Stacey Lynn McKinnon
Operationeel Directeur bij Morton Capital Management LLC
Oorsprong van het eerstegraads netwerk van Stacey Lynn McKinnon
Entiteit | Type entiteit | Industrie | |
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University of California, Santa Barbara
87
| College/University | Other Consumer Services | 87 |
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.
19
| Private Company | Investment Managers | 19 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Stacey Lynn McKinnon via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Fixed Income | |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Portfolio Manager-Fixed Income | |
QAD INC. | Packaged Software | Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PROCORE TECHNOLOGIES, INC. | Packaged Software | Corporate Officer/Principal Sales & Marketing Corporate Officer/Principal | |
University of California, Riverside | College/University | Doctorate Degree Graduate Degree | |
University of California, Berkeley | College/University | Corporate Officer/Principal 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 | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
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 Undergraduate Degree | |
Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
Glass, Lewis & Co. LLC
Glass, Lewis & Co. LLC Investment ManagersFinance Glass, Lewis & Co. LLC (Glass Lewis) is an independent investment research firm headquartered in San Francisco, California. The firm was founded in 2003 by Kevin J. Cameron & Gregory P. Taxin. Glass Lewis provides investment research and advice on proxy votes to institutional investor and?publicly listed?companies. Their clients include pension plans, mutual funds, and asset managers. | Investment Managers | Analyst-Equity Analyst-Equity | |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
AH Capital Management LLC
AH Capital Management LLC Investment ManagersFinance AH Capital Management LLC (AH Capital Management) is a venture capital firm founded in 2009 by Marc Lowell Andreessen and Ben A. Horowitz. The firm is headquartered in Menlo Park, California. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
California State University-Northridge | College/University | Undergraduate Degree Undergraduate Degree | |
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 global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Corporate Officer/Principal | |
Arrowhead Mezzanine LLC
Arrowhead Mezzanine LLC Investment ManagersFinance Arrowhead Mezzanine LLC (Arrowhead Mezzanine) is a private equity firm founded in 1996. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Corporate Officer/Principal | |
UBS Wealth Management UK Property Fund Ltd.
UBS Wealth Management UK Property Fund Ltd. Real Estate Investment TrustsFinance Part of UBS Group AG, UBS Wealth Management UK Property Fund Ltd. provides real estate investment services. | Real Estate Investment Trusts | Director/Board Member | |
Moelis & Co. LLC
Moelis & Co. LLC Investment Banks/BrokersFinance Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Riverside Partners LLC (New York)
Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Private Equity Investor | |
#1 A Lifesafer Distribution, Inc.
#1 A Lifesafer Distribution, Inc. Miscellaneous Commercial ServicesCommercial Services #1 A Lifesafer Distribution, Inc. was founded in 1995. The American company provides professional, scientific and technical services and engages in manufacturing and servicing of ignition interlock devices. | Miscellaneous Commercial Services | Director/Board Member | |
Meaningful Partners LLC
Meaningful Partners LLC Investment ManagersFinance Meaningful Partners LLC (Meaningful Partners) is a private equity firm founded in 2016 by Jake Capps and Amin Maredia. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
Xandance & Partners GmbH
Xandance & Partners GmbH Financial ConglomeratesFinance Xandance & Partners GmbH provides investment services. The private company is based in ZH. | Financial Conglomerates | Corporate Officer/Principal | |
Seafield Capital Management LP
Seafield Capital Management LP Financial ConglomeratesFinance Part of AlphaSense, Inc., Seafield Capital Management LP provides investment services. The company is based in New York, NY. | Financial Conglomerates | Analyst-Equity | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal | |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
Krossover Intelligence, Inc.
