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Oorsprong van het eerstegraads netwerk van J. C. Waller
Entiteit | Type entiteit | Industrie | |
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ICON Advisers, Inc.
![]() ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.
9
| Subsidiary | Investment Managers | 9 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met J. C. Waller via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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University of Denver | College/University | Masters Business Admin Undergraduate Degree | |
Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Clayton Fixed Income Services, Inc.
![]() Clayton Fixed Income Services, Inc. Investment ManagersFinance Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Datasite Global Corp.
![]() Datasite Global Corp. Packaged SoftwareTechnology Services Datasite Global Corp. engages in the provision of software as a service (SaaS) solutions for the mergers & acquisitions (M&A) industry. Its products include Datasite Outreach, Datasite Prepare, Datasite Diligence, Datasite Acquire, and Datasite for Restructuring. The company was founded by Kenneth F. Merrill in 1968 and is headquartered in Minneapolis, MN. | Packaged Software | Corporate Officer/Principal | |
University of Missouri | College/University | Graduate Degree | |
Xavier University | College/University | Undergraduate Degree | |
Cleveland State University | College/University | Masters Business Admin | |
Babson College | College/University | Undergraduate Degree | |
AssetMark, Inc.
![]() AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Corporate Officer/Principal | |
Dividend Assets Capital LLC
![]() Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Investment Managers | Analyst-Equity | |
The Leeds School of Business | College/University | Undergraduate Degree | |
Thrivent Financial for Lutherans
![]() Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Financial Conglomerates | Corporate Officer/Principal | |
Stack Financial Management, Inc.
![]() Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Investment Managers | Chief Investment Officer | |
North Bridge Properties LLC | Corporate Officer/Principal | ||
Rutgers State University of New Jersey | College/University | Doctorate Degree | |
New York University | College/University | Masters Business Admin | |
Sentinel Trust Co.
![]() Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Investment Managers | Head-Equity Investments | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree | |
Wakefield Asset Management LLLP
![]() Wakefield Asset Management LLLP Investment ManagersFinance Wakefield Asset Management LLLP (Wakefield) is an independent, SEC-registered investment advisor headquartered in Englewood, Colorado. The firm was founded by G. Todd Gervasini in 2003. Wakefield specializes in actively managed US Equity Strategies and offers Large-Cap, Small-Cap and Biblically Responsible portfolios to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Stanford 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 | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree | |
American Century Investments Value Yield LLC
![]() American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 29 |
Sectoraal
Consumer Services | 15 |
Finance | 10 |
Technology Services | 3 |
Electronic Technology | 2 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 11 |
Undergraduate Degree | 9 |
Masters Business Admin | 6 |
Portfolio Manager-Equities | 6 |
Sales & Marketing | 4 |
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