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Karen Yuen Ma
Portefeuillebeheerder-Aandelen bij Williams Jones Wealth Management LLC
Oorsprong van het eerstegraads netwerk van Karen Yuen Ma
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Williams Jones Wealth Management LLC
![]() Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans.
6
| Subsidiary | Investment Managers | 6 |
Olayan America Corp.
![]() Olayan America Corp. Investment ManagersFinance Olayan America Corp (Olayan America) is a private equity subsidiary of The Olayan Group founded in 1971. The firm is headquartered in New York.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Karen Yuen Ma via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Spears, Benzak, Salomon & Farrell, Inc.
![]() Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995. | Investment Managers | Corporate Officer/Principal | |
Greenhaven Associates, Inc.
![]() Greenhaven Associates, Inc. Investment ManagersFinance Greenhaven Associates, Inc. (Greenhaven) is an independent, SEC-registered investment advisor headquartered in Purchase, New York. The firm was founded by Edgar (Ed) Wachenheim III in 1988. Greenhaven manages discrete investment portfolios for clients on a discretionary basis. The firm's clients include individuals, trusts, foundations, pension plans, IRAs and endowments. In addition, Greenhaven manages substantial portfolios owned or controlled by Ed Wachenheim and his immediate family. | Investment Managers | Corporate Officer/Principal | |
Citibank NA (New York)
![]() Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
Obopay, Inc.
![]() Obopay, Inc. Internet Software/ServicesTechnology Services Obopay, Inc. provides mobile payment services. It offers money transfer, mobile and online commerce, minutes top up, bill payment, and cash loading and unloading solutions, agent networks to harness new distribution channels and solutions for other mobile payment needs. The company was founded by Carol Louise Realini and Joseph Tumminaro in 2005 and is headquartered in Redwood City, CA. | Internet Software/Services | Director/Board Member | |
Williams, Jones & Associates, Inc.
![]() Williams, Jones & Associates, Inc. Investment ManagersFinance Williams, Jones & Associates, Inc. provides investment advisory services. The company is headquartered in New York, NY. | Investment Managers | Chief Executive Officer | |
Brown University | College/University | Undergraduate Degree | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
Pacific Investment Management Co. LLC
![]() Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Portfolio Manager-Fixed Income | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
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 | Analyst-Equity Trading-Fixed Income | |
The Citco Group Ltd.
![]() The Citco Group Ltd. Financial ConglomeratesFinance The Citco Group Ltd. engages in the provision of financial services. It offers fund administration, financial services, investor relations services, banking and custody services, corporate services, and market entry services. The company was founded in 1939 and is headquartered in Camana Bay, Cayman Islands. | Financial Conglomerates | Corporate Officer/Principal | |
Amherst College | College/University | Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
Manhattan College | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
Prudential-Bache Securities Canada Ltd. | Corporate Officer/Principal | ||
BlackRock Realty Advisors Inc.
![]() BlackRock Realty Advisors Inc. Investment ManagersFinance BlackRock Realty Advisors Inc (BlackRock Realty Advisors) is a real estate subsidiary of BlackRock Inc (NYSE: BLK) founded in 1997. The firm is headquartered in New York, New York. | Investment Managers | Corporate Officer/Principal | |
Sentinel Real Estate Corp. | Investment Managers | Comptroller/Controller/Auditor | |
Mabon, Nugent & Co. | Corporate Officer/Principal | ||
MODIV INDUSTRIAL, INC. | Real Estate Investment Trusts | Director/Board Member | |
Kestra Advisory Services LLC
![]() Kestra Advisory Services LLC Investment ManagersFinance Kestra Advisory Services LLC (KAS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm is a direct subsidiary of Kestra Financial, Inc. KAS provides investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, insurance companies, and corporations and other business organizations. | Investment Managers | Portfolio Manager-Equities |
Statistieken
Internationaal
Verenigde Staten | 30 |
Kaaimaneilanden | 2 |
Canada | 2 |
Sectoraal
Finance | 21 |
Consumer Services | 9 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 13 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 7 |
Portfolio Manager-Fixed Income | 5 |
Analyst-Equity | 3 |
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