Alex Peters
Chief Investment Officer bei Hohimer Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Alex Peters
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.
207
| Subsidiary | Investment Managers | 207 |
Hohimer Wealth Management LLC
 Hohimer Wealth Management LLC Investment ManagersFinance Hohimer Wealth Management LLC (HWM) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by David H. Hohimer in 2019. HWM manages investment portfolios for individuals, high-net-worth individuals, pensions, trusts, businesses and corporations.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Alex Peters
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Franklin Advisory Services LLC
 Franklin Advisory Services LLC Investment ManagersFinance Franklin Advisory Services LLC (FAS) is a SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Advisers, Inc., which is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FAS provides investment advisory and portfolio management services under investment management agreements to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Franklin Mutual Advisers LLC
 Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open end funds and pooled investment vehicles that are sold outside the US. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
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 | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| FRANKLIN UNIVERSAL TRUST | Investment Trusts/Mutual Funds | President Chairman President | |
| FRANKLIN LIMITED DURATION INCOME TRUST | Investment Trusts/Mutual Funds | Chairman Chief Investment Officer Chief Investment Officer | |
| TEMPLETON EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Chairman President President | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Chairman President Chief Executive Officer | |
| Baylor University | College/University | Undergraduate Degree Graduate Degree | |
| Dartmouth College | College/University | Graduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Graduate 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 | Doctorate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Graduate Degree | |
| Santa Clara University | College/University | 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 | |
Franklin Real Asset Advisors
 Franklin Real Asset Advisors Investment ManagersFinance Founded in 1984, Franklin Real Asset Advisors is a private equity firm headquartered in San Mateo, California with an additional office in New York City. The firm was formerly known as Franklin Templeton Real Estate Advisors. They are subsidiary of Franklin Resources, Inc. (NYSE: BEN). | Investment Managers | Private Equity Investor Private Equity Investor | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| University of Cambridge | College/University | Undergraduate Degree Masters Business Admin | |
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 Masters Business Admin | |
| Drexel University | College/University | Undergraduate Degree Masters Business Admin | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Blum Capital Partners LP
 Blum Capital Partners LP Investment ManagersFinance Blum Capital Partners LP (Blum Capital) is an independent investment management firm headquartered in San Francisco, California. The firm was founded by Richard C. Blum in 1975. Blum Capital provides investment management services to various private, pooled investment funds. Investors in the funds include corporate and state/local pension and profit-sharing plans, trusts, endowments, foundations, charitable organizations and estates, corporations, limited partnerships, limited liability companies, banks and thrift institutions, and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| TEMPLETON DRAGON FUND, INC. | Investment Trusts/Mutual Funds | Chairman President | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Analyst-Equity | |
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 | |
| Boston University | College/University | Masters Business Admin | |
| University of San Francisco | College/University | Undergraduate Degree | |
Bloomberg LP
 Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Data Processing Services | Corporate Officer/Principal | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
| Vereinigtes Königreich | 3 |
| Israel | 2 |
Sektoral
| Consumer Services | 25 |
| Finance | 20 |
| Miscellaneous | 7 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 96 |
| Undergraduate Degree | 89 |
| Portfolio Manager-Equities | 81 |
| Analyst-Equity | 77 |
| Masters Business Admin | 46 |
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