Oorsprong van het eerstegraads netwerk van Brent Kessel
Entiteit | Type entiteit | Industrie | |
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Abacus Wealth Partners LLC
Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
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| Private Company | Investment Managers | 16 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brent Kessel via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal | |
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Corporate Officer/Principal | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal | |
Chimera Securities LLC
Chimera Securities LLC Investment Banks/BrokersFinance Chimera Securities LLC is a New York City-based broker-dealer that specializes in discretionary and automated trading in equities and options. The American company supports over a hundred professional traders through a sophisticated platform that includes capital allocations, advanced technology, and robust infrastructure. The private company was launched in 2000 and has continued to expand by investing in the long-term success of their traders. The company offers a training program for new traders and evaluate experienced traders' past performance to determine if a capital contribution is required. Chimera Securities is a proprietary trading firm and is not soliciting customers or customer relationships through their website. The information on their website is for informational purposes only and should not be relied upon as investment, legal, or tax advice. | Investment Banks/Brokers | Corporate Officer/Principal | |
T3 Trading Group LLC
T3 Trading Group LLC Investment Banks/BrokersFinance T3 Trading Group LLC operates as a securities brokerage dealer. The firm specializes in technical analysis to develop trading strategies. The company was founded by Sean Hendelman, Scott Redler, Marc Sperling, Nadav Sapeika and Evan Lazarus and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Portfolio Manager-Equities | |
Perritt Capital Management, Inc.
Perritt Capital Management, Inc. Investment ManagersFinance Perritt Capital Management, Inc. (PCM) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Gerald W. Perritt in 1987 and is a wholly owned subsidiary of Investment Information Services, Inc. PCM provides discretionary and non-discretionary investment advisory services to individuals, institutions, trusts, and other entities that require investment advice on an ongoing basis. They also serve as an investment adviser to The Perritt Funds, Inc., which has two series: the MicroCap Opportunities Fund, and the Ultra MicroCap Fund. | Investment Managers | Analyst-Equity | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal | |
Bloomberg LP
Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Data Processing Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
San Diego State University | College/University | Undergraduate Degree | |
Brandeis University | College/University | Undergraduate Degree Corporate Officer/Principal | |
Golden Gate University | College/University | Graduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Graduate Degree | |
Kenyon College | College/University | Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Corporate Officer/Principal Undergraduate Degree | |
University of California, Davis | College/University | Undergraduate Degree | |
University of Northern Iowa | College/University | Undergraduate Degree | |
Sherman Financial Group LLC
Sherman Financial Group LLC Miscellaneous Commercial ServicesCommercial Services Sherman Financial Group LLC provides debt recovery services. It provides its services to financial institutions, credit card companies, and retailers. The company was founded in February 1999 and is located in New York, NY. | Miscellaneous Commercial Services | President | |
HoyleCohen LLC
HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Financial Strategies, Inc.
Financial Strategies, Inc. Investment ManagersFinance Financial Strategies, Inc. provides investment advice. The private company is based in Rockville, MD. The company was founded by Stanley Diller. | Investment Managers | Corporate Officer/Principal | |
Osher Van de Voorde Investment Management
Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California. | Investment Managers | Corporate Officer/Principal | |
Quantum Wealth Management LLC
Quantum Wealth Management LLC Investment ManagersFinance Quantum Wealth Management LLC provides investment advice. The private company is based in Culver City, CA. | Investment Managers | Corporate Officer/Principal | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
Anderson School of Management | College/University | Masters Business Admin | |
The University of North Carolina at Pembroke | College/University | Masters Business Admin | |
Quantum Financial Advisors LLC
Quantum Financial Advisors LLC Investment ManagersFinance Quantum Financial Advisors LLC (Quantum) is an independent, SEC-registered investment advisor headquartered in El Segundo, California. The firm was founded by Wende M. Headley and Darius G. Gagne in 2022. Quantum advise and manage the financial lives of families and individuals. | Investment Managers | Founder |
Statistieken
Internationaal
Verenigde Staten | 35 |
Sectoraal
Consumer Services | 17 |
Finance | 16 |
Commercial Services | 3 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 19 |
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 9 |
Masters Business Admin | 4 |
Chief Investment Officer | 4 |
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