Joe Wade
Portefeuillebeheerder-Aandelen bij Brown Advisory LLC
Oorsprong van het eerstegraads netwerk van Joe Wade
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.
100
| Subsidiary | Investment Managers | 100 |
Meritage Capital LLC
 Meritage Capital LLC Investment ManagersFinance Meritage Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Austin, Texas. The firm was founded by Thomas Meredith and Akex Smith in 2003 and they are a wholly-owned subsidiary of Brown Advisory Management LLC. Meritage Capital provides comprehensive wealth management services and customized investment advisory solutions for their private clients, families, and foundations.
7
| Subsidiary | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joe Wade via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Old Dominion University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| McDonough School of Business | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Signature Financial Management, Inc.
 Signature Financial Management, Inc. Investment ManagersFinance Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| Emory University | College/University | Graduate Degree Undergraduate Degree | |
Brown Advisory, Inc.
 Brown Advisory, Inc. Financial ConglomeratesFinance Brown Advisory, Inc. provides investment and advisory services. It specializes in investment management, strategic advisory, wealth management, and private equity. The firm provides services to individuals, families, institutions, and corporations. The company was founded in 1993 and is headquartered in Baltimore, MD. | Financial Conglomerates | Chief Executive Officer Chief Investment Officer | |
Brown Advisory Ltd.
 Brown Advisory Ltd. Investment ManagersFinance Brown Advisory Ltd. is an investment management and strategic advisory firm headquartered in London, UK. The firm was founded in 2007 and is a wholly owned subsidiary of Brown Advisory Management LLC in the US. Brown Advisory provides discretionary investment management services to private clients who include high net-worth individuals and families, individual retirement plans, trusts, estates, charities, corporates and other taxable individual accounts. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Janus Henderson Investors International Ltd.
 Janus Henderson Investors International Ltd. Investment ManagersFinance Janus Henderson Investors International Ltd. (JHII) is the Great Britain-based investment management subsidiary of Janus International Holding LLC, ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG). The firm was founded in 1998 and formerly known as Janus Capital International Ltd. Headquartered in London, JHII provides investment advice to a variety of institutional and individual investors. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
| Denison University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Vassar College | College/University | Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal | |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Verenigd Koninkrijk | 3 |
| Israël | 2 |
| Nederland | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 24 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 115 |
| Portfolio Manager-Equities | 96 |
| Undergraduate Degree | 95 |
| Analyst-Equity | 78 |
| Director/Board Member | 55 |
Sterkste connecties
| Insiders | |
|---|---|
| Mike Hankin | 39 |
| Tom Meredith | 34 |
| David H. Thompson | 10 |
| Dune Thorne | 10 |
| Ryan Scott Myerberg | 9 |
| Paul Joseph Chew | 9 |
| Beth Richtman | 8 |
| Alex Smith | 8 |
| Hutch Vernon | 8 |
| Michael Lloyd Foss | 8 |
| Chris Diaz | 8 |
| Eben Dickey Finney | 8 |
| Trey Tune | 7 |
| Eric Gordon | 7 |
| Erika Lavina Pagel | 7 |
