Bradley Alan Weber
Portefeuillebeheerder-Aandelen bij Aspiriant LLC
Oorsprong van het eerstegraads netwerk van Bradley Alan Weber
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Wisconsin
512
| College/University | Other Consumer Services | 512 |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.
48
| Private Company | Investment Managers | 48 |
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010.
11
| Subsidiary | Investment Managers | 11 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Bradley Alan Weber via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| ABBOTT LABORATORIES | Medical Specialties | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Mason Street Advisors LLC
 Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
PPM America, Inc.
 PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Investment Managers | Analyst-Fixed Income | |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Trust Point, Inc.
 Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Investment Managers | Investment Committee Member Chief Executive Officer | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Aspiriant Holdings 4 LLC
 Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
| Golden Gate University | College/University | Graduate Degree Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Graduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Masters Business Admin | |
Thompson Investment Management, Inc.
 Thompson Investment Management, Inc. Investment ManagersFinance Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Aspiriant Risk-Managed Real Asset Fund
 Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
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 | Doctorate Degree Masters Business Admin | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Thrivent Asset Management LLC
 Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Loyola University of Chicago | College/University | Masters Business Admin | |
| OBIGO, INC. | Packaged Software | Sales & Marketing | |
American Chamber of Commerce Executives, Inc.
 American Chamber of Commerce Executives, Inc. Miscellaneous Commercial ServicesCommercial Services American Chamber of Commerce Executives, Inc. is an organization that provides tools, resources, and connections to help chambers of commerce and their teams be more effective and have a greater impact. The non-profit company is based in Alexandria, VA. The company offers membership, online learning, and various programs and events related to topics such as membership development, economic development, diversity, equity and inclusion, education and talent, governance and leadership, human resources, marketing and communications, non-dues revenue, and operations and finance. | Miscellaneous Commercial Services | Director/Board Member | |
| University of San Francisco | College/University | Undergraduate Degree | |
The Business Council
 The Business Council Miscellaneous Commercial ServicesCommercial Services The Business Council operates as an organization of business leaders. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Hines Interests LP
 Hines Interests LP Real Estate Investment TrustsFinance Hines Interests LP operates as a privately owned international real estate firm. It offers investment, development, and management projects. The firm's portfolio of projects include skyscrapers, corporate headquarters, mixed-use centers, industrial parks, medical facilities, and master-planned resort and residential communities. The company was founded by Gerald D. Hines in 1957 and is headquartered in Houston, TX. | Real Estate Investment Trusts | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Egypte | 2 |
| Frankrijk | 2 |
| Zuid-Korea | 2 |
Sectoraal
| Finance | 26 |
| Consumer Services | 16 |
| Commercial Services | 6 |
| Miscellaneous | 3 |
| Health Technology | 2 |
Operationeel
| Corporate Officer/Principal | 132 |
| Undergraduate Degree | 100 |
| Portfolio Manager-Equities | 65 |
| Director/Board Member | 60 |
| Graduate Degree | 46 |
Sterkste connecties
| Insiders | |
|---|---|
| Sean Jacobsohn | 21 |
| Ken Anderson | 13 |
| Ishak bin Mohamed | 12 |
| Neil Charles Hokanson | 10 |
| Greg J. Schroeder | 10 |
| Geoffrey Caan | 9 |
| Bob Wagman | 9 |
| Eric Hansotia | 9 |
| Stephen Timothy Kochis | 9 |
| Randy Rae | 8 |
| Jignesh Patel | 8 |
| John David Allen | 8 |
| Neil Peters-Michaud | 8 |
| Regina Wohl | 7 |
| John Dowling Kirkpatrick | 7 |
- Beurs
- Insiders
- Bradley Alan Weber
- Bedrijfsconnecties
