![Brad Williams](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brad Williams
Chief Investment Officer bei Lowe Wealth Advisors LLC
Ursprung des Netzwerks ersten Grades von Brad Williams
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Wisconsin
545
| College/University | Other Consumer Services | 545 |
Legg Mason Wood Walker, Inc.
40
| Extinct | Investment Banks/Brokers | 40 |
ASB Capital Management LLC
![]() ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles.
8
| Subsidiary | Investment Managers | 8 |
Lowe Wealth Advisors LLC
![]() Lowe Wealth Advisors LLC Investment ManagersFinance Lowe Wealth Advisors LLC provides investment advice. The private company is based in Columbia, MD. The company was founded in 2011 by Harold Alan Lowe. Harold Alan Lowe has been the CEO since 2011.
3
| Private Company | Investment Managers | 3 |
The Abernathy Group LLC
![]() The Abernathy Group LLC Investment ManagersFinance Founded in 1990 by Steven Abernathy, the Abernathy Group LLC is a hedge fund manager located in New York City. They manage the Abernathy Aggressive Appreciation Fund LP, the Abernathy Capital Preservation Fund LP, the Abernathy Group Systematic Fundamentals Val Trust LP and the Abernathy Preferred Performance Fund LP
2
| Extinct | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brad Williams
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Mason Street Advisors LLC
![]() Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities | |
State of Wisconsin Investment Board
![]() State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Thrivent Investment Management, Inc.
![]() Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Madison Asset Management LLC
![]() Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Analyst-Equity Chief Investment Officer | |
Hightail, Inc.
![]() Hightail, Inc. Information Technology ServicesTechnology Services Hightail, Inc. provides cloud based solutions that enable users to share, send and access files from various devices. It offers active directory, alternative file transfer protocol, cloud storage, enterprise success, and mobile file sharing solutions. The company was founded by Ranjith Kumaran, Amir Shaikh and Khalid Shaikh in 2004 and is headquartered in Campbell, CA. | Information Technology Services | Corporate Officer/Principal | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | |
Dana Investment Advisors, Inc.
![]() Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Chief Executive Officer Corporate Officer/Principal | |
Elance, Inc.
![]() Elance, Inc. Personnel ServicesCommercial Services Elance, Inc. operates as an online talent marketplace. It helps companies hire and manage professionals online on an hourly or project basis. The firm provides the tools to hire, view work as it progresses and pay for results. The company was founded by Beerud Sheth, Srini Anumolu and Sanjay Noronha in 1998 and is headquartered in Mountain View, CA. | Personnel Services | Corporate Officer/Principal | |
Midwest Dental, Inc.
![]() Midwest Dental, Inc. Medical/Nursing ServicesHealth Services Midwest Dental, Inc. provides dental treatment and advisory services. Its services include preventive care, cosmetic dentistry, orthodontic treatment and sedation dentistry. The company was founded in 1968 and is headquartered in Mondovi, WI. | Medical/Nursing Services | Director of Finance/CFO Human Resources Officer | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Undergraduate Degree Graduate Degree | |
University of Michigan | College/University | Masters Business Admin Corporate Officer/Principal | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Doctorate Degree | |
Norwest Venture Partners
![]() Norwest Venture Partners Investment ManagersFinance Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya. | Investment Managers | Private Equity Investor | |
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 | |
Emergence Equity Management, Inc.
![]() Emergence Equity Management, Inc. Investment ManagersFinance Emergence Equity Management, Inc. (Emergence Equity Management) is a venture capital firm founded in 2003 by Jason Green, Gordon Ritter and Brian Jacobs. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Investor | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
6163 Crosby Street, Inc.
![]() 6163 Crosby Street, Inc. Real Estate Investment TrustsFinance 6163 Crosby Street, Inc. operates as a real estate investment trust. The company is headquartered in Bethesda, MD. | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
Infomart Data Centers, Inc. /TX/
![]() Infomart Data Centers, Inc. /TX/ Data Processing ServicesTechnology Services Infomart Data Centers, Inc. owns and operates data centers. It offers wholesale and colocation facilities in Dallas, Silicon Valley, Ashburn, and Oregon markets. The company was founded in 2006 and is headquartered in Dallas, TX. | Data Processing Services | Director/Board Member Director/Board Member | |
American Family Insurance Co.
![]() American Family Insurance Co. Multi-Line InsuranceFinance Part of American Family Insurance Mutual Holding Co., American Family Insurance Co. offers business and personal insurance coverage options for homes, offices, autos, and life. The company is based in Madison, WI. The company's services include markdowns for switching to American Family, savings that reward safe habits, and bundling insurance for maximum savings. American Family Insurance has been protecting the dreams of its clients for nearly 90 years and has brand ambassadors who inspire others to dream fearlessly. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
Thrivent Asset Management LLC
![]() Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 comprised of various mutual fund series. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Enable Global, Inc.
![]() Enable Global, Inc. Packaged SoftwareTechnology Services Enable Global, Inc. engages in the provision of SaaS solutions. It offers solution for distributors, manufacturers, building materials, retail, and wholesale. The company was founded by Andrew Butt and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Elevate CDB, Inc.
