Sam Castaneda
Portfolio Manager-Aktien bei ARQ Wealth Advisors LLC
Ursprung des Netzwerks ersten Grades von Sam Castaneda
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
New Mexico State University
11
| College/University | Other Consumer Services | 11 |
Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states.
2
| Subsidiary | Investment Managers | 2 |
Vanguard Advisers, Inc.
Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Sam Castaneda
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
FIRST INTERSTATE BANCSYSTEM, INC. | Regional Banks | Corporate Officer/Principal | |
DELTA APPAREL, INC. | Apparel/Footwear | Director/Board Member | |
UBS | Investment Managers | Corporate Officer/Principal | |
CONOCOPHILLIPS | Oil & Gas Production | Corporate Officer/Principal | |
MOLINA HEALTHCARE, INC. | Managed Health Care | Director/Board Member | |
Citadel Advisors LLC
Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity | |
Welman Holdings, Inc.
Welman Holdings, Inc. Financial ConglomeratesFinance Part of Zions Bancorporation, NA, Welman Holdings, Inc. is a vehicle for corporate investments. The company is based in Salt Lake City, UT. The CEO of the company is Julie Gamlin Castle. | Financial Conglomerates | Chief Executive Officer | |
Weiss Multi-Strategy Advisers LLC
Weiss Multi-Strategy Advisers LLC Investment ManagersFinance Weiss Multi-Strategy Advisers LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City with an additional office in Hartford, Connecticut. They are a wholly-owned subsidiary of GWA LLC. The firm is an affiliate of George Weiss Associates, Inc. (GWAI), formerly a SEC and NASD registered broker/dealer which was founded by George A. Weiss in 1978. GWAI was reorganized in 2005 and Weiss Multi-Strategy Advisers LLC was formed as the investment advisory entity which would manage GWAI?s private investment funds, managed accounts and proprietary capital. Weiss Multi-Strategy Advisers provides discretionary investment advisory services to private investment funds, registered investment companies, separately managed accounts for institutional investors, charitable organizations and entities affiliated with the firm. | Investment Managers | Analyst-Equity | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Doctorate Degree | |
Spence Asset Management
Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Investment Managers | President | |
Iowa State University | College/University | Doctorate Degree | |
Arizona State University | College/University | Graduate Degree | |
Auburn University | College/University | President | |
Clemson University | College/University | Chief Tech/Sci/R&D Officer | |
State of New Mexico | Province/State | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
Arizona State Retirement System
Arizona State Retirement System Investment ManagersFinance The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers. | Investment Managers | Portfolio Manager-Equities | |
University of Arizona | College/University | Corporate Officer/Principal | |
University of California, Davis | College/University | Undergraduate Degree | |
University of Houston
University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | President | |
WELLSTAR INTERNATIONAL, INC. | Medical Distributors | Director/Board Member | |
Ursinus College | College/University | Undergraduate Degree | |
MidOcean US Advisor LP
MidOcean US Advisor LP Investment ManagersFinance MidOcean US Advisor LP (MidOcean Partners) is a private equity firm founded in 2003 by James Edward Virtue. The firm is headquartered in New York. | Investment Managers | Public Communications Contact | |
US Department of the Interior (District of Columbia) | General Government | Corporate Officer/Principal | |
Liberty University | College/University | Graduate Degree | |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | Corporate Officer/Principal | |
The Economic Development Partnership of Alabama, Inc.
The Economic Development Partnership of Alabama, Inc. Miscellaneous Commercial ServicesCommercial Services The Economic Development Partnership of Alabama, Inc. assists in economic development programs. Its focus on helping the state attract and retain industry. The firm fills a role in the industrial recruitment process by marketing and promoting Alabama as a business location, and by providing research, information and proposals to companies and consultants that are actively searching for a site. The company was founded in 1991 and is headquartered in Birmingham, AL. | Miscellaneous Commercial Services | Director/Board Member | |
New Mexico State University Foundation, Inc.
