Patrick Kaming Kwok
Portefeuillebeheerder-Aandelen bij Charles Schwab Investment Management, Inc.
Oorsprong van het eerstegraads netwerk van Patrick Kaming Kwok
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
82
| Subsidiary | Investment Managers | 82 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Patrick Kaming Kwok via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of California, Berkeley | College/University | Graduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate 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 | |
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 | |
| University of San Francisco | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate 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 | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate 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 | |
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 Chief Executive Officer | |
| Brandeis University | College/University | Graduate Degree Undergraduate Degree | |
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 | |
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 | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Doctorate Degree | |
| Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
| Golden Gate University | College/University | Masters Business Admin Graduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal President | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Equities | |
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 | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Head-Equity Investments | |
Federated MDTA LLC
 Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
University of Akron
 University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree | |
| Ashland University | College/University | Masters Business Admin | |
Vanguard Advisers, Inc.
 Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Investment Managers | Portfolio Manager-Equities | |
| THE GOODYEAR TIRE & RUBBER COMPANY | Automotive Aftermarket | Corporate Officer/Principal | |
| The University of New South Wales | College/University | Undergraduate Degree | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Investment Managers | Chief Investment Officer | |
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 |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Australië | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 24 |
| Consumer Durables | 2 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 88 |
| Undergraduate Degree | 74 |
| Portfolio Manager-Equities | 65 |
| Portfolio Manager-Fixed Income | 45 |
| Director/Board Member | 30 |
Sterkste connecties
| Insiders | |
|---|---|
| Stephen Ward | 16 |
| Marie Chandoha | 15 |
| Rick Wurster | 13 |
| George Pereira | 12 |
| Chuck Ray Craig | 11 |
| Pearl C. Chang | 11 |
| Eric David Thaller | 10 |
| Jeff Mortimer | 9 |
| Omar Aguilar | 9 |
| Brett Wander | 8 |
| Payel Farasat | 8 |
| Dan Kern | 8 |
| Jane Shi | 8 |
| Jonas Svallin | 8 |
| Christopher Ralph Bliss | 8 |
- Beurs
- Insiders
- Patrick Kaming Kwok
- Bedrijfsconnecties
