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Paul Spencer Lambert
Portefeuillebeheerder-Aandelen bij Wasatch Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Paul Spencer Lambert
Entiteit | Type entiteit | Industrie | |
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Wasatch Advisors, Inc.
![]() Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.
83
| Subsidiary | Investment Managers | 83 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Paul Spencer Lambert via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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University of Utah | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Brigham Young University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Cross Creek Advisors LLC
![]() Cross Creek Advisors LLC Investment ManagersFinance Cross Creek Advisors LLC (Cross Creek Capital) is a venture capital subsidiary of Wasatch Advisors, Inc. founded in 2006 by Karey D. Barker. The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Investment Committee Member Investment Committee Member Founder Director of Research - Equity Investment Committee Member Private Equity Investor Private Equity Investor Corporate Officer/Principal Consultant / Advisor | |
Grandeur Peak Global Advisors LLC
![]() Grandeur Peak Global Advisors LLC Investment ManagersFinance Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities. | Investment Managers | Founder Founder Analyst-Equity Analyst-Equity Analyst-Equity Chief Investment Officer Founder Analyst-Equity Director of Research - Equity | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Stanford University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin | |
Seven Canyons Advisors LLC
![]() Seven Canyons Advisors LLC Investment ManagersFinance Seven Canyons Advisors LLC (Seven Canyons) is an independent investment advisory firm headquartered in Salt Lake City, Utah. Formerly known as Ark Global Asset Management LLC, the firm was founded in 2017 and is owned and managed by Spencer Stewart and Eric Moessing who are both founders. Seven Canyons provides investment management services to investment companies, private funds, and separately managed accounts (SMA). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Founder Portfolio Manager-Equities | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
The University of Chicago | College/University | Masters Business Admin Doctorate Degree Masters Business Admin | |
University of California, Berkeley | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Ensign Peak Advisors, Inc.
![]() Ensign Peak Advisors, Inc. Investment ManagersFinance Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
US Air Force | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
United States Air Force Academy | College/University | Undergraduate Degree Undergraduate Degree | |
Westminster College (Utah) | College/University | Undergraduate Degree Undergraduate Degree | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Brown Capital Management LLC
![]() Brown Capital Management LLC Investment ManagersFinance Brown Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded by Eddie C. Brown in 1983 and is solely owned by Brown Capital Management Holdings, Inc., which is owned by Brown Capital Management Esop Trust. BCM provides professional investment management services to institutions and individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Pomona College
![]() Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
Yale University | College/University | Masters Business Admin Masters Business Admin | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate 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 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, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal | |
UGVP Management LLC
![]() UGVP Management LLC Investment ManagersFinance UGVP Management LLC (UGVP Management) is a venture capital firm founded in 2014 by Greg Bohlen, Pat A. Cairns and John A. Spilman. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Founder | |
BEYOND MEAT, INC. | Food: Major Diversified | Director/Board Member | |
Universidad de Los Andes | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Private Equity Investor | |
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 | |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity | |
Amherst College | College/University | Undergraduate Degree | |
UBS | Investment Managers | Corporate Officer/Principal | |
S&P Global Ratings
![]() S&P Global Ratings Investment ManagersFinance S&P Global Ratings provides independent credit risk research. It offers issuer credit ratings that provide an opinion on the overall capacity of an entity to meet its financial commitments, issue credit ratings that provide an opinion of the creditworthiness of an obligor with respect to a specific financial obligation(s) or specific financial program and loan ratings. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 48 |
Verenigd Koninkrijk | 2 |
Colombië | 2 |
Zwitserland | 2 |
Sectoraal
Finance | 25 |
Consumer Services | 24 |
Government | 2 |
Electronic Technology | 2 |
Consumer Non-Durables | 2 |
Operationeel
Analyst-Equity | 114 |
Corporate Officer/Principal | 94 |
Portfolio Manager-Equities | 87 |
Undergraduate Degree | 68 |
Masters Business Admin | 36 |
Sterkste connecties
Insiders | |
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Melanie H. Zimdars | 33 |
Noor Kamruddin | 13 |
Bert Roberts | 11 |
Greg Bohlen | 9 |
Majid Khan | 9 |
Ann Akichika | 9 |
Dan Sargen | 8 |
Karti Bhatt | 8 |
John Charles Mazanec | 8 |
Dave Powers | 8 |
Roger David Edgley | 8 |
Kevin Noell Broglio | 7 |
Ken Applegate | 7 |
Sam Stewart | 7 |
Dan Boston | 7 |
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