Oorsprong van het eerstegraads netwerk van Ward Jones
Entiteit | Type entiteit | Industrie | |
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Friess Associates LLC
Friess Associates LLC Investment ManagersFinance Friess Associates LLC is an independent, SEC-registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Foster Friess in 1974. They provide portfolio management services to charitable/religious organizations, high net-worth individuals, retirement plans, investment companies, private investment funds and other private institutions.
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| Private Company | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Ward Jones via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Knollwood Investment Advisory LLC
Knollwood Investment Advisory LLC Investment ManagersFinance Knollwood Investment Advisory LLC (Knollwood) is a venture capital firm founded in 1990. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Investor Private Equity Investor | |
Gardner Lewis Asset Management LP
Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis Asset Management LP (Gardner Lewis) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Chadds Ford, Pennsylvania. The firm was founded in 1990 by W. Whitfield Gardner and John L. Lewis IV. Gardner Lewis provides investment advisory services on a discretionary basis to both managed account clients as well as private pooled investment vehicles it sponsors intended only for sophisticated investors. | Investment Managers | Corporate Officer/Principal | |
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Investment Managers | Analyst-Equity | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
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 | 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 | Chief Investment Officer | |
Cottonwood Research Group LLC
Cottonwood Research Group LLC Investment ManagersFinance Founded in 1992, Cottonwood Research Group LLC is an independent investment research firm located in Mission Hills, Kansas. The firm's research focuses on publicly-traded healthcare companies. | Investment Managers | Director of Research - Equity | |
Kansas State University | College/University | Undergraduate Degree | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Montgomery Securities Ltd. | Corporate Officer/Principal | ||
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Analyst-Equity | |
Wake Forest University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree | |
New York University | College/University | Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
University of Delaware | College/University | Undergraduate Degree | |
Southport Management LLC
Southport Management LLC Investment ManagersFinance Southport Management LLC is an independent hedge fund management firm headquartered in Wilson, Wyoming. The firm manages assets of high net worth investors. | Investment Managers | Analyst-Equity | |
Accenture LLP
Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sybase, Inc.
Sybase, Inc. Packaged SoftwareTechnology Services Sybase, Inc. engages in the development and provision of mobile and wireless software solutions for data integration. The company was founded in 1984 and is headquartered in San Ramon, CA. | Packaged Software | Corporate Officer/Principal | |
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 | |
Dartmouth College | College/University | Undergraduate Degree | |
Tague Securities Corp
Tague Securities Corp Investment Banks/BrokersFinance Part of Van der Moolen Holding NV, Tague Securities Corp provides option specialist and market-maker services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Emory University | College/University | Masters Business Admin | |
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Analyst-Equity |
Statistieken
Internationaal
Verenigde Staten | 34 |
Hongkong | 2 |
Sectoraal
Finance | 20 |
Consumer Services | 12 |
Retail Trade | 2 |
Commercial Services | 2 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 14 |
Analyst-Equity | 11 |
Portfolio Manager-Equities | 8 |
Undergraduate Degree | 6 |
Masters Business Admin | 5 |
Sterkste connecties
Insiders | |
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Ken Richard Laudan | 8 |
Mira Jin Lee | 7 |
TJ Qatato | 7 |
David Haley | 6 |
Scott Wilson Gates | 5 |
T. J. Demas | 5 |
Pete Diamond | 4 |
Carl S. Gates | 1 |
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