Blake Todd
Gestionnaire de Portefeuille-Actions chez D.A. Davidson & Co. (Investment Management)
Provenance du réseau au premier degré de Blake Todd
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.
56
| Subsidiary | Investment Managers | 56 |
D.A. Davidson & Co. (Investment Management)
 D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients.
16
| Operating Division | Investment Managers | 16 |
University of California, Santa Cruz
11
| College/University | Other Consumer Services | 11 |
Two Oaks Investment Management LLC
 Two Oaks Investment Management LLC Investment ManagersFinance Two Oaks Investment Management LLC (TOIM) is an independent investment advisory firm headquartered in Fresno, California. The firm was founded by Blake Todd and Jarrett Perez in 2010. TOIM provides portfolio advisory services to investment companies.
1
| Extinct | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Blake Todd via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Allianz Life Insurance Company of North America
 Allianz Life Insurance Company of North America Life/Health InsuranceFinance Allianz Life Insurance Co. of North America engages in the provision of individual annuities and life insurance products. It operates through the following segments: Individual Annuities, Life, Questar, and Legacy. The Individual Annuities segment includes fixed, fixed-indexed, variable, and variable-indexed annuities that are provided through independent distribution channels made up of agents and registered representatives. The Life segment issues fixed-indexed universal life insurance products, as well as maintains term and whole life in-force blocks that the company no longer sells or distributes. The Questar segment distributes a range of securities products, including mutual funds, variable life insurance, and annuity contracts; and also processes general securities transactions through a clearing arrangement with a third-party provider. The Legacy segment consists of closed blocks of long-term care and special markets products. The company was founded in 1896 and is headquartered in Minneapolis. MN. | Life/Health Insurance | Chief Tech/Sci/R&D Officer | |
| University of Nebraska | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Corporate Officer/Principal Chief Executive Officer | |
| EBAY INC. | Internet Retail | Director/Board Member | |
Capital Institutional Services, Inc.
 Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Investment Banks/Brokers | Trading-Fixed Income | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Masters Business Admin | |
Continental Grain Company Corp.
 Continental Grain Company Corp. Financial ConglomeratesFinance Continental Grain Co. operates as a grain trading firm. Its products include animal feed, wheat flour and poultry products. The firm supplies poultry products to the restaurant chains, frozen food makers and retail companies. The company was founded by Simon Fribourg in 1813 and is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
PI Financial Corp.
 PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Investment Banks/Brokers | Consultant / Advisor | |
Craig-Hallum Capital Group LLC
 Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| MONEYGRAM INTERNATIONAL, INC. | Regional Banks | Treasurer Treasurer | |
| Coe College | College/University | Undergraduate Degree | |
| Creighton University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| Framingham State College | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Masters Business Admin Undergraduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree | |
| Nebraska Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Doctorate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Lethbridge | College/University | Undergraduate Degree | |
| University of Memphis | College/University | Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| The University of Nebraska-Lincoln | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Rotan Mosle, Inc.
 Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
Cairn Investment Group, Inc.
 Cairn Investment Group, Inc. Investment ManagersFinance Cairn Investment Group, Inc. (Cairn) is an independent, SEC-registered investment advisor headquartered in Vancouver, Washington. The firm was founded by James “Jim” Parr and Timothy “Tim” Mosier in 2007. Cairn provides discretionary investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Founder Chief Executive Officer | |
| University of Nebraska Omaha | College/University | Undergraduate Degree Undergraduate Degree | |
| Baruch College | College/University | Undergraduate Degree | |
Federal Express Corp.
 Federal Express Corp. Air Freight/CouriersTransportation Federal Express Corp. engages in providing express shipping services. It operates under the FedEx brand name. The company was founded in 1971 and is headquartered in Memphis, TN. | Air Freight/Couriers | Corporate Officer/Principal | |
First Horizon Bank (Memphis, Tennessee)
 First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Regional Banks | Corporate Officer/Principal | |
| RBC Wealth Management (Broker) | Investment Banks/Brokers | Analyst-Equity | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 44 |
| Canada | 4 |
Sectorielle
| Finance | 21 |
| Consumer Services | 21 |
| Commercial Services | 3 |
| Retail Trade | 2 |
| Technology Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 167 |
| Undergraduate Degree | 75 |
| Director/Board Member | 69 |
| Portfolio Manager-Equities | 56 |
| Analyst-Equity | 23 |
Relations les plus connectées
| Insiders | |
|---|---|
| Loren Unterseher | 23 |
| Carol Louise Realini | 20 |
| Scott Darling | 18 |
| James Breitmeyer | 16 |
| Jeffrey J. Miller | 14 |
| Nathan William Thooft | 13 |
| Leonard Steinberg | 12 |
| G. Clyde Buck | 11 |
| Will Hardee | 11 |
| Kevin Ellich | 11 |
| Paul Buttress | 10 |
| Marty Cagan | 10 |
| Michael Lingvall | 8 |
| Marcus Sutton Ward | 8 |
| Andre M. Zeitoun | 8 |
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