Cheyne B. Sorensen
Gestor de Cartera-Acciones en Montecito Bank & Trust (Invt Mgmt) .
Origen de la red de primer grado Cheyne B. Sorensen.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Montecito Bank & Trust (Invt Mgmt)
Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations.
11
| Operating Division | Investment Managers | 11 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Cheyne B. Sorensen a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
The Santa Barbara Symphony Association | Director/Board Member | ||
Sansum Clinic
Sansum Clinic Medical/Nursing ServicesHealth Services Sansum Clinic operates as a healthcare company. The firm offers urgent care, primary care, distinguished specialty centers, specialty care and support services. The company was founded by William David Sansum in 1921 and is headquartered in Santa Barbara, CA. | Medical/Nursing Services | Director/Board Member | |
Università degli Studi di Roma Tor Vergata | College/University | Doctorate Degree | |
DM Management & Consulting SRL
DM Management & Consulting SRL Miscellaneous Commercial ServicesCommercial Services DM Management & Consulting SRL provides management consulting services. The private company is based in Parma, Italy. The Italian company was founded in 2011 by Luca Romani, Stefano Massari. Stefano Massari has been the CEO since 2011. | Miscellaneous Commercial Services | Founder | |
San Diego State University | College/University | Graduate Degree | |
West Coast Financial LLC
West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides 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 sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
California State University-Northridge | College/University | Graduate Degree | |
WaCap-O Real Estate Opportunity Fund VIII Feeder LLC
WaCap-O Real Estate Opportunity Fund VIII Feeder LLC Financial ConglomeratesFinance WaCap-O Real Estate Opportunity Fund VIII Feeder LLC engages in the provision of investment services. The company was founded in 2020 and is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member | |
WaCap - O Real Estate Income Fund Feeder LLC
WaCap - O Real Estate Income Fund Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Income Fund Feeder LLC provides investing services. The company is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member | |
WaCap - O Real Estate Debt Fund III Feeder LLC
WaCap - O Real Estate Debt Fund III Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Debt Fund III Feeder LLC provides investment services. The company is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member | |
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 | Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree | |
Boston University | College/University | Graduate Degree | |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Sustainability Accounting Standards Board
Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Vassar College | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
Haas School of Business | College/University | Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Head-Equity Investments | |
Butler University | College/University | Undergraduate Degree | |
University of Notre Dame | College/University | Masters Business Admin | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree | |
Florida Atlantic University | College/University | Undergraduate Degree | |
Loyola Marymount University | College/University | Masters Business Admin | |
The California State University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 32 |
Italia | 3 |
Canadá | 2 |
Israel | 2 |
Sectorial
Consumer Services | 17 |
Finance | 16 |
Commercial Services | 3 |
Health Services | 2 |
Operativa
Portfolio Manager-Equities | 13 |
Corporate Officer/Principal | 9 |
Undergraduate Degree | 9 |
Director/Board Member | 6 |
Graduate Degree | 4 |
Las relaciones más conectadas
Insiders | |
---|---|
Lloyd Kurtz | 10 |
Tom Fisher | 8 |
Janet Garufis | 6 |
Drew Brahos | 5 |
Jeff Pittman | 4 |
Luca Romani | 3 |
Albert Chu | 3 |
Scott M. Estby | 2 |
Lisa Harwood | 2 |
Grant Kane | 2 |
- Bolsa de valores
- Insiders
- Cheyne B. Sorensen
- Conexiones Empresas