Provenance du réseau au premier degré de Lukas James Smart
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.
50
| Subsidiary | Investment Managers | 50 |
Banc of America Capital Management LLC
26
| Extinct | Investment Managers | 26 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Lukas James Smart via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Dimensional Investment Group, Inc.
 Dimensional Investment Group, Inc. Dimensional Investment Group, Inc. provides fund management services. It offers investment advisory services to the portfolio. The company is headquartered in Austin, TX | Director of Finance/CFO Director of Finance/CFO | ||
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Corporate Officer/Principal | |
| LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
| OPORTUN FINANCIAL CORPORATION | Finance/Rental/Leasing | Consultant / Advisor | |
| Brown University | College/University | Undergraduate Degree Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Graduate Degree Graduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
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 Corporate Officer/Principal Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Abacus Wealth Partners LLC
 Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Chief Investment Officer | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree | |
Dimensional Fund Advisors Ltd.
 Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts. | Investment Managers | Director of Finance/CFO Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Appalachian State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| Kent State University (Ohio) | College/University | Undergraduate Degree | |
| Texas State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree Graduate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Head-Equity Investments Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Market Strategist Portfolio Manager-Equities | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Haas School of Business | College/University | Masters Business Admin Doctorate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Graduate Degree | |
Innealta Capital LLC
 Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Investment Managers | Director of Research - Equity Chief Investment Officer | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Graduate Degree |
Statistiques
Internationale
| Etats-Unis | 48 |
| Royaume-Uni | 2 |
Sectorielle
| Consumer Services | 31 |
| Finance | 18 |
Opérationnelle
| Corporate Officer/Principal | 83 |
| Portfolio Manager-Equities | 77 |
| Undergraduate Degree | 57 |
| Masters Business Admin | 40 |
| Analyst-Equity | 32 |
Relations les plus connectées
| Insiders | |
|---|---|
| Colin Moore | 12 |
| Dave Martin | 11 |
| Vito Antonio Sciaraffia | 11 |
| Carmen Palafox | 9 |
| Rob Gordon | 8 |
| Glenn Steven Freed | 8 |
| Edward Yoonshik Paik | 8 |
| Kevin Cronk | 8 |
| Richard E. Dahlberg | 7 |
| Arun Keswani | 7 |
| Joseph Han-Bin Chi | 7 |
| David I. Hoffman | 7 |
| Stephen Quance | 7 |
| Mohammad Akbar Ali | 7 |
| Matt Wing | 7 |
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