Greg David Anderson
Gründer bei Mount Yale Capital Group LLC
Ursprung des Netzwerks ersten Grades von Greg David Anderson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Mount Yale Capital Group LLC
 Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies.
11
| Subsidiary | Investment Managers | 11 |
Princeton Fund Advisors LLC
 Princeton Fund Advisors LLC Investment ManagersFinance Princeton Fund Advisors LLC (PFA) is a SEC-registered investment advisor headquartered in Denver, Colorado and additional office in Minneapolis, Minnesota. They are a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. The firm was founded in 2011 by Greg Anderson and John Sabre. PFA provides investment advisory services to mutual funds and private funds.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Greg David Anderson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Mount Yale Investment Advisors LLC
 Mount Yale Investment Advisors LLC Investment ManagersFinance Mount Yale Investment Advisors LLC (MYIA) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. MYIA offers asset management services to high-net-worth individuals, pension and profit sharing plans, trusts, estates, corporations, other business entities, investment advisers, banks, broker/dealers, and/or other financial services companies. | Investment Managers | Chief Executive Officer Director of Research - Equity Analyst-Equity Portfolio Manager-Equities | |
| University of Denver | College/University | Graduate Degree Graduate Degree Graduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin | |
| The University of Chicago | College/University | Undergraduate Degree | |
| Panjab University Chandigarh | College/University | Undergraduate Degree | |
| LLOYDS FINANCE LTD | Investment Banks/Brokers | Corporate Officer/Principal | |
Osaic Wealth, Inc.
 Osaic Wealth, Inc. Investment Banks/BrokersFinance Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Analyst-Equity | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities | |
The Robert Wood Johnson Foundation
 The Robert Wood Johnson Foundation Investment Trusts/Mutual FundsMiscellaneous The Robert Wood Johnson Foundation (RWJF) is an independent philanthropic organization headquartered in Princeton, New Jersey. The firm was founded in 1972 and is dedicated solely to health. RWJF funds a wide array of programs which are working to help build a national Culture of Health. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| University of Colorado Boulder | College/University | Undergraduate Degree | |
| University of Oklahoma | College/University | Undergraduate Degree | |
| STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree | |
| DIGITILITI, INC. | Packaged Software | Director/Board Member | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| First Dominion Capital LLC | President | ||
| SPEED COMMERCE, INC. | Packaged Software | Director/Board Member | |
| Blue Rock Market Neutral Fund LLC | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Brightstone Capital LLC
 Brightstone Capital LLC Investment ManagersFinance Brightstone Venture Capital LLC (Brightstone Capital) is a venture capital firm founded in 1985. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
HomeSpotter LLC
 HomeSpotter LLC Packaged SoftwareTechnology Services HomeSpotter LLC provides mobile application for real estate firms. Its solutions include homespotter signature, brokerages and franchisors and homespotter for agents. The firm develops mobile apps for multiple listing services and real estate agencies. The company was founded in 2009 by Aaron Kardell and is headquartered in Minneapolis, MN. | Packaged Software | Director/Board Member | |
| CELCUITY INC. | Medical Specialties | Director/Board Member | |
AppTec Laboratory Services, Inc.
 AppTec Laboratory Services, Inc. Miscellaneous Commercial ServicesCommercial Services AppTec Laboratory Services, Inc. provides testing services to the biopharmaceutical and medical device industries. The company's services include testing, contract R&D, cGMP manufacturing, tissue-based, combination products, and cellular therapeutics. The company was founded by Bonita L. Baskin in 1989 and is headquartered in St. Paul, MN. | Miscellaneous Commercial Services | Director/Board Member | |
BiteSquad.com LLC
 BiteSquad.com LLC Air Freight/CouriersTransportation BiteSquad.com LLC provides restaurant delivery services. It partners with restaurants to bring food at home. The company was founded by Kian Salehi and Arash Allaeii in 2012 and is headquartered in Minneapolis, MN. | Air Freight/Couriers | Director/Board Member | |
| NAVARRE MINERALS LIMITED | Precious Metals | Private Equity Investor | |
Bard Capital Group LLC
 Bard Capital Group LLC Investment ManagersFinance Bard Capital Group LLC (Bard Capital) is a private equity subsidiary of Bard & Co., Inc. founded by Richard H. Bard and Michael A. Carrazza. The firm is headquartered in Lakewood, Colorado. | Investment Managers | Private Equity Analyst | |
| Daniels College of Business | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 42 |
| Indien | 3 |
| Frankreich | 2 |
| Australien | 2 |
Sektoral
| Finance | 20 |
| Consumer Services | 13 |
| Technology Services | 5 |
| Miscellaneous | 3 |
| Health Technology | 3 |
Operativ
| Corporate Officer/Principal | 14 |
| Portfolio Manager-Equities | 12 |
| Undergraduate Degree | 11 |
| Director/Board Member | 11 |
| Analyst-Equity | 9 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| David Dalvey | 18 |
| Marc Evan Friedman | 8 |
| John Leonard Sabre | 7 |
| Rohit Vohra | 6 |
| Mihir Meswani | 6 |
| Kevin Starkey | 5 |
| Vincent Nguyen | 4 |
| Brian Y. McLean | 3 |
| Chris Snyder | 3 |
| Zach Slater | 3 |
| Alex Altman | 2 |
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