Lesley Estelle Cannan
Analyst-Equity bei Litman Gregory Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Lesley Estelle Cannan
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans.
15
| Subsidiary | Investment Managers | 15 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Lesley Estelle Cannan
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Fidelity Investment Trust | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Brown Investment Advisory & Trust Co.
 Brown Investment Advisory & Trust Co. Investment ManagersFinance Brown Investment Advisory & Trust Co. provides fund management services. It serves high net worth individuals and institutions. The firm manages accounts for individuals, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, family office, executives, foundations, trust services and state or municipal government entities. The company was founded in 1993 and is headquartered Baltimore, MD. | Investment Managers | Corporate Officer/Principal | |
Hall Capital Partners LLC
 Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Investment Managers | Analyst-Fixed Income | |
Paul Financial LLC
 Paul Financial LLC Finance/Rental/LeasingFinance Paul Financial LLC provides mortgage banking services. The firm has offices in California, Nevada, Utah, Idaho, Montana, Wyoming, Oregon, Washington, Colorado, Arizona, and New Mexico. The company was founded in 2003 and is headquartered in San Rafael, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
StraightLine Group LLC
 StraightLine Group LLC Investment ManagersFinance StraightLine Group LLC provides investment advice. It offers employer programs, retirement accounts, financial planning and account management services. The company was founded in June 2006 and is headquartered in Troy, MI. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
iM Global Partner Fund Management LLC
 iM Global Partner Fund Management LLC Investment ManagersFinance iM Global Partner Fund Management LLC (iMGPFM) is a SEC-registered investment advisor headquartered in El Segundo, California. Formerly known as Litman Gregory Fund Advisors LLC, the firm is a wholly owned subsidiary of iM Global Partner US LLC, ultimately owned by Eurazeo SA (EPA: RF) in France. iMGPFM provides investment management services to (i) registered open-end mutual funds, (ii) third-party distributors, and (iii) financial professionals. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities | |
| Sonoma State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of the Pacific
 University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
| Robert H. Smith School of Business | College/University | Masters Business Admin | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Public Communications Contact | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal | |
| Stephens College | College/University | Undergraduate Degree | |
Impactassets, Inc.
 Impactassets, Inc. Insurance Brokers/ServicesFinance ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD. | Insurance Brokers/Services | Chief Operating Officer | |
CDA Investment Technologies
 CDA Investment Technologies Publishing: NewspapersConsumer Services Part of Woodbridge Co. Ltd. /New/, CDA Investment Technologies is a Canadian company that publishes newspapers, periodicals, books and online services. The company is based in Toronto, Canada. | Publishing: Newspapers | Corporate Officer/Principal | |
Alders Financial Solutions
 Alders Financial Solutions Investment ManagersFinance Alders Financial Solutions provides investment advice. The private company is based in Novato, CA. | Investment Managers | Corporate Officer/Principal | |
| San Diego State University | College/University | Undergraduate Degree | |
| St. Mary's College of California | College/University | Graduate Degree | |
| Principia College | College/University | Undergraduate Degree | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree | |
| University of South Carolina | College/University | Masters Business Admin | |
| London Business School | College/University | Masters Business Admin | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree | |
| St. Stephens College | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 31 |
| Kanada | 4 |
| Norwegen | 2 |
| Vereinigtes Königreich | 2 |
| Indien | 2 |
Sektoral
| Consumer Services | 21 |
| Finance | 15 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 16 |
| Portfolio Manager-Equities | 15 |
| Undergraduate Degree | 14 |
| Analyst-Equity | 7 |
| Masters Business Admin | 5 |
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