Oorsprong van het eerstegraads netwerk van Gregory N. Yates
Entiteit | Type entiteit | Industrie | |
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McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients.
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| Subsidiary | Investment Managers | 21 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Gregory N. Yates via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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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 | Trading-Equity | |
Falcon Point Capital LLC
Falcon Point Capital LLC Investment ManagersFinance Falcon Point Capital LLC (Falcon Point) is an independent investment manager headquartered in Orinda, California. The firm was founded in 1986 and formerly known as Emerging Growth Management LLC and EGM Capital LLC. Falcon Point serves as the general partner of investment limited partnerships and serves as the investment adviser to other accounts. | Investment Managers | Analyst-Equity | |
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Portfolio Manager-Fixed Income | |
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Investment Managers | Portfolio Manager-Equities | |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
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 | Analyst-Equity | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Vaughan Nelson Investment Management LP
Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Investment Managers | Trading-Equity | |
Columbus Capital Management LLC
Columbus Capital Management LLC Investment ManagersFinance Columbus Capital Management LLC is an independent hedge fund manager headquartered in Los Angeles, California. The firm was founded by Matthew Ockner in 1997 and they provide investment advice to high net-worth clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Investment Committee Member | |
Menta Capital LLC
Menta Capital LLC Investment ManagersFinance Menta Capital LLC is an independent hedge fund manager headquartered in San Francisco, California. The firm was founded by Asriel Levin and Laurent Dubois in 2006. Menta Capital manages active strategies for pension plans, institutional funds-of-funds, banks, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Renew Financial Holdings, Inc. (California)
Renew Financial Holdings, Inc. (California) Financial ConglomeratesFinance Renew Financial Group LLC provides renewable, energy efficiency, and water saving financing for residential and commercial projects. Its services include solar panel financing; windows and doors financing; heating and cooling financing; roofing and roof replacement financing; landscaping and turf financing; hurricane protection financing; earthquake protection financing; and home improvement financing. The company was founded by Stephen Compagni Portis, Cisco DeVries, and Mimi Frusha in 2008 and is headquartered in Oakland, CA. | Financial Conglomerates | Director of Finance/CFO | |
University of Virginia | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree | |
University of Pennsylvania | 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 | |
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 | Graduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Arizona State University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Texas Tech University | College/University | Undergraduate Degree | |
Oregon State University | College/University | Undergraduate Degree | |
Pacific Lutheran University | College/University | Undergraduate Degree | |
St. Mary's College of California | College/University | Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
MedShare International, Inc.
MedShare International, Inc. Miscellaneous Commercial ServicesCommercial Services MedShare International, Inc. provides medical supply aids. It specializes in improving healthcare and the environment through the recovery and redistribution of the surplus of medical supplies and equipment to those in need. The firm collects surplus medical supplies and equipment from hospitals, distributors and manufacturers, and then redistributes it to healthcare facilities in the developing world. It also outfit medical missions and safety net clinics in both the U.S. and abroad. The company was founded by A. B. Short and Robert J. Freeman in 1998 and is headquartered in Decatur, GA. | Miscellaneous Commercial Services | Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Corporate Officer/Principal | |
Countrywide Capital Markets LLC
Countrywide Capital Markets LLC Finance/Rental/LeasingFinance Part of Bank of America Corp., Countrywide Capital Markets LLC is a company based in Calabasas, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
University of Oregon | College/University | Undergraduate Degree | |
University of Giessen | College/University | Undergraduate Degree | |
Montgomery Asset Management LLC
Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity | |
Anderson School of Management | College/University | Masters Business Admin | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity |
Statistieken
Internationaal
Verenigde Staten | 47 |
Duitsland | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 20 |
Commercial Services | 2 |
Technology Services | 2 |
Operationeel
Analyst-Equity | 26 |
Undergraduate Degree | 17 |
Portfolio Manager-Equities | 15 |
Corporate Officer/Principal | 12 |
Masters Business Admin | 7 |
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