Omar Aguilar
Algemeen Directeur bij Charles Schwab Investment Management, Inc.
Actieve functies van Omar Aguilar
Bedrijven | Functie | Begin | Einde |
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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). | Algemeen Directeur | 01-01-2022 | - |
Chief Investment Officer | 01-04-2011 | - | |
Head-Equity Investments | 01-04-2011 | - | |
Portefeuillebeheerder-Aandelen | 01-04-2011 | - | |
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. | Directeur/Bestuurslid | - | - |
Algemeen Directeur | - | - | |
President | - | - |
Loopbaan van Omar Aguilar
Eerdere bekende functies van Omar Aguilar
Bedrijven | Functie | Begin | Einde |
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Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2004 | 12-01-2009 |
Head-Equity Investments | 01-01-2004 | 12-01-2009 | |
Portefeuillebeheerder-Aandelen | 01-01-2004 | 12-01-2009 | |
Lehman Brothers Global Asset Management
Lehman Brothers Global Asset Management Investment Banks/BrokersFinance Part of Franklin Resources, Inc., Lehman Brothers Global Asset Management is an American asset management company. The company is based in NY. Lehman Brothers Global Asset Management was acquired by Legg Mason, Inc., a subsidiary of Franklin Resources, Inc. from Lehman Brothers Holdings, Inc. on February 13, 1996 for $10 million. | Head-Equity Investments | 01-01-1984 | 31-12-2002 |
Corporate Officer/Principal | 01-01-1984 | 31-12-2002 | |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | 04-08-2011 | - |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Portefeuillebeheerder-Aandelen | 12-08-2009 | - |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Directeur van Onderzoek - Eigen Vermogen | - | - |
Portefeuillebeheerder-Aandelen | - | - |
Opleiding van Omar Aguilar
Duke University | Doctorate Degree |
Instituto Tecnológico Autónomo de México | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 9 |
Mexico | 2 |
Operationeel
Portfolio Manager-Equities | 4 |
Head-Equity Investments | 3 |
Director of Research - Equity | 2 |
Sectoraal
Finance | 7 |
Consumer Services | 3 |
Miscellaneous | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 7 |
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Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Finance |
Lehman Brothers Global Asset Management
Lehman Brothers Global Asset Management Investment Banks/BrokersFinance Part of Franklin Resources, Inc., Lehman Brothers Global Asset Management is an American asset management company. The company is based in NY. Lehman Brothers Global Asset Management was acquired by Legg Mason, Inc., a subsidiary of Franklin Resources, Inc. from Lehman Brothers Holdings, Inc. on February 13, 1996 for $10 million. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Finance |
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). | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
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. | Finance |
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