Kevin Michael Wilcox
Gestionnaire de Portefeuille-Actions chez First American Trust Co.
Provenance du réseau au premier degré de Kevin Michael Wilcox
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations.
17
| Subsidiary | Investment Managers | 17 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Kevin Michael Wilcox via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| The California State University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
| First American Specialty Insurance Co. (Investment Portfolio) | Investment Managers | Chief Investment Officer | |
| Federal Reserve Bank of New York | General Government | Corporate Officer/Principal | |
MullinTBG
 MullinTBG Investment Banks/BrokersFinance Founded in 2006 as the result of a merge between Mullin Consulting and TBG Financial, MullinTBG is a broker/dealer headquartered in El Segundo, California. The firm is a provider of nonqualified executive benefits to which Fortune 1000 and emerging growth companies can outsource all aspects of their executive benefit, compensation and retirement income planning needs. They are a member of the NASD and the SIPC. They are a subsidiary of the Prudential Insurance Co. of America and their ultimate parent is Prudential Financial, Inc. (NYSE: PRU). | Investment Banks/Brokers | Director of Research - Equity | |
| California State University-Los Angeles | College/University | Undergraduate Degree | |
Citizens Business Bank
 Citizens Business Bank Regional BanksFinance Citizens Business Bank operates as a state commercial bank. It provides banking solutions across government and nonprofit organizations, as well as title and escrow, dairy and livestock, medical, property management and real estate industries. The company was founded in 1974 and is headquartered in Ontario, CA. | Regional Banks | Corporate Officer/Principal | |
| University of California, Irvine | College/University | Masters Business Admin | |
| San Diego State University | College/University | Undergraduate Degree | |
| Rider University | College/University | Masters Business Admin | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
| Miami University | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree | |
| AMERITYRE CORPORATION | Automotive Aftermarket | Sales & Marketing | |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal | |
DuPont Capital Management Corp.
 DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Investment Managers | Corporate Officer/Principal | |
| Gujarat University | College/University | Undergraduate Degree | |
| First Interstate Capital, Inc. | Corporate Officer/Principal | ||
Windward Capital Management Co.
 Windward Capital Management Co. Investment ManagersFinance Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities. | Investment Managers | Chief Investment Officer | |
| Lehigh University | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate 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 | Masters Business Admin | |
RNC Capital Management LLC
 RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Investment Managers | Corporate Officer/Principal | |
Investors Management Services, Inc.
 Investors Management Services, Inc. Investment ManagersFinance Investors Management Services, Inc. (IMS) is an independent, SEC-registered investment advisor headquartered in Harrison Township, Michigan. The firm was founded in 1968 and is principally owned by Kimberly Wiggins. IMS provides asset management services to individuals, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities on either a discretionary or non-discretionary basis. | Investment Managers | Corporate Officer/Principal | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity | |
| ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
| Aquinas College (Michigan) | College/University | Undergraduate Degree | |
| FIRST AMERICAN FINANCIAL CORPORATION | Specialty Insurance | Chief Investment Officer | |
| University of South Africa | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 39 |
| Inde | 2 |
| Canada | 2 |
| Afrique du Sud | 2 |
Sectorielle
| Finance | 24 |
| Consumer Services | 15 |
| Government | 2 |
| Consumer Durables | 2 |
| Commercial Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 21 |
| Portfolio Manager-Equities | 14 |
| Undergraduate Degree | 13 |
| Analyst-Equity | 8 |
| Masters Business Admin | 6 |
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