![Michelle Espiritu Soto](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Michelle Espiritu Soto
Plus aucun poste en cours
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Linda M. Beck | F | - |
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. | 12 ans |
C. Wilson McNeely | M | - |
University of Virginia
| 30 ans |
Benjamin C. Ackerly | M | - |
University of Virginia
| 32 ans |
David Brautigan | M | - |
University of Virginia
| 30 ans |
Dave Smith | M | - |
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. | 15 ans |
Osman Tansu Akgun | M | - |
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. | 12 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Rich Golinski | M | - |
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. | 21 ans |
Ed D. Osborn | M | - |
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. | 28 ans |
James P. Dvorak | M | - |
University of Virginia
| 9 ans |
Kourosh Zamanizadeh | M | - |
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. | - |
Edward W. Elmore | M | - |
University of Virginia
| 7 ans |
Thomas Friedmann | M | - |
University of Virginia
| 3 ans |
Ted S. Hollifield | M | - |
University of Virginia
| 3 ans |
Mark L. Schemper | M | - |
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. | - |
Jane Kang | F | - |
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. | - |
Adam Safir | M | 51 |
University of Virginia
| 7 ans |
Cyane B. Crump | M | - |
University of Virginia
| 7 ans |
Joseph William Little | M | 54 |
University of Virginia
| 8 ans |
Jenilee B. Deal | F | - |
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. | - |
Freda Zietlow | F | - |
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. | 7 ans |
Joel R. DeMaria | M | - |
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. | 13 ans |
Andrew Schwab | M | - |
University of Virginia
| 11 ans |
Daniel S. Lee | M | - |
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. | 11 ans |
Rachel W. Sheridan | F | - |
University of Virginia
| 8 ans |
Frank Rotman | M | - |
University of Virginia
| 5 ans |
Naila Townes Ahmed | F | - |
University of Virginia
| 2 ans |
Erin McCormack | F | - |
University of Virginia
| 4 ans |
Andrew Trees | M | - |
University of Virginia
| 4 ans |
David Altman | M | - |
University of Virginia
| 7 ans |
Christopher G. Loos | M | - |
University of Virginia
| 6 ans |
David Clark | M | 47 |
University of Virginia
| 5 ans |
Franklin Edmonds | M | 55 |
University of Virginia
| 6 ans |
Jeff Blanchard | M | - |
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. | 7 ans |
Neil Carter | M | - |
University of Virginia
| 11 ans |
Colleen Sue Breit Supran | F | - |
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. | 14 ans |
Ferdinand Hui | M | - |
University of Virginia
| 8 ans |
George Y. Sokoloff | M | - |
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. | - |
Brian Nold | M | - |
University of Virginia
| 8 ans |
David I. Meyers | M | - |
University of Virginia
| 7 ans |
Paul Conley | M | 56 |
University of Virginia
| 5 ans |
Barbara Anne Ziontz | F | - |
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. | 29 ans |
Rosemary Macedo | F | - |
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. | 14 ans |
Anne Louise Showalter | F | - |
University of Virginia
| 3 ans |
Kevin Donald Dorwin | M | - |
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. | 17 ans |
Philip J. Koh | M | - |
University of Virginia
| 5 ans |
Christopher D. Ray | M | 54 |
University of Virginia
| 7 ans |
Jeff Lancaster | M | - |
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. | 25 ans |
Amit Sharma | M | - |
University of Virginia
| 3 ans |
Sarah Wadsworth | F | - |
University of Virginia
| 4 ans |
Natasha M. Zech | F | - |
University of Virginia
| 4 ans |
Amran Hafiz Affifudin | M | 50 |
University of Virginia
| 4 ans |
Daniel Paul Goodall | M | - |
University of Virginia
| 4 ans |
William E. Connolly | M | - |
University of Virginia
| 4 ans |
David W. Ghegan | M | - |
University of Virginia
| 4 ans |
Edgar Roesch | M | - |
University of Virginia
| 4 ans |
Glen Kacher | M | - |
University of Virginia
| 4 ans |
Alan Borger | M | 90 |
University of Virginia
| 2 ans |
James H. Murphy | M | - |
University of Virginia
| 2 ans |
Lorin Wolfe | F | - |
University of Virginia
| 5 ans |
Charlie Hardwick | M | - |
University of Virginia
| 4 ans |
Eric Tracy | M | - |
University of Virginia
| 4 ans |
George Holland | M | 50 |
University of Virginia
| 4 ans |
Nick Travaglino | M | - |
University of Virginia
| 4 ans |
Nate Myer | M | - |
University of Virginia
| 4 ans |
Roland M. Müller | M | 61 |
University of Virginia
| 3 ans |
Cope Willis | M | - |
University of Virginia
| 4 ans |
Steve Pearce | M | - |
University of Virginia
| 4 ans |
Matthew Pachman | M | 59 |
University of Virginia
| 3 ans |
Dave Esrig | M | - |
University of Virginia
| 4 ans |
Nichole Eileen Heidrick | F | - |
University of Virginia
| 4 ans |
Taylor Davidson | M | - |
University of Virginia
| 3 ans |
Carolyn Patton | F | - |
University of Virginia
| 4 ans |
Phoebe Yang | F | 55 |
University of Virginia
| 4 ans |
Ryan Patrick Kenny Lentell | M | - |
University of Virginia
| 4 ans |
Kathleen C. Knight | F | - |
University of Virginia
| 4 ans |
Kevin M. Anderson | M | - |
University of Virginia
| 4 ans |
Rob Heimann | M | - |
University of Virginia
| 4 ans |
Chris B. Norton | M | - |
University of Virginia
| 4 ans |
Gregory P. Rodgers | M | - |
University of Virginia
| 3 ans |
Paul F. Sheridan | M | - |
University of Virginia
| 3 ans |
Ahmed Elcott | M | - |
University of Virginia
| 4 ans |
Jordon Louis Kruse | M | 53 |
University of Virginia
| 4 ans |
Jennifer C. Owen | F | - |
University of Virginia
| 4 ans |
Christian Sinding | M | 52 |
University of Virginia
| 4 ans |
Jeff Seiters | M | - |
University of Virginia
| 4 ans |
Anoop Dhakad | M | - |
University of Virginia
| 4 ans |
Donna L. Byrd | F | - |
University of Virginia
| 4 ans |
Simon Michael Baukh | M | - |
University of Virginia
| 4 ans |
Farrah Holder | F | - |
University of Virginia
| 4 ans |
Richard MacLean | M | - |
University of Virginia
| 2 ans |
James A. Catlin | M | 52 |
University of Virginia
| 4 ans |
C. Stewart Verdery | M | 55 |
University of Virginia
| 3 ans |
Shea Goggin | M | - |
University of Virginia
| 4 ans |
W. Hunter Purcell | M | - |
University of Virginia
| 4 ans |
Elizabeth W. Turner | F | - |
University of Virginia
| 4 ans |
Raymond P. Mecherle | M | - |
University of Virginia
| 4 ans |
Paige M. Boshell | F | - |
University of Virginia
| 3 ans |
Walker Chapman Simmons | M | - |
University of Virginia
| 75 ans |
Madison Pendleton Wootton | M | - |
University of Virginia
| 4 ans |
JP Bolduc | M | 84 |
University of Virginia
| 4 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 100 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Michelle Espiritu Soto
- Réseau Personnel