Alex Potts
Chief Executive Officer at Loring Ward International Ltd.
Network origin in Alex Potts first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Loring Ward Holdings, Inc.
 Loring Ward Holdings, Inc. Investment ManagersFinance Loring Ward Holdings, Inc. operates as an investment adviser. The company was founded by Carl Reinhardt, Alan Werba and John Bowen in 1990 and is headquartered in San Jose, CA.
3
| Subsidiary | Investment Managers | 3 |
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY.
2
| Subsidiary | Investment Managers | 2 |
SA Funds – Investment Trust
1
| Umbrella Fund | Investment Trusts/Mutual Funds | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alex Potts via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Corporate Officer/Principal | |
Loring Ward Securities, Inc.
 Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Investment Banks/Brokers | Chief Investment Officer | |
| San Jose State University | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Graduate Degree | |
| University of California | College/University | Undergraduate Degree | |
| BURTECH ACQUISITION CORP