Andrew Huang
Analyst-Equity bij Evercore Wealth Management LLC
Oorsprong van het eerstegraads netwerk van Andrew Huang
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.
34
| Subsidiary | Investment Managers | 34 |
University of San Francisco
31
| College/University | Other Consumer Services | 31 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Andrew Huang via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Corporate Officer/Principal | |
Bedell Frazier Investment Counselling LLC
 Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Investment Managers | Compliance Officer | |
Northwest Mutual Funds, Inc.
 Northwest Mutual Funds, Inc. Investment ManagersFinance Northwest Mutual Funds, Inc. provides investment management services. The company is headquartered in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
| PT BANK VICTORIA INTERNATIONAL TBK | Regional Banks | Director of Finance/CFO | |
Asia Alternatives Management LLC
 Asia Alternatives Management LLC Investment ManagersFinance Asia Alternatives Management LLC ( Asia Alternatives Management) is a private equity subsidiary of Asia Alternatives Advisor (Hong Kong) Ltd. founded in 2005 by Melissa J. Ma and Laure L. Wang. The firm is headquartered in San Francisco, CA. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| CANNABIS SATIVA, INC. | Internet Software/Services | Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income | |
| SHUOAO INTERNATIONAL HOLDINGS LIMITED | Wholesale Distributors | Chief Executive Officer | |
| Boston College | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
| Florida International University | College/University | Undergraduate Degree Graduate Degree | |
| Florida Southern College | College/University | Undergraduate Degree | |
| University of Hong Kong | College/University | Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree | |
| St. John's University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| St. Mary's College (Indiana) | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Florida | College/University | Doctorate Degree Undergraduate Degree | |
| University of Manitoba | College/University | Undergraduate Degree | |
| University of South Florida | College/University | Undergraduate Degree | |
| The University of Queensland | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| PT VICTORIA INVESTAMA TBK | Investment Banks/Brokers | Director/Board Member Director of Finance/CFO | |
| ZHE JIANG HAI LIANG CO., LTD | Steel | Chief Executive Officer | |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Chairman Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Chief Investment Officer Chief Investment Officer Chief Executive Officer Investment Committee Member | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Portfolio Manager-Equities | |
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Analyst-Equity | |
| PT PRIMA CAKRAWALA ABADI TBK | Food: Meat/Fish/Dairy | Chief Executive Officer | |
| PT Layar Citra Sekawan | Corporate Officer/Principal | ||
Hailiang Group Co., Ltd.
 Hailiang Group Co., Ltd. SteelNon-Energy Minerals Hailiang Group Co., Ltd. is a holding company that engages in the following industries: Copper processing, Real estate construction, Ecological agriculture, Basic education, and Industrial finance. The company was founded on August 9, 1996 and is headquartered in Shaoxing, China. | Steel | Director/Board Member | |
| Natregro Healthy Food Group Ltd. | Director/Board Member | ||
| Zhejiang Natregro E-Commerce Co. Ltd. | Director/Board Member | ||
| Hangzhou Puying Trading Ltd. | Director/Board Member | ||
Zhuji Renruide Investments Ltd.
 Zhuji Renruide Investments Ltd. Financial ConglomeratesFinance Zhuji Renruide Investments Ltd. provides investment services. The private company is based in Zhuji, China. The CEO of the Chinese company is Lu Ming Feng. | Financial Conglomerates | Chief Executive Officer | |
| Hangzhou Hailiang Early Childhood Education Group Co., Ltd. | Director/Board Member | ||
SunTrust Bank (Richmond Branch)
 SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 30 |
| China | 8 |
| Indonesië | 5 |
| Canada | 4 |
| Hongkong | 3 |
Sectoraal
| Finance | 21 |
| Consumer Services | 18 |
| Non-Energy Minerals | 3 |
| Technology Services | 2 |
| Distribution Services | 2 |
Operationeel
| Corporate Officer/Principal | 90 |
| Undergraduate Degree | 62 |
| Portfolio Manager-Equities | 42 |
| Director/Board Member | 35 |
| Graduate Degree | 21 |
Sterkste connecties
| Insiders | |
|---|---|
| Jeff Maurer | 14 |
| Jack Bradley | 12 |
| Jewelle Bickford | 11 |
| Tom Mahowald | 10 |
| Lu Ming Feng | 10 |
| Charles de Chasteigner du Mée | 9 |
| Jim Holihan | 8 |
| Carl P. Coughlin | 8 |
| Michael Kirkbride | 8 |
| Todd Friedman | 8 |
| Gary Gildersleeve | 7 |
| Debora Wahjutirto Tanoyo | 7 |
| John Apruzzese | 7 |
| Tim Evnin | 7 |
| Jordan Zwick | 7 |
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