Ursprung des Netzwerks ersten Grades von Tracy Jao
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Tracy Jao
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Ensemble Capital Management LLC
 Ensemble Capital Management LLC Investment ManagersFinance Ensemble Capital Management LLC (Ensemble Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Curt Brown in 1997 as Curtis Brown & Co. Ensemble Capital offers comprehensive wealth management services to individuals, families, trusts, estates, foundations and other entities. They also serve as investment adviser to an affiliated registered investment company, the Ensemble Fund. | Investment Managers | Portfolio Manager-Equities | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 5 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
| Commercial Services | 2 |
Operativ
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Tim Rich | 5 |
