Joe O'Flaherty
Chief Investment Officer bij Channel Wealth LLC
Oorsprong van het eerstegraads netwerk van Joe O'Flaherty
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
University of California, Santa Barbara
139
| College/University | Other Consumer Services | 139 |
Pepperdine University
44
| College/University | Other Consumer Services | 44 |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.
21
| Subsidiary | Investment Managers | 21 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joe O'Flaherty via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
BOEING | Aerospace & Defense | Corporate Officer/Principal | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Sales & Marketing | |
Crown Point Trust Co.
Crown Point Trust Co. Regional BanksFinance Part of Meiji Yasuda Life Insurance Co., Crown Point Trust Co. is a company that serves as a trustee for retirement plan clients. The company is based in Portland, OR. Crown Point Trust was acquired by Dougherty Petroff Associates, Inc. from Bank of America Corp. on September 30, 2005. | Regional Banks | Sales & Marketing | |
INOGEN, INC. | Medical Specialties | Founder Founder | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Sony Pictures Entertainment, Inc.
Sony Pictures Entertainment, Inc. Movies/EntertainmentConsumer Services Sony Pictures Entertainment, Inc. produces movies and television shows. Its global operations encompass motion picture production, acquisition, and distribution; television production, acquisition, and distribution; television networks; digital content creation and distribution; operation of studio facilities; and development of new entertainment products, services and technologies. The company is headquartered in Culver City, CA. | Movies/Entertainment | Sales & Marketing | |
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 | Undergraduate Degree Masters Business Admin Doctorate Degree | |
Howard Johnson & Co.
Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Riordan & McKinzie
Riordan & McKinzie Miscellaneous Commercial ServicesCommercial Services Part of Morgan, Lewis & Bockius LLP, Riordan & McKinzie is a legal services provider. The company is based in Los Angeles, CA. Riordan & McKinzie was acquired by BMC Partners LLP, part of Morgan, Lewis & Bockius LLP from November 25, 2014 on June 25, 2003. | Miscellaneous Commercial Services | General Counsel | |
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
Platinum Equity Advisors LLC
Platinum Equity Advisors LLC Investment ManagersFinance Platinum Equity Advisors LLC (Platinum Equity Advisors) is a private equity firm founded in 1995 by Tom Gores. The firm is headquartered in Los Angeles, California. | Investment Managers | General Counsel Private Equity Analyst | |
Mohr Partners, Inc.
Mohr Partners, Inc. Real Estate DevelopmentFinance Mohr Partners, Inc. provides services in the real estate industry. Its services include strategic planning, operational structuring, change management and real estate assessment & cost analysis. The company is headquartered in Dallas, TX. | Real Estate Development | Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree | |
Loyola Marymount University | College/University | Masters Business Admin Masters Business Admin | |
Ohio Wesleyan University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Doctorate Degree Graduate Degree Masters Business Admin | |
DataDirect Networks, Inc.
DataDirect Networks, Inc. Computer PeripheralsElectronic Technology DataDirect Networks, Inc. manufactures scalable storage controllers and networks. The firm’s solutions include academic research, artificial intelligence and deep learning, big data analytics, cloud and web, DDN federal, financial services, life sciences, manufacturing, media, microscopy, national laboratories, oil and gas and video surveillance. It also offers products like block storage, flash storage, file storage, AI storage, object storage, monitoring and management. The company was founded by Alex K. Bouzari and Paul Bloch in 1998 and is headquartered in Chatsworth, CA. | Computer Peripherals | Director of Finance/CFO | |
Clearlake Capital Group LP
Clearlake Capital Group LP Investment ManagersFinance Clearlake Capital Group LP (Clearlake Capital) is a private equity firm founded in 2006 by Steven Chang, Behdad Eghbali and Jose Feliciano. The firm is headquartered in Santa Monica, California. | Investment Managers | Director of Finance/CFO Chief Operating Officer | |
Huber Capital Management LLC
Huber Capital Management LLC Investment ManagersFinance Huber Capital Management LLC (HCM) is a SEC-registered investment advisor headquartered in El Segundo, California. The firm was founded in 2007 and is a subsidiary of Huber Capital Holdings LLC, owned by JRH Enterprises, Inc. HCM provides portfolio management services to mutual funds and institutional separate accounts. | Investment Managers | Corporate Officer/Principal | |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Silicon Valley Bank
Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Private Equity Analyst Corporate Officer/Principal | |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Comcast Ventures LLC
Comcast Ventures LLC Investment ManagersFinance Comcast Ventures LLC is a Venture Capital firm, a subsidiary of Comcast Corp founded in the year 2011 by Sam H Schwartz and Julian A Brodsky. The firm headquartered in Philadelphia. | Investment Managers | Corporate Officer/Principal | |
Touchdown Ventures, Inc.
