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Poorvi R. Parekh
Corporate Officer/Principal en Canterbury Consulting, Inc. .
Origen de la red de primer grado Poorvi R. Parekh.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Canterbury Consulting, Inc.
![]() Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA.
17
| Private Company | Investment Managers | 17 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Poorvi R. Parekh a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal | |
Washington Mutual, Inc.
![]() Washington Mutual, Inc. Savings BanksFinance Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA. | Savings Banks | Corporate Officer/Principal | |
Canterbury Consulting Group, Inc.
![]() Canterbury Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Canterbury Consulting Group, Inc. provides training and educational services to corporations, government entities, religious organizations, and university clients. The firm offers protection services, computer software training and management, professional training, and personality development courses. The company was founded in 1981 and is headquartered in Medford, NJ. | Miscellaneous Commercial Services | Founder | |
Rainier Investment Management LLC
![]() Rainier Investment Management LLC Investment ManagersFinance Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions. | 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 | Analyst-Equity | |
Santa Barbara Asset Management LLC
![]() Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Investment Managers | Corporate Officer/Principal | |
Westmount Asset Management LLC
![]() Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Investment Managers | Head-Equity Investments | |
Merrill Lynch Investment Managers LP
![]() Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
Paul Merage School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin | |
Carmelina Capital Advisory LLC
![]() Carmelina Capital Advisory LLC Investment ManagersFinance Carmelina Capital Advisory LLC (Carmelina Capital Advisory) is a private equity firm founded in 2010 by Kevin O Malley and Troy Smildzins. The firm is headquartered in Los Angeles, California. | Investment Managers | Consultant / Advisor | |
Stanford University | College/University | Undergraduate Degree | |
Harvey & Co. LLC
![]() Harvey & Co. LLC Financial ConglomeratesFinance Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA. | Financial Conglomerates | Corporate Officer/Principal | |
Sycamore Advisors LLC | Founder | ||
Vanderbilt University | College/University | Undergraduate Degree | |
Lido Advisors LLC
![]() Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
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 | |
Eastern Michigan University | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Pepperdine University | College/University | Masters Business Admin | |
University of California | College/University | Undergraduate Degree | |
United Way of Greater Los Angeles
![]() United Way of Greater Los Angeles Investment Trusts/Mutual FundsMiscellaneous United Way of Greater Los Angeles is a non-profit organisation. It creates pathways out of poverty for its most vulnerable neighbours. The company ensures long-lasting results through policy-making and influencing local leaders. It fights for the education, housing, and financial stability of everyone in LA County. The company is headquartered in Los Angeles, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
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 | |
University of California, Irvine Foundation
![]() University of California, Irvine Foundation Investment Trusts/Mutual FundsMiscellaneous University of California, Irvine Foundation engages in the management of private funds to support teaching, research, and public service. The company was founded in 1965 and is headquartered in Irvine, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Wisconsin | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
National Association of Securities Dealers, Inc.
![]() National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Investment Banks/Brokers | Corporate Officer/Principal |
Estadísticas
Internacional
Estados Unidos | 35 |
Sectorial
Consumer Services | 16 |
Finance | 15 |
Miscellaneous | 3 |
Commercial Services | 2 |
Technology Services | 2 |
Operativa
Corporate Officer/Principal | 27 |
Undergraduate Degree | 13 |
Director/Board Member | 10 |
Masters Business Admin | 6 |
Founder | 5 |
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