Lynn Paschen
Portfolio Manager-Fixed Income bei Charles Schwab Investment Management, Inc.
Ursprung des Netzwerks ersten Grades von Lynn Paschen
| 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.
68
| Subsidiary | Investment Managers | 68 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Lynn Paschen
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of California, Berkeley | College/University | Graduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Investment Managers | Corporate Officer/Principal Investment Committee Member Investment Committee Member Portfolio Manager-Fixed Income Analyst-Fixed Income | |
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 | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Chief Executive Officer President | |
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 | Graduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Algert Global LLC
 Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Brandeis University | College/University | Graduate Degree Undergraduate Degree | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Doctorate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal 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 | Doctorate Degree Undergraduate Degree | |
| Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| Charles Schwab Worldwide Funds Plc | Investment Trusts/Mutual Funds | Director/Board Member | |
| Morehouse College | College/University | Undergraduate Degree | |
IndexIQ Advisors LLC
 IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Investment Managers | Portfolio Manager-Equities | |
| PACIFIC PREMIER BANCORP, INC. | Regional Banks | Director/Board Member | |
| UNISYS CORPORATION | Information Technology Services | Corporate Officer/Principal | |
Rotaplast International, Inc.
 Rotaplast International, Inc. Medical/Nursing ServicesHealth Services Rotaplast International, Inc. is a non-profit organization that aims to help children and families worldwide by providing free reconstructive surgery, ancillary treatment, and training for the comprehensive care of children with cleft lip and/or palate, burn scarring, and other deformities. Rotaplast International is based in San Francisco, CA. The non-profit company works with local professionals, Rotarians, and other organizations to achieve its mission. | Medical/Nursing Services | Director/Board Member | |
| University of Puget Sound | College/University | Undergraduate Degree | |
| St. John's University | College/University | Masters Business Admin | |
| THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
| The State University of New York | College/University | Undergraduate Degree | |
| The Royal School of Mines | College/University | Doctorate Degree | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree | |
MUFG Union Bank, NA
 MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Major Banks | Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Head-Equity Investments | |
Latino Corporate Directors Association
 Latino Corporate Directors Association Miscellaneous Commercial ServicesCommercial Services The Latino Corporate Directors Association (LCDA) advocates for greater representation of Latinx individuals in corporate governance to promote diversity and inclusion. The private company is based in Washington. The American company's mission is to advance multicultural boardrooms that promote equity and corporate social responsibility. The company was founded in 2013 by Patricia Salas Pineda. The CEO is Ozzie Gromada Meza. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
New York Stock Exchange
 New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pave Finance
 Pave Finance Financial ConglomeratesFinance Pave Finance provides financial and investment services. The company was founded by Peter J. Corey and Pascal Cevaer and is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 47 |
| Irland | 2 |
| Kanada | 2 |
| Vereinigtes Königreich | 2 |
| China | 2 |
Sektoral
| Consumer Services | 24 |
| Finance | 22 |
| Technology Services | 3 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
Operativ
| Corporate Officer/Principal | 64 |
| Undergraduate Degree | 61 |
| Portfolio Manager-Equities | 56 |
| Portfolio Manager-Fixed Income | 37 |
| Analyst-Equity | 23 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Marie Chandoha | 15 |
| Rick Wurster | 13 |
| George Pereira | 12 |
| Chuck Ray Craig | 11 |
| Pearl C. Chang | 11 |
| Omar Aguilar | 9 |
| Brett Wander | 8 |
| Payel Farasat | 8 |
| Christopher Ralph Bliss | 8 |
| Dan Kern | 8 |
| Jonas Svallin | 8 |
| Jane Shi | 8 |
| Ferian Juwono | 7 |
| Mark Robert McKissick | 7 |
| James Allan Serhant | 6 |
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