Jim Bell
Fundador en Bell Investment Advisors, Inc. .
Origen de la red de primer grado Jim Bell.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Bell Investment Advisors, Inc.
 Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations.
22
| Private Company | Investment Managers | 22 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jim Bell a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
PeopleSoft USA, Inc.
 PeopleSoft USA, Inc. Information Technology ServicesTechnology Services PeopleSoft USA, Inc. provides software solutions and management systems services. The private company is based in Bethesda, MD. | Information Technology Services | Corporate Officer/Principal | |
| MECHANICS BANK | Regional Banks | Corporate Officer/Principal | |
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
| Stony Brook University | College/University | Undergraduate Degree | |
| WORKDAY INC. | Information Technology Services | Corporate Officer/Principal | |
Silicon Valley Capital Management
 Silicon Valley Capital Management Investment ManagersFinance Silicon Valley Capital Management (SVCM) is a privately-held, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Robert Harden in 1995. SVCM provides investment advisory services to private and high net-worth individuals, trusts and small companies. | Investment Managers | Corporate Officer/Principal | |
| California State University-East Bay | College/University | Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Founder | |
| California State University-Los Angeles | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
| Villanova University | College/University | Undergraduate Degree | |
| FIRST REPUBLIC BANK | Regional Banks | Corporate Officer/Principal | |
| University of California, Davis | College/University | Undergraduate Degree | |
Barra LLC
 Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Corporate Officer/Principal | |
Foundry Partners LLC (Minnesota)
 Foundry Partners LLC (Minnesota) Investment ManagersFinance Foundry Partners LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Timothy Ford and Seamus Morphy in 2012 and is wholly-owned by Foundry Management Partners LLC. Foundry Partners provides investment management services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other legal entities. The firm advises clients through accounts in Separately Managed Account (SMA) programs and provides sponsors access to its investment models through UMA programs. | Investment Managers | Portfolio Manager-Equities | |
Carclub.com
 Carclub.com Internet Software/ServicesTechnology Services Part of J.D. Power, Carclub.com is a company that operates a business-to-business website for the auto industry. The company is based in San Francisco, CA. | Internet Software/Services | Corporate Officer/Principal | |
| Webster University | College/University | Graduate Degree | |
Cal Poly Alumni Association
 Cal Poly Alumni Association Miscellaneous Commercial ServicesCommercial Services Cal Poly Alumni Association is a non profit organization that provides discounts, benefits, and services to its alumni. The company is headquartered in San Luis Obispo, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| New York University | College/University | Undergraduate Degree | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree | |
Willow Creek Wealth Management, Inc.
 Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| Claremont Graduate University | College/University | Graduate Degree | |
J.D. Powers Financial Services, Inc.
 J.D. Powers Financial Services, Inc. Investment ManagersFinance J.D. The private company is based in Knoxville, TN. Powers Financial Services, Inc. provides investment advice. | Investment Managers | Corporate Officer/Principal | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree | |
| Sonoma State University | College/University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 46 |
Sectorial
| Consumer Services | 19 |
| Finance | 19 |
| Technology Services | 6 |
| Commercial Services | 4 |
Operativa
| Corporate Officer/Principal | 39 |
| Undergraduate Degree | 19 |
| Portfolio Manager-Equities | 8 |
| Graduate Degree | 4 |
| Sales & Marketing | 3 |
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