Brad Carter
Director de Inversiones en Quest Investment Management LLC .
Origen de la red de primer grado Brad Carter.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
University of California, Los Angeles
184
| College/University | Other Consumer Services | 184 |
300 North Capital LLC
 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time.
32
| Extinct | Investment Managers | 32 |
Chapman University
19
| College/University | Other Consumer Services | 19 |
Quest Investment Management LLC
 Quest Investment Management LLC Investment ManagersFinance Quest Investment Management LLC (Quest) is a SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1985 and is a subsidiary of Quest Investment Management Holdings, Inc. Quest manages long-only large-cap growth equity portfolios and asset allocation strategies for institutional clients.
6
| Subsidiary | Investment Managers | 6 |
Sparta Asset Management LLC
 Sparta Asset Management LLC Investment ManagersFinance Founded in 2007, Sparta Asset Management LLC is a hedge fund company located in Rosemont, Illinois.
1
| Extinct | Investment Managers | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Brad Carter a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Fixed Income | |
Kayne Anderson Capital Advisors LP
 Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Hughes Investment Management, Inc.
 Hughes Investment Management, Inc. Investment ManagersFinance Hughes Investment Management, Inc. engages in portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. The company is headquartered in New Fairfield, CT. | Investment Managers | Analyst-Equity Analyst-Equity | |
Lazard Frères & Co. LLC
 Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Analyst-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales Corporate Officer/Principal | |
Morton Capital Management LLC
 Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Investment Managers | Chief Investment Officer | |
Poplar Forest Capital LLC
 Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest Capital LLC (Poplar Forest) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 2007 by J. Dale Harvey II. Poplar Forest provides active investment management to select individual and institutional investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Halbert Hargrove Global Advisors LLC
 Halbert Hargrove Global Advisors LLC Investment ManagersFinance Founded in 1979, Halbert Hargrove Global Advisors LLC is a registered investment advisor located in Long Beach, California. The firm provides services to individuals, pension and profit sharing plans, Voluntary Employees? Beneficiary Association Plans (?VEBAs?), trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Sales & Marketing | |
Corebridge Institutional Investments (US) LLC
 Corebridge Institutional Investments (US) LLC Investment ManagersFinance Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts. | Investment Managers | Analyst-Fixed Income | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal | |
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 Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Masters Business Admin | |
| University of Michigan | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Latham & Watkins LLP
 Latham & Watkins LLP Miscellaneous Commercial ServicesCommercial Services Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| The Johns Hopkins University | College/University | Doctorate Degree Undergraduate Degree | |
| University of California | College/University | Corporate Officer/Principal Graduate Degree | |
| Wheaton College (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Graduate Degree | |
| Oregon State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Oregon | College/University | Graduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
| University of California San Diego | College/University | Undergraduate Degree Doctorate Degree | |
| PT BANK OCBC NISP TBK | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Doctorate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Intermede Investment Partners Ltd.
 Intermede Investment Partners Ltd. Investment ManagersFinance Intermede Investment Partners Ltd. (IIPL) is an investment manager headquartered in London, UK. The firm was founded by Barry Dargan in 2013 and is a wholly-owned subsidiary of Intermede Holdings Ltd., ultimately held by SCA Global Advisors Ltd. IIPL provides discretionary investment advisory services to separate account clients and private funds. The firm also provides non-discretionary investment advisory services to mutual funds and private funds. | Investment Managers | Portfolio Manager-Equities | |
| Universidad Nacional Autónoma de México | College/University | Undergraduate Degree | |
Cercano Management LLC /Private Equity/
 Cercano Management LLC /Private Equity/ Investment ManagersFinance Cercano Management LLC /Private Equity/ (Cercano Management) is a venture capital subsidiary of Cercano Management LLC founded in 1986 by Paul Gardner Allen. The firm is headquartered in Bellevue, Washington. | Investment Managers | Private Equity Investor | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| Stanford Graduate School of Business | College/University | Masters Business Admin | |
Y Combinator LLC
 Y Combinator LLC Investment ManagersFinance Y Combinator LLC (Y Combinator) is a venture capital firm founded in 2005. The firm is headquartered in Mountain View, California. | Investment Managers | Private Equity Analyst | |
Imagine K12 LLC
 Imagine K12 LLC Investment ManagersFinance Imagine K12 LLC (Imagine K12) is a venture capital a subsidiary of Y Combinator LLC founded in 2011 by Alan Louie, Geoffrey Ralston and Tim Brady. The firm is headquartered in Mountain View, California. | Investment Managers | Director/Board Member | |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Life/Health Insurance | Corporate Officer/Principal | |
| United States Naval Academy | College/University | Undergraduate Degree | |
Fruition Ventures LLC
 Fruition Ventures LLC Investment ManagersFinance Fruition Ventures LLC is an Independent Venture Capital firm founded in 2001 by Anthony T. Farwell and Marc Junkunc. The firm is headquartered in La Jolla. | Investment Managers | Founder |
Estadísticas
Internacional
| Estados Unidos | 47 |
| Indonesia | 2 |
| Reino Unido | 2 |
| México | 2 |
Sectorial
| Finance | 27 |
| Consumer Services | 20 |
| Commercial Services | 4 |
| Government | 2 |
Operativa
| Corporate Officer/Principal | 113 |
| Director/Board Member | 91 |
| Undergraduate Degree | 88 |
| Analyst-Equity | 73 |
| Masters Business Admin | 47 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Jacqueline Kosecoff | 42 |
| Roy Doumani | 22 |
| Ned Brines | 15 |
| Larry D. Tashjian | 13 |
| James I. Ausman | 12 |
| Jesse Draper | 10 |
| Surjawaty Tatang | 10 |
| Don Evenson | 10 |
| Nathan Cho | 9 |
| Chris Smith | 9 |
| Yun Feng Lu | 9 |
| Samuel S. Ahn | 8 |
| Derek Sterling Johnston | 8 |
| Gino Nucci | 8 |
| Lian Kimia | 8 |
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