Steve Philpott
Compliance Officer bei Nelson Capital Management LLC (California)
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Brooks Philipps Nelson | M | - |
Nelson Capital Management, Inc.
 Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX)
Nelson Capital Management LLC (California)
 Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | 39 Jahre |
| Marta K. Nichols | F | - |
University of San Francisco
| 22 Jahre |
| Patrick Yam | M | - |
Santa Clara University
| 27 Jahre |
| Ann B. Oglesby | M | - |
Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | 18 Jahre |
| Darcy Nelson Smoot | F | - |
Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | 10 Jahre |
| Chrissy Domingo | F | - |
Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | 7 Jahre |
| Donald Horton | M | - |
Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | 3 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jessica A. Weng | F | - |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | - |
| Brian Patrick Roberts | M | - |
Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers.
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX)
Santa Clara University
| 30 Jahre |
| Stephanie W. Roncal | F | - |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | - |
| Jon Manchester | M | - |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | - |
| Robert Karber | M | - |
Santa Clara University
| 3 Jahre |
| Hoang Chi Troung | M | - |
Santa Clara University
| 7 Jahre |
| Debora Wahjutirto Tanoyo | F | 38 |
University of San Francisco
| 7 Jahre |
| Anthony J. Capozzola | M | - |
University of San Francisco
Santa Clara University
| 8 Jahre |
| Sharon Goethals | F | - |
Santa Clara University
| 6 Jahre |
| Yuri Narciss | M | - |
University of San Francisco
| 2 Jahre |
| Thomas Burns | M | 50 |
Santa Clara University
| 4 Jahre |
| Wendy N. Barnes | F | - |
Santa Clara University
| 4 Jahre |
| Aaron Shelby | M | - |
Santa Clara University
| 4 Jahre |
| Elizabeth Luna | F | - |
Santa Clara University
| 4 Jahre |
| Amin A. Feerasta | M | - |
Santa Clara University
| 4 Jahre |
| Jordan S. Wangh | M | 49 |
Santa Clara University
| 4 Jahre |
| Michael E. Beblo | M | - |
Santa Clara University
| 3 Jahre |
| Ryan E. Carver | M | - |
Santa Clara University
| 4 Jahre |
| Miguel Araújo Lopes | M | - |
Santa Clara University
| 2 Jahre |
| John David Callegari | M | - |
Santa Clara University
| 4 Jahre |
| Margarita I. Chavez | F | - |
Santa Clara University
| 3 Jahre |
| Chris Carter | M | - |
Santa Clara University
| 4 Jahre |
| Molly Joseph | F | 50 |
Santa Clara University
| 4 Jahre |
| Dennistoun K. Brown | M | - |
Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | - |
| Jill Layfield | F | 49 |
Santa Clara University
| 3 Jahre |
| Michael Meinhardt | M | - |
Santa Clara University
| 4 Jahre |
| Chris Galy | M | - |
University of San Francisco
| 1 Jahre |
| Benjamin Jennings | M | - |
Santa Clara University
| 4 Jahre |
| Binh Thai | M | - |
Santa Clara University
| 4 Jahre |
| Jonathan Wegner | M | - |
Santa Clara University
| 4 Jahre |
| Jeff Perry | M | - |
Santa Clara University
| 4 Jahre |
| Genchi Bob | M | - |
Santa Clara University
| 4 Jahre |
| Kevin Hoo | M | - |
Santa Clara University
| 4 Jahre |
| Bob D’acquisto | M | - |
Santa Clara University
| 4 Jahre |
| Joanel Bernardo | F | - |
University of San Francisco
| 4 Jahre |
| Pina Shannon | F | - |
Santa Clara University
| 4 Jahre |
| Allison Van Orman | F | 51 |
Santa Clara University
| 4 Jahre |
| Kirsten Williams | F | - |
Santa Clara University
| 4 Jahre |
| Ten Ling Ti | M | 59 |
