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Nathan Douglas Golz
Gestionnaire de Portefeuille-Actions chez Wells Fargo Clearing Services LLC
Provenance du réseau au premier degré de Nathan Douglas Golz
Entité | Type d'entité | Industrie | |
---|---|---|---|
Washington University in St. Louis
111
| College/University | Other Consumer Services | 111 |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.
106
| Subsidiary | Investment Managers | 106 |
A.G. Edwards, Inc.
![]() A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO.
54
| Extinct | Investment Banks/Brokers | 54 |
Augustana University
5
| College/University | Other Consumer Services | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Nathan Douglas Golz via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Franklin Advisory Services LLC
![]() Franklin Advisory Services LLC Investment ManagersFinance Franklin Advisory Services LLC (FAS) is a SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Advisers, Inc., which is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FAS provides investment advisory and portfolio management services under investment management agreements to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities | |
TA Associates Management LP
![]() TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Private Equity Analyst | |
Atlas FRM LLC
![]() Atlas FRM LLC Investment ManagersFinance Atlas FRM LLC (Atlas FRM) is a private equity firm founded in 2002 by Andrew Bursky and Tim Fazio. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst Private Equity Investor | |
&Partners LLC
![]() &Partners LLC Investment ManagersFinance &Partners LLC, dba Ampersand Partners (AP), is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded as Wiley Bros.-Aintree Capital LLC in 1945 by David W. Wiley, Sr. and James K. Wiley to conduct a general securities business. The Aintree Capital Division was added to provide investors with more individualized service. They are a wholly owned subsidiary of Ampersand Partners LLC. AP offers portfolio management and investment advice to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
Palisades Hudson Asset Management LP
![]() Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds. | Investment Managers | Analyst-Equity | |
BlackRock Investment Management (Taiwan) Ltd.
![]() BlackRock Investment Management (Taiwan) Ltd. Investment ManagersFinance Part of BlackRock, Inc., BlackRock Investment Management (Taiwan) Ltd. provides investment advice. The company is based in Taipei, Taiwan. The Taiwanese company was founded in 1999. The CEO is Yu Ming Ma. | Investment Managers | Portfolio Manager-Equities | |
Franklin Advisers, Inc.
![]() Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities | |
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 | Undergraduate Degree Graduate Degree | |
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 | Director/Board Member Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Broker)
![]() Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
KKR Credit Advisors US LLC (Private Equity)
![]() KKR Credit Advisors US LLC (Private Equity) Investment ManagersFinance KKR Credit Advisors US LLC (Private Equity) (KKR Credit Advisors US) is a private equity division of KKR Credit Advisors (US) LLC founded in 2004. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Analyst-Equity | |
The College of William & Mary | College/University | Director/Board Member Masters Business Admin | |
Concordance Academy of Leadership
![]() Concordance Academy of Leadership Miscellaneous Commercial ServicesCommercial Services Concordance Academy of Leadership engages in the provision of restoring individuals, rebuilding families, and transforming communities. It provides support to substance use and mental health treatment; education; job readiness; employment; housing; and legal services. The company is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Chief Executive Officer Director/Board Member | |
United Way of Greater St. Louis
![]() United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Market Strategist Corporate Officer/Principal | |
Olin Business School | College/University | Corporate Officer/Principal Doctorate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Analyst-Fixed Income | |
Angel Oak Capital Advisors LLC
![]() Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak Capital Advisors LLC (Angel Oak) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2009 by Michael Fierman, Sreeniwas Prabhu and Brad Friedlander. They are directly owned by Angel Oak Asset Management Holdings LLC, which is owned by Angel Oak Companies LP. Angel Oak provides investment advisory services to mutual funds and private funds as well as separate managed accounts. The firm is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). | Investment Managers | Investment Committee Member | |
Ampersand Partners LLC
![]() Ampersand Partners LLC Regional BanksFinance Ampersand Partners LLC provides banking and financial services. The company is based in St. Louis, MO and has subsidiaries in the United States. | Regional Banks | Director/Board Member | |
Villanova University | College/University | Undergraduate Degree | |
OLD MAV WIND-DOWN LTD. | Household/Personal Care | Director/Board Member | |
University of Oklahoma | College/University | Graduate Degree | |
Point72 Asset Management LP
![]() Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity | |
Surveyor Capital Ltd.
![]() Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Analyst-Equity | |
Mid-America Pet Food LLC
![]() Mid-America Pet Food LLC Food: Specialty/CandyConsumer Non-Durables Mid-America Pet Food LLC manufacturers pet food products. It offers active and sporting dog formulas, normally active dog formulas, and grain free formulas for cats and dogs. The firm's branded pet foods include Victor (dog food), Mers (cat food), and Extruded Advantage (horse feed). The company was founded by Scott Glover in 2007 and is headquartered in Mount Pleasant, TX. | Food: Specialty/Candy | Director/Board Member | |
Wuhan University | College/University | Undergraduate Degree | |
ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
Evergreen Investments, Inc. | Corporate Officer/Principal | ||
Baker College | College/University | Masters Business Admin | |
Route 66 Ventures LLC
![]() Route 66 Ventures LLC Investment ManagersFinance Route 66 Ventures LLC (Route 66 Ventures) is a private equity/venture capital firm founded in 2012 by L. Michael Myers and Ryan Katz. The firm is headquartered in Alexandria, Virginia. | Investment Managers | Private Equity Investor | |
The California State University | College/University | Undergraduate Degree | |
Progentec Diagnostics, Inc.
![]() Progentec Diagnostics, Inc. Medical SpecialtiesHealth Technology Progentec Diagnostics, Inc. develops and supplies patented non-invasive diagnostic. The firm offers aiSLE DX platform and LupusCorner. The company was founded by Mohan Purushothaman and Sanjiv Sharma in 2015 and is headquartered in Oklahoma City, OK. | Medical Specialties | Chief Tech/Sci/R&D Officer | |
Rhythm Venture Capital LLC
![]() Rhythm Venture Capital LLC Investment ManagersFinance Rhythm Venture Capital LLC (Rhythm VC) is a venture capital firm founded in 2018 by Jordan S Ryan. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Target Corp. /2 Marshall Fields Department Stores/ | Department Stores | Corporate Officer/Principal | |
University of California | College/University | Doctorate Degree |
Statistiques
Internationale
Etats-Unis | 46 |
Taïwan | 2 |
Canada | 2 |
Chine | 2 |
Sectorielle
Finance | 26 |
Consumer Services | 15 |
Miscellaneous | 3 |
Commercial Services | 3 |
Consumer Non-Durables | 3 |
Opérationnelle
Corporate Officer/Principal | 94 |
Director/Board Member | 92 |
Undergraduate Degree | 82 |
Analyst-Equity | 34 |
Portfolio Manager-Equities | 31 |
Relations les plus connectées
Insiders | |
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Danny Ludeman | 25 |
Philip Lewis | 20 |
Wai Kwan Wong | 17 |
Su Ying Liu | 15 |
Kimberly Walker | 14 |
Ken Borkan | 13 |
Ashish Gupta | 11 |
Jessica R. Cohen | 10 |
Guan Dong Wang | 9 |
Lu Chang | 9 |
Timothy W. Newkirk | 9 |
Craig Ray Swann | 9 |
Saul Kopelowitz | 8 |
Mary Mack | 8 |
David Kowach | 7 |
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