Nick Cicero
Portfolio Manager-Aktien bei Freestone Capital Management LLC
Ursprung des Netzwerks ersten Grades von Nick Cicero
Einheit | Art der Einheit | Industrie | |
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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.
25
| Subsidiary | Investment Managers | 25 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Nick Cicero
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Washington University in St. Louis | College/University | Undergraduate Degree | |
Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Investment Managers | Portfolio Manager-Equities | |
Scharf Investments LLC
Scharf Investments LLC Investment ManagersFinance Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor. | Investment Managers | Analyst-Equity | |
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 | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Laird Norton Financial Group
Laird Norton Financial Group Investment ManagersFinance Laird Norton Financial Group provides wealth management and advisory services. The private company is based in Seattle, WA. | Investment Managers | Corporate Officer/Principal | |
MOD Super Fast Pizza LLC
MOD Super Fast Pizza LLC RestaurantsConsumer Services MOD Super Fast Pizza LLC operates chain of pizza restaurants. It specializes in specializing in individual artisan-style pizzas and salads. The company was founded by Scott Trimble Svenson and Ally Svenson in 2008 and is headquartered in Bellevue, WA. | Restaurants | Founder Director of Finance/CFO | |
Michigan State University | College/University | Undergraduate Degree | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
Impact Venture, Inc.
Impact Venture, Inc. Investment ManagersFinance Impact Venture Inc (Impact Venture Partners) is a venture capital firm founded in 1999 by Adam Dell. The firm is headquartered in Austin, Texas. | Investment Managers | 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 Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Boston College | College/University | Undergraduate Degree | |
Capital University | College/University | Masters Business Admin | |
Indiana University | College/University | Undergraduate Degree | |
Sienna Group LLC
Sienna Group LLC Investment ManagersFinance Sienna Group LLC is an alternative investment manager. The private company is based in Seattle, WA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Sauder School of Business | College/University | Masters Business Admin Masters Business Admin | |
Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Investment Managers | Chief Executive Officer | |
Marlinspike Partners
Marlinspike Partners Investment ManagersFinance Marlinspike Partners LLC (Marlinspike Partners) is a venture capital firm founded in 2020 by Neil Keegan, Mislav Tolusic and Mark Turk. The firm is headquartered in Arlington, Virginia. | Investment Managers | Consultant / Advisor | |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Corporate Officer/Principal | |
ACG Seattle, Inc.
ACG Seattle, Inc. Miscellaneous Commercial ServicesCommercial Services ACG Seattle, Inc. operates as a global community for middle-market M&A deal-makers and business leaders focused on driving growth. It serves investors, executives, lenders and advisers. The company was founded in 1954 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
Pacific Lutheran University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Graduate Degree | |
Westmont College | College/University | Undergraduate Degree | |
Haas School of Business | College/University | Masters Business Admin | |
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 | |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
Memorial University of Newfoundland | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree | |
Seattle University | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 42 |
Kanada | 4 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 27 |
Consumer Services | 18 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 50 |
Undergraduate Degree | 23 |
Portfolio Manager-Equities | 18 |
Director/Board Member | 12 |
Analyst-Equity | 12 |
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