Eric Michael Wendt
Portefeuillebeheerder-Aandelen bij Creative Planning LLC
Oorsprong van het eerstegraads netwerk van Eric Michael Wendt
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
69
| Holding Company | Investment Managers | 69 |
Southern Illinois University
22
| College/University | Other Consumer Services | 22 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Eric Michael Wendt via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| H&R BLOCK, INC. | Other Consumer Services | Corporate Officer/Principal | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Burney Co.
 The Burney Co. Investment ManagersFinance The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Sales & Marketing | |
American Medical Association
 American Medical Association Miscellaneous Commercial ServicesCommercial Services American Medical Association engages in promoting the art and science of medicine and the betterment of public health. It offers services to physicians, residents, medical students, and patients. The company was founded by Nathan Smith Davis in 1847 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal 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 | Corporate Officer/Principal Corporate Officer/Principal | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree | |
Riverside Partners LLC (New York)
 Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Consultant / Advisor | |
| Rockhurst University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| University of Missouri | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Guilford College | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin | |
| The University of Jordan | College/University | Undergraduate Degree | |
Wyman Center, Inc.
 Wyman Center, Inc. Services to the Health IndustryHealth Services Wyman Center, Inc. engages in youth development activities. The company was founded in 1898 and is headquartered in Eureka, MO. | Services to the Health Industry | Chairman | |
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
| Western Carolina University | College/University | Undergraduate Degree | |
| BRIGHTCOVE INC. | Internet Software/Services | Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
| SINGASIA HOLDINGS LIMITED | Personnel Services | Director/Board Member | |
| Nanyang Technological University | College/University | Undergraduate Degree | |
| HEALTHBANK HOLDINGS LIMITED | Miscellaneous Commercial Services | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Singapore | 4 |
| Jordanië | 2 |
Sectoraal
| Consumer Services | 28 |
| Finance | 15 |
| Commercial Services | 4 |
| Health Services | 2 |
| Technology Services | 2 |
Operationeel
| Undergraduate Degree | 86 |
| Portfolio Manager-Equities | 77 |
| Corporate Officer/Principal | 63 |
| Masters Business Admin | 16 |
| Graduate Degree | 14 |
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