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Daisy Ma
Analyst-Equity en Weatherstone Capital Management, Inc. .
Origen de la red de primer grado Daisy Ma.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Weatherstone Capital Management, Inc.
![]() Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients.
3
| Private Company | Investment Managers | 3 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Daisy Ma a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
Utah State University | College/University | Undergraduate Degree | |
Transform Wealth LLC
![]() Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
A.B. Freeman School of Business | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Sectorial
Consumer Services | 4 |
Finance | 2 |
Operativa
Undergraduate Degree | 3 |
Portfolio Manager-Equities | 2 |
Trading-Equity | 2 |
Chief Executive Officer | 1 |
Analyst-Equity | 1 |
Las relaciones más conectadas
Insiders | |
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Michael Gary Ball | 3 |
Anguel S. Tolev | 2 |
Mark Michel | 2 |
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