Monica Muñoz
Analyst-Equity bei Litman Gregory Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Monica Muñoz
| 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.
39
| Subsidiary | Investment Managers | 39 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Monica Muñoz
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| INTEL CORPORATION | Semiconductors | Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Steinberg Asset Management LLC
 Steinberg Asset Management LLC Investment ManagersFinance Steinberg Asset Management LLC (SAM) is a registered investment advisor headquartered in New York City. It was founded by Michael A. Steinberg in 1982 as Steinberg Priest & Sloane Capital Management LLC. The firm is a subsidiary of Steinberg Asset Management Co., Inc., which is owned by the Steinberg 2001 Family Trust. SAM manages separate accounts in primarily all-cap value equity portfolios for institutions, pensions, endowments, foundations, and high net worth individuals. It also manages certain client accounts in small-cap, and small-to-mid-cap strategies. | Investment Managers | Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
Stafford Capital Management LLC
 Stafford Capital Management LLC Investment ManagersFinance Stafford Capital Management LLC (SCM) is an independent wealth management firm headquartered in Sausalito, California. The firm was founded by Robert Stafford in 1986. SCM provides separate account management for high-net worth individuals and families, trusts, small corporations, and business entities. | Investment Managers | Corporate Officer/Principal | |
Lincoln Financial Distributors, Inc.
 Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Command Financial Services, Inc.
 First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Investment Managers | Corporate Officer/Principal | |
Mindjet Corp.
 Mindjet Corp. Packaged SoftwareTechnology Services Mindjet Corp. provides mind mapping software for individuals and organizations. Its products include MindManager for Windows, MAC, and enterprise. The company was founded by Michael and Bettina Jetter in 1994 and is headquartered in San Francisco, CA. | Packaged Software | 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 | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree | |
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 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 | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Sonoma State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
| Golden Gate University | College/University | Graduate Degree | |
| Fu Jen Catholic University | College/University | 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 | |
| University of Michigan | College/University | Masters Business Admin | |
Meyer Sound Laboratories, Inc.
 Meyer Sound Laboratories, Inc. Electronic Production EquipmentElectronic Technology Meyer Sound Laboratories, Inc. manufactures sound systems for small and large venues. It supports products for sound reinforcement and recording. Its products include concert, ultra, studio, industrial, LCS, and M series, acoustical prediction, VEAM, RMS, and legacy products. The company was founded by John Meyer and Helen Meyer in 1979 and is headquartered in Berkeley, CA. | Electronic Production Equipment | Corporate Officer/Principal | |
| Simpson University | College/University | Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Marpep Publishing Ltd.
 Marpep Publishing Ltd. Commercial Printing/FormsCommercial Services Marpep Publishing Ltd. is a Canadian company that provides independent investment advice in Canada. The private company is based in Toronto, Canada. The company's publications include the Investment Reporter, which is one of the largest in the country. Marpep Publishing was founded by Stephen D. Pepper and Barrie Martland. | Commercial Printing/Forms | Corporate Officer/Principal | |
Service Corps of Retired Executives
 Service Corps of Retired Executives Miscellaneous Commercial ServicesCommercial Services Service Corps of Retired Executives offers mentoring and low-cost educational services. The private company is based in Anniston, AL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of Montana | College/University | Undergraduate Degree | |
| St. Mary's College of California | College/University | Graduate Degree | |
| San Diego State University | College/University | Undergraduate Degree | |
| Wittenberg University | College/University | Undergraduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin | |
Seafarer Capital Partners LLC
 Seafarer Capital Partners LLC Investment ManagersFinance Seafarer Capital Partners LLC (Seafarer) is a registered investment advisor headquartered in Larkspur, California. The firm was founded by Andrew Foster and Michelle Foster in 2011. They are principally owned by the Andrew Theodore Foster and Michelle Marie Foster Revocable Living Trust. Seafarer manages investment portfolios for institutional clients which include two US-registered investment companies. | Investment Managers | Chief Executive Officer | |
J.P. Morgan FCS Corp.
 J.P. Morgan FCS Corp. Packaged SoftwareTechnology Services J.P. Morgan FCS Corp. provides financial software services for management, administration, reporting and risk analysis. The company was founded in 2004 and is headquartered in Dallas, TX. | Packaged Software | Corporate Officer/Principal | |
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 | |
| The California State University | College/University | Undergraduate Degree | |
| St. Mary's College (Indiana) | College/University | Undergraduate Degree | |
| London Business School | College/University | Masters Business Admin | |
| Drexel University | College/University | Undergraduate Degree | |
Maxim Healthcare Services, Inc.
 Maxim Healthcare Services, Inc. Personnel ServicesCommercial Services Maxim Healthcare Services, Inc. engages in the provision of healthcare services. Its services include home healthcare, behavioral care, healthcare staffing, personal caregiving, and population health and wellness. The company was founded in 1988 and is headquartered in Columbia, MD. | Personnel Services | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 45 |
| Kanada | 4 |
| Taiwan | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Consumer Services | 23 |
| Finance | 18 |
| Commercial Services | 6 |
| Technology Services | 4 |
| Electronic Technology | 3 |
Operativ
| Corporate Officer/Principal | 56 |
| Undergraduate Degree | 32 |
| Portfolio Manager-Equities | 16 |
| Analyst-Equity | 12 |
| Analyst-Fixed Income | 9 |
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