Origen de la red de primer grado Mike E. Blair.
Entidad | Tipo de entidad | Industria | |
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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.
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| Subsidiary | Investment Managers | 38 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Mike E. Blair a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Investment Managers | Director of Research - Fxd Inc | |
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 | Analyst-Fixed Income | |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
Seizert Capital Partners LLC
Seizert Capital Partners LLC Investment ManagersFinance Seizert Capital Partners LLC (SCP) is an independent registered investment advisor headquartered in Birmingham, Michigan. The firm was founded by Gerald Seizert in 2000. SCP provides discretionary portfolio management services for institutions, high net-worth individuals, and collective investment trusts. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | 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 Chief Executive Officer | |
University of Virginia | College/University | Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
University of Oregon | College/University | Masters Business Admin Masters Business Admin | |
University of Oklahoma | College/University | Graduate Degree Undergraduate Degree | |
USC Marshall School of Business | College/University | Director/Board Member Undergraduate Degree | |
Wake Forest University | College/University | Masters Business Admin Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree Masters Business Admin | |
Probabilities Fund Management LLC
Probabilities Fund Management LLC Investment ManagersFinance Probabilities Fund Management LLC is an investment management company that provides tactical strategies for "buy and hold" investors. The private company is based in Bellevue, WA and was founded in 2007 by Joseph Brian Childrey, who has been the CEO since then. The company aims to provide exposure to liquid alternatives that outperform the S&P 500 over the long run while providing low correlation. The company also aims to reduce equity exposure during high probability of downside risk and increase equity exposure during high probability of upside reward. The company's strategy incorporates behavioral finance principles and trend following. | Investment Managers | Chief Executive Officer | |
CPR Investments, Inc.
CPR Investments, Inc. Investment ManagersFinance CPR Investments, Inc. (CPR) is an independent registered investment advisor headquartered in Rochester, Michigan. The firm was founded in 2006 and is majority owned by Charles P. Reinhold. CPR offers retirement planning solutions for individuals, small-medium size businesses and not-for-profit entities (schools, municipalities, hospitals, churches, etc). | Investment Managers | Portfolio Manager-Equities | |
Subversive Real Estate Acquisition Reit Gp, Inc.
Subversive Real Estate Acquisition Reit Gp, Inc. Real Estate Investment TrustsFinance Subversive Real Estate Acquisition Reit Gp, Inc. is a Canadian company that acts as a Real Estate Investment Trust/REIT. The private company is based in Vancouver, Canada. The CEO of the company is Michael B. Auerbach. | Real Estate Investment Trusts | Director/Board Member | |
Inception REIT, Inc.
Inception REIT, Inc. Real Estate Investment TrustsFinance Inception REIT, Inc. provides real estate debt and equity capital solutions. The company was founded in 2018 and is headquartered in Beverly Hills, CA. | Real Estate Investment Trusts | Chief Executive Officer | |
SBE Entertainment Group LLC
SBE Entertainment Group LLC Hotels/Resorts/Cruise linesConsumer Services SBE Entertainment Group LLC operates as an investment holding company with interests in entertainment and hospitality services. The firm develops, manages and operates hotels, restaurants and night clubs. The company was founded by Sam Nazarian in 2002 and is headquartered in Las Vegas, NV. | Hotels/Resorts/Cruise lines | Director of Finance/CFO | |
DIGITALBRIDGE GROUP, INC. | Real Estate Investment Trusts | Director/Board Member | |
The Urban Land Institute
The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Susquehanna University | College/University | Undergraduate Degree | |
Chapman University | College/University | Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity | |
Bucknell University | College/University | Undergraduate Degree | |
Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Investment Managers | Analyst-Equity | |
The John Templeton Foundation
The John Templeton Foundation Investment Trusts/Mutual FundsMiscellaneous The John Templeton Foundation designs funding opportunities for researchers to focus their attention on a group of compelling topics. The non-profit company is based in West Conshohocken, PA and has subsidiaries in United States. The company was founded by John Marks Templeton. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Vista Del Mar Child & Family Services
Vista Del Mar Child & Family Services Medical/Nursing ServicesHealth Services Vista Del Mar Child & Family Services provides family centered behavioral health services. Its services include intensive treatment, mental health and wellness and parent and family resources. The firm offers comprehensive, family-centered social, educational, and behavioral health services, which encourage children, adolescents and their families to stable, and productive lives. The company was founded in 1908 and is headquartered in Los Angeles, CA. | Medical/Nursing Services | Director/Board Member | |
Angel Oak Strategic Credit Fund
Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Angel Oak Strategic Credit Fund is a closed-end investment fund/investment trust. Its investment objective is to invest in credit default swaps, total return swaps, interest rate swaps, equity swaps, currency swaps, options on foregoing swaps, and other types of swaps. The company is headquartered in Atlanta, GA. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Evergreen Investments, Inc. | Corporate Officer/Principal | ||
ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST | Investment Trusts/Mutual Funds | Corporate Secretary |
Estadísticas
Internacional
Estados Unidos | 48 |
Canadá | 2 |
Sectorial
Finance | 31 |
Consumer Services | 13 |
Miscellaneous | 4 |
Commercial Services | 2 |
Health Services | 2 |
Operativa
Corporate Officer/Principal | 59 |
Director/Board Member | 36 |
Undergraduate Degree | 29 |
Portfolio Manager-Equities | 22 |
Masters Business Admin | 12 |
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