Ursprung des Netzwerks ersten Grades von Bob L. Boldt
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Texas Investment Management Co.
University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF).
11
| Subsidiary | Investment Trusts/Mutual Funds | 11 |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bob L. Boldt
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
GAMCO Asset Management, Inc.
GAMCO Asset Management, Inc. Investment ManagersFinance GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. They also act as manager for third-party wrap programs. | Investment Managers | Portfolio Manager-Equities | |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Investment Managers | Portfolio Manager-Equities | |
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M provides investment management services to registered investment companies and other pooled investment vehicles. They also serve as the investment adviser to Capital Bank and Trust Company in their capacity as the trustee of certain collective investment trusts that are exempt from SEC registration. | Investment Managers | Analyst-Equity | |
BravoSolution US, Inc.
BravoSolution US, Inc. Packaged SoftwareTechnology Services BravoSolution US, Inc. develops sourcing and supply management solutions. Its products cover the full supply management lifecycle including sourcing, spend analysis, vendor management, contract management, professional services and category expertise. The company was founded in 1995 and is headquartered in Malvern, PA. | Packaged Software | Corporate Officer/Principal | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Investment Managers | Founder | |
Stanford Management Co.
Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous Stanford Management Co. (SMC) is the investment office of Stanford University, a private research university headquartered in Stanford, California. The firm was founded in 1991 and invests the Endowment and other financial assets to provide long-term support to the University. SMC provides expert investment management and stewardship of the Merged Pool, which includes substantially all of Stanford’s investable endowment assets. They are overseen by a Board of Directors appointed by the University Board of Trustees. | Investment Trusts/Mutual Funds | Portfolio Manager-Equities | |
WESTWOOD HOLDINGS GROUP, INC. | Investment Managers | Founder | |
Amalgamated Gadget LP
Amalgamated Gadget LP Investment ManagersFinance Amalgamated Gadget LP (does business as Q Investments) is a SEC-registered investment advisor and hedge fund manager headquartered in Fort Worth, Texas. The firm was founded by Geoffrey Raynor in 1995 and is a subsidiary of Acme Widget LP. They provide investment advice on a discretionary basis to private investment vehicles that are part of the Q Investments family of funds. | Investment Managers | Corporate Officer/Principal | |
LENDINGCLUB CORPORATION | Major Banks | Corporate Officer/Principal | |
Perella Weinberg Partners Capital Management LP
Perella Weinberg Partners Capital Management LP Investment ManagersFinance Perella Weinberg Partners Capital Management LP (PWPCM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 by Joseph Perella, Peter Weinberg and Tarek Abdel-Meguid. They are a subsidiary of Perella Weinberg Partners Capital Group LP, which is owned by Perella Weinberg Partners (NASDAQ: PWP). PWPCM provides discretionary investment advisory and other services, directly and indirectly, to private investment funds and co-investment vehicles. | Investment Managers | Director of Research - Equity | |
Prosper Funding LLC
Prosper Funding LLC Finance/Rental/LeasingFinance Prosper Funding LLC operates as a development stage company that operates a peer-to-peer lending platform. Its platform is an online marketplace that matches individuals who wish to obtain consumer loans with those who are willing to help fund those loans. The company was founded in February 2012 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | President | |
Vanderbilt University | College/University | Undergraduate Degree | |
FutureNext Consulting, Inc.
FutureNext Consulting, Inc. Information Technology ServicesTechnology Services FutureNext Consulting, Inc. provides information technology consulting services. The company offers end-to-end eBusiness and supply chain solutions. The firm has locations in Atlanta, Chicago, Cleveland, Dallas, Los Angeles, Philadelphia, Phoenix, New York, and San Jose. The company was founded by Loren Burnett and Michael Caggiano in 1998 and is headquartered in McLean, VA. | Information Technology Services | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
Humboldt State University | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Undergraduate Degree Masters Business Admin | |
The International Women's Forum
The International Women's Forum Miscellaneous Commercial ServicesCommercial Services Part of Leadership Foundations, The International Women's Forum is a women's forum membership organization. The company is based in Washington. The American company was founded in 1974 by Maureen A. Kindel, Elinor Guggenheimer. Stephanie Mathews O'Keefe has been the CEO of the company since 2016. The International Women's Forum was acquired by Leadership Foundations on January 01, 2021. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Prosper Marketplace, Inc.
