Oorsprong van het eerstegraads netwerk van Tony Scherrer
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
51
| Extinct | Major Banks | 51 |
Seattle Pacific University
6
| College/University | Other Consumer Services | 6 |
Smead Capital Management, Inc.
 Smead Capital Management, Inc. Investment ManagersFinance Smead Capital Management, Inc. (SCM) is an independent, SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Bill Smead in 2007. SCM provides investment management services to separate accounts, privately placed pooled investment vehicles, and mutual funds for advisors, family offices and institutions.
2
| Private Company | Investment Managers | 2 |
BMO Harris Bank, NA (Investment Management)
 BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.
1
| Operating Division | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tony Scherrer via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Chief Investment Officer Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
| US BANCORP | Major Banks | Corporate Officer/Principal | |
Cypress Capital Group, Inc.
 Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Investment Managers | Corporate Officer/Principal | |
Beacon Trust Co.
 Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| HOLLY ENERGY PARTNERS, L.P. | Oil & Gas Pipelines | Director/Board Member | |
Holly Logistic Services LLC
 Holly Logistic Services LLC Air Freight/CouriersTransportation Part of HF Sinclair Corp, Holly Logistic Services LLC is a company that provides logistics services. The company is based in Dallas, TX. Michael C. Jennings has been the CEO of the company since 2011. | Air Freight/Couriers | Director/Board Member | |
Judy's Book, Inc.
 Judy's Book, Inc. Internet Software/ServicesTechnology Services Judy's Book, Inc. provides online directory services to find local businesses and services. It offers information in the field of automobiles, education, entertainment, food, health, music, health and medical related services. The company was founded by Andy Liu, Geoffrey R. Entress, Niu David, and Christopher DeVore in 2004 and is headquartered in Seattle, WA. | Internet Software/Services | Founder | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Turtle Creek Management LLC
 Turtle Creek Management LLC Investment ManagersFinance Turtle Creek Management LLC (Turtle Creek) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. Formerly known as Enceladus Investment Management LLC, the firm was founded in 2006 by Philip Kistler, Peter Denker and R. Kevin Hardage. They are a subsidiary of TCTC Holdings LLC. Turtle Creek provides custom investment management and trust services to individuals, families and institutions. | Investment Managers | Founder Chief Executive Officer Founder | |
Palisade Asset Management LLC
 Palisade Asset Management LLC Investment ManagersFinance Palisade Asset Management LLC LLC (Palisade) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm is a predecessor to Palisade Investment Advisor LLC, which was founded in 2002. Palisade provides investment management and wealth advisory services to high net worth and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
Semper Capital Management LP
 Semper Capital Management LP Investment ManagersFinance Semper Capital Management LP (Semper) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by John Utendahl and Tom Mandel in 1992 and was formerly known as UCM Partners LP and as Utendahl Capital Management LP. Semper offers institutional and high-net-worth individuals multiple securitized debt-centric investment platforms that range from private absolute return and index-based strategies to registered mutual funds and custom managed accounts. | Investment Managers | Corporate Officer/Principal | |
| Bethel University | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | 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 Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Masters Business Admin | |
| Valparaiso University | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Corporate Officer/Principal | |
| National Transportation Safety Board | General Government | Corporate Officer/Principal | |
Piper Sandler & Co.
 Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Automotive Hall of Fame, Inc. | Director/Board Member | ||
BNC National Bank (Glendale, Arizona)
 BNC National Bank (Glendale, Arizona) Major BanksFinance BNC National Bank (Glendale, Arizona) provides banking and wealth management services. The firm offers personal banking and business banking, lockbox, mortgage, online banking, wealth management, and health savings accounts services. The company is headquartered in Glendale, AZ. | Major Banks | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | President Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Peapack-Gladstone Bank
 Peapack-Gladstone Bank Regional BanksFinance Peapack-Gladstone Bank operates as a commercial bank. It provides private banking services to businesses, non-profits and consumers. The firm offers wealth management, commercial and retail solutions, including residential lending and online platforms to clients. The company was founded in 1921 and is headquartered in Bedminster, NJ. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Concreit, Inc.
 Concreit, Inc. Real Estate Investment TrustsFinance Concreit, Inc. operates a website that helps to invest in fractional shares of real estate. The company was founded by Sean Hsieh, Jordan Levy and Rui Maximoin in October 2018 and is headquartered in Seattle, WA. | Real Estate Investment Trusts | Director/Board Member | |
Founders' Co-op
 Founders' Co-op Investment ManagersFinance Founders' Co-op (Founders' Co-op) is a venture capital firm founded in 2008 by Chris DeVore and Andy Sack. The firm is headquartered in Seattle, Washington. | Investment Managers | Private Equity Investor |
Statistieken
Internationaal
| Verenigde Staten | 49 |
Sectoraal
| Finance | 29 |
| Consumer Services | 14 |
| Technology Services | 4 |
| Industrial Services | 2 |
| Transportation | 2 |
Operationeel
| Corporate Officer/Principal | 119 |
| Director/Board Member | 74 |
| Undergraduate Degree | 49 |
| Portfolio Manager-Equities | 41 |
| Independent Dir/Board Member | 32 |
Sterkste connecties
| Insiders | |
|---|---|
| Geraldine McNamara | 24 |
| Alan Weber | 23 |
| Frances Sevilla-Sacasa | 21 |
| Sue Cole | 16 |
| Leo Grohowski | 14 |
| Jack Corcoran | 13 |
| Linda Huber | 12 |
| John Babcock | 12 |
| Peter Scaturro | 11 |
| Kevin Hardage | 11 |
| Andy Liu | 9 |
| Lawrence P. Fisher | 9 |
| Kevin Livingston | 8 |
| Addison Hagan | 8 |
| Michael Zazzarino | 7 |
- Beurs
- Insiders
- Tony Scherrer
- Bedrijfsconnecties
