Robert Edward Walstad
Keine laufenden Positionen mehr
Ursprung des Netzwerks ersten Grades von Robert Edward Walstad
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Dean Witter Reynolds, Inc.
63
| Extinct | Investment Managers | 63 |
University of North Dakota
13
| College/University | Other Consumer Services | 13 |
Integrity Mutual Funds, Inc.
 Integrity Mutual Funds, Inc. Investment ManagersFinance Integrity Mutual Funds, Inc. is a holding company engaged, through various subsidiaries, in providing investment management, distribution, shareholder services, fund accounting and other related administrative services to the open-end investment.
12
| Extinct | Investment Managers | 12 |
Viking Fund Management LLC
 Viking Fund Management LLC Investment ManagersFinance Viking Fund Management LLC is a SEC-registered investment advisor headquartered in Minot, North Dakota. The firm was founded in 1988 by Shannon Radke and is a subsidiary of Corridor Investors LLC. They offer income producing strategies for individual investors, registered investment advisors and broker/dealers.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Edward Walstad
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| PIONEER NATURAL RESOURCES COMPANY | Oil & Gas Production | Director/Board Member Director/Board Member | |
| University of Nebraska | College/University | Undergraduate Degree Undergraduate Degree | |
Private Asset Management, Inc.
 Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Bonds Direct Securities LLC
 Bonds Direct Securities LLC Investment Banks/BrokersFinance Part of Jefferies Financial Group, Inc., Bonds Direct Securities LLC is a company that provides brokerage, trading, and corporate finance services. The company is based in New York, NY. The company was founded by Christopher C. Dewey, Lee Fensterstock. Bonds Direct Securities was acquired by Jefferies LLC on September 22, 2004. | Investment Banks/Brokers | Corporate Officer/Principal | |
Evergreen Capital Management LLC
 Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
Integrity Fund Services, Inc.
 Integrity Fund Services, Inc. Investment Banks/BrokersFinance Part of Corridor Investors LLC, Integrity Fund Services, Inc. provides fund transfer services. The company is based in Minot, ND. Integrity Fund Services was acquired by Corridor Investors LLC from Integrity Mutual Funds, Inc. on July 31, 2009. | Investment Banks/Brokers | Corporate Secretary President | |
Integrity Funds Distributor LLC
 Integrity Funds Distributor LLC Investment Banks/BrokersFinance Part of Capital Financial Holdings, Inc., Integrity Funds Distributor LLC is a financial company that offers a range of investment products and services to its shareholders and financial representatives. The company is based in Minot, ND. The Municipal Fund, offered to residents, aims to provide shareholders with a high level of current income exempt from federal and state income taxes while preserving capital. Additionally, the Integrity Mid-North American Resources Fund invests in companies involved in resource development in the Mid-North America regions, with the goal of providing long-term capital appreciation to its shareholders. | Investment Banks/Brokers | Corporate Secretary President | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Chairman | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Director/Board Member | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Director of Research - Fxd Inc | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Graduate Degree Undergraduate Degree | |
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 | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Director/Board Member Masters Business Admin Graduate Degree | |
MasterCraft Boat Co. LLC
 MasterCraft Boat Co. LLC Recreational ProductsConsumer Durables MasterCraft Boat Co. LLC engages in manufacture of sport boats. Its products include inboard wakeboarding, water skiing, and luxury performance powerboats. The company was founded in 1968 and is headquartered in Vonore, TN. | Recreational Products | Director/Board Member Director/Board Member | |
| University of Utah | College/University | Undergraduate Degree | |
Allied Solutions LLC
 Allied Solutions LLC Insurance Brokers/ServicesFinance Allied Solutions LLC provides insurance, lending and marketing products to financial institutions. It offers financial management solutions, such as bond and property package insurance, collections services and debt buyer/seller programs. The company was founded in 2001 and is headquartered in Carmel, IN. | Insurance Brokers/Services | Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Gettysburg College | College/University | Undergraduate Degree | |
| Minot State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| CAPITAL FINANCIAL HOLDINGS, INC. | Investment Managers | Director/Board Member Director/Board Member Chairman Director/Board Member Director of Finance/CFO | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin Undergraduate Degree | |
| MASTERCRAFT BOAT HOLDINGS, INC. | Recreational Products | Director/Board Member Director/Board Member | |
Wood Warren & Co. Securities LLC
 Wood Warren & Co. Securities LLC Investment ManagersFinance Wood Warren & Co. Securities LLC provides investment banking advisory services. It services include merger and acquisition advisory, capital raising, corporate finance advisory, due diligence and analysis, marketing and positioning and transaction process. The company was founded in 1991 by James Rodger Wood and is headquartered in Emeryville, CA. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
Jefferies Bache Ltd.
 Jefferies Bache Ltd. Investment Banks/BrokersFinance Jefferies Bache Ltd. provides commodities related business services. The company is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Director/Board Member | |
Jefferies International (Holdings) Ltd.
 Jefferies International (Holdings) Ltd. Financial ConglomeratesFinance Jefferies International (Holdings) Ltd. operates as an investment holding company. The company is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member | |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member | |
| Western Illinois University | College/University | Undergraduate Degree | |
Jefferies International Ltd.
 Jefferies International Ltd. Investment Banks/BrokersFinance Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors. | Investment Banks/Brokers | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 46 |
| Vereinigtes Königreich | 4 |
Sektoral
| Finance | 29 |
| Consumer Services | 17 |
| Consumer Durables | 3 |
| Energy Minerals | 2 |
| Government | 2 |
Operativ
| Corporate Officer/Principal | 207 |
| Director/Board Member | 171 |
| Undergraduate Degree | 76 |
| Chairman | 68 |
| President | 58 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Tom Wilson | 30 |
| Paul K. Kelly | 24 |
| Dale Morrison | 23 |
| Thomas M. Hamilton | 23 |
| Catherine Paglia | 19 |
| Patrick Joseph Halloran | 18 |
| Howard Dahl | 17 |
| Garo Armen | 16 |
| Myron D. Thompson | 13 |
| Edwin Wahlen | 13 |
| Bradford M. Freeman | 12 |
| Joel Gerson Serebransky | 11 |
| Vaune M. Cripe | 11 |
| Larry Feinberg | 10 |
| Vance A. Castleman | 9 |
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- Insiders
- Robert Edward Walstad
- Unternehmensverbindungen
