Travis Bezella
Portfolio Manager-Aktien bei Creative Planning LLC
Ursprung des Netzwerks ersten Grades von Travis Bezella
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.
198
| College/University | Other Consumer Services | 198 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
79
| Holding Company | Investment Managers | 79 |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.
23
| College/University | Other Consumer Services | 23 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Travis Bezella
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| WELLS FARGO & COMPANY | Major Banks | Director/Board Member Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
| TARGET CORPORATION | Specialty Stores | Corporate Officer/Principal Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Craig-Hallum Capital Group LLC
 Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Institutional Sales Analyst-Equity | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Doctorate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
BerganKDV Wealth Management LLC
 BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management LLC is a SEC-registered investment advisor headquartered in Bloomington, Minnesota. The firm was founded in 2007 as KDV Wealth Management LLC. They are a subsidiary of BerganKDV Ltd. BerganKDV Wealth Management provides personalized financial planning services, manages investment advisory accounts and offers third-party asset management to individuals, pension and profit-sharing plans, trusts, estates and small businesses. | Investment Managers | Chief Investment Officer Human Resources Officer | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
Proterra Investment Partners LP
 Proterra Investment Partners LP Investment ManagersFinance Proterra Investment Partners LP (Proterra Investment Partners) is a private equity investment firm founded in 2003. The firm headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor Chief Operating Officer | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Director/Board Member Masters Business Admin | |
The Leuthold Group LLC (Investment Management)
 The Leuthold Group LLC (Investment Management) Investment ManagersFinance The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
National Association of Corporate Directors (Virginia)
 National Association of Corporate Directors (Virginia) Miscellaneous Commercial ServicesCommercial Services National Association of Corporate Directors provides online and print information services to directors of public companies. It offers in-boardroom education, evaluation, governance reviews, board composition and succession planning, board recruitment, ongoing advisory, insights, and analytics services. The company was founded in 1977 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Stetson University | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
| University Of Missouri School of Law | College/University | Graduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree | |
Lifetouch, Inc.
 Lifetouch, Inc. Other Consumer ServicesConsumer Services Lifetouch, Inc. offers photographic portraits and related services. It provides portraits for preschools and schools, houses of worship and the retail market. The firm offers printed and multimedia memories, such as school yearbooks, church directories, and media productions. The company was founded in 1936 and is headquartered in Eden Prairie, MN. | Other Consumer Services | Corporate Officer/Principal | |
| Hillsdale College | College/University | Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 47 |
| Deutschland | 2 |
Sektoral
| Consumer Services | 30 |
| Finance | 14 |
| Commercial Services | 4 |
| Retail Trade | 2 |
Operativ
| Undergraduate Degree | 96 |
| Corporate Officer/Principal | 95 |
| Portfolio Manager-Equities | 88 |
| Director/Board Member | 47 |
| Masters Business Admin | 31 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Julie H. Sullivan | 22 |
| Reatha Clark King | 13 |
| Nathan William Thooft | 13 |
| Paul Stamas | 13 |
| Harry W. Alcorn | 12 |
| Jeff Evanson | 11 |
| Thompson Aderinkomi | 11 |
| Yong Wang | 10 |
| Andrew Nowinski | 9 |
| Dave Therkelsen | 7 |
| Eric Hewitt | 7 |
| Kerby Woo | 7 |
| Radha B. Radhakrishna | 7 |
| Robert Wild | 6 |
| Brigid Jones-Mook | 6 |
- Börse
- Insiders
- Travis Bezella
- Unternehmensverbindungen