Carol Louise Benz
Plus aucun poste en cours
Provenance du réseau au premier degré de Carol Louise Benz
Entité | Type d'entité | Industrie | |
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Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.
26
| Extinct | Investment Managers | 26 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Carol Louise Benz via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal | |
Horsley Bridge Partners LLC
Horsley Bridge Partners LLC Investment ManagersFinance Horsley Bridge Partners LLC (HBP) is a private equity firm, founded in 1983 by Phillip Horsley and Gary Bridge. The firm is headquartered in San Francisco, California with additional offices in London and Beijing. | Investment Managers | Private Equity Analyst | |
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Golden Gate University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Haas School of Business | College/University | Undergraduate Degree Masters Business Admin | |
Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a SEC-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 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 | Masters Business Admin Undergraduate Degree | |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Investment Committee Member Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
San Francisco State University | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Fremont Realty Capital LP
Fremont Realty Capital LP Investment ManagersFinance Fremont Realty Capital LP is a real estate private equity business unit of the Fremont Group and was founded in the year of 1997 by Claude J. Zinngrabe, Jr. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Chabot Space & Science Center Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
GE Investments International Fund | Corporate Officer/Principal | ||
Deutsche Bank AG, New York Branch
Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
JPMorgan Asset Management (Asia Pacific) Ltd.
JPMorgan Asset Management (Asia Pacific) Ltd. Investment ManagersFinance JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional and retail investors. | Investment Managers | Corporate Officer/Principal | |
The Trump Organization, Inc.
The Trump Organization, Inc. Real Estate DevelopmentFinance The Trump Organization, Inc. provides real estate development services. The company was founded in 1980 and is headquartered in New York, NY. | Real Estate Development | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
Fiduciary Investment Management International, Inc.
Fiduciary Investment Management International, Inc. Investment ManagersFinance Fiduciary Investment Management International, Inc. (FIMI) is a wealth management firm headquartered in Washington, DC. The firm was founded in 1998 and is a subsidiary of Fiduciary International Holding, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FIMI provides investment advisory and portfolio management services to registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities | |
Brown University | College/University | Undergraduate Degree | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Mumbai | College/University | Graduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
National Center for Healthcare Leadership
National Center for Healthcare Leadership Medical/Nursing ServicesHealth Services National Center for Healthcare Leadership provides health, wellness and fitness services. The company was founded by Gail L. Warden and Marie E. Sinioris and is headquartered in Chicago, IL. | Medical/Nursing Services | Director/Board Member | |
Baruch College | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Private Client Services
Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Investment Managers | Corporate Officer/Principal | |
Gordon Rees Scully Mansukhani LLP
Gordon Rees Scully Mansukhani LLP Miscellaneous Commercial ServicesCommercial Services Gordon Rees Scully Mansukhani LLP provides litigation and business transactions services. It offers legal and transactional services to the construction, maritime, health care, pharmaceutical, and real estate sectors. The firm specializes in the areas of intellectual property, tax, wealth management and probate, immigration, bankruptcy, restructuring, and creditors' rights and commercial litigation. The company was founded by Stuart Gordon and Donald Rees in 1974 and is headquartered San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Occidental College | College/University | Graduate Degree | |
Sydenham College of Commerce & Economics | College/University | Undergraduate Degree | |
Boston University | College/University | Graduate Degree | |
Stanford University | College/University | Masters Business Admin | |
University of California, Davis | College/University | Undergraduate Degree | |
Visa International, Inc.
Visa International, Inc. Finance/Rental/LeasingFinance Visa International, Inc. provides credit card services. The company was founded by Dee Hock and is headquartered in Foster City, CA. | Finance/Rental/Leasing | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 46 |
Inde | 3 |
Hong Kong | 2 |
Sectorielle
Finance | 23 |
Consumer Services | 20 |
Commercial Services | 5 |
Miscellaneous | 2 |
Health Services | 2 |
Opérationnelle
Corporate Officer/Principal | 38 |
Portfolio Manager-Equities | 25 |
Undergraduate Degree | 25 |
Analyst-Equity | 8 |
Masters Business Admin | 8 |
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