Ursprung des Netzwerks ersten Grades von Kathy Kalp
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Montecito Bank & Trust (Invt Mgmt)
 Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations.
7
| Operating Division | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kathy Kalp
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | |
West Coast Financial LLC
 West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Investment Managers | Corporate Officer/Principal | |
| Stanford University | College/University | Masters Business Admin | |
| Boston University | College/University | Graduate Degree | |
| San Diego State University | College/University | Graduate Degree | |
| Occidental College | College/University | Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Graduate Degree | |
| Università degli Studi di Roma Tor Vergata | College/University | Doctorate Degree | |
| University of California | College/University | Undergraduate Degree | |
DM Management & Consulting SRL
 DM Management & Consulting SRL Miscellaneous Commercial ServicesCommercial Services DM Management & Consulting SRL provides management consulting services. The private company is based in Parma, Italy. The Italian company was founded in 2011 by Luca Romani, Stefano Massari. Stefano Massari has been the CEO since 2011. | Miscellaneous Commercial Services | Founder | |
WaCap - O Real Estate Debt Fund III Feeder LLC
 WaCap - O Real Estate Debt Fund III Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Debt Fund III Feeder LLC provides investment services. The company is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member | |
WaCap - O Real Estate Income Fund Feeder LLC
 WaCap - O Real Estate Income Fund Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Income Fund Feeder LLC provides investing services. The company is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member | |
WaCap-O Real Estate Opportunity Fund VIII Feeder LLC
 WaCap-O Real Estate Opportunity Fund VIII Feeder LLC Financial ConglomeratesFinance WaCap-O Real Estate Opportunity Fund VIII Feeder LLC engages in the provision of investment services. The company was founded in 2020 and is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 13 |
| Italien | 3 |
| Israel | 2 |
| Kanada | 2 |
Sektoral
| Consumer Services | 10 |
| Finance | 7 |
| Commercial Services | 2 |
Operativ
| Undergraduate Degree | 6 |
| Portfolio Manager-Equities | 5 |
| Corporate Officer/Principal | 5 |
| Graduate Degree | 3 |
| Director/Board Member | 3 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Tom Fisher | 8 |
| Larry Dow Edwards | 3 |
| Luca Romani | 3 |
| Albert Chu | 3 |
| Peter White Madlem | 2 |
| Quinn Carranza | 2 |
| Grant Kane | 2 |
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