Jason Duane Diefenthaler
Corporate Officer/Principal chez Adviser Holdings LLC
Provenance du réseau au premier degré de Jason Duane Diefenthaler
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Florida State University
80
| College/University | Other Consumer Services | 80 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
53
| Subsidiary | Investment Managers | 53 |
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices.
25
| Subsidiary | Investment Managers | 25 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jason Duane Diefenthaler via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| University of California, Berkeley | College/University | Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
| Florida Gulf Coast University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
| Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Cleveland State University | College/University | Undergraduate Degree Masters Business Admin | |
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 | Graduate Degree Undergraduate Degree | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Chief Executive Officer President | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Trading-Equity Trading-Fixed Income | |
| University of California, Los Angeles | College/University | Undergraduate Degree Doctorate Degree | |
| The California State University | College/University | Masters Business Admin Masters Business Admin | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Cape Town | College/University | Undergraduate Degree | |
Centerboard Group LLC
 Centerboard Group LLC Investment ManagersFinance Centerboard Group LLC (Centerboard Group) is a private equity firm founded in 2009. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
IndexIQ Advisors LLC
 IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Investment Managers | Portfolio Manager-Equities | |
| Banc One Investment Management Group | Corporate Officer/Principal | ||
| UNISYS CORPORATION | Information Technology Services | Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Trimont Real Estate Advisors LLC
 Trimont Real Estate Advisors LLC Real Estate DevelopmentFinance Trimont Real Estate Advisors LLC provides real estate advisory services. Its services include asset management, servicing, bond finance services, defeasance consulting, underwriting and information management. The company was founded in 1988 and is headquartered in Atlanta, GA. | Real Estate Development | Private Equity Investor | |
| Cigna Health Corp. | Corporate Officer/Principal | ||
| Rollins College (Florida) | College/University | Masters Business Admin | |
The CNA Corp.
 The CNA Corp. Miscellaneous Commercial ServicesCommercial Services The CNA Corp. operates as a nonprofit research and analysis organization. It provides solutions to complex problems of national importance. The firm’s research portfolio includes criminal justice, homeland security, energy security, water resources, education, enterprise systems and data analysis. . The company was founded in 1942 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
| THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
| The Royal School of Mines | College/University | Doctorate Degree | |
| University of Science & Technology of China | College/University | Undergraduate Degree | |
| Iowa State University | College/University | Graduate Degree | |
| University of Nebraska | College/University | Graduate Degree | |
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | Corporate Officer/Principal | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Lloyds Banking Group Plc (Private Equity)
 Lloyds Banking Group Plc (Private Equity) Investment ManagersFinance Lloyds Banking Group Plc is a private equity firm headquarter in london. | Investment Managers | Corporate Officer/Principal | |
The Mathre Group, Inc.
 The Mathre Group, Inc. Investment ManagersFinance The Mathre Group, Inc. provides investment advisory services. The firm offers financial planning, tax management and investments. The company was founded by Lynn Mathre in 1986 and is headquartered in Houston, TX. | Investment Managers | Corporate Officer/Principal | |
Bank of the West (California)
 Bank of the West (California) Regional BanksFinance Bank of the West operates as a state chartered commercial bank. It offers retail banking, small and medium enterprise banking, pacific rim banking, commercial banking, wealth management, and personal finance. The company was founded in 1874 and is headquartered in San Francisco, CA. | Regional Banks | Corporate Officer/Principal | |
University of the Pacific
 University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 45 |
| Royaume-Uni | 3 |
| Afrique du Sud | 2 |
| France | 2 |
| Chine | 2 |
Sectorielle
| Finance | 23 |
| Consumer Services | 22 |
| Commercial Services | 3 |
| Technology Services | 3 |
Opérationnelle
| Corporate Officer/Principal | 108 |
| Undergraduate Degree | 92 |
| Portfolio Manager-Fixed Income | 45 |
| Portfolio Manager-Equities | 42 |
| Graduate Degree | 27 |
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