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Brian Wang
Portfolio Manager-Aktien bei Capital Advantage, Inc.
Ursprung des Netzwerks ersten Grades von Brian Wang
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Capital Advantage, Inc.
![]() Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities.
3
| Private Company | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brian Wang
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
University of California, Berkeley | College/University | Undergraduate Degree | |
The University of California, San Francisco | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Masters Business Admin | |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
University of Colorado Colorado Springs | College/University | Undergraduate Degree | |
Prima Capital Holding, Inc.
![]() Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Techfi Corp
![]() Techfi Corp Packaged SoftwareTechnology Services Part of SS & C Technologies Holdings, Inc., Techfi Corp is a company that develops portfolio management and accounting software for investment advisors. The company is based in Denver, CO. Techfi was acquired by Advent Software, Inc., part of SS&C Technologies Holdings, Inc. from July 09, 2015 on July 24, 2002 for $23 million. | Packaged Software | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 8 |
Sektoral
Consumer Services | 5 |
Finance | 3 |
Commercial Services | 2 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 4 |
Undergraduate Degree | 3 |
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
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