Provenance du réseau au premier degré de Mark Ostroske
Entité | Type d'entité | Industrie | |
---|---|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
50
| Subsidiary | Investment Managers | 50 |
Community Trust & Investment Co.
Community Trust & Investment Co. Investment ManagersFinance Community Trust & Investment Co. (CTIC) is an investment management firm headquartered in Pikeville, Kentucky. Formerly known as Trust Co. of Kentucky, the firm is a subsidiary of Community Trust Bancorp, Inc. (NASDAQ: CTBI). CTIC is comprised of two business units, Wealth and Trust Management (WTM) and Community Trust Financial Services (CTFS). WTM offers disciplined investment management that is consistent with client objectives. CTFS is the retail investment and insurance division.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Mark Ostroske via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Portfolio Manager-Equities | |
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Investment Managers | Corporate Officer/Principal Sales & Marketing | |
Commerce Capital Markets, Inc.
Commerce Capital Markets, Inc. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ronin Capital LLC
Ronin Capital LLC Investment Banks/BrokersFinance Ronin Capital LLC is a registered brokerage firm headquartered in Chicago and was founded in 2001. They have additional offices in Hong Kong and England. Ronin Capital provides brokerage services and trades in over 20 countries, in different product class including: equities, fixed income, commodities, currencies, options, forwards and futures. | Investment Banks/Brokers | Trading-Equity | |
Westmount Asset Management LLC
Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Investment Managers | Investment Committee Member | |
TD Securities (USA) LLC
TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cutler Group LLC
Cutler Group LLC Investment Banks/BrokersFinance Cutler Group LLC is a private company that combines expertise in mathematics, technology, and finance to be the most efficient producer of liquidity in the exchange traded equity option space. The company is based in San Francisco, CA. The company is building a unified system that efficiently trades and risk manages across all listed, electronically-traded, derivative products. The CEO of the company is Jonathan Lee Hill. | Investment Banks/Brokers | Corporate Officer/Principal | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | General Counsel | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree Masters Business Admin | |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lightspeed Management Co LLC
Lightspeed Management Co LLC Investment ManagersFinance Lightspeed Management Co. LLC (Lightspeed Venture Partners) is a venture capital firm founded in 1971. The firm is headquartered in Menlo Park, California. It was formerly known as Weiss, Peck & Greer Venture Partners. | Investment Managers | Analyst-Equity | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
Indiana University | College/University | Graduate Degree Undergraduate Degree | |
Oregon State University | College/University | Undergraduate Degree Undergraduate Degree | |
San Francisco State University | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Masters Business Admin Masters Business Admin | |
University of California, Berkeley | College/University | Masters Business Admin | |
University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree Undergraduate Degree | |
University of San Francisco | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
Three Arch Partners
Three Arch Partners Investment ManagersFinance Three Arch Partners (TAP) is a venture capital firm founded in 1993 by Thomas Fogarty and Wilfred Jaeger. The firm is headquartered in San Mateo, California. | Investment Managers | Comptroller/Controller/Auditor | |
Georgetown University | College/University | Masters Business Admin | |
Wacker Wealth Partners LLC
Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Investment Managers | Chief Executive Officer | |
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Investment Managers | Portfolio Manager-Equities | |
Axia Advisors
Axia Advisors Investment Banks/BrokersFinance Axia Advisors provides services elating to mergers and acquisitions, capital raising, and strategic/capital markets issues for both private and public companies. The company is headquartered in Burlington, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Compliance Officer | |
Haas School of Business | College/University | Undergraduate Degree | |
FutureAdvisor, Inc.
FutureAdvisor, Inc. Investment ManagersFinance FutureAdvisor, Inc. is an investment advisory firm headquartered in San Francisco, California. The firm was founded by Jon Xu and Bo Lu in 2010 as Xulu, Inc. They are a wholly owned subsidiary of BlackRock, Inc. (NYSE: BLK). FutureAdvisor uses algorithms and other technological means for the provision of investment advisory services to individual investors and their related accounts. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Rational Investment Management LLC
Rational Investment Management LLC Investment ManagersFinance Rational Investment Management LLC (RIM) is an independent SEC-registered asset management firm headquartered in Mill Valley, California. The firm was founded by Dan Sinton in 2012. RIM provides management supervisory services to individuals and high-net worth individuals. | Investment Managers | Chief Executive Officer | |
Rutgers University- Newark | College/University | Undergraduate Degree | |
Penn Investment Advisors, Inc.
Penn Investment Advisors, Inc. Investment ManagersFinance Penn Investment Advisors, Inc. (PIA) is an investment management firm headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2014 and formerly known as EagleView Advisors, Inc. and First Savings Financial Services, Inc. In 2022, they were acquired by Equitable Distribution Holding Corp., which is an indirect wholly owned subsidiary of Equitable Holdings, Inc. (NYSE: EQH). PIA provides investment advice to individuals, institutions, pension and profit-sharing plans, investment companies (which include mutual funds), charitable organizations, and corporations or other businesses. | Investment Managers | Chief Executive Officer | |
Asio Capital LLC
Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients. | Investment Managers | Founder | |
Core Alternative Capital LLC
Core Alternative Capital LLC Investment ManagersFinance Core Alternative Capital LLC (Core) is an independent registered investment advisor headquartered in Peachtree Corners, Georgia. The firm was founded by David Pursell in 2019 and do-business-as Pursell Management Co. Core manages alternative investment strategies for investors through registered funds and institutional separate accounts. | Investment Managers | Chief Operating Officer |
Statistiques
Internationale
Etats-Unis | 50 |
Sectorielle
Finance | 28 |
Consumer Services | 22 |
Commercial Services | 2 |
Opérationnelle
Corporate Officer/Principal | 74 |
Undergraduate Degree | 47 |
Portfolio Manager-Equities | 30 |
Analyst-Equity | 29 |
Sales & Marketing | 12 |
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