Prosper Marketplace, Inc. Finance/Rental/LeasingFinance Prosper Marketplace, Inc. operates as a holding company with interest in operating a peer-to-peer online credit platform. The firm through its subsidiary Proper Funding operates an online marketplace that permits the lender members to bid on loan listings and purchases. It handles the funding and servicing of the loan on behalf of the matched borrowers and investors. The company was founded by Christian A. Larsen and John B. Witchel on March 22, 2005 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | Chief Investment Officer | |
Southwestern Medical Foundation | Investment Trusts/Mutual Funds | Director/Board Member | |
The Committee of 200
The Committee of 200 Miscellaneous Commercial ServicesCommercial Services The Committee of 200 operates as a membership organization for women entrepreneurs and corporate innovators. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Westwood Trust Co.
Westwood Trust Co. Investment ManagersFinance Part of Westwood Holdings Group, Inc., Westwood Trust Co. is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 1983. Brian O'Connor Casey has been the CEO of the company since 1992. | Investment Managers | Director/Board Member | |
Dallas Museum of Art
Dallas Museum of Art Other Consumer ServicesConsumer Services Dallas Museum of Art collects, preserves, presents, and interprets works of art of the highest quality from diverse cultures and many centuries, including that of its own time. The firm champions the power of art, embracing its responsibility to engage and educate its community, to contribute to cultural knowledge, and to advance creative endeavor. The firm was founded in 1903 and is located in Dallas, TX. | Other Consumer Services | Director/Board Member | |
PA Capital LLC /Private Equity/
PA Capital LLC /Private Equity/ Investment ManagersFinance PA Capital LLC (PA Capital) is a private equity subsidiary of New York Life Investments Alternatives LLC founded in 1997 by Louis William Moelchert. The firm is headquartered in Richmond, Virginia. | Investment Managers | Private Equity Investor | |
Naval Postgraduate School Foundation | Director/Board Member | ||
Grace Presbyterian Ministries Foundation | Director/Board Member | ||
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Freedom Financial Network LLC
Freedom Financial Network LLC Investment ManagersFinance Freedom Financial Network LLC provides comprehensive consumer credit and financial advocacy services. It provides comprehensive financial solutions, including debt resolution, debt consolidation, and tax resolution services for financially challenged consumers. The company was founded by Andrew D. Housser and Bradford G. Stroh in 2002 and is headquartered in San Mateo, CA. | Investment Managers | Chief Investment Officer | |
Pacific Capital Partners Ltd.
Pacific Capital Partners Ltd. Investment ManagersFinance Pacific Capital Partners Ltd., trading as Pacific Asset Management (PAM), is an alternative investment firm headquartered in London, UK. The firm was founded by Jonathan Mitchell and Mark Shoberg in 1993. They are owned by Pacific Investments Management Ltd., which is a subsidiary of Pacific Investments Ltd. They provide asset management solutions to high net worth individual and institutional clients. PAM is a signatory to the UN Principles for Responsible Investment (UN PRI). | Investment Managers | Founder | |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
University of Texas at Austin Graduate School | College/University | Undergraduate Degree | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
THE J.G. WENTWORTH COMPANY | Regional Banks | President | |
Employees' Retirement Fund of the City of Dallas | Investment Managers | Director/Board Member |
Statistik
International
Vereinigte Staaten | 44 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 25 |
Consumer Services | 10 |
Commercial Services | 5 |
Technology Services | 3 |
Miscellaneous | 3 |
Operativ
Portfolio Manager-Equities | 17 |
Corporate Officer/Principal | 17 |
Director/Board Member | 14 |
Undergraduate Degree | 10 |
Chief Investment Officer | 8 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Susan Byrne | 17 |
Mark Shoberg | 8 |
Joseph Toms | 8 |
Zac C. McCarroll | 6 |
Steve P. Moore | 5 |
Neville Javeri | 5 |
Greg Cox | 5 |
Darren Leete Myers | 4 |
Scott Bigham | 4 |
Ryan Ruebsahm | 3 |
Ken Fisher | 2 |
Jeff Silk | 2 |
Andrew S. Teufel | 2 |
Jennifer Mandeville | 1 |
Sara McMahon | 1 |
- Börse
- Insiders
- Bob L. Boldt
- Unternehmensverbindungen