Provenance du réseau au premier degré de Tim Rich
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions.
6
| Private Company | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Tim Rich via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
| Stanford University | College/University | Doctorate Degree | |
| California State University-East Bay | College/University | Undergraduate Degree | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
| National Taiwan University | College/University | Graduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 19 |
| Irlande | 2 |
| Taïwan | 2 |
Sectorielle
| Finance | 10 |
| Consumer Services | 10 |
| Commercial Services | 2 |
| Government | 2 |
Opérationnelle
| Corporate Officer/Principal | 16 |
| Undergraduate Degree | 6 |
| Portfolio Manager-Equities | 5 |
| Investment Committee Member | 2 |
| Portfolio Manager-Fixed Income | 2 |
Relations les plus connectées
| Insiders | |
|---|---|
| Dave Ogburn | 7 |
| John Dowling | 6 |
| Tracy Jao | 6 |
| Rebecca Katz | 4 |
| Joe A. Martin | 3 |
| Fannie Chung | 2 |
