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Origen de la red de primer grado David Patrick Kastner.
Entidad | Tipo de entidad | Industria | |
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Charles Schwab Investment Advisory, Inc.
![]() Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.
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| Subsidiary | Investment Managers | 16 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a David Patrick Kastner a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | |
Barings LLC
![]() Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities | |
University of Denver | College/University | Masters Business Admin | |
RK Capital Management LLC
![]() RK Capital Management LLC Investment ManagersFinance RK Capital Management LLC (RK Capital) is an independent registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Robert Ammann and Kevin Sonnett in 2004. RK Capital provides investment advisory services to pooled investment vehicles, specifically hedge funds, a private, long-only fund, and separately managed accounts. | Investment Managers | Analyst-Equity | |
Florida State University | College/University | Graduate Degree | |
State Board of Administration of Florida Retirement System
![]() State Board of Administration of Florida Retirement System Investment ManagersFinance The State Board of Administration of Florida Retirement System (SBA) is a state constitionally created investment management organization headquartered in Tallahassee, Florida. The firm was founded in 1943 by the Florida Constitution to administer the Florida Retirement System (FRS) Pension Plan and other statewide retirement systems. These plans provide retirement, death, and disability benefits for employees of Florida's state and county government agencies, district school boards and community colleges and universities, as well as for employees of the cities and special districts in Florida that have elected to participate in the system. | Investment Managers | Analyst-Equity | |
Santa Clara University | College/University | Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree | |
Capital Market Consultants, Inc.
![]() Capital Market Consultants, Inc. Investment ManagersFinance Capital Market Consultants, Inc. provides investment advice. The private company is based in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal | |
Parsec Financial Management, Inc.
![]() Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities | |
Roanoke College | College/University | Undergraduate Degree | |
Bain & Co., Inc.
![]() Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
McKinsey & Co., Inc.
![]() McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | President | |
CHARLES SCHWAB | Investment Banks/Brokers | President | |
Villanova University | College/University | Undergraduate Degree | |
The First Tee
![]() The First Tee Miscellaneous Commercial ServicesCommercial Services The First Tee is an international youth development organization that introduces the game of golf and its values to young people through after-school and in-school programs. The non-profit company is based in Saint Augustine, FL. The organization aims to shape the lives of young people from all walks of life by reinforcing values such as integrity, respect, and perseverance through the game of golf. | Miscellaneous Commercial Services | Director/Board Member | |
Saint Stephens College India | College/University | Undergraduate Degree | |
Asian Institute of Management | College/University | Graduate Degree | |
Illinois Institute of Technology | College/University | Graduate Degree | |
University of Nevada
![]() University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
Renaissance Investment Management Ltd.
![]() Renaissance Investment Management Ltd. Financial ConglomeratesFinance Renaissance Investment Management Ltd. provides investment services. The company is headquartered in Strovolos, Cyprus. | Financial Conglomerates | Corporate Officer/Principal | |
University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
Verity & Verity LLC
![]() Verity & Verity LLC Investment ManagersFinance Verity & Verity LLC, do-business-as Verity Investment Partners (VIP), is an independent registered investment advisor and wealth management firm headquartered in Beaufort, South Carolina. The firm was co-founded by Will and Paula Verity in 2002. VIP offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management. They serve high net worth investors and their families nationwide. | Investment Managers | Founder | |
NLG Capital, Inc.
![]() NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Investment Managers | Corporate Officer/Principal | |
GE AEROSPACE | Industrial Machinery | Corporate Officer/Principal | |
Beaumont Financial Partners LLC
![]() Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Investment Managers | President | |
METLIFE, INC. | Multi-Line Insurance | Public Communications Contact | |
Fairfield University | College/University | Graduate Degree | |
Wasatch Advisors, Inc.
![]() Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Analyst-Equity | |
Central College | College/University | Undergraduate Degree | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal | |
Yale University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Stonehill College, Inc. | College/University | Undergraduate Degree | |
Bentley University | College/University | Masters Business Admin | |
State Street Global Advisors
![]() State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Weber State University | College/University | Undergraduate Degree | |
Make-A-Wish Foundation of Illinois | Corporate Officer/Principal | ||
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities |
Estadísticas
Internacional
Estados Unidos | 47 |
India | 2 |
Filipinas | 2 |
Chipre | 2 |
Sectorial
Finance | 25 |
Consumer Services | 21 |
Commercial Services | 4 |
Producer Manufacturing | 2 |
Operativa
Corporate Officer/Principal | 21 |
Undergraduate Degree | 15 |
Portfolio Manager-Equities | 15 |
Analyst-Equity | 14 |
Masters Business Admin | 7 |
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