Jennifer Kathryn Cagle
Portefeuillebeheerder-Aandelen bij First Foundation Advisors
Oorsprong van het eerstegraads netwerk van Jennifer Kathryn Cagle
| 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.
30
| Subsidiary | Investment Managers | 30 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jennifer Kathryn Cagle 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. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
MUFG Union Bank, NA
 MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Major Banks | Corporate Officer/Principal | |
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 | |
| Stanford University | College/University | Undergraduate Degree | |
| 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 | |
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 Masters Business Admin Graduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| California State University-Fullerton | College/University | Undergraduate Degree | |
| The California State University | College/University | Graduate Degree Undergraduate Degree | |
| California State University-Northridge | College/University | Undergraduate Degree | |
| Chapman University | College/University | Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| FIRST FOUNDATION INC. | Regional Banks | Founder Founder Chief Executive Officer Director/Board Member 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 Director/Board Member | |
| Pepperdine University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | 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 | |
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 | |
| University of the Philippines | College/University | Undergraduate Degree | |
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 | |
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 | |
| TANDY LEATHER FACTORY, INC. | Specialty Stores | Director/Board Member | |
KMJ Corbin & Co. LLP
 KMJ Corbin & Co. LLP Miscellaneous Commercial ServicesCommercial Services KMJ Corbin & Co. LLP provides accounting, auditing, and tax consulting services. The private company is based in Irvine, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | ||
| The University of North Carolina at Asheville | College/University | Graduate Degree | |
| Whitman College | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Canada | 2 |
| Israël | 2 |
| Hongkong | 2 |
| Filippijnen | 2 |
Sectoraal
| Finance | 21 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Producer Manufacturing | 2 |
| Consumer Durables | 2 |
Operationeel
| Corporate Officer/Principal | 46 |
| Director/Board Member | 39 |
| Undergraduate Degree | 28 |
| Portfolio Manager-Equities | 25 |
| Portfolio Manager-Fixed Income | 12 |
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