Oorsprong van het eerstegraads netwerk van Trip Brannen
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT).
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| Extinct | Investment Managers | 19 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Trip Brannen via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities | |
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Corporate Officer/Principal | |
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
FSI Group LLC
FSI Group LLC Investment ManagersFinance FSI Group LLC (FSIG) is an independent hedge fund management firm headquartered in Upper Arlington, Ohio. The firm was founded by Steven and John Stein in 1995 to manage Financial Stocks LP, a long/short equity hedge fund focused in Financial Services sector. | Investment Managers | Analyst-Equity | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal | |
AMERISERV FINANCIAL, INC. | Regional Banks | Director/Board Member | |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal | |
DYNAMIC Capital Management LLC
DYNAMIC Capital Management LLC Investment ManagersFinance Dynamic Capital Management LLC provides investment advice. The firm provides services to pooled investment vehicles. It invests in the public equity markets of the United States. The company was founded in 1999 and is headquartered in New York, NY. | Investment Managers | Analyst-Equity | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Portfolio Manager-Equities | |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Head-Equity Investments Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities Head-Fixed Income Invts | |
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 | |
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 | |
ADMINISTRADORA DE FONDOS DE PENSIONES CUPRUM S.A. | Investment Managers | Director/Board Member | |
Wellington Management International Ltd.
Wellington Management International Ltd. Investment ManagersFinance Wellington Management International Ltd. (WMIL) is an investment firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Wellington Management Global Holdings Ltd., itself a subsidiary of Wellington Management Group LLP (Wellington Management) in the US. WMIL provides client liaison, investment monitoring and business development services for Wellington Management and its clients in Europe, the Middle East, and Africa (EMEA). The firm also provides research, portfolio management and trading services to Wellington Management and its clients. | Investment Managers | Portfolio Manager-Equities | |
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 | Masters Business Admin | |
Northwestern Trust & Investors Advisory Co.
Northwestern Trust & Investors Advisory Co. Investment ManagersFinance Part of Bank of Montreal, Northwestern Trust & Investors Advisory Co. is a company that provides financial investment advice. The company is based in Seattle, WA. Northwestern Trust & Investors Advisory was acquired by Bank of Montreal on April 01, 2002. | Investment Managers | Corporate Officer/Principal | |
The Reed Institute | College/University | Undergraduate Degree | |
Benedictine University | College/University | Masters Business Admin | |
Chapman University | College/University | Masters Business Admin | |
Drake University | College/University | Undergraduate Degree | |
Gonzaga University | College/University | Corporate Officer/Principal | |
Employees Retirement System of Texas
Employees Retirement System of Texas Investment ManagersFinance The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. | Investment Managers | Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
St. Mary's College of California | College/University | Undergraduate Degree | |
San Jose State University | College/University | Undergraduate Degree | |
Seattle University | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Graduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
University of South Florida | College/University | Undergraduate Degree | |
Washington State University | College/University | Undergraduate Degree | |
Western Washington University | College/University | Undergraduate Degree | |
Northern Life Insurance Co.
Northern Life Insurance Co. Life/Health InsuranceFinance Northern Life Insurance Co. provides life insurance services. The private company is based in Kansas City, KS. | Life/Health Insurance | Corporate Officer/Principal | |
Sophia University | College/University | Graduate Degree | |
Zacks Investment Research, Inc.
Zacks Investment Research, Inc. Investment ManagersFinance Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies. | Investment Managers | Corporate Officer/Principal | |
AmeriServ Financial Bank
AmeriServ Financial Bank Regional BanksFinance AmeriServ Financial Bank provides banking services. The company is headquartered in Johnstown, PA. | Regional Banks | Director/Board Member | |
Central University of Finance & Economics | College/University | Undergraduate Degree | |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
Columbia Asset Management LLC
Columbia Asset Management LLC Investment ManagersFinance Columbia Asset Management LLC (Columbia) is an independent, SEC-registered investment advisor headquartered in Ann Arbor, Michigan. The firm was founded in 1997 by Brian H. Weisman. Columbia offers investment advisory services to various individual and institutional clients nationally and internationally. | Investment Managers | Corporate Officer/Principal | |
R Cubed Global Capital LLC
R Cubed Global Capital LLC Investment ManagersFinance R Cubed Global Capital LLC is an investment firm that specializes in domestic and international dividend-paying stock investing. The private company is based in Plantation, FL. The American company offers its services through three vehicles, including separately managed accounts and exchange-traded funds. The company's lead portfolio manager, Cliff Remily, has over 20 years of experience managing dividend-paying stocks and co-managing over $10 billion of client assets. The company was founded in 2020 by Cliff J. Remily and John Clancy Roche, with John Clancy Roche serving as the CEO since 2020. | Investment Managers | Founder | |
PACCAR Leasing Co. | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 46 |
Chili | 2 |
Verenigd Koninkrijk | 2 |
Japan | 2 |
China | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 22 |
Miscellaneous | 2 |
Operationeel
Corporate Officer/Principal | 32 |
Portfolio Manager-Equities | 19 |
Undergraduate Degree | 19 |
Portfolio Manager-Fixed Income | 8 |
Masters Business Admin | 7 |
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