Jonathan Roman
Portfolio Manager-Fixed Income bij Charles Schwab Investment Management, Inc.
Oorsprong van het eerstegraads netwerk van Jonathan Roman
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).
90
| Subsidiary | Investment Managers | 90 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jonathan Roman via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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-Fixed Income Analyst-Equity | |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal President | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| PACIFIC PREMIER BANCORP, INC. | Regional Banks | Director/Board Member | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | President Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
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 | Corporate Officer/Principal Portfolio Manager-Equities | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Analyst-Equity | |
| Charles Schwab Worldwide Funds Plc | Investment Trusts/Mutual Funds | Director/Board Member | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
| HEALTHEQUITY, INC. | Investment Managers | Director/Board Member | |
| Russell Exchange Traded Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Investment Managers | Corporate Officer/Principal Investment Committee Member Investment Committee Member Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| The California State University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Masters Business Admin | |
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 Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Graduate Degree Undergraduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Chief Executive Officer President | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Masters Business Admin Doctorate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Algert Global LLC
 Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| California State University-East Bay | College/University | Masters Business Admin Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| Golden Gate University | College/University | Masters Business Admin Graduate Degree | |
| Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree | |
WealthRamp, Inc.
 WealthRamp, Inc. Investment ManagersFinance WealthRamp, Inc. operates online platform for providing investment advisory services. It offers personalized and unbiased financial referral service, connecting investors with the fiduciary advisors who match an individual's investing priorities. The company was founded by Pamela Krueger in 2014 and is headquartered in Osterville, MA. | Investment Managers | Director/Board Member | |
| Bates College | College/University | Undergraduate Degree | |
Latino Corporate Directors Association
 Latino Corporate Directors Association Miscellaneous Commercial ServicesCommercial Services The Latino Corporate Directors Association (LCDA) advocates for greater representation of Latinx individuals in corporate governance to promote diversity and inclusion. The private company is based in Washington. The American company's mission is to advance multicultural boardrooms that promote equity and corporate social responsibility. The company was founded in 2013 by Patricia Salas Pineda. The CEO is Ozzie Gromada Meza. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charles Schwab Asset Management (Ireland) Ltd.
 Charles Schwab Asset Management (Ireland) Ltd. Financial ConglomeratesFinance Part of The Charles Schwab Corp., Charles Schwab Asset Management (Ireland) Ltd. is a company headquartered in Dublin, Ireland, that provides financial intermediation services. | Financial Conglomerates | Director/Board Member | |
Pacific Premier Bank
 Pacific Premier Bank Regional BanksFinance Pacific Premier Bank is a state-chartered commercial bank headquartered in Costa Mesa, California. They serve businesses from six locations throughout Southern California including six depository branches in Costa Mesa, Huntington Beach, Los Alamitos, Newport Beach, San Bernardino, and Seal Beach as well as an SBA loan production office in Costa Mesa. Through their branches and their web site they offer a full complement of deposit and loan products and services for commercial businesses, non-profit organizations, and consumers. They offer their customers an alternative to the impersonal service experienced at the large regional and national banks. | Regional Banks | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Ierland | 3 |
Sectoraal
| Consumer Services | 25 |
| Finance | 23 |
| Miscellaneous | 3 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 90 |
| Undergraduate Degree | 79 |
| Portfolio Manager-Equities | 72 |
| Portfolio Manager-Fixed Income | 48 |
| Director/Board Member | 46 |
Sterkste connecties
| Insiders | |
|---|---|
| Evelyn Dilsaver | 21 |
| Stephen Ward | 16 |
| Marie Chandoha | 14 |
| Rick Wurster | 12 |
| Chuck Ray Craig | 11 |
| Pearl C. Chang | 11 |
| Eric David Thaller | 10 |
| Omar Aguilar | 9 |
| Jeff Mortimer | 9 |
| George Pereira | 9 |
| Jonas Svallin | 8 |
| Dan Kern | 8 |
| Jane Shi | 8 |
| Brett Wander | 8 |
| Christopher Ralph Bliss | 8 |
- Beurs
- Insiders
- Jonathan Roman
- Bedrijfsconnecties
