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Provenance du réseau au premier degré de Jason Preti
Entité | Type d'entité | Industrie | |
---|---|---|---|
Appropriate Balance Financial Services, Inc.
![]() Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington
5
| Subsidiary | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jason Preti via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Coldstream Capital Management, Inc.
![]() Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Freestone Capital Management LLC
![]() Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Investment Managers | Director of Research - Equity | |
Simon Fraser University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Trutina Financial LLC
![]() Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Investment Managers | Corporate Officer/Principal | |
Western Washington University | College/University | Undergraduate Degree | |
Pacific Lutheran University | College/University | Undergraduate Degree | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 10 |
Canada | 2 |
Sectorielle
Finance | 6 |
Consumer Services | 6 |
Opérationnelle
Corporate Officer/Principal | 7 |
Undergraduate Degree | 4 |
Portfolio Manager-Equities | 3 |
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
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