John Stratton
Portefeuillebeheerder-Aandelen bij Wealth Enhancement Advisory Services LLC
Oorsprong van het eerstegraads netwerk van John Stratton
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
27
| Subsidiary | Investment Managers | 27 |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.
13
| Subsidiary | Investment Managers | 13 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met John Stratton via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Jacobs & Co. (California)
 Jacobs & Co. (California) Investment ManagersFinance Jacobs & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm provides discretionary investment management services to individuals and high net worth individuals, trusts and estates, pension and profit-sharing plans, corporations and other business entities. | Investment Managers | Director of Research - Equity | |
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
Joel Isaacson & Co. LLC
 Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
WEG Holdings LLC
 WEG Holdings LLC Financial ConglomeratesFinance WEG Holdings LLC engages in the provision of single-family housing construction services. The company is headquartered in St. Paul, MN. | Financial Conglomerates | Chief Executive Officer | |
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Portfolio Manager-Equities | |
| Structural Wealth Management LLC | Corporate Officer/Principal | ||
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| Boston University | College/University | Graduate Degree Undergraduate Degree | |
Blue Oak Capital LLC
 Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts. | Investment Managers | Founder Founder | |
| Arizona State University | College/University | Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Brandeis University | College/University | Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
| State University of New York College at Oswego | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Loyola Marymount University | College/University | Undergraduate Degree | |
| Middle Tennessee State University | College/University | Undergraduate Degree | |
| Montana State University | College/University | Undergraduate Degree | |
| St. Anselm College | College/University | Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
TA/WEG Parent LLC
 TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member | |
The Wealth Enhancement Group, Inc.
 The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Investment Managers | Chief Executive Officer | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| St. John Fisher College | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Israël | 2 |
Sectoraal
| Finance | 26 |
| Consumer Services | 20 |
Operationeel
| Portfolio Manager-Equities | 59 |
| Corporate Officer/Principal | 40 |
| Undergraduate Degree | 34 |
| Analyst-Equity | 18 |
| Masters Business Admin | 15 |
Sterkste connecties
| Insiders | |
|---|---|
| Jeff Dekko | 9 |
| Adam Phillip Schneiberg | 8 |
| Ward Lindenmayer | 8 |
| Art French | 8 |
| Mark Keeling | 8 |
| Steve Ethridge | 7 |
| Tom Baker | 7 |
| Greg Welch | 7 |
| Bob Welch | 6 |
| Mark Fredenburg | 6 |
| Skip Maples | 6 |
| Ayako Yoshioka | 6 |
| Fraser J. McLean | 5 |
| Jim Cahn | 5 |
| Mark Joseph Reed | 5 |
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