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Allan K. Jacobi
Keine laufenden Positionen mehr
Ursprung des Netzwerks ersten Grades von Allan K. Jacobi
Einheit | Art der Einheit | Industrie | |
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Laird Norton Wetherby Wealth Management LLC
![]() Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.
27
| Subsidiary | Investment Managers | 27 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Allan K. Jacobi
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
Pacific Bell Telephone Co.
![]() Pacific Bell Telephone Co. Specialty TelecommunicationsCommunications Part of AT&T, Inc., Pacific Bell Telephone Co. provides telephone services. The company is based in San Francisco, CA. | Specialty Telecommunications | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
The Portola Group, Inc.
![]() The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | 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 | Corporate Officer/Principal | |
Bechtel Group, Inc.
![]() Bechtel Group, Inc. HomebuildingConsumer Durables Bechtel Group, Inc. provides engineering and construction services. It offers technology, development, financing, ownership, procurement, safety, and environment services for roads, rail systems, airports, seaports, fossil and nuclear power plants, refineries and petrochemical facilities, mines and smelters, defense and aerospace facilities, environmental cleanup projects, telecommunications networks, pipelines and oil and gas field development services. The company is headquartered in Reston, VA. | Homebuilding | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree 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-Fixed Income | |
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 | |
CHS Management, Inc.
![]() CHS Management, Inc. Medical/Nursing ServicesHealth Services Part of CVS Health Corp., CHS Management, Inc. is a company that provides health-care management services. The company is based in Los Angeles, CA. CHS Management was acquired by Caremark Rx, Inc. on March 12, 1996 for $47 million. | Medical/Nursing Services | Director/Board Member | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Middlebury College | College/University | Undergraduate Degree | |
The University of Alabama | College/University | Undergraduate Degree | |
New York University | College/University | Undergraduate Degree | |
San Jose State University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of San Francisco | College/University | Graduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
Gordon & Betty Moore Foundation
![]() Gordon & Betty Moore Foundation Miscellaneous Commercial ServicesCommercial Services The Gordon and Betty Moore Foundation operate as a grantmaking organization works locally through its San Francisco Bay Area Program. It seeks to make a contribution to the quality of life in the bay area through targeted support in three areas: land protection, science and technology museums and the Betty Irene Moore Nursing Initiative. The company was founded by Gordon and Betty Moore in 2000 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Graduate School of Business | College/University | Masters Business Admin | |
McCombs School of Business | College/University | Undergraduate Degree | |
University of California, Davis | College/University | Undergraduate Degree | |
Silicon Valley Community Foundation
![]() Silicon Valley Community Foundation Investment Trusts/Mutual FundsMiscellaneous Silicon Valley Community Foundation (SVCF) is an independent community foundation headquartered in Mountain View, California. Founded in 2007, the firm advances innovative philanthropic solutions to challenging problems. SVCF engages donors and corporations from around Silicon Valley, the country, and the globe to make the region and world better for all. | Investment Trusts/Mutual Funds | Director/Board Member | |
The University of Pennsylvania Law School | College/University | Graduate Degree | |
Palace Sports & Entertainment LLC
![]() Palace Sports & Entertainment LLC Movies/EntertainmentConsumer Services Palace Sports & Entertainment LLC owns and operates sports and entertainment arenas. It also controls glassmaker guardian industries as well as the Detroit Pistons professional basketball team. The company was founded by Bill Davidson on July 29, 2011 and is headquartered in Auburn Hills, MI. | Movies/Entertainment | Corporate Officer/Principal | |
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Fletcher School of Law | College/University | Graduate Degree | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
University of Wisconsin | College/University | Undergraduate Degree | |
Montgomery Asset Management LLC
![]() Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Investment Managers | Corporate Officer/Principal | |
ICONIQ Capital LLC
![]() ICONIQ Capital LLC Investment ManagersFinance ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Santa Clara University | College/University | Masters Business Admin | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 47 |
Mauritius | 2 |
Sektoral
Consumer Services | 25 |
Finance | 20 |
Electronic Technology | 2 |
Communications | 2 |
Consumer Durables | 2 |
Operativ
Corporate Officer/Principal | 33 |
Undergraduate Degree | 26 |
Portfolio Manager-Equities | 20 |
Masters Business Admin | 6 |
Portfolio Manager-Fixed Income | 5 |
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