Nathan Douglas Golz
Portefeuillebeheerder-Aandelen bij Wells Fargo Clearing Services LLC
Oorsprong van het eerstegraads netwerk van Nathan Douglas Golz
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Washington University in St. Louis
111
| College/University | Other Consumer Services | 111 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment 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. They also act as portfolio manager for certain wrap fee advisory programs.
106
| Subsidiary | Investment Managers | 106 |
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO.
54
| Extinct | Investment Banks/Brokers | 54 |
Augustana University
5
| College/University | Other Consumer Services | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Nathan Douglas Golz via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | Director/Board Member Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree | |
KKR Credit Advisors US LLC (Private Equity)
 KKR Credit Advisors US LLC (Private Equity) Investment ManagersFinance KKR Credit Advisors US LLC (Private Equity) (KKR Credit Advisors US) is a private equity division of KKR Credit Advisors (US) LLC founded in 2004. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
Atlas FRM LLC
 Atlas FRM LLC Investment ManagersFinance Atlas FRM LLC (Atlas FRM) is a private equity firm founded in 2002 by Andrew Bursky and Tim Fazio. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst Private Equity Investor | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Director/Board Member Corporate Officer/Principal | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Concordance Academy of Leadership
 Concordance Academy of Leadership Miscellaneous Commercial ServicesCommercial Services Concordance Academy of Leadership engages in the provision of restoring individuals, rebuilding families, and transforming communities. It provides support to substance use and mental health treatment; education; job readiness; employment; housing; and legal services. The company is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Chief Executive Officer Director/Board Member | |
United Way of Greater St. Louis
 United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Market Strategist Corporate Officer/Principal | |
| Olin Business School | College/University | Corporate Officer/Principal Doctorate Degree | |
| St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
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 | |
Franklin Advisory Services LLC
 Franklin Advisory Services LLC Investment ManagersFinance Franklin Advisory Services LLC (FAS) is a SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Advisers, Inc., which is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FAS provides investment advisory and portfolio management services under investment management agreements to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities | |
&Partners LLC
 &Partners LLC Investment ManagersFinance &Partners LLC, dba Ampersand Partners (AP), is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded as Wiley Bros.-Aintree Capital LLC in 1945 by David W. Wiley, Sr. and James K. Wiley to conduct a general securities business. The Aintree Capital Division was added to provide investors with more individualized service. They are a wholly owned subsidiary of Ampersand Partners LLC. AP offers portfolio management and investment advice to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
Ampersand Partners LLC
 Ampersand Partners LLC Regional BanksFinance Ampersand Partners LLC provides banking and financial services. The company is based in St. Louis, MO and has subsidiaries in the United States. | Regional Banks | Director/Board Member | |
| The California State University | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities | |
TA Associates Management LP
 TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Private Equity Analyst | |
| Wuhan University | College/University | Undergraduate Degree | |
BlackRock Investment Management (Taiwan) Ltd.
 BlackRock Investment Management (Taiwan) Ltd. Investment ManagersFinance Part of BlackRock, Inc., BlackRock Investment Management (Taiwan) Ltd. provides investment advice. The company is based in Taipei, Taiwan. The Taiwanese company was founded in 1999. The CEO is Yu Ming Ma. | Investment Managers | Portfolio Manager-Equities | |
Corstone Capital Corp.
 Corstone Capital Corp. Investment ManagersFinance Corstone Capital Corp. provides investment services. It also provides global investment in a portfolio of real estate, distressed debt, aviation, business process outsourcing, human resources, technology and manufacturing. The company was founded by Albert Hawk in 1993 and is headquartered in Bethesda, MD. | Investment Managers | Private Equity Investor | |
Blue Marlin Partners LLC
 Blue Marlin Partners LLC Investment ManagersFinance Blue Marlin Partners LLC (Blue Marlin Partners) is a private equity firm founded in 2006 by Peter Kirsch. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Private Equity Investor | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Angel Oak Capital Advisors LLC
 Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak Capital Advisors LLC (Angel Oak) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2009 by Michael Fierman, Sreeniwas Prabhu and Brad Friedlander. They are directly owned by Angel Oak Asset Management Holdings LLC, which is owned by Angel Oak Companies LP. Angel Oak provides investment advisory services to mutual funds and private funds as well as separate managed accounts. The firm is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). | Investment Managers | Investment Committee Member | |
| University of Oklahoma | College/University | Graduate Degree | |
Point72 Asset Management LP
 Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity | |
| Evergreen Investments, Inc. | Corporate Officer/Principal | ||
| ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
BioGenerator (Venture Capital)
 BioGenerator (Venture Capital) Investment ManagersFinance BioGenerator (Venture Capital) (BioGenerator) is a venture capital subsidiary of BioGenerator founded in 2003. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Private Equity Investor | |
| Bradley University | College/University | Undergraduate Degree | |
Canopy Biosciences LLC
 Canopy Biosciences LLC Electronic Equipment/InstrumentsElectronic Technology Canopy Biosciences LLC engages in the provision of products and services for gene editing, gene expression analysis and regulation, and bioprocessing. It offers crispr complete kits, mirna crispr knockout kits, clia certified services, compbio, mirna mimics, and cho complete. The company was founded by David Adam Smoller, Edward J. Weinstein and Crystal Winkeler in 2016 and is headquartered in St. Louis, MO. | Electronic Equipment/Instruments | Founder | |
| BRUKER CORPORATION | Medical Specialties | Chief Operating Officer | |
| Baker College | College/University | Masters Business Admin | |
| University of California | College/University | Doctorate Degree | |
| RAYTHEON | Aerospace & Defense | Corporate Officer/Principal | |
Palladium Equity Partners Advisor LLC
 Palladium Equity Partners Advisor LLC Investment ManagersFinance Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| Columbia Business School | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| China | 2 |
| Taiwan | 2 |
Sectoraal
| Finance | 25 |
| Consumer Services | 19 |
| Commercial Services | 3 |
| Miscellaneous | 3 |
| Electronic Technology | 3 |
Operationeel
| Corporate Officer/Principal | 89 |
| Director/Board Member | 89 |
| Undergraduate Degree | 83 |
| Analyst-Equity | 36 |
| Portfolio Manager-Equities | 30 |
Sterkste connecties
| Insiders | |
|---|---|
| Danny Ludeman | 25 |
| Philip Lewis | 20 |
| Wai Kwan Wong | 17 |
| Su Ying Liu | 15 |
| Kimberly Walker | 14 |
| Ken Borkan | 13 |
| Ashish Gupta | 11 |
| Jessica R. Cohen | 10 |
| Craig Ray Swann | 9 |
| Lu Chang | 9 |
| Guan Dong Wang | 9 |
| Mary Mack | 8 |
| Saul Kopelowitz | 8 |
| Jay Scott Welker | 7 |
| David Kowach | 7 |
- Beurs
- Insiders
- Nathan Douglas Golz
- Bedrijfsconnecties
