Oorsprong van het eerstegraads netwerk van Larry Dow Edwards
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Montecito Bank & Trust (Invt Mgmt)
 Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations.
12
| Operating Division | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Larry Dow Edwards via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
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-Equities | |
West Coast Financial LLC
 West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Investment Managers | Corporate Officer/Principal | |
Northern Trust of California, NA
 Northern Trust of California, NA Investment ManagersFinance Northern Trust of California, NA (NTC) is an investment management firm headquartered in Los Angeles, California. They are a subsidiary of Northern Trust Corp. (NASDAQ: NTRS). NTC provides investment solutions to individuals, families, and institutions. | Investment Managers | Portfolio Manager-Equities | |
| San Diego State University | College/University | Graduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| Loyola Marymount University | College/University | Masters Business Admin Masters Business Admin | |
| Purdue University | College/University | Undergraduate Degree | |
| Seattle University | College/University | Graduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of California, Santa Cruz | College/University | Undergraduate Degree | |
| Westmont College | College/University | 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 | |
| Loyola Law School | College/University | Graduate Degree | |
| Dream Foundation | Corporate Officer/Principal | ||
| Crane Country Day School (California) | College/University | Corporate Officer/Principal | |
| Università degli Studi di Roma Tor Vergata | College/University | Doctorate Degree | |
| City College of San Francisco | College/University | Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree | |
DM Management & Consulting SRL
 DM Management & Consulting SRL Miscellaneous Commercial ServicesCommercial Services DM Management & Consulting SRL provides management consulting services. The private company is based in Parma, Italy. The Italian company was founded in 2011 by Luca Romani, Stefano Massari. Stefano Massari has been the CEO since 2011. | Miscellaneous Commercial Services | Founder | |
WaCap - O Real Estate Debt Fund III Feeder LLC
 WaCap - O Real Estate Debt Fund III Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Debt Fund III Feeder LLC provides investment services. The company is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member | |
WaCap - O Real Estate Income Fund Feeder LLC
 WaCap - O Real Estate Income Fund Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Income Fund Feeder LLC provides investing services. The company is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member | |
WaCap-O Real Estate Opportunity Fund VIII Feeder LLC
 WaCap-O Real Estate Opportunity Fund VIII Feeder LLC Financial ConglomeratesFinance WaCap-O Real Estate Opportunity Fund VIII Feeder LLC engages in the provision of investment services. The company was founded in 2020 and is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 27 |
| Italië | 3 |
Sectoraal
| Consumer Services | 14 |
| Finance | 13 |
| Health Technology | 2 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 16 |
| Undergraduate Degree | 11 |
| Portfolio Manager-Equities | 8 |
| Graduate Degree | 4 |
| Portfolio Manager-Fixed Income | 3 |
Sterkste connecties
- Beurs
- Insiders
- Larry Dow Edwards
- Bedrijfsconnecties
