Joseph James Querriera
Portefeuillebeheerder-Aandelen bij City National Rochdale LLC
Oorsprong van het eerstegraads netwerk van Joseph James Querriera
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.
88
| Subsidiary | Investment Managers | 88 |
USC Marshall School of Business
72
| College/University | Other Consumer Services | 72 |
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds.
38
| Extinct | Investment Managers | 38 |
California State Polytechnic University (Pomona)
15
| College/University | Other Consumer Services | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joseph James Querriera via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 Masters Business Admin Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Head-Fixed Income Invts Analyst-Fixed Income Analyst-Fixed Income | |
| Kellstadt Graduate School of Business | College/University | Graduate Degree Masters Business Admin | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Sole Bicycles LLC
 Sole Bicycles LLC Internet Software/ServicesTechnology Services Solé Bicycles LLC is a bicycle company based in Venice, CA. All of their bicycles are designed in Venice Beach, CA. Solé Bicycles specializes in selling custom single speed/fixed gear bicycles, city bicycles, Dutch bicycles, 3-speed bicycles, and beach cruisers. The company was founded in 2009 by Jake Medwell and Jonathan Shriftman, and Jimmy Standley has been the CEO of the company since 2011. | Internet Software/Services | Founder Chief Executive Officer | |
| Santa Clara University | College/University | Undergraduate Degree Graduate Degree | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal 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 global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| Fairfield University | College/University | Undergraduate Degree Graduate Degree | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Brigham Young University | College/University | Undergraduate Degree Masters Business Admin | |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Arizona | College/University | Masters Business Admin Undergraduate Degree | |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| PT CILACAP SAMUDERA FISHING INDUSTRY TBK | Agricultural Commodities/Milling | Chief Executive Officer Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| City National Rochdale Funds | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Washington University in St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
Hotchkis & Wiley Capital Management LLC
 Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity | |
| Desamal Capital Sdn. Bhd. | Director/Board Member | ||
| SIM LEISURE GROUP LTD. | Movies/Entertainment | Director/Board Member | |
National Financial Services LLC (Trading Arm)
 National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Corporate Officer/Principal | |
Orient Containers Sdn. Bhd.
 Orient Containers Sdn. Bhd. Containers/PackagingProcess Industries Orient Containers Sdn. The private company is based in Petaling Jaya, Malaysia. Bhd. is a Malaysian company that manufactures containers. | Containers/Packaging | Director/Board Member | |
OEC Freight Sdn. Bhd.
 OEC Freight Sdn. Bhd. Marine ShippingTransportation Part of OEC Group, OEC Freight Sdn. The company is based in Penang, Malaysia. Bhd. is a Malaysian company that provides deep sea freight transportation services. | Marine Shipping | Director/Board Member | |
| Manhattanville College | College/University | Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
L&S Cosmetics & Toiletries (M) Sdn. Bhd.
 L&S Cosmetics & Toiletries (M) Sdn. Bhd. Miscellaneous Commercial ServicesCommercial Services L&S Cosmetics & Toiletries (M) Sdn. The private company is based in Petaling Jaya, Malaysia. Bhd. is a Malaysian company that specializes in cosmetics and toiletries. The company's website provides information about their vision and mission, research and development, safety and practice, products, certificates, contact details, location, and careers. | Miscellaneous Commercial Services | Director/Board Member | |
| Advance Tertiary College | College/University | Director/Board Member | |
Rakan Riang Sdn. Bhd.
 Rakan Riang Sdn. Bhd. Movies/EntertainmentConsumer Services Rakan Riang Sdn. Bhd. operates as an indoor family centre. It offers an interactive learning and entertainment experience for kids in a kid-sized city to deliver the first-of-its-kind themed learning fun. The company is headquartered in Petaling Jaya, Malaysia. | Movies/Entertainment | Director/Board Member | |
Pugh Capital Management, Inc.
 Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital Management, Inc. (Pugh Capital) is an independent, employee-owned SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Mary Pugh and Scott Greiwe in 1991. Pugh Capital offers discretionary investment advisory services that relate to fixed income investments to institutional investors. | Investment Managers | Analyst-Fixed Income |
Statistieken
Internationaal
| Verenigde Staten | 43 |
| Maleisië | 8 |
| Indonesië | 2 |
Sectoraal
| Finance | 23 |
| Consumer Services | 22 |
| Process Industries | 3 |
| Technology Services | 2 |
| Miscellaneous | 2 |
Operationeel
| Corporate Officer/Principal | 159 |
| Undergraduate Degree | 95 |
| Portfolio Manager-Equities | 90 |
| Director/Board Member | 77 |
| Portfolio Manager-Fixed Income | 60 |
Sterkste connecties
| Insiders | |
|---|---|
| Boon Seng Tan | 55 |
| Jake Medwell | 22 |
| Garrett Richard D'Alessandro | 13 |
| Barbara Bruser | 11 |
| Stephen Smoot | 10 |
| Joseph J. Devine | 10 |
| Dusan Miletich | 10 |
| Anindya Chatterjee | 10 |
| William Douglas Black | 9 |
| Stephanie Lam | 9 |
| Daniel P. Foley | 9 |
| Bruce David Simon | 9 |
| Neal B. Rubin | 9 |
| Sean Johnson | 8 |
| Cecilia Chieh-Ping Chen | 8 |
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