![]() Elevate CDB, Inc. Information Technology ServicesTechnology Services Elevate CDB, Inc. is a company that offers a modern platform for building and customizing benefit plans with configurable attributes. The company is based in Dover, DE. The company's platform aims to make benefits better for employees and easier for employers. The company was founded by James Brian Cosgray, who has been the CEO since incorporation. | Information Technology Services | Director/Board Member | |
Spiff, Inc.
![]() Spiff, Inc. Packaged SoftwareTechnology Services Spiff, Inc. develops a commission platform. It specializes in the areas of commissions, finance, sales, spreadsheets, sales performance, software, saas, sales performance management and incentive compensation. The company was founded by Jeron Paul, Travis Ashby, Jean-Philippe Maitre, Tanner Lacey,Casey Crouch, Mike Ries, Matt Stapleton and Albert Candari and is headquartered in Palo Alto, CA. | Packaged Software | Director/Board Member | |
Oro Labs, Inc.
![]() Oro Labs, Inc. Packaged SoftwareTechnology Services Oro Labs, Inc. is a company that aims to simplify procurement processes for businesses. The company is based in Redwood City, CO. Oro Labs was founded by Lalitha Rajagopalan, Sudhir Bhojwani, and Yuan Tung, with Sudhir Bhojwani serving as CEO since incorporation. The company's automation platform helps manage enterprise spend and supplier relationships. The company offers a supplier management tool that can adapt to changing business needs, simplifies audits, and mitigates bank fraud. Oro's smart workflow uses AI, data, and human input to streamline supplier bank authentication and fraud prevention processes. | Packaged Software | Director/Board Member | |
Propel Software Solutions, Inc.
![]() Propel Software Solutions, Inc. Packaged SoftwareTechnology Services PropelPLM, Inc. develops software solutions. It provides modern-cloud product lifecycle management solution. The company was founded by Raymond Paul Hein, Brian Edward Sohmers and Ron Hess and is headquartered in Santa Clara, CA. | Packaged Software | Director/Board Member | |
HBS Alumni Angels Association
![]() HBS Alumni Angels Association Financial ConglomeratesFinance HBS Alumni Angels Association provides an educational and networking forum for Harvard alumni who are interested in researching and investing in early stage companies on an individual basis. The company was founded in 2007 and is headquartered in Larkspur, CA. | Financial Conglomerates | President | |
Legion Technologies, Inc.
![]() Legion Technologies, Inc. Packaged SoftwareTechnology Services Legion Technologies, Inc. develops intelligent workforce engagement platform. It offers forecasting, scheduling and matching, mobile engagement, workforce analytics, compliance and integrations products. The company was founded by Sanish Mondkar in 2016 and is headquarters in Menlo Park, CA. | Packaged Software | Director/Board Member | |
Harvard Business School | College/University | Graduate Degree | |
Prudential Realty Group | Corporate Officer/Principal | ||
Harvard Business Association of Orange County
![]() Harvard Business Association of Orange County Miscellaneous Commercial ServicesCommercial Services Harvard Business Association of Orange County operates as alumni clubs. The non-profit company is based in Corona del Mar, CA. | Miscellaneous Commercial Services | President | |
Provus, Inc.
![]() Provus, Inc. Packaged SoftwareTechnology Services Provus, Inc. provides technology solutions to automate services CPQ processes. Provus is based in Saratoga, CA, and is backed by premium technology investors Norwest Venture Partners, Accel, and Storm Ventures. The company's unique AI-powered technology helps enterprise customers to accelerate turnaround time, grow deal sizes, and increase win probability faster, all while improving gross margins and mitigating compliance risk. The company is an approved Salesforce AppExchange partner and certified Oracle NetSuite partner. The company was founded by Mahesh Baxi, Ganesh Ramachandran, Stawan Kadepurkar, and Mahesh Baxi has been the CEO since incorporation. | Packaged Software | Director/Board Member | |
Capital First Trust Co, Inc.
![]() Capital First Trust Co, Inc. Financial ConglomeratesFinance Capital First Trust Co, Inc. provides financial services. The company is based in Milwaukee, WI. The company was founded in 1999. David Eichenbaum has been the CEO of the company since 2021. | Financial Conglomerates | President | |
EBC Enterprises LLC | Founder | ||
The District of Columbia Bar
![]() The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Pennsylvania State Bar Association | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 48 |
Sektoral
Finance | 25 |
Technology Services | 11 |
Consumer Services | 7 |
Commercial Services | 5 |
Health Services | 2 |
Operativ
Corporate Officer/Principal | 135 |
Undergraduate Degree | 96 |
Director/Board Member | 95 |
Portfolio Manager-Equities | 59 |
Graduate Degree | 49 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Gregory H. Sachs | 23 |
Sean Jacobsohn | 21 |
Chris Hadley | 19 |
John Martin Fruehwirth | 18 |
Jay Robert Sekelsky | 13 |
Steven Mayer | 11 |
Robert Claassen | 10 |
Steven T. Berman | 10 |
Greg J. Schroeder | 10 |
Yu Neng Lim | 9 |
Geoffrey Caan | 9 |
Dan Rauchle | 9 |
Eric Hansotia | 9 |
Jim Myer | 9 |
Adam Patros | 9 |
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- Insiders
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