Dillon Hakes
Portfolio Manager-Aktien bei Kestra Private Wealth Services LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| James Dobson | M | - |
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. | 8 Jahre |
| Rob Kapito | M | 67 |
University of Pennsylvania
| 15 Jahre |
| Bradley Ball | M | - |
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. | 9 Jahre |
| Sebastián Escarrer Jaume | M | 58 |
University of Pennsylvania
| 15 Jahre |
| Rob Bartenstein | M | - |
Kestra Private Wealth Services LLC
 Kestra Private Wealth Services LLC Investment ManagersFinance Kestra Private Wealth Services LLC (Kestra PWS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by John Simmons as Washington Wealth Management LLC and they are a subsidiary of Kestra Financial, Inc. Kestra PWS provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, insurance companies, corporations and other business organizations. | 8 Jahre |
| Alfonso Barros | M | - |
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. | 6 Jahre |
| Carlos Rodriguez Aspirichaga | M | - |
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. | 6 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jonathan Marcus Elsberry | M | - |
Private Asset Management, Inc.
 Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | 22 Jahre |
| Barbara Morgan | M | - |
University of Pennsylvania
| 5 Jahre |
| Derek S. Johnson | M | - |
University of Pennsylvania
| 4 Jahre |
| Dennis Ding | M | - |
University of Pennsylvania
| 5 Jahre |
| Sakib Dadi | M | - |
University of Pennsylvania
| 4 Jahre |
| Chevonae Walcott | F | - |
University of Pennsylvania
| 6 Jahre |
| Michael Buchman | M | - |
University of Pennsylvania
| 2 Jahre |
| Betty Huang | F | - |
University of Pennsylvania
| 5 Jahre |
| Jordan Moelis | M | - |
University of Pennsylvania
| 6 Jahre |
| Chris Chang | M | - |
University of Pennsylvania
| 5 Jahre |
| Alex Capano | M | - |
University of Pennsylvania
| 5 Jahre |
| Douglas Siegel | M | - |
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. | 17 Jahre |
| Hadi Afrasiabi | M | - |
University of Pennsylvania
| 4 Jahre |
| Jed Cairo | M | - |
University of Pennsylvania
| 5 Jahre |
| Noah Ready-Campbell | M | - |
University of Pennsylvania
| 4 Jahre |
| JACOB KATZ | M | - |
University of Pennsylvania
| 4 Jahre |
| Danny Evens | M | - |
University of Pennsylvania
| 4 Jahre |
| David A. Cohen | M | - |
University of Pennsylvania
| 13 Jahre |
| Gregory P. Mitchell | M | - |
University of Pennsylvania
| 2 Jahre |
| sara berkeley | F | - |
University of Pennsylvania
| 3 Jahre |
| Conor Davenport | M | - |
University of Pennsylvania
| 4 Jahre |
| Aashna Desai | M | - |
University of Pennsylvania
| 4 Jahre |
| Paul Kim | M | - |
University of Pennsylvania
| 8 Jahre |
| Navin Chandra Nathani | M | 40 |
University of Pennsylvania
| 2 Jahre |
| Euna Cook | F | - |
University of Pennsylvania
| 4 Jahre |
| Jianing Zhang | F | - |
University of Pennsylvania
| 1 Jahre |
| Brian Graziano | M | - |
University of Pennsylvania
| 4 Jahre |
| James McNeill | M | - |
University of Pennsylvania
| 4 Jahre |
| Zhiyin Jiang | F | 35 |
University of Pennsylvania
| 3 Jahre |
| Jeremy Cohen | M | - |
University of Pennsylvania
| 4 Jahre |
| Daniel Northrup | M | - |
University of Pennsylvania
| 5 Jahre |
| Michael Stenclik | M | - |
University of Pennsylvania
| 4 Jahre |
| Rony Ma | M | - |
University of Pennsylvania
| 4 Jahre |
| Jonathan Chia | M | - |
University of Pennsylvania
| 4 Jahre |
| Priyanka Agarwal Chopra | F | - |
University of Pennsylvania
| 2 Jahre |
| Meir Dardashti | M | - |
University of Pennsylvania
| 3 Jahre |
| Michael Sale | M | - |
University of Pennsylvania
| 4 Jahre |
| Jeanne Chen | F | - |