Santa Clara University
| 1 Jahre |
| Amanda Grace Kettin | F | 42 |
Santa Clara University
| 4 Jahre |
| Caroline Agustina Kettin | F | 50 |
Santa Clara University
| 4 Jahre |
| Minda Brusse | F | - |
Santa Clara University
| 4 Jahre |
| Hui Fong Tay | M | 46 |
University of San Francisco
| 4 Jahre |
| Eric Dube | M | 51 |
Santa Clara University
| 4 Jahre |
| Pedram Keyani | M | - |
Santa Clara University
| 4 Jahre |
| Michael Hufnagle | M | 52 |
University of San Francisco
| 2 Jahre |
| Nazly Parlindungan Siregar | M | 57 |
Santa Clara University
| 4 Jahre |
| Ryan Jones | M | - |
University of San Francisco
| 4 Jahre |
| Thanh Nguyen | M | - |
Santa Clara University
| 4 Jahre |
| Kim M. aquino | F | - |
Santa Clara University
| 4 Jahre |
| Patricia Kantor Conway | F | - |
Santa Clara University
| 4 Jahre |
| Timothy Francis Bei | M | - |
Santa Clara University
| 4 Jahre |
| Raymond Liberatore | M | - |
Santa Clara University
| 4 Jahre |
| Pat Condon | M | - |
Santa Clara University
| 3 Jahre |
| David Volk | M | 47 |
Santa Clara University
| 4 Jahre |
| David A. Uhler | M | - |
Santa Clara University
| 4 Jahre |
| Gary E. Cripe | M | - |
Santa Clara University
| 3 Jahre |
| Tony Rodoni | M | - |
Santa Clara University
| 4 Jahre |
| Dawn Wolfe | F | - |
Santa Clara University
| 4 Jahre |
| Adam Wise | M | - |
Santa Clara University
| 4 Jahre |
| George P. Arnold | M | - |
Santa Clara University
| 3 Jahre |
| Kirsten A. Mello | F | - |
Santa Clara University
| 4 Jahre |
| Aldo Anthony Ceccarelli | M | - |
Santa Clara University
| 4 Jahre |
| Sam Mitter | M | - |
Santa Clara University
| 2 Jahre |
| Barbara Ann Wright | F | - |
Santa Clara University
| 3 Jahre |
| Kevin Michael Fitzwilson | M | - |
Santa Clara University
| 5 Jahre |
| Robert J. Krakauer | M | 58 |
Santa Clara University
| 2 Jahre |
| Crystal Gordon | F | 45 |
Santa Clara University
| 4 Jahre |
| Stephen Kaniewski | M | 52 |
Santa Clara University
| 4 Jahre |
| Michael S. Polacek | M | 60 |
Santa Clara University
| 2 Jahre |
| Paul Grossman | M | 63 |
Santa Clara University
| 4 Jahre |
| Jennifer A. Adams | F | - |
Santa Clara University
| 3 Jahre |
| Mohialdeen Kamel | M | 43 |
University of San Francisco
| 4 Jahre |
| Marina Johnson | F | 49 |
Santa Clara University
| 4 Jahre |
| Vince Sampson | M | - |
Santa Clara University
| 4 Jahre |
| Doretta L. Dunegan | F | 67 |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | 4 Jahre |
| So On Lau | F | 45 |
University of San Francisco
| 2 Jahre |
| Erik Edwards | M | - |
Santa Clara University
| 3 Jahre |
| Abdul Rahman bin Ibrahim | M | 68 |
Santa Clara University
| 2 Jahre |
| Abe Akira | M | - |
University of San Francisco
| 2 Jahre |
| Simon S. M. Chin | M | 64 |
Santa Clara University
| 2 Jahre |
| Joseph K. Wyatt | M | - |
Santa Clara University
| 2 Jahre |
| Steve Cadigan | M | - |
University of San Francisco
| 1 Jahre |
| Aaron L. Brinker | M | 47 |
Santa Clara University
| 4 Jahre |
| Brian Faith | M | 49 |
Santa Clara University
| 4 Jahre |
| Bruce A. Ives | M | 55 |
Santa Clara University
| 2 Jahre |
| Vladimir Evgenyevich Senkin | M | 49 |
Santa Clara University
| 4 Jahre |
| Greg Smith | M | - |
Santa Clara University
| 4 Jahre |
| Mark Litton | M | 56 |
Santa Clara University
| 2 Jahre |
| James Blair Callahan | M | - |
Santa Clara University
| 4 Jahre |
| Jeremy Shelley | M | - |
Santa Clara University
| 4 Jahre |
| James J. Masetti | M | - |
Santa Clara University
| 3 Jahre |
| Earthman Chris | M | - |
Santa Clara University
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Steve Philpott
- Persönliches Netzwerk