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Ursprung des Netzwerks ersten Grades von Mary Ann Middleton Ferreira
Einheit | Art der Einheit | Industrie | |
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Appropriate Balance Financial Services, Inc.
![]() Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington
18
| Subsidiary | Investment Managers | 18 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mary Ann Middleton Ferreira
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
SAFECO Insurance Company of America, Inc.
![]() SAFECO Insurance Company of America, Inc. Multi-Line InsuranceFinance SAFECO Insurance Company of America, Inc. operates as an insurance and financial services company, sells insurance and investment products. The company is headquartered in Seattle, WA. | Multi-Line Insurance | Consultant / Advisor | |
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. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Freestone Capital Management LLC
![]() Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Investment Managers | Director of Research - Equity | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree | |
Moss Adams LLP
![]() Moss Adams LLP Miscellaneous Commercial ServicesCommercial Services Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Chief Operating Officer | |
Arizona State University | College/University | Undergraduate Degree | |
The California State University | College/University | Undergraduate Degree | |
Central Washington University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
North Carolina State University | College/University | Undergraduate Degree | |
The Ohio University
![]() The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Pacific Lutheran University | College/University | Undergraduate Degree Undergraduate Degree | |
Simon Fraser University | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Undergraduate Degree | |
Western Washington University | College/University | Undergraduate Degree | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Trutina Financial LLC
![]() Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Investment Managers | Corporate Officer/Principal | |
The University of North Carolina at Greensboro | College/University | Graduate Degree | |
Viridian RIA LLC
![]() Viridian RIA LLC Investment ManagersFinance Viridian RIA LLC is an investment management firm headquartered in Wilmington, Delaware. The firm was founded in 2017 and is owned by Edelman Financial Engines LLC. Viridian RIA manages the assets of individual and institutional clients. | Investment Managers | Chief Investment Officer | |
Appropriate Balance Holdings, Inc.
![]() Appropriate Balance Holdings, Inc. Financial ConglomeratesFinance Appropriate Balance Holdings, Inc. is an investment holding company. It offers financial planning, investment managment, and tax planning/preparation services to individuals, families and closely held businesses. The company was headquartered in Bothell, WA. | Financial Conglomerates | Director/Board Member Chief Operating Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 31 |
Kanada | 2 |
Hong Kong | 2 |
Sektoral
Finance | 15 |
Consumer Services | 14 |
Commercial Services | 5 |
Government | 2 |
Operativ
Corporate Officer/Principal | 26 |
Undergraduate Degree | 14 |
Portfolio Manager-Equities | 6 |
Portfolio Manager-Fixed Income | 4 |
Chief Operating Officer | 3 |
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