Achara Phoonphiphatana Chau
Analyst-Equity at Spectrum Asset Management, Inc. (California)
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Tony Kyuwhan Jung | M | - |
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | 23 years |
| Mitchel Evan Needelman | M | 53 |
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | 18 years |
| Ryan Lee Kelly | M | - |
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | 34 years |
| Roland Duane Kelly | M | - |
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | 37 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Chet Needelman | M | 81 |
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | 17 years |
| Louie Nguyen | M | 54 |
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | 4 years |
| Wing Yip | M | - |
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | 1 years |
| Alec Robert Harrell | M | - |
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 8 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Achara Phoonphiphatana Chau
- Personal Network
