Provenance du réseau au premier degré de Rick W. Bone
Entité | Type d'entité | Industrie | |
---|---|---|---|
CAK Asset Management, Inc.
CAK Asset Management, Inc. Investment ManagersFinance Founded by Charles Knott in 1999, Knott Capital Management is a registered investment advisor located in Exton, Pennsylvania. The firm is also known as CAK Capital Management, Inc. They provide investment management to individuals, foundations, endowments and corporations.
7
| Extinct | Investment Managers | 7 |
Bjurman, Barry & Associates
Bjurman, Barry & Associates Investment ManagersFinance Founded in 1970, Bjurman, Barry & Associates (BBA), formerly George D. Bjurman & Associates, is a registered investment advisor firm located in Los Angeles. The firm specializes in the management of investment portfolios for corporate pension and profit sharing plans, jointly trusteed and union pension plans, states and municipalities, foundations, endowment funds and individuals. BBA is jointly owned by the senior associates of the firm. They have no affiliations with any corporate, banking, or insurance organizations. The assets the firm has under management are divided among equity, fixed income, and balanced portfolios.
5
| Extinct | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Rick W. Bone via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
SunAmerica Asset Management LLC
SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by Corebridge Financial, Inc. (NYSE: CRBG). SAAMCo offers investment management and advisory services to open-ended US registered investment companies and to offshore, wholly owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Portfolio Manager-Equities | |
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Equities | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Analyst-Equity | |
Hotchkis & Wiley Capital Management LLC
Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Sales & Marketing | |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Equities | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Vericimetry Advisors LLC
Vericimetry Advisors LLC Investment ManagersFinance Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
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 | Undergraduate Degree | |
Sovereign Asset Management LLC
Sovereign Asset Management LLC Investment ManagersFinance Sovereign Asset Management LLC is privately-held investment advisory firm headquartered in Oklahoma City, Oklahoma. It was founded in 1991 by Donald L. Sazdanoff. The firm provides discretionary investment management services to individuals and institutional investors, through separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Albright College | College/University | Undergraduate Degree | |
Immaculata University | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Graduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
Bryant University | College/University | Undergraduate Degree | |
West Chester University Foundation | Corporate Officer/Principal | ||
Benetrends, Inc.
Benetrends, Inc. Miscellaneous Commercial ServicesCommercial Services Benetrends, Inc. provides franchise funding services. It offers retirement plan services, credit card processing, payroll management and insurance solutions. The company was founded by Len Fischer in 1983 and is headquartered in North Wales, PA. | Miscellaneous Commercial Services | Chief Executive Officer | |
St. Joseph University | College/University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 27 |
Liban | 2 |
Sectorielle
Finance | 15 |
Consumer Services | 12 |
Commercial Services | 2 |
Opérationnelle
Portfolio Manager-Equities | 15 |
Undergraduate Degree | 9 |
Corporate Officer/Principal | 9 |
Investment Committee Member | 8 |
Analyst-Equity | 6 |
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