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Oliver Crandall
Gestor de Cartera-Acciones en RBC Wealth Management .
Origen de la red de primer grado Oliver Crandall.
Entidad | Tipo de entidad | Industria | |
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RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.
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| Subsidiary | Investment Managers | 55 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Oliver Crandall a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | President Analyst-Equity Analyst-Equity | |
University of Nebraska | College/University | Undergraduate Degree Undergraduate Degree | |
University of Oxford | College/University | Undergraduate Degree Graduate Degree | |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
RBC Global Asset Management (US), Inc.
![]() RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | President Analyst-Fixed Income | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Undergraduate Degree | |
Jeffrey Slocum & Associates, Inc.
![]() Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Marquette University | College/University | Undergraduate Degree | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
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 | |
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 | Corporate Officer/Principal | |
Limra International
![]() Limra International Miscellaneous Commercial ServicesCommercial Services Part of Limra Services, Inc., Limra International is a company that provides worldwide research, consulting, and performance analysis for insurance and financial services. The company is based in Windsor, CT. The CEO of the company is Bob Kerzner. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sterling Capital Management LLC
![]() Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Prudential Securities, Inc. (Michigan)
![]() Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI. | Investment Banks/Brokers | Corporate Officer/Principal | |
Duquesne University of The Holy Spirit | College/University | Undergraduate Degree | |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity | |
Sionna Investment Managers, Inc.
![]() Sionna Investment Managers, Inc. Investment ManagersFinance Sionna Investment Managers, Inc. (SIM) is an independent registered mutual fund manager and investment adviser headquartered in Toronto, Ontario and was founded 2002. SIM manages mutual funds, individual managed assets and institutional portfolios. | Investment Managers | Analyst-Equity | |
National Chengchi University | College/University | Undergraduate Degree | |
Spring Hill College | College/University | Undergraduate Degree | |
Glass Wealth Management Co. LLC
![]() Glass Wealth Management Co. LLC Investment ManagersFinance Glass Wealth Management Co. LLC (GWM) is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Originally founded by Edward M. Glass in 1988 as Glass Management Co., Inc., the firm changed their name to Glass Wealth Management Co., Inc. in 2014 and later reorganized into a Texas limited liability company in 2021. GWM provides investment services primarily for high-net-worth individuals, families, and related accounts. | Investment Managers | Analyst-Equity | |
University of Illinois | College/University | Graduate Degree | |
Rotman School of Management | College/University | Masters Business Admin | |
Aetna Health, Inc.
![]() Aetna Health, Inc. Life/Health InsuranceFinance Part of CVS Health Corp., Aetna Health, Inc. provides insurance services. The company is based in Blue Bell, PA. | Life/Health Insurance | Corporate Officer/Principal | |
UNITEDHEALTH GROUP INC. | Managed Health Care | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Graduate Degree | |
Boston College | College/University | Undergraduate Degree | |
University of Montréal | College/University | Graduate Degree | |
University of Sherbrooke | College/University | Undergraduate Degree | |
Professionals’ Financial – Mutual Funds Inc.
![]() Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance Professionals’ Financial – Mutual Funds Inc., locally known as Financière Des Professionnels – Fonds D’Investissement Inc. (FDP) is an independent, Canadian portfolio manager and a mutual fund dealer which manages the funds of its family of funds and offers financial planning advisory services. Headquartered in Montréal, FDP was founded as Fonds des Professionnels, Inc. in 1978 by the Fédération des médecins spécialistes du Québec (FMSQ) with a view to serving the financial needs and interests of all professionals. | Investment Managers | Corporate Officer/Principal | |
The Curtis L. Carlson School of Management | College/University | Masters Business Admin | |
Montana State University | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Harvard College | College/University | Masters Business Admin | |
University of Western Ontario | College/University | Undergraduate Degree | |
Lewis & Clark College (Oregon) | College/University | Undergraduate Degree | |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity | |
North Dakota State University | College/University | Undergraduate Degree | |
Chronos Wealth Management LLC
![]() Chronos Wealth Management LLC Investment ManagersFinance Chronos Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by William “Bill” Chamberlain in 2017. CWM offers an array of financial and investment planning services to individuals, families and businesses. | Investment Managers | Chief Executive Officer | |
Energy Investments, Inc. | Corporate Officer/Principal | ||
Citigroup Alternative Investments LLC
![]() Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal | |
Voyager Management LLC
![]() Voyager Management LLC Investment ManagersFinance Voyager Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded in 1997 by Christopher Knight and Lyle Poncher. Voyager Management builds and manages Alternative Investment portfolios on behalf of wealth managers, family offices, foundations, corporations, institutions and high net worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Carlyle Tactical Private Credit Fund
![]() Carlyle Tactical Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Carlyle Tactical Private Credit Fund is a diversified and closed-end management investment company. It engages in the business of opportunistically allocating assets across a wide range of credit strategies. The company was founded on December 13, 2017 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer |
Estadísticas
Internacional
Estados Unidos | 42 |
Canadá | 7 |
Reino Unido | 2 |
Taiwán | 2 |
Sectorial
Finance | 25 |
Consumer Services | 21 |
Commercial Services | 3 |
Health Services | 2 |
Miscellaneous | 2 |
Operativa
Corporate Officer/Principal | 58 |
Undergraduate Degree | 43 |
Portfolio Manager-Equities | 35 |
Director/Board Member | 28 |
Analyst-Equity | 21 |
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