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Tim Curley
Gestionnaire de Portefeuille-Actions chez Private Ocean LLC
Provenance du réseau au premier degré de Tim Curley
Entité | Type d'entité | Industrie | |
---|---|---|---|
Private Ocean LLC
![]() Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.
9
| Subsidiary | Investment Managers | 9 |
Bridgewater State College
3
| College/University | Other Consumer Services | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Tim Curley via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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The Guardian Life Insurance Company of America
![]() The Guardian Life Insurance Company of America Multi-Line InsuranceFinance The Guardian Life Insurance Company of America engages in the provision of life insurance services. It offers insurance services in life, disability, and dental insurance services. The company was founded in 1860 and is headquartered in New York, NY. | Multi-Line Insurance | Chief Investment Officer | |
Washington University in St. Louis | College/University | Masters Business Admin | |
Alta Communications, Inc.
![]() Alta Communications, Inc. Investment ManagersFinance Alta Equity Partners Inc (Alta Equity Partners) is a private equity firm founded in 1996 by Tim Dibble, Bill P. Egan and Brian W. McNeill. The firm is headquartered in Concord, Massachusetts. | Investment Managers | Comptroller/Controller/Auditor | |
Cigna Financial Institution Services | Corporate Officer/Principal | ||
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Thunderbird School of Global Management | College/University | Masters Business Admin | |
Nasdaq ISE LLC
![]() Nasdaq ISE LLC Investment Banks/BrokersFinance Nasdaq ISE LLC operates equity and trading options exchange. It transformed the options industry by creating efficient markets through innovative market structure and technology. It provides investors with a transparent marketplace for price and liquidity discovery on centrally cleared options products. The company was founded by David Krell in May 2000 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Citadel Enterprise Americas LLC
![]() Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Investment Managers | Corporate Officer/Principal | |
Potomac Realty Capital LLC | Corporate Officer/Principal | ||
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stanford University | College/University | Doctorate Degree Doctorate Degree | |
University of Pittsburgh | College/University | Masters Business Admin | |
Barclays Capital Securities Ltd.
![]() Barclays Capital Securities Ltd. Investment Banks/BrokersFinance Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics. | Investment Banks/Brokers | Analyst-Equity | |
JPMorgan Alternative Asset Management, Inc.
![]() JPMorgan Alternative Asset Management, Inc. Investment ManagersFinance JPMorgan Alternative Asset Management, Inc. (JPMAAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul Zummo in 1994. They are wholly-owned by JPMorgan Asset Management Holdings Inc., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. The firm acts as investment manager for various domestic and foreign private pooled investment vehicles as well as investment manager for UCITS funds, and for certain separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
San Diego State University | College/University | Undergraduate Degree | |
Davidson College | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Corporate Officer/Principal Graduate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree | |
Tufts University | College/University | Graduate Degree | |
San Jose State University | College/University | Corporate Officer/Principal Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Puget Sound | College/University | Undergraduate Degree | |
Envestnet Asset Management, Inc.
![]() Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Portfolio Manager-Equities | |
International Securities Exchange Holdings, Inc.
![]() International Securities Exchange Holdings, Inc. Investment Banks/BrokersFinance International Securities Exchange Holdings, Inc. operates and regulates a registered national securities exchange. The company was founded in September 1997 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
Buck Institute for Research on Aging
![]() Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Securities Finance Trust Co. | Corporate Officer/Principal | ||
CRM Software LLC
![]() CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Packaged Software | Founder | |
Salient-Friedman Wealth Management LLC
![]() Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA. | Investment Managers | President | |
Poyant Signs, Inc.
![]() Poyant Signs, Inc. Miscellaneous ManufacturingProducer Manufacturing Poyant Signs, Inc. manufactures, maintains, installs and designs signs. It offers Design, Build, Install, Maintain, Brand Identity, Custom Signage Solutions and Project Management. The company was founded by Maurice J. Poyant in 1938 and is headquartered in New Bedford, MA. | Miscellaneous Manufacturing | Corporate Officer/Principal | |
Surveyor Capital Ltd.
![]() Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Chief Operating Officer | |
Willow Creek Wealth Management, Inc.
![]() Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
GE Capital Americas | Financial Conglomerates | Corporate Officer/Principal | |
Instituto de Estudios Superiores de la Empresa | College/University | Masters Business Admin | |
Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Dynasty Financial Partners LLC
![]() Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
BlackRock Capital Management, Inc.
![]() BlackRock Capital Management, Inc. Investment ManagersFinance BlackRock Capital Management, Inc. (BCM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1999 by Laurence “Larry” Fink. They are a subsidiary of BlackRock Advisors LLC and their ultimate parent is of BlackRock, Inc. (NYSE: BLK). BCM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds, and US registered investment companies. | Investment Managers | Corporate Officer/Principal | |
MIT Sloan School of Management | College/University | Undergraduate Degree | |
Dynasty Wealth Management LLC
![]() Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Investment Managers | Director of Investments | |
Your Silver Bullet LLC | Founder | ||
Hightower Holding LLC
![]() Hightower Holding LLC Investment ManagersFinance HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL. | Investment Managers | President |
Statistiques
Internationale
Etats-Unis | 49 |
Royaume-Uni | 2 |
Espagne | 2 |
Sectorielle
Finance | 28 |
Consumer Services | 16 |
Commercial Services | 3 |
Technology Services | 2 |
Producer Manufacturing | 2 |
Opérationnelle
Corporate Officer/Principal | 19 |
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 8 |
President | 6 |
Chief Executive Officer | 5 |
Relations les plus connectées
Insiders | |
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Michael Moriarty | 13 |
Frank Joseph Jones | 11 |
Greg Friedman | 8 |
Mike LaMena | 7 |
Tim Murphy | 5 |
Tim Alexson | 4 |
Max Holvik | 4 |
Richard Alan Stone | 4 |
Fred Dopfel | 4 |
Dave Homan | 4 |
Justin Hult | 3 |
Rachel Wolfgang | 2 |
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