Provenance du réseau au premier degré de Marissa L. Felizardo
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
McMorgan & Co. LLC
 McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients.
48
| Subsidiary | Investment Managers | 48 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Marissa L. Felizardo via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Trading-Equity | |
Falcon Point Capital LLC
 Falcon Point Capital LLC Investment ManagersFinance Falcon Point Capital LLC (Falcon Point) is an independent investment manager headquartered in Orinda, California. The firm was founded in 1986 and formerly known as Emerging Growth Management LLC and EGM Capital LLC. Falcon Point serves as the general partner of investment limited partnerships and serves as the investment adviser to other accounts. | Investment Managers | Analyst-Equity | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Investment Managers | Portfolio Manager-Equities | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Vaughan Nelson Investment Management LP
 Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Investment Managers | Trading-Equity | |
Columbus Capital Management LLC
 Columbus Capital Management LLC Investment ManagersFinance Columbus Capital Management LLC is an independent hedge fund manager headquartered in Los Angeles, California. The firm was founded by Matthew Ockner in 1997 and they provide investment advice to high net-worth clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal | |
New York Life Investment Management Holdings LLC
 New York Life Investment Management Holdings LLC Investment ManagersFinance Part of New York Life Insurance Co., New York Life Investment Management Holdings LLC is a company that provides investment advice. New York Life Investment Management Holdings LLC is based in New York, NY. Yie-Hsin Hung has been the CEO of the company since 2015. | Investment Managers | Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Graduate Degree | |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Investment Managers | Trading-Equity | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
| University of Pennsylvania | 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 | Graduate Degree Masters Business Admin | |
Maxim Healthcare Services, Inc.
 Maxim Healthcare Services, Inc. Personnel ServicesCommercial Services Maxim Healthcare Services, Inc. engages in the provision of healthcare services. Its services include home healthcare, behavioral care, healthcare staffing, personal caregiving, and population health and wellness. The company was founded in 1988 and is headquartered in Columbia, MD. | Personnel Services | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| California State University-Sacramento | College/University | Undergraduate Degree | |
| Concordia University | College/University | Undergraduate Degree | |
| San Jose Federated City Employees Retirement Sys | Investment Managers | Chief Investment Officer | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Lake Forest College | College/University | Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
| Olivet College | College/University | Undergraduate Degree | |
| Portland State University | College/University | Undergraduate Degree | |
| St. Mary's College of California | College/University | Undergraduate Degree | |
| Sonoma State University | College/University | Undergraduate Degree | |
| INSEAD | College/University | Masters Business Admin | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
Pacific Coast Capital Partners LLC
 Pacific Coast Capital Partners LLC Investment ManagersFinance Pacific Coast Capital Partners LLC (PCCP) is a private equity founded in 1998. The firm is headquartered in San Francisco. | Investment Managers | Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree | |
Jackson Square Partners LLC
 Jackson Square Partners LLC Investment ManagersFinance Jackson Square Partners LLC (Jackson Square) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2014 through the joint venture between Delaware Investments and its San Francisco–based Focus Growth team. Jackson Square provides investment advisory services to separately managed accounts and pooled investment vehicles. Their institutional client base includes, but is not limited to, high net worth individuals, corporate and public pension plans, endowments, and foundations. | Investment Managers | Founder | |
Countrywide Capital Markets LLC
 Countrywide Capital Markets LLC Finance/Rental/LeasingFinance Part of Bank of America Corp., Countrywide Capital Markets LLC is a company based in Calabasas, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| San Jose Police & Fire Department Retirement System | Investment Managers | Chief Investment Officer | |
NYLIC HKP Venture LLC
 NYLIC HKP Venture LLC Real Estate Investment TrustsFinance NYLIC HKP Venture LLC acts as real estate investment trust. The company is headquartered in New York, NY. | Real Estate Investment Trusts | President | |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Chief Tech/Sci/R&D Officer |
Statistiques
Internationale
| Etats-Unis | 47 |
| Canada | 3 |
| France | 2 |
Sectorielle
| Finance | 27 |
| Consumer Services | 22 |
| Commercial Services | 2 |
Opérationnelle
| Undergraduate Degree | 36 |
| Analyst-Equity | 36 |
| Corporate Officer/Principal | 32 |
| Portfolio Manager-Equities | 24 |
| Portfolio Manager-Fixed Income | 11 |
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