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Network origin in Alex Phillips first degree
Entity | Entity type | Industry | |
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Oakwood Capital Management LLC (California)
![]() Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts.
8
| Extinct | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alex Phillips via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
RNC Capital Management LLC
![]() RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Director of Research - Fxd Inc | |
Southwestern University | College/University | Graduate Degree | |
The Capital Group Cos., Inc.
![]() The Capital Group Cos., Inc. Investment ManagersFinance The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA. | Investment Managers | 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 | Undergraduate Degree | |
RVC Seattle
![]() RVC Seattle Miscellaneous Commercial ServicesCommercial Services RVC Seattle is a non-profit company that focuses on making philanthropy work for communities of color through the Social Justice League. The company is based in Seattle, WA and was founded in 2014 by Vu Le. The company provides overviews, white papers, and annual reports. | Miscellaneous Commercial Services | Director/Board Member | |
Loyola Marymount University | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Focused Investors LLC
![]() Focused Investors LLC Investment ManagersFinance Focused Investors LLC (FI) is an independent, SEC-registered investment management firm headquartered in Los Angeles, California. The firm was founded in 2006 by Bruce Veaco. FI manages assets for institutional clients including corporations, employee benefit plans, foundations, and endowments as well as high net-worth individuals. The firm is the general partner for the Focused Investors Fund LP and also advises separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
University of California, Riverside | College/University | Undergraduate Degree |
Statistics
International
United States | 14 |
Saudi Arabia | 2 |
Sectoral
Finance | 8 |
Consumer Services | 7 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 9 |
Undergraduate Degree | 7 |
Investment Committee Member | 5 |
Portfolio Manager-Equities | 3 |
Analyst-Equity | 3 |
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