Marty DeVault
Portefeuillebeheerder-Aandelen bij One Capital Management LLC
Oorsprong van het eerstegraads netwerk van Marty DeVault
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
One Capital Management LLC
 One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities.
10
| Subsidiary | Investment Managers | 10 |
FundX Investment Group LLC
 FundX Investment Group LLC Investment ManagersFinance FundX Investment Group LLC (FundX) is an investment management firm headquartered in San Francisco, California. The firm was founded in 1969 as DAL Investment Co. and they are a subsidiary of One Capital Management LLC. FundX provides investment management services on a discretionary basis to individuals, high net worth individuals and their trusts and estates, charitable foundations, pension and profit sharing plans, corporations and mutual funds.
6
| Subsidiary | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Marty DeVault via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| San Francisco State University | College/University | Undergraduate Degree Masters Business Admin | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Investment Committee Member | |
| Ridley College | College/University | Undergraduate Degree | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
| University of Utah | College/University | Graduate Degree | |
| School of Economics | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree | |
Alexis Investment Partners LLC
 Alexis Investment Partners LLC Investment ManagersFinance Alexis Investment Partners LLC (AIP) is an independent, SEC-registered investment advisor headquartered in Montgomery, Texas. The firm was founded by Montgomery, Texas. AIP provides advisory services primarily to individuals and to high net worth individuals, which includes their trusts, estates, and retirement accounts. They also provide services to corporations or business entities and their pension and profit-sharing plans. | Investment Managers | Chief Executive Officer | |
| St. Mary's College (Maryland) | College/University | Masters Business Admin | |
| The California State University | College/University | Undergraduate Degree | |
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Investment Managers | Founder | |
| University of Manitoba | College/University | Undergraduate Degree | |
| Lewis & Clark College (Oregon) | College/University | Undergraduate Degree | |
Sanford C. Bernstein Ltd.
 Sanford C. Bernstein Ltd. Investment Banks/BrokersFinance Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools. | Investment Banks/Brokers | Corporate Officer/Principal | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
| David Eccles School of Business | College/University | Undergraduate Degree | |
Boy Scouts of America
 Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services The Boy Scouts of America provides a program for young people that builds character, trains in the responsibilities of participating citizenship, and develops personal fitness. The company was founded in 1910 and is headquartered in Irving, TX. | Miscellaneous Commercial Services | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Morgan Stanley Investment Management Ltd.
 Morgan Stanley Investment Management Ltd. Investment ManagersFinance Morgan Stanley Investment Management Ltd. (MSIM) is an asset management firm headquartered in London, UK. Founded in 1986, the firm is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM offers a range of investment and risk management solutions to institutional and professional investors worldwide. | Investment Managers | Portfolio Manager-Equities | |
| University of California, Davis | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 18 |
| Canada | 4 |
| Verenigd Koninkrijk | 4 |
| China | 2 |
| Frankrijk | 2 |
Sectoraal
| Consumer Services | 16 |
| Finance | 9 |
| Commercial Services | 2 |
Operationeel
| Portfolio Manager-Equities | 15 |
| Undergraduate Degree | 13 |
| Corporate Officer/Principal | 6 |
| Investment Committee Member | 5 |
| President | 3 |
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