University of Pennsylvania
| 4 Jahre |
| Erika Herman | F | - |
University of Pennsylvania
| 4 Jahre |
| Cassidy Blundell | F | - |
University of Pennsylvania
| 6 Jahre |
| Rohan Choukkar | M | - |
University of Pennsylvania
| 2 Jahre |
| Tully Mike | M | - |
University of Pennsylvania
| 4 Jahre |
| Jenny Friedman | F | - |
University of Pennsylvania
| 4 Jahre |
| Gil Kerbs | M | 43 |
University of Pennsylvania
| 2 Jahre |
| Karl Bagherzadeh | M | - |
University of Pennsylvania
| 4 Jahre |
| Alex Cole Wu | F | - |
University of Pennsylvania
| 4 Jahre |
| Jacob Shulman | M | - |
University of Pennsylvania
| 4 Jahre |
| William Gaunt | M | - |
University of Pennsylvania
| 2 Jahre |
| Caroline Kassie | F | - |
University of Pennsylvania
| 3 Jahre |
| Lucy L. Chou | F | - |
University of Pennsylvania
| 4 Jahre |
| Amanda Acosta-Ruiz | M | - |
University of Pennsylvania
| 4 Jahre |
| Pablo Pedrejón García | M | - |
University of Pennsylvania
| 2 Jahre |
| Annette Stover | F | - |
University of Pennsylvania
| 3 Jahre |
| Elizabeth Lawrence | F | - |
University of Pennsylvania
| - |
| Derek Tang | M | - |
University of Pennsylvania
| 4 Jahre |
| Will Sheehan | M | - |
University of Pennsylvania
| 4 Jahre |
| Sharon Leung | F | - |
University of Pennsylvania
| 4 Jahre |
| Joel R. Hawkins | M | - |
University of Pennsylvania
| 2 Jahre |
| Cleo Zagrean | F | - |
University of Pennsylvania
| 2 Jahre |
| Meena Thever | F | - |
University of Pennsylvania
| 2 Jahre |
| David Dunning | M | - |
University of Pennsylvania
| 4 Jahre |
| Ricky Walters | M | - |
University of Pennsylvania
| 4 Jahre |
| Ryan Stuckert | M | - |
University of Pennsylvania
| 4 Jahre |
| Jake Perlman-Garr | M | - |
University of Pennsylvania
| 4 Jahre |
| Jason M. Shapiro | M | 46 |
University of Pennsylvania
| 2 Jahre |
| Colin Bristow | M | - |
University of Pennsylvania
| 2 Jahre |
| Richard A. Perez | M | - |
University of Pennsylvania
| 2 Jahre |
| Alec B. Ofsevit | M | - |
University of Pennsylvania
| 4 Jahre |
| Peter J. Sundheim | M | - |
University of Pennsylvania
| 4 Jahre |
| Brian R. Crumbaugh | M | - |
University of Pennsylvania
| 2 Jahre |
| Brian S. Schneider | M | - |
University of Pennsylvania
| 5 Jahre |
| Vivian Lubrano | F | - |
University of Pennsylvania
| 2 Jahre |
| Lee Jacobs | M | - |
University of Pennsylvania
| 4 Jahre |
| Luisa Sucre | F | - |
University of Pennsylvania
| 4 Jahre |
| Owen Tian | M | - |
University of Pennsylvania
| 5 Jahre |
| Will Mooney | M | - |
University of Pennsylvania
| 4 Jahre |
| Jesse Lucco | M | - |
University of Pennsylvania
| 2 Jahre |
| Frank Cacace | M | - |
University of Pennsylvania
| 4 Jahre |
| Nadav Eitan | M | - |
University of Pennsylvania
| 4 Jahre |
| Dale Yates-Berg | M | - |
University of Pennsylvania
| 4 Jahre |
| Joyce S. Meng | F | - |
University of Pennsylvania
| 4 Jahre |
| Matthew Doka | M | - |
University of Pennsylvania
| 4 Jahre |
| Noah Becker | M | - |
University of Pennsylvania
| 4 Jahre |
| Seth Manoff | M | - |
University of Pennsylvania
| 4 Jahre |
| Natalia V. Kogay | F | - |
University of Pennsylvania
| 4 Jahre |
| Adam Hanover | M | - |
University of Pennsylvania
| 4 Jahre |
| Cengiz Ozdemir | M | - |
University of Pennsylvania
| 2 Jahre |
| Andrew Cohen | M | - |
University of Pennsylvania
| 2 Jahre |
| Rich Chen | M | - |
University of Pennsylvania
| 2 Jahre |
| Jessica Idiculla | F | - |
University of Pennsylvania
| 4 Jahre |
| Yasuyuki Kanda | M | - |
University of Pennsylvania
| 4 Jahre |
| Tyson Taylor | M | - |
University of Pennsylvania
| 3 Jahre |
| Tuo Tuo | M | 44 |
University of Pennsylvania
| 3 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Dillon Hakes
- Persönliches Netzwerk
