Daisy Ma
Analyst-Equity bei Weatherstone Capital Management, Inc.
Ursprung des Netzwerks ersten Grades von Daisy Ma
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Weatherstone Capital Management, Inc.
 Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients.
3
| Private Company | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Daisy Ma
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Utah State University | College/University | Undergraduate Degree | |
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
| A.B. Freeman School of Business | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Sektoral
| Consumer Services | 4 |
| Finance | 2 |
Operativ
| Undergraduate Degree | 3 |
| Portfolio Manager-Equities | 2 |
| Trading-Equity | 2 |
| Chief Executive Officer | 1 |
| Analyst-Equity | 1 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Michael Gary Ball | 3 |
| Anguel S. Tolev | 2 |
| Mark Michel | 2 |
