Andrew Hao En Chan
Analyst-Equity bij First Foundation Advisors
Oorsprong van het eerstegraads netwerk van Andrew Hao En Chan
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
First Foundation Advisors
 First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions.
16
| Subsidiary | Investment Managers | 16 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Andrew Hao En Chan via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal | |
| VIDLER WATER RESOURCES, INC. | Industrial Machinery | Director/Board Member | |
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 | Corporate Officer/Principal | |
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. | Investment Managers | Director/Board Member | |
Covington Capital Management
 Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Investment Managers | Portfolio Manager-Equities | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
Covington Capital Corp.
 Covington Capital Corp. Investment ManagersFinance Covington Capital Corp (Covington Capital) is a Toronto-based venture capital investment firm founded 1994. The firm is headquartered in Toranto, CA. | Investment Managers | Private Equity Investor | |
| KEWEENAW LAND ASSOCIATION, LIMITED | Forest Products | Director/Board Member | |
| Boston University | College/University | Undergraduate Degree | |
| FIRST FOUNDATION INC. | Regional Banks | Founder Founder Chief Executive Officer Chief Investment Officer | |
First Foundation Bank
 First Foundation Bank Regional BanksFinance First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA. | Regional Banks | Director/Board Member Chairman Chief Executive Officer | |
| Pepperdine University | College/University | Graduate Degree Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Graduate Degree | |
| The CFA Society of Orange County | Corporate Officer/Principal Corporate Officer/Principal | ||
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree | |
| Chapman University | College/University | Undergraduate Degree | |
| TANDY LEATHER FACTORY, INC. | Specialty Stores | Director/Board Member | |
PGIM Private Capital
 PGIM Private Capital Investment ManagersFinance PGIM Private Capital is a private equity firm, a subsidiary of Prudential Capital Group, founded in 1998. The firm is headquartered in Illinois, Chicago. | Investment Managers | Corporate Officer/Principal | |
Rotary International, Inc.
 Rotary International, Inc. Miscellaneous Commercial ServicesCommercial Services Rotary International, Inc. operates an international service organization. It states human rights for the purpose to bring together business and professional leaders in to provide humanitarian services, encourage ethical standards in all vocations. The company was founded by Paul P. Harris on February 23, 1905 and is headquartered in Evanston, IL. | Miscellaneous Commercial Services | Director/Board Member | |
| California State University-Fullerton | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| The University of North Carolina at Asheville | College/University | Graduate Degree | |
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
| UCLA Anderson School of Management | College/University | Masters Business Admin | |
| Southwest Chamber Music | Director/Board Member | ||
| Usc Pacific Asia Museum | Director/Board Member | ||
| Pace University | College/University | Masters Business Admin | |
| University of New Hampshire | College/University | Undergraduate Degree | |
Lloyds Bank Plc (New York Branch)
 Lloyds Bank Plc (New York Branch) Major BanksFinance Part of Lloyds Banking Group Plc, Lloyds Bank Plc (New York Branch) is a commercial banking company. The company is based in New York, NY. | Major Banks | Corporate Officer/Principal | |
| University of Denver | College/University | Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Canada | 2 |
| Israël | 2 |
Sectoraal
| Finance | 25 |
| Consumer Services | 17 |
| Commercial Services | 3 |
| Producer Manufacturing | 2 |
| Consumer Durables | 2 |
Operationeel
| Director/Board Member | 33 |
| Corporate Officer/Principal | 27 |
| Undergraduate Degree | 16 |
| Portfolio Manager-Equities | 14 |
| Independent Dir/Board Member | 7 |
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