Ursprung des Netzwerks ersten Grades von Erik W. Merkau
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.
12
| Subsidiary | Investment Banks/Brokers | 12 |
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.
4
| Extinct | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Erik W. Merkau
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
Equitable Financial Life Insurance Company of America
Equitable Financial Life Insurance Company of America Life/Health InsuranceFinance Equitable Financial Life Insurance Company of America provides life insurance product. It offers variety of fixed and variable life insurance policies which offer policy features. It issues Market Stabilizer Option (MSO), an investment option available under certain variable life insurance policies. The company was founded on March 6, 1969 and is headquartered in Charlotte, NC. | Life/Health Insurance | Director/Board Member | |
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Major Banks | Corporate Officer/Principal | |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Investment Managers | Corporate Officer/Principal | |
iCapital Alternative Investments LLC
iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Investment Managers | Corporate Officer/Principal | |
HEALTHEQUITY, INC. | Investment Managers | Sales & Marketing | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Investment Managers | Sales & Marketing | |
BrightLine Partners LLC
BrightLine Partners LLC Advertising/Marketing ServicesCommercial Services BrightLine Partners LLC provides media advertising services on television. The firm provides interactive ad solution for connected TV, with the only ad products, ad server, and analytics dashboard architected for connected TV and OTT services. The company was founded by Jacqueline Corbelli and Robert Aksman in 2003 and is headquartered in New York, NY. | Advertising/Marketing Services | Director/Board Member | |
TD Ameritrade Investment Management LLC
TD Ameritrade Investment Management LLC Investment ManagersFinance TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele. | Investment Managers | Corporate Officer/Principal | |
Corporation of The Presiding Bishop of The Church of Jesus
Corporation of The Presiding Bishop of The Church of Jesus Miscellaneous Commercial ServicesCommercial Services Corporation of The Presiding Bishop of The Church of Jesus Christ of Latter-Day Saints operates a church. It was founded on July 13, 1916 and is headquartered in Salt Lake City, UT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Campbell University | College/University | Undergraduate Degree | |
Capital University | College/University | Masters Business Admin | |
Concordia College (New York) | College/University | Undergraduate Degree | |
Creighton University | College/University | Director/Board Member Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
National Italian American Foundation, Inc.
National Italian American Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous National Italian American Foundation (NIAF) provides education and careers to Italian Americans. It provides services through the development of educational programs, advocacy of representation in government, monitoring how Italians and Italian-Americans are depicted in the media and the forging of ties between the United States and Italy. the firm also offers scholarships for Italian-American students and for students emarking on Italian-based studies. NIAF was founded in 1975 and is headquartered at Washington, DC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer Chairman | |
Brigham Young University-Idaho | College/University | Undergraduate Degree | |
Madison Square Boys & Girls Clubs
Madison Square Boys & Girls Clubs Services to the Health IndustryHealth Services Madison Square Boys & Girls Clubs operates as a boys and girls club. The company was founded in 1884 and is headquartered in New York, NY. | Services to the Health Industry | Director/Board Member | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Tech/Sci/R&D Officer | |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Datek, Inc.
Datek, Inc. Wholesale DistributorsDistribution Services Datek, Inc. distributes janitorial and cleaning supplies. It offers janitorial chemicals, laundry and warewash, cleaning equipment and other miscellaneous supplies. The company was founded in 1976 and is headquartered in North Little Rock, AR. | Wholesale Distributors | Corporate Officer/Principal | |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Chief Tech/Sci/R&D Officer | |
BYU Marriott School | College/University | Undergraduate Degree | |
United Football League of Virginia Destroyers | President | ||
FG New America Acquisition II Corp.
FG New America Acquisition II Corp. Financial ConglomeratesFinance FG New America Acquisition II Corp. operates as a blank check company. It is a special purpose acquisition company which is incorporated for the purpose of effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination. The company was founded on December 23, 2020 and is headquartered in Itasca, IL. | Financial Conglomerates | Chairman Director/Board Member | |
ZEGA Financial LLC
ZEGA Financial LLC Investment ManagersFinance ZEGA Financial LLC is an independent investment advisory firm headquartered in West Palm Beach, Florida. The firm was founded by John (Jay) Pestrichelli and Wayne Ferbert in 2011. They offer investment advisory services to individuals, other investment advisers, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Chief Executive Officer Trading-Equity | |
Donaldson Capital Management LLC
Donaldson Capital Management LLC Investment ManagersFinance Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities. | Investment Managers | Analyst-Equity | |
John Cook School of Business | College/University | Undergraduate Degree | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Tech/Sci/R&D Officer | |
JRM Investment Counsel LLC
JRM Investment Counsel LLC Investment ManagersFinance JRM Investment Counsel LLC (JRM) is an independent wealth management firm headquartered in Omaha, Nebraska. The firm was founded by Jack R. McDonnell in 2006. JRM provides financial advice and discretionary investment management services for individuals, families and businesses. | Investment Managers | Compliance Officer | |
Columbia College (New York) | College/University | Undergraduate Degree | |
HMS Capital Management LLC
HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles. | Investment Managers | Trading-Equity | |
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 49 |
Sektoral
Finance | 30 |
Consumer Services | 12 |
Commercial Services | 3 |
Miscellaneous | 3 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 42 |
Undergraduate Degree | 15 |
Director/Board Member | 9 |
Chief Tech/Sci/R&D Officer | 7 |
Chairman | 5 |
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