Aldo Palles
Portfolio Manager-Aktien bei Evercore Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Aldo Palles
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Denver
37
| College/University | Other Consumer Services | 37 |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.
32
| Subsidiary | Investment Managers | 32 |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.
23
| College/University | Other Consumer Services | 23 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Aldo Palles
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Allianz Global Investors Fund Management LLC
 Allianz Global Investors Fund Management LLC Investment Banks/BrokersFinance Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies. | Investment Banks/Brokers | 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 Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Analyst-Fixed Income | |
| BORYSZEW S.A. | Other Metals/Minerals | Director/Board Member | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| AECOM | Engineering & Construction | Corporate Officer/Principal | |
| JSW SA | Coal | Chairman | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Chairman Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Chief Investment Officer Chief Investment Officer Chief Executive Officer Investment Committee Member | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| St. John's University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of South Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| The Colorado Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Weglokoks SA
 Weglokoks SA Wholesale DistributorsDistribution Services Weglokoks SA engages in the distribution of coal. It exports hard coal and coking coal. It also imports magnetite and biomass. The company was founded in 1951 and is headquartered in Katowice, Poland. | Wholesale Distributors | Corporate Officer/Principal | |
Zarzadca Rozliczen SA
 Zarzadca Rozliczen SA Alternative Power GenerationUtilities Zarzadca Rozliczen SA generates and sells renewable energy. The company is headquartered in Warsaw, Poland. | Alternative Power Generation | Chief Executive Officer | |
Solera National Bank
 Solera National Bank Major BanksFinance Solera National Bank operates as a commercial bank. The frim serves medium-sized businesses, professionals, consumers, foundations and non-profit organizations. The company was founded by Steve D. Gutterman in September 2006 and is headquartered in Lakewood, CO. | Major Banks | Chief Operating Officer | |
| LIBERTY STAR URANIUM & METALS CORP. | Other Metals/Minerals | Chief Executive Officer | |
| Virginia Polytechnic Institute & State University | College/University | Graduate Degree | |
Signarama
 Signarama Miscellaneous ManufacturingProducer Manufacturing Signarama is the world's largest sign franchise that provides branding and messaging solutions along with comprehensive sign and graphic services to both consumers and commercial customers. The private company is based in Mississauga, Canada. The Canadian company offers a range of services from business signs, vehicle wraps, and digital signs to advertising and marketing services. Signarama is a part of a successful system of business-to-business franchise brands and development services under the United Franchise Group (UFG). The CEO of the company is Raymond W. Titus. | Miscellaneous Manufacturing | President | |
Sign-A-Rama, Inc.
 Sign-A-Rama, Inc. Miscellaneous ManufacturingProducer Manufacturing Sign-A-Rama, Inc. engages in the provision of signage solutions. It also offers sign products, vehicle graphics. The firm's products include building, lighted, standalone, yard and sidewalk, and construction signs; banners and flags; floor graphics; custom lettering and deals; and vehicle magnets. Its services include sign services, marketing materials, and design and painting. The company was founded by Raymond W. Titus and Roy Titus in 1986 and is headquartered in West Palm Beach, FL. | Miscellaneous Manufacturing | President | |
| Palm Beach Atlantic University, Inc. | College/University | Undergraduate Degree | |
Signarama, Inc. (North Carolina)
 Signarama, Inc. (North Carolina) Miscellaneous ManufacturingProducer Manufacturing Sign A Rama, Inc. designs indoor and outdoor signs. The firm offers banners, letters, graphics, trade show displays, exhibits, vehicle graphics and custom signs. The company was founded Ray Titus and Roy W. Titus in 1991 and is headquartered in Greensboro, NC. | Miscellaneous Manufacturing | President | |
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 |
Statistik
International
| Vereinigte Staaten | 41 |
| Polen | 6 |
| Kanada | 2 |
Sektoral
| Finance | 18 |
| Consumer Services | 17 |
| Non-Energy Minerals | 4 |
| Producer Manufacturing | 4 |
| Industrial Services | 3 |
Operativ
| Corporate Officer/Principal | 125 |
| Undergraduate Degree | 83 |
| Portfolio Manager-Equities | 48 |
| Director/Board Member | 45 |
| Masters Business Admin | 39 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Robert Sanders | 16 |
| Mark T. Nesbitt | 15 |
| Charles Baker | 14 |
| Jeff Maurer | 14 |
| Michael B. Elliott | 11 |
| Jewelle Bickford | 11 |
| Kirk S. Colburn | 10 |
| Tom Mahowald | 10 |
| Hunt Killough | 10 |
| Staples Christine | 9 |
| Charmel Maynard | 9 |
| John Hogan | 9 |
| Michael Kirkbride | 8 |
| Ali Mohammed Hussain Al-Attas | 8 |
| Jim Holihan | 8 |
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