Oorsprong van het eerstegraads netwerk van Josh Woodard
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
24
| Holding Company | Investment Managers | 24 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Josh Woodard via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The College of Financial Planning Institutes Corp. | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| University of California, Riverside | College/University | Undergraduate Degree | |
| Banc of America Securities /Prime Brokerage Business/ | Investment Banks/Brokers | Corporate Officer/Principal | |
| Drew University | College/University | Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree | |
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Portfolio Manager-Equities | |
Goodwin Living, Inc.
 Goodwin Living, Inc. Hospital/Nursing ManagementHealth Services Goodwin Living, Inc. provides community services. It also provides a continuum of care to maximize quality of life through every stage of aging. The company was founded in 1967 and is headquartered in Alexandria, VA. | Hospital/Nursing Management | Director/Board Member | |
| University of Pittsburgh | College/University | Graduate Degree | |
| University of Virginia | College/University | Undergraduate Degree | |
| California State University-Fullerton | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
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 | |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity | |
| Loyola Marymount University | College/University | Undergraduate Degree | |
| University of California, Santa Cruz | College/University | Undergraduate Degree | |
Citicorp Securities, Inc.
 Citicorp Securities, Inc. Investment Banks/BrokersFinance Part of Citigroup, Inc., Citicorp Securities, Inc. provides security brokerage services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Gamble Jones Investment Counsel
 Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Investment Managers | Director of Research - Equity | |
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 | |
Pacific Stock Exchange
 Pacific Stock Exchange Investment Banks/BrokersFinance Pacific Stock Exchange is a stock exchange. The private company is based in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 30 |
Sectoraal
| Consumer Services | 18 |
| Finance | 12 |
| Health Services | 2 |
Operationeel
| Undergraduate Degree | 19 |
| Portfolio Manager-Equities | 17 |
| Corporate Officer/Principal | 8 |
| Investment Committee Member | 8 |
| Analyst-Equity | 7 |
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