Mark Melanson
Gestor de Cartera-Acciones en Osborne Partners Capital Management LLC .
Origen de la red de primer grado Mark Melanson.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans.
6
| Private Company | Investment Managers | 6 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Mark Melanson a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
The Connable Office, Inc.
 The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Investment Managers | Market Strategist | |
| Stanford University | College/University | Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| University of Lynchburg | College/University | Undergraduate Degree | |
| Santa Clara University | College/University | Masters Business Admin | |
| University of California, Irvine | College/University | Masters Business Admin | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Bailard Biehl & Kaiser Real Estate Investment Trust
 Bailard Biehl & Kaiser Real Estate Investment Trust Real Estate Investment TrustsFinance Bailard Biehl & Kaiser Real Estate Investment Trust is an American company that operates as a Real Estate Investment Trust (REIT). | Real Estate Investment Trusts | Corporate Officer/Principal | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment 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 acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
| Stanford Graduate School of Business | College/University | Masters Business Admin |
Estadísticas
Internacional
| Estados Unidos | 16 |
Sectorial
| Consumer Services | 9 |
| Finance | 8 |
Operativa
| Portfolio Manager-Equities | 6 |
| Undergraduate Degree | 6 |
| Corporate Officer/Principal | 6 |
| Masters Business Admin | 4 |
| Analyst-Equity | 3 |
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