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Ursprung des Netzwerks ersten Grades von Kori L. Allen
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
18
| Subsidiary | Investment Managers | 18 |
Coldstream Capital Management, Inc.
![]() Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.
14
| Private Company | Investment Managers | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kori L. Allen
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
BARRETT BUSINESS SERVICES, INC. | Personnel Services | Director/Board Member | |
IBM | Packaged Software | Chief Tech/Sci/R&D Officer | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
Lexington Global Asset Managers, Inc.
![]() Lexington Global Asset Managers, Inc. Investment Banks/BrokersFinance Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bishop Street Capital Management Corp.
![]() Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Investment Managers | Portfolio Manager-Equities | |
Roffman Miller Associates, Inc.
![]() Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. | Investment Managers | President | |
Navellier & Associates, Inc.
![]() Navellier & Associates, Inc. Investment ManagersFinance Navellier & Associates, Inc. (Navellier) is an independent registered investment advisor headquartered in Reno, Nevada. The firm was founded by Louis Navellier in 1987. Navellier provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, which includes individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies. | Investment Managers | Director/Board Member | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
WoodTrust Asset Management, NA
![]() WoodTrust Asset Management, NA Investment ManagersFinance Founded in 2002, WoodTrust Asset Management, NA is a full service trust company and investment advisor located in Wisconsin Rapids, Wisconsin. The firm is a subsidiary of WoodTrust Financial Corp. | Investment Managers | Investment Committee Member | |
SPARTA CAPITAL LTD. | Electric Utilities | Chief Executive Officer | |
663447 N.B., Inc.
![]() 663447 N.B., Inc. Auto Parts: OEMProducer Manufacturing 663447 N.B., Inc. engages in the provision of engine control solutions and data analytics for horsepower engine applications. The firms engine control solutions have applications that can be used in the Mining, Locomotive, Power Generation, and Marine industry. It produces Advanced Universal Controllers, which allow users to improve their operational efficiency by saving fuel, reducing emissions, and providing data analytics regarding fleet and equipment operations. The company was founded in 1996 and is headquartered in Mississauga, Canada. | Auto Parts: OEM | President | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Michigan State University | College/University | Undergraduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
DYSON GROUP | Building Products | Chairman | |
Bloom Advisors, Inc.
![]() Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded by Richard and Kenneth Bloom in 1995 as Bloom Asset Management, Inc. Bloom Advisors provides professional money management services for individual investors and businesses on a discretionary, no-commission, fee-only basis. | Investment Managers | Investment Committee Member Consultant / Advisor | |
American University | College/University | Undergraduate Degree | |
California State University-San Marcos | College/University | Undergraduate Degree | |
University of Alberta | College/University | Undergraduate Degree | |
New York Institute of Technology | College/University | Masters Business Admin | |
Ohio Wesleyan University | College/University | Undergraduate Degree | |
Rider University | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of California, Davis | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Masters Business Admin | |
University of San Francisco | College/University | Masters Business Admin | |
Whitman College | College/University | Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
![]() KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal | |
Adidas USA
![]() Adidas USA Recreational ProductsConsumer Durables Adidas USA designs, manufactures & sells sporting shoes, equipment & apparel. The company is headquartered in New York City, NY | Recreational Products | Corporate Officer/Principal | |
National Basketball Association, Inc.
![]() National Basketball Association, Inc. Movies/EntertainmentConsumer Services National Basketball Association (NBA) operates a professional basketball league. The firm is recognized as the national governing body for basketball in the United States. It also operates the Women’s National Basketball Association and the NBA Development League. The company is headquartered in New York, NY. | Movies/Entertainment | Corporate Officer/Principal | |
Newport Environmental Technologies Ltd.
![]() Newport Environmental Technologies Ltd. BiotechnologyHealth Technology Part of Sparta Capital Ltd., Newport Environmental Technologies Ltd. develops and supplies technologies to save fuel and reduce carbon emissions. The company is based in Toronto, Canada. Newport Environmental Technologies was acquired by Sparta Capital Ltd. on December 31, 2015 for $1.27 million. Peter Quattrociocchi has been the CEO of the Canadian company since 2014. | Biotechnology | Director/Board Member | |
Boys & Girls Clubs of Bellevue | Director/Board Member | ||
First Hawaiian Bank
![]() First Hawaiian Bank Regional BanksFinance First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI. | Regional Banks | Corporate Officer/Principal | |
Seafood Nutrition Partnership
![]() Seafood Nutrition Partnership Food: Meat/Fish/DairyConsumer Non-Durables Seafood Nutrition Partnership is a private company that produces seafood products. The company is based in Arlington, VA. The company was founded in 2013 by Linda Cornish. | Food: Meat/Fish/Dairy | Director/Board Member | |
Beaumont Financial Partners LLC
![]() Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Investment Managers | Sales & Marketing |
Statistik
International
Vereinigte Staaten | 41 |
Kanada | 5 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 21 |
Consumer Services | 16 |
Technology Services | 3 |
Producer Manufacturing | 3 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 43 |
Portfolio Manager-Equities | 30 |
Undergraduate Degree | 23 |
Director/Board Member | 22 |
President | 12 |
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