Touchdown Ventures, Inc. Investment ManagersFinance Touchdown Ventures, Inc. (Touchdown Ventures) is a venture capital firm founded in 2014 by David B. Horowitz, Scott Lenet and Rich M. Grant. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Founder | |
Kuli Kuli, Inc.
Kuli Kuli, Inc. Food RetailRetail Trade Kuli Kuli, Inc. supplies moringa for the welfare of women in Africa. The firm’s moringa brands provide iron, calcium, vitamins, antioxidants and protein with all nine essential amino acids. It offers Moringa Superfood Bars, Pure Moringa Powder, Energizing Moringa Herbal Tea and Moringa Green Energy shots. The company was founded by Jordan Moncharmont, Lisa Curtis, Valerie Popelka and Anne Tsuei in 2014 and is headquartered in Oakland, CA. | Food Retail | Director/Board Member | |
CleanPath Ventures LLC
CleanPath Ventures LLC Investment ManagersFinance CleanPath Ventures LLC (CleanPath Ventures) is a venture capital firm founded in 2004 by Matt Cheney and Kevin Berardo. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Meridian Title Co. LLC
Meridian Title Co. LLC Real Estate DevelopmentFinance Meridian Title Corp. provides insurance, escrow closings, and real estate services. Its products include residential purchase title order, TBD commitment, refinance and lender title order, home equity product or second mortgage, search report, search documents only, listing package, listing package documents only, specific document needed, commercial purchase title order, foreclosure guarantee, title report products, current owner search report, report of title, foreclosure report, and tax sale certificate and policy. The firm's services encompass title product, closing and settlement, new construction, commercial, national commercial, national account, RELO, REO, short sale and navigation, transaction related forms, and CCR requests. The company was founded in 1938 and is headquartered in South Bend, IN. | Real Estate Development | Director/Board Member | |
Castle Capital
Castle Capital Investment ManagersFinance Castle Capital (Castle Capital) is a private equity firm founded in 2015. The firm is headquartered in Los Angeles, California. | Investment Managers | Consultant / Advisor | |
Tire Disposal & Recycling LLC
Tire Disposal & Recycling LLC TruckingTransportation Tire Disposal & Recycling LLC was founded in 1982. The company is based in Portland, OR. The company recycles and disposes of tires. | Trucking | Corporate Officer/Principal | |
Anacapa Capital Management LLC
Anacapa Capital Management LLC Investment ManagersFinance Anacapa Capital Management LLC (Anacapa Capital) is a private equity firm founded in 2010 by Jeff Stevens. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Investor |
Statistieken
Internationaal
Verenigde Staten | 41 |
Japan | 2 |
Sectoraal
Finance | 25 |
Consumer Services | 9 |
Electronic Technology | 4 |
Commercial Services | 3 |
Health Technology | 2 |
Operationeel
Corporate Officer/Principal | 120 |
Undergraduate Degree | 96 |
Director/Board Member | 67 |
Analyst-Equity | 41 |
Founder | 38 |
Sterkste connecties
Insiders | |
---|---|
Jonathan Siegel | 17 |
Ashley Newsom Giesler | 16 |
Andy Ogawa | 14 |
Fred Ebrahemi | 14 |
Roger Kjensrud | 11 |
David McReynolds | 11 |
James Thompson | 10 |
Kevin Rubin | 9 |
Nick Swinmurn | 9 |
KC Pelle | 9 |
Rich M. Grant | 9 |
Jesse T. Herrick | 9 |
David Park | 9 |
Dan Roarty | 9 |
Jeffrey Shealy | 8 |
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