Provenance du réseau au premier degré de Rachel J. Wakefield
Entité | Type d'entité | Industrie | |
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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.
9
| Private Company | Investment Managers | 9 |
Western Pacific Investment Advisers, Inc.
Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services.
5
| Extinct | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Rachel J. Wakefield via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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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 Undergraduate 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 | Corporate Officer/Principal | |
University of Alberta | College/University | Undergraduate Degree | |
The City National Bank of Metropolis
The City National Bank of Metropolis Major BanksFinance Part of City National Bankcorp, Inc., The City National Bank of Metropolis is a financial institution that offers personal and business accounts, loans, and services. The company is based in Metropolis, IL and has two locations in the area. In addition to traditional banking services, they also offer digital banking options such as online account opening and text alerts. The bank emphasizes community involvement and has a team dedicated to sharing stories and supporting local causes. | Major Banks | Corporate Officer/Principal | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
University of California, Irvine | College/University | Masters Business Admin | |
California State University-San Marcos | College/University | Undergraduate Degree | |
Waverley Historic Foundation | Director/Board Member | ||
Gonzaga University | College/University | Undergraduate Degree | |
Summa Global Advisors LLC
Summa Global Advisors LLC Investment ManagersFinance Summa Global Advisors LLC provides investment advice. The private company is based in Portland, OR. The company was founded by Roger L. Johnson. | Investment Managers | Founder | |
BARRETT BUSINESS SERVICES, INC. | Personnel Services | Director/Board Member | |
Seafood Nutrition Partnership
Seafood Nutrition Partnership Food: Meat/Fish/DairyConsumer Non-Durables Seafood Nutrition Partnership is a private company that produces seafood products. The company is based in Arlington, VA. The company was founded in 2013 by Linda Cornish. | Food: Meat/Fish/Dairy | Director/Board Member | |
Adidas USA
Adidas USA Recreational ProductsConsumer Durables Adidas USA designs, manufactures & sells sporting shoes, equipment & apparel. The company is headquartered in New York City, NY | Recreational Products | Corporate Officer/Principal | |
National Basketball Association, Inc.
National Basketball Association, Inc. Movies/EntertainmentConsumer Services National Basketball Association (NBA) operates a professional basketball league. The firm is recognized as the national governing body for basketball in the United States. It also operates the Women’s National Basketball Association and the NBA Development League. The company is headquartered in New York, NY. | Movies/Entertainment | Corporate Officer/Principal | |
Athlon Ventures Management LLC
Athlon Ventures Management LLC Investment ManagersFinance Athlon Ventures Management LLC (Athlon Ventures Management) is a venture capital firm founded in 2000. The firm is headquartered in San Franscisco, California. | Investment Managers | Private Equity Investor | |
First Hawaiian Bank
First Hawaiian Bank Regional BanksFinance First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI. | Regional Banks | Corporate Officer/Principal | |
Lexington Global Asset Managers, Inc.
Lexington Global Asset Managers, Inc. Investment Banks/BrokersFinance Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bishop Street Capital Management Corp.
Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Investment Managers | Portfolio Manager-Equities | |
Timberline Investment Management LLC
Timberline Investment Management LLC Investment ManagersFinance Timberline Investment Management LLC (Timberline) is an independent wealth management firm headquartered in West Linn, Oregon. The firm was founded by Gregg Giboney in 2005. Timberline provides investment management services for individual and institutional clients. | Investment Managers | Chief Executive Officer | |
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. | Investment Managers | Corporate Officer/Principal | |
Boston University | College/University | Corporate Officer/Principal | |
Eastern Illinois University | College/University | Undergraduate Degree | |
Blood Cell Storage, Inc.
Blood Cell Storage, Inc. Medical SpecialtiesHealth Technology Blood Cell Storage, Inc. manufactures medical devices. Its products include safe and snap solutions. The company was founded by Harvey J. Hoyt in November 1999 and is headquartered in Seattle, WA. | Medical Specialties | Director/Board Member | |
Colorado Public Employees' Retirement Association
Colorado Public Employees' Retirement Association Investment ManagersFinance The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former employees of the Colorado state government, public school teachers in the state, many university and college employees, judges, many employees of cities and towns, State Troopers, and the employees of many other public entities. Colorado PERA is a substitute for Social Security for most of these public employees. | Investment Managers | Portfolio Manager-Equities | |
University of Portland | College/University | Masters Business Admin | |
Washington State University | College/University | Undergraduate Degree | |
Worldwide Investments Co. Ltd.
Worldwide Investments Co. Ltd. Investment ManagersFinance Worldwide Investments Co. Ltd. is a private company based in Accra, Ghana. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 31 |
Canada | 2 |
Israël | 2 |
Ghana | 2 |
Sectorielle
Finance | 19 |
Consumer Services | 11 |
Commercial Services | 2 |
Consumer Non-Durables | 2 |
Consumer Durables | 2 |
Opérationnelle
Corporate Officer/Principal | 19 |
Portfolio Manager-Equities | 14 |
Undergraduate Degree | 7 |
Analyst-Equity | 4 |
Director/Board Member | 4 |
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