Luca Romani
Gründer bei DM Management & Consulting SRL
Ursprung des Netzwerks ersten Grades von Luca Romani
| 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.
15
| Operating Division | Investment Managers | 15 |
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.
1
| Subsidiary | Miscellaneous Commercial Services | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Luca Romani
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Federated MDTA LLC
 Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
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 | |
| University of Notre Dame | College/University | Masters Business Admin | |
Northwest Investment Counselors LLC
 Northwest Investment Counselors LLC Investment ManagersFinance Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Analyst-Equity | |
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 | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree | |
| Stanford University | College/University | Masters Business Admin | |
| Boston University | College/University | Graduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
Northern Trust of California, NA
 Northern Trust of California, NA Investment ManagersFinance Northern Trust of California, NA (NTC) is an investment management firm headquartered in Los Angeles, California. They are a subsidiary of Northern Trust Corp. (NASDAQ: NTRS). NTC provides investment solutions to individuals, families, and institutions. | Investment Managers | Portfolio Manager-Equities | |
| Butler University | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin | |
| San Diego State University | College/University | Graduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| California State University-Northridge | College/University | Graduate Degree | |
| Florida Atlantic University | College/University | Undergraduate Degree | |
| Loyola Marymount University | College/University | Masters Business Admin Masters Business Admin | |
| 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 | Undergraduate Degree Graduate Degree | |
| University of Oregon | College/University | Undergraduate Degree | |
| Vassar College | College/University | Undergraduate Degree | |
Sansum Clinic
 Sansum Clinic Medical/Nursing ServicesHealth Services Sansum Clinic operates as a healthcare company. The firm offers urgent care, primary care, distinguished specialty centers, specialty care and support services. The company was founded by William David Sansum in 1921 and is headquartered in Santa Barbara, CA. | Medical/Nursing Services | Director/Board Member | |
| The Santa Barbara Symphony Association | Director/Board Member | ||
| Haas School of Business | College/University | Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree | |
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 | |
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 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 | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Head-Equity Investments | |
Sustainability Accounting Standards Board
 Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 40 |
| Kanada | 2 |
Sektoral
| Consumer Services | 21 |
| Finance | 18 |
| Health Services | 2 |
| Commercial Services | 2 |
Operativ
| Portfolio Manager-Equities | 18 |
| Undergraduate Degree | 14 |
| Corporate Officer/Principal | 7 |
| Director/Board Member | 7 |
| Masters Business Admin | 5 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Lloyd Kurtz | 10 |
| Tom Fisher | 8 |
| Janet Garufis | 6 |
| Drew Brahos | 5 |
| Kathy Kalp | 4 |
| Jeff Pittman | 4 |
| Larry Dow Edwards | 3 |
| Cheyne B. Sorensen | 3 |
| Albert Chu | 3 |
| Scott M. Estby | 2 |
| Peter White Madlem | 2 |
| Quinn Carranza | 2 |
| Stefano Massari | 2 |
| Lisa Harwood | 2 |
| Grant Kane | 2 |
- Börse
- Insiders
- Luca Romani
- Unternehmensverbindungen
