Omar Aguilar
Algemeen Directeur bij Charles Schwab Investment Management, Inc.
Oorsprong van het eerstegraads netwerk van Omar Aguilar
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
492
| College/University | Other Consumer Services | 492 |
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.
147
| Subsidiary | Investment Managers | 147 |
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).
69
| Subsidiary | Investment Managers | 69 |
Instituto Tecnológico Autónomo de México
23
| College/University | Other Consumer Services | 23 |
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.
8
| Subsidiary | Investment Managers | 8 |
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.
5
| Subsidiary | Investment Banks/Brokers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Omar Aguilar via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Head-Equity Investments Chief Executive Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| University of California, Berkeley | College/University | Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
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 Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
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 | |
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 Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | |
| VOYA GLOBAL EQUITY DIVIDEND AND PREMIUM OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Doctorate Degree Undergraduate Degree Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments | |
| VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree | |
| VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| The California State University | College/University | Masters Business Admin Masters Business Admin | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Analyst-Equity | |
| The University of Colorado | College/University | Graduate Degree Undergraduate Degree | |
| University of California | College/University | Masters Business Admin Masters Business Admin | |
| VOYA EMERGING MARKETS HIGH DIVIDEND EQUITY FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
| Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Chief Operating Officer Director of Research - Fxd Inc | |
| Florida State University | College/University | Undergraduate Degree Graduate Degree | |
ING Investment Management Americas
 ING Investment Management Americas Investment ManagersFinance ING Investment Management Americas provides investment management services. The firm offers investment services to corporations, pension funds, mutual funds, healthcare organizations and insurance firms. The company is headquartered in Hartford, CT. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| St. John's University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Connecticut | College/University | Masters Business Admin Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Nebraska | College/University | Undergraduate Degree Graduate Degree | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| VOYA NATURAL RESOURCES EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 51 |
Sectoraal
| Consumer Services | 23 |
| Finance | 21 |
| Miscellaneous | 8 |
| Consumer Non-Durables | 2 |
Operationeel
| Corporate Officer/Principal | 123 |
| Undergraduate Degree | 89 |
| Portfolio Manager-Equities | 83 |
| Analyst-Equity | 67 |
| Portfolio Manager-Fixed Income | 52 |
Sterkste connecties
| Insiders | |
|---|---|
| Robert Crispin | 25 |
| Kip A. Frey | 19 |
| Christine Lynn Hurtsellers | 16 |
| Marie Chandoha | 15 |
| Rick Wurster | 13 |
| George Pereira | 12 |
| John Robert Born | 11 |
| Anne Ward | 11 |
| Luis A. Mercader | 10 |
| Vinnie Costa | 9 |
| Elias Belessakos | 9 |
| Kei Yamamoto | 8 |
| Jane Shi | 8 |
| Brett Wander | 8 |
| Christopher Ralph Bliss | 8 |
- Beurs
- Insiders
- Omar Aguilar
- Bedrijfsconnecties