Krossover Intelligence, Inc. Movies/EntertainmentConsumer Services Krossover Intelligence, Inc. provides web based video indexing platform for sports teams. The firm sells the platform as Software-as-a-Service, allowing sports teams from around the world to purchase the product as well as indexing services. The company was founded by Vasudev Kulkarni and James M. Piette III on November 26, 2008 and is headquartered in New York, NY. | Movies/Entertainment | Sales & Marketing | |
Sigma Phi Epsilon Fraternity | Corporate Officer/Principal | ||
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Rothschild & Co. /Private Equity/ | Investment Managers | Private Equity Investor | |
USRG Management Co. LLC
USRG Management Co. LLC Investment ManagersFinance USRG Management Co LLC (US Renewables) is a private equity firm founded in 2003 by McDermott James Alastair Campbell. The firm is headquartered in Santa Monica, California. | Investment Managers | Private Equity Analyst | |
ACE GLOBAL BUSINESS ACQUISITION LIMITED | Financial Conglomerates | Director/Board Member | |
Hong Kong Takung Art Co. Ltd.
Hong Kong Takung Art Co. Ltd. Internet Software/ServicesTechnology Services Part of NFT Ltd., Hong Kong Takung Art Co. Ltd. is a company that operates an online electronic platform for offering and trading artwork. Hong Kong Takung Art Co. Ltd. is based in Hong Kong, Hong Kong. Hong Kong Takung Art Co. was acquired by Cardigant Medical, Inc. from Loyal Heaven Ltd. on October 20, 2014 for $115.59 million. The Chinese company was founded in 2012. | Internet Software/Services | Director of Finance/CFO | |
Elastic, Inc.
Elastic, Inc. Packaged SoftwareTechnology Services Elastic, Inc. develops a communication and customer management platform. The firm’s product Close.io offers software and resources to help startups outsource sales functions with an on-demand basis. The company was founded in 2012 by Steli Efti, Thomas Steinacher and Anthony Nemitz and is headquartered in Mountain View, CA. | Packaged Software | Public Communications Contact | |
PPS INTERNATIONAL (HOLDINGS) LIMITED | Miscellaneous Commercial Services | Director/Board Member | |
Albeck Financial Services, Inc.
Albeck Financial Services, Inc. Investment ManagersFinance Part of Calabrese Consulting LLC, Albeck Financial Services, Inc. provides SEC financial reporting and advisory services. The company is based in Houston, TX. The company was founded by Christy Albeck. Christy Albeck has been the CEO since incorporation. Albeck Financial Services was acquired by Calabrese Consulting LLC on April 18, 2022. | Investment Managers | Corporate Officer/Principal | |
GOLDEN POWER GROUP HOLDINGS LIMITED | Electrical Products | Director/Board Member | |
Metropolitan West Asset Management LLC
Metropolitan West Asset Management LLC Investment ManagersFinance Metropolitan West Asset Management LLC (MWAM) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 by Tad Rivelle, Laird Landmann and Stephen Kane. They are wholly-owned by TCW Asset Management Co. LLC, which in turn is a wholly-owned subsidiary of The TCW Group, Inc. MWAM offers fixed income portfolio management services to institutional investors, as well as individual investors through the Metropolitan West Funds. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 39 |
Hongkong | 6 |
Verenigd Koninkrijk | 2 |
Zwitserland | 2 |
Frankrijk | 2 |
Sectoraal
Finance | 24 |
Consumer Services | 10 |
Commercial Services | 7 |
Technology Services | 6 |
Health Technology | 2 |
Operationeel
Corporate Officer/Principal | 106 |
Undergraduate Degree | 94 |
Director/Board Member | 48 |
Founder | 24 |
Analyst-Equity | 21 |
Sterkste connecties
Insiders | |
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Erkki Ruoslahti | 18 |
Justin Butler | 16 |
Bun Man Mung | 13 |
Chun Hin Chow | 10 |
Alexander W. Fang | 10 |
Shawn Alt | 8 |
Oliver Oswald | 8 |
Amandeep S. Anand | 7 |
Miguel A. de los Ríos | 7 |
Ben Stone | 7 |
Adam Krejcik | 7 |
Tom Butler | 6 |
Brandon D. Heiken | 6 |
Cathy Cash | 6 |
Jared Smith | 6 |
- Beurs
- Insiders
- Stacey Lynn McKinnon
- Bedrijfsconnecties