New Mexico State University Foundation, Inc. Financial ConglomeratesFinance Founded in 1959, the New Mexico State University Foundation, Inc. is a separately incorporated, nonprofit organization located in Las Cruces, New Mexico. The Foundation seeks to secure, manage and invest private gifts for the benefit of New Mexico State University's teaching, research, extension education and public service programs. The Foundation utilizes an Investment Committee comprised of members with expertise in banking and finance. The Investment Committee is responsible for determining the best way to invest and manage both the NMSU and NMSU Foundation endowment funds. The Investment Committee seeks to maintain a portfolio which promotes the growth of the Fund's principal while protecting against inflation. | Financial Conglomerates | Chief Executive Officer | |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
Kunwu Jiuding Capital Co. Ltd.
Kunwu Jiuding Capital Co. Ltd. Investment ManagersFinance Kunwu Jiuding Capital Co. Ltd. (Jiuding Capital) is the private equity subsidiary of Beijing Tongchuang Jiuding Investment Mgt Holding Co. Ltd. in China. Founded by Xiaojie Huang in 2007, the firm was formerly known as Beijing Huida Jiuding Capital Co., Ltd., and changed their name to Kunwu Jiuding Capital Co. Ltd. in 2008. They are based in Beijing and manage the Jiuding Private Equity Funds, focusing primarily on pre-IPO investments. | Investment Managers | Private Equity Investor | |
VCA Animal Hospitals, Inc.
VCA Animal Hospitals, Inc. Agricultural Commodities/MillingProcess Industries VCA Animal Hospitals, Inc. owns and operates veterinary clinics in Colorado. It provide a full range of general medical and surgical services as well as specialized treatments like wellness, spay/neuter, oncology, dermatology, boarding and grooming. The company was founded in 2004 and is headquartered in Denver, CO. | Agricultural Commodities/Milling | Corporate Officer/Principal | |
Eastern National
Eastern National Media ConglomeratesConsumer Services Eastern National is a non-profit organization that engages in supporting the interpretive, educational, and scientific programs and services of the national park service and other public trust partners. It provides museum stores, interpretive services, and product development. The company was founded in 1947 and is headquartered in Fort Washington, PA. | Media Conglomerates | Director/Board Member | |
Edward Via College of Osteopathic Medicine
Edward Via College of Osteopathic Medicine Other Consumer ServicesConsumer Services Edward Via College of Osteopathic Medicine is a non-profit organization which functions as a College/University. The company was founded by John G. Rocovich Jr. in 2001 and is headquartered in Blacksburg, VA. | Other Consumer Services | Director/Board Member | |
Greybull Advisors LLC
Greybull Advisors LLC Investment ManagersFinance Greybull Advisors LLC (Greybull Advisors) is a private equity firm founded in 2010 by Mason Myers. The firm is headquartered in Jackson, Wyoming. | Investment Managers | Human Resources Officer | |
Stanford Graduate School of Business | College/University | Corporate Officer/Principal | |
Eyoto Group Ltd.
Eyoto Group Ltd. Packaged SoftwareTechnology Services Eyoto Group Ltd. develops software that supports optometrists with diagnosis, selling optical products and conducting clinical trials. Its products include diagnosis support system, condition-specific diagnosis and management system, sales acceleration and clinical trials system, domiciliary solutions and consultancy services. The company was founded by Mark Dunne, Thomas Drew and James Wolffsohn in December 2013 and is headquartered in Birmingham, the United Kingdom. | Packaged Software | Director/Board Member |
Statistik
International
Vereinigte Staaten | 44 |
Schweiz | 2 |
China | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 21 |
Consumer Services | 15 |
Health Services | 3 |
Commercial Services | 3 |
Government | 3 |
Operativ
Corporate Officer/Principal | 20 |
Director/Board Member | 20 |
Undergraduate Degree | 9 |
President | 8 |
Graduate Degree | 6 |
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