells | 24 |
| Ronald Renaud | 24 |
| Jody Bilney | 19 |
| Kirsten Wolberg | 19 |
| Frank Kelly | 12 |
| Jay L. Allen | 12 |
| Tani Girton | 11 |
| Michael Boardman | 11 |
| Mary S. McLeod | 10 |
| Huong Minh Le | 10 |
| Derek Jerold Bruton | 10 |
| Jeana Deninger | 9 |
| Chris Tachiki | 9 |
| George Andrew Gill | 8 |
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- Unternehmensverbindungen
