Chris Liu
Portefeuillebeheerder-Aandelen bij Griffin Asset Management, Inc.
Oorsprong van het eerstegraads netwerk van Chris Liu
Entiteit | Type entiteit | Industrie | |
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Griffin Asset Management, Inc.
Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies.
6
| Private Company | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Chris Liu via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Investment Managers | Portfolio Manager-Equities Chief Executive Officer Chief Executive Officer Portfolio Manager-Equities | |
Fairleigh Dickinson University | College/University | Masters Business Admin Undergraduate Degree | |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Corporate Officer/Principal | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Susquehanna University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Masters Business Admin | |
New York Mercantile Exchange, Inc.
New York Mercantile Exchange, Inc. Investment Banks/BrokersFinance The New York Mercantile Exchange, Inc. provides markets for the trading and clearing of crude and heating oil, gasoline, natural gas, and electricity. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Baldwin-Wallace College | College/University | Undergraduate Degree | |
Barrett Asset Management LLC
Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Investment Managers | Analyst-Equity | |
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Portfolio Manager-Equities | |
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Chief Investment Officer | |
Hofstra University | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 27 |
Sectoraal
Finance | 20 |
Consumer Services | 8 |
Operationeel
Portfolio Manager-Equities | 17 |
Corporate Officer/Principal | 11 |
Analyst-Equity | 6 |
Undergraduate Degree | 6 |
Chief Investment Officer | 5 |