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Chelsea Wiater
Gestor de Cartera-Acciones en EFG Asset Management (North America) Corp. .
Origen de la red de primer grado Chelsea Wiater.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Trinity University
26
| College/University | Other Consumer Services | 26 |
Mazama Capital Management, Inc.
![]() Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City
14
| Extinct | Investment Managers | 14 |
EFG Asset Management (Americas) Corp.
![]() EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities.
9
| Subsidiary | Investment Managers | 9 |
EFG Asset Management (North America) Corp.
![]() EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients.
1
| Subsidiary | Investment Managers | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Chelsea Wiater a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Portfolio Manager-Equities | |
INTEL CORPORATION | Semiconductors | Corporate Officer/Principal Corporate Officer/Principal | |
MacKay Shields LLC
![]() MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
Osterweis Capital Management, Inc.
![]() Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Investment Managers | Analyst-Equity | |
APARTMENT INVESTMENT AND MANAGEMENT COMPANY | Real Estate Investment Trusts | Chief Administrative Officer | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
US Global Investors, Inc. (Asset Management)
![]() US Global Investors, Inc. (Asset Management) Investment ManagersFinance US Global Investors, Inc. (Asset Management) (USGI) is the fund management division of US Global Investors, Inc. (NASDAQ: GROW), an investment firm headquartered in San Antonio, Texas. The firm was founded in 1968 and formerly known as United Services Funds. USGI manages mutual funds and ETFs for individual and institutional clients. | Investment Managers | Analyst-Equity | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Oregon | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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. | Investment Managers | Analyst-Equity Trading-Equity Analyst-Equity | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree | |
Frost Investment Advisors LLC
![]() Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Beijing Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
New Jersey Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
TLWM LLC
![]() TLWM LLC Investment ManagersFinance TLWM LLC (dba Texas Legacy Wealth Management) is a registered investment adviser headquartered in San Antonio, Texas. The firm was founded by Enzo T. Pellegrino, Jr. in 2006 and formerly known as Pellegrino & Associates Financial Services LLC. It is a subsidiary of TLHC LLC. TLWM provides discretionary asset management services as well as financial planning and consulting to individuals and other types of clients. | Investment Managers | Investment Committee Member | |
Boston University | College/University | Undergraduate Degree | |
Union Bancaire Gestion Institutionnelle France SAS
![]() Union Bancaire Gestion Institutionnelle France SAS Investment ManagersFinance Union Bancaire Gestion Institutionnelle France SAS (UBI) is the French portfolio management subsidiary of UBGI Holdings (France) SAS, ultimately held by Geneva-based Union Bancaire Privée, UBP SA in Switzerland. Established in 1998, UBI is based in Paris and is the UBP Group's center for convertible asset management. They create, manage and market French-law UCITS and distribute a Luxembourg-law SICAV for institutional clients in France, Belgium, Luxembourg and Monaco. | Investment Managers | Portfolio Manager-Fixed Income | |
Harris Williams & Co.
![]() Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Oregon Institute of Technology | College/University | Undergraduate Degree | |
Energy Spectrum Capital
![]() Energy Spectrum Capital Investment ManagersFinance Energy Spectrum Capital (Energy Spectrum) is a private equity firm subsidiary of Energy Spectrum LLC founded in 1995 by Thomas O. Whitener. The firm is headquartered in the Dallas, Texas. | Investment Managers | Corporate Officer/Principal | |
Vanderbilt University | College/University | Graduate Degree | |
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 | |
Baymark Partners, LLC
![]() Baymark Partners, LLC Investment ManagersFinance Baymark Partners LLC (Baymark Partners) is a private equity firm founded in 2008 by Anthony L. Ludlow. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Patient Conversation Media, Inc.
![]() Patient Conversation Media, Inc. Miscellaneous Commercial ServicesCommercial Services Patient Conversation Media, Inc. is engaged in the development and integration of digital patient engagement solutions and monetization programs. It also provides marketing services across different platforms to drive informed connections and spark constructive collaboration among health care decision makers. The company was founded in 2008 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Investor Relations Contact | |
Credit Value Partners LLC
![]() Credit Value Partners LLC Investment ManagersFinance Credit Value Partners LP (CVP) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded within Credit Suisse in June 2010 and began operating as an independent firm in October 2010. In 2016, the firm was acquired by CVP Holdings LLC, ultimately owned by Pollard Family Investments LLC. CVP provides discretionary investment management services to unregistered pooled investment vehicles, private funds, and separately managed accounts. | Investment Managers | Analyst-Fixed Income | |
Universidad de Los Andes | College/University | Undergraduate Degree | |
Columbia School of International & Public Affairs | College/University | Graduate Degree | |
CVR GP LLC
![]() CVR GP LLC Chemicals: AgriculturalProcess Industries Part of Icahn Associates Holding LLC, CVR GP LLC is a company that manufactures and supplies fertilizer. The company is based in Sugar Land, TX. Mark A. Pytosh has been the CEO of the company since 2011. | Chemicals: Agricultural | Chairman | |
Mizuho Securities USA LLC
![]() Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Corporate Officer/Principal | |
Macquarie Capital (USA), Inc.
![]() Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate 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 | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 41 |
China | 2 |
Francia | 2 |
Australia | 2 |
Colombia | 2 |
Sectorial
Finance | 24 |
Consumer Services | 15 |
Commercial Services | 4 |
Electronic Technology | 2 |
Technology Services | 2 |
Operativa
Undergraduate Degree | 46 |
Corporate Officer/Principal | 44 |
Analyst-Equity | 40 |
Portfolio Manager-Equities | 26 |
Masters Business Admin | 15 |
Las relaciones más conectadas
Insiders | |
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Brant Hill DeMuth | 12 |
Tang Li | 11 |
Miles C. Cortez | 10 |
Matthew W. Bley | 8 |
Ashim Mehra | 8 |
Ron Doria | 8 |
Li Tang | 8 |
Mike Clulow | 7 |
Joel Rubenstein | 7 |
Tristan Richardson | 6 |
Ryan Oatman | 6 |
Andy Waltman | 6 |
Derek A. Ebel | 6 |
Tim Butler | 6 |
Donald Klotter | 6 |
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