Frank Wei
Analyst-Equity chez Envestnet Asset Management, Inc.
Provenance du réseau au premier degré de Frank Wei
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
22
| Subsidiary | Investment Managers | 22 |
FundQuest, Inc.
 FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations
7
| Extinct | Investment Managers | 7 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Frank Wei via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Corporate Officer/Principal | |
| CORPORATE MANAGEMENT SOLUTIONS INC | Financial Conglomerates | President | |
Mesirow Financial, Inc.
 Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
| Boston University | College/University | Graduate Degree | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Graduate Degree | |
| Bridgewater State College | College/University | Undergraduate Degree | |
| Central College | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
| John Carroll University | College/University | Masters Business Admin | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Doctorate Degree | |
| University of Kansas | College/University | Masters Business Admin | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
| University of New Hampshire | College/University | Graduate Degree Undergraduate Degree | |
| University of South Dakota | College/University | Undergraduate Degree | |
| Wellesley College | College/University | Undergraduate Degree | |
Brinker Capital Holdings, Inc.
 Brinker Capital Holdings, Inc. Investment ManagersFinance Brinker Capital Holdings, Inc. operates as an investment management company. The company is headquartered in Radnor, PA. | Investment Managers | Director/Board Member | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| University of Science & Technology of China | College/University | Undergraduate Degree | |
| Securities Finance Trust Co. | Corporate Officer/Principal | ||
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Corporate Officer/Principal | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
| KGB, Inc. | Director/Board Member | ||
| ENVESTNET, INC. | Packaged Software | Chief Executive Officer Founder Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Lowa State University | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| MIT Sloan School of Management | College/University | Undergraduate Degree | |
| University of Colorado Boulder | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
| University of Colorado Denver | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
CircleBlack, Inc.
 CircleBlack, Inc. Information Technology ServicesTechnology Services CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ. | Information Technology Services | Chief Executive Officer | |
Madison CF UK Ltd.
 Madison CF UK Ltd. Finance/Rental/LeasingFinance Part of Madison Cf Luxembourg SARL, 118 118 Money is a British financial services company that provides guidance and tools for managing finances and choosing loans and credit cards. The company is based in Cardiff, UK and was founded in 2013. 118 118 Money is authorized and regulated by the Financial Conduct Authority. | Finance/Rental/Leasing | Director/Board Member | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Director of Research - Equity Analyst-Equity Portfolio Manager-Equities | |
| Ultimus Financial Solutions LLC | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 48 |
| Chine | 3 |
| Royaume-Uni | 2 |
Sectorielle
| Consumer Services | 29 |
| Finance | 15 |
| Technology Services | 4 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Opérationnelle
| Undergraduate Degree | 28 |
| Corporate Officer/Principal | 23 |
| Analyst-Equity | 19 |
| Director/Board Member | 13 |
| Portfolio Manager-Equities | 11 |
