Steve Phelps
President bij Badgley Phelps Wealth Managers LLC
Oorsprong van het eerstegraads netwerk van Steve Phelps
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Williams College
104
| College/University | Other Consumer Services | 104 |
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations.
27
| Extinct | Investment Managers | 27 |
Badgley Phelps Wealth Managers LLC
 Badgley Phelps Wealth Managers LLC Investment ManagersFinance Badgley Phelps Wealth Managers LLC (Badgley Phelps) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Badgley Phelps offers personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Steve Phelps via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | Head-Equity Investments Analyst-Equity | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Van Eck Associates Corp.
 Van Eck Associates Corp. Investment ManagersFinance Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
Rainier Investment Management LLC
 Rainier Investment Management LLC Investment ManagersFinance Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Beutel, Goodman & Co. Ltd.
 Beutel, Goodman & Co. Ltd. Investment ManagersFinance Beutel Goodman & Co. Ltd. (Beutel Goodman) is a privately-owned, independent Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Austin Beutel and Ned Goodman in 1967. Beutel Goodman provides portfolio management services to institutional, private wealth and retail clients. They also act as a sub-advisor to certain investment companies registered and domiciled in Canada and to several wrap-fee programs. | Investment Managers | Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Scott & Selber, Inc. Capital Management
 Scott & Selber, Inc. Capital Management Investment ManagersFinance Scott & Selber, Inc. Capital Management is an independent registered investment advisor headquartered in Houston, Texas. It was founded in 1987 by Curtis L. Scott and Jack I. Selber. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations and endowments. | Investment Managers | Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin 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 | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Corporate Officer/Principal Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Analyst-Equity | |
Kohlberg & Co. LLC
 Kohlberg & Co. LLC Investment ManagersFinance Kohlberg & Co. LLC (Kohlberg & Co) is a private equity firm founded in 1987 by James Andrew Kohlberg and Jerome S. Kohlberg. The firm is headquartered in Mount Kisco, New York. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Corporate Officer/Principal Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| Georgetown University | College/University | Graduate Degree Graduate Degree | |
| Washington State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Corporate Officer/Principal Graduate Degree | |
| Boston College | College/University | Corporate Officer/Principal Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Masters Business Admin | |
| Brandeis University | College/University | Corporate Officer/Principal | |
Criterion Investment Management
 Criterion Investment Management Investment ManagersFinance Part of Oddo BHF SCA, Criterion Investment Management is an American company that provides investment services. Criterion Investment Management was acquired by WestLB Mellon Asset Management Kapitalanlage GmbH from Nicholas-Applegate Capital Management on April 01, 1999. | Investment Managers | Corporate Officer/Principal | |
| St. Paul's School | College/University | Undergraduate Degree | |
Technology & Entrepreneurship Center of Houston
 Technology & Entrepreneurship Center of Houston Investment ManagersFinance Technology & Entrepreneurship Center of Houston operates as a non-profit organization created to accelerate the growth of Houston’s innovation ecosystem. It aligns ecosystem support around strategic initiatives that are connecting, attracting, and promoting startups, investors, corporations, government, and universities. The company was founded in October 2017 and is headquartered in Houston, TX. | Investment Managers | Corporate Officer/Principal | |
| Dabney Resnick, Inc. | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Canada | 2 |
Sectoraal
| Finance | 27 |
| Consumer Services | 19 |
| Commercial Services | 2 |
Operationeel
| Director/Board Member | 261 |
| Corporate Officer/Principal | 211 |
| Undergraduate Degree | 102 |
| Chairman | 54 |
| Portfolio Manager-Equities | 53 |
Sterkste connecties
| Insiders | |
|---|---|
| Anil Carrim Currimjee | 47 |
| Stephen Case | 47 |
| Michael Greeley | 39 |
| Steve M. Jenks | 26 |
| Jong-Doo Ahn | 23 |
| Christopher Harned | 23 |
| Mark Tercek | 20 |
| Dexter Paine | 19 |
| Marya Rose | 17 |
| Philip F. Moffat | 16 |
| Scott H. Page | 16 |
| Dick R. Hollington | 15 |
| David D. Steakley | 14 |
| Robert Lawrence Rauch | 14 |
| Stephen Willard | 13 |
- Beurs
- Insiders
- Steve Phelps
- Bedrijfsconnecties
