Ursprung des Netzwerks ersten Grades von Warren Gerald Jackson
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.
15
| Operating Division | Investment Managers | 15 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Warren Gerald Jackson
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Director of Research - Equity Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | |
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 Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
University of San Francisco | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Graduate Degree | |
Rothstein, Kass & Co. LLC
Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Shanghai International Studies University | College/University | Undergraduate Degree | |
State Farm Insurance Cos.
State Farm Insurance Cos. Multi-Line InsuranceFinance State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal | |
First Hawaiian Bank
First Hawaiian Bank Regional BanksFinance First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI. | Regional Banks | Corporate Officer/Principal | |
University of Hawai'i at Hilo
University of Hawai'i at Hilo Other Consumer ServicesConsumer Services University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI. | College/University | Undergraduate Degree | |
Lewis & Mathews Investment Management, Inc.
Lewis & Mathews Investment Management, Inc. Investment ManagersFinance Lewis & Mathews Investment Management, Inc. provides investment advice. The private company is based in Menlo Park, CA. | Investment Managers | Corporate Officer/Principal | |
University of California | College/University | Graduate Degree | |
Mission Oak Capital LLC
Mission Oak Capital LLC Investment ManagersFinance Mission Oak Capital LLC (Mission Oak Capital) is a venture capital firm founded in 2017. The firm is headquartered in Sacramento, California. | Investment Managers | Private Equity Investor | |
Growth Capital Strategies LLC | President | ||
Tactical Allocation Group LLC
Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Investment Managers | Chief Investment Officer | |
Wayne State University (Michigan) | College/University | Undergraduate Degree | |
Wesleyan University | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Wisconsin | College/University | Graduate Degree | |
BNY Mellon Investor Solutions LLC
BNY Mellon Investor Solutions LLC Investment ManagersFinance BNY Mellon Investor Solutions LLC (BNYMIS) is an independent registered investment advisor headquartered in Boston, Massachusetts. It was founded in 2015 as BNY Investment Strategy & Solutions Group LLC and was renamed BNY Mellon Investor Solutions LLC in 2020. The firm is wholly-owned by MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (BNY Mellon) (NYSE: BK). BNYMIS offers comprehensive portfolio management and investment advisory services for investors worldwide seeking outsourced investment management. They serve endowments, foundations, retirement plans, family offices, governments and financial intermediaries. | Investment Managers | Chief Investment Officer | |
Wallace E Carroll School of Management | College/University | Graduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
Georgia Southern University | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Grow, Inc. (Califormia)
Grow, Inc. (Califormia) Investment ManagersFinance Grow, Inc. provides an investment platform. The company was founded by Mike DeMaria and Anthony Randazzo and is headquartered in San Fransisco, CA. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 37 |
Vereinigtes Königreich | 2 |
China | 2 |
Sektoral
Finance | 21 |
Consumer Services | 16 |
Commercial Services | 4 |
Operativ
Portfolio Manager-Equities | 28 |
Corporate Officer/Principal | 24 |
Undergraduate Degree | 13 |
Investment Committee Member | 4 |
Graduate Degree | 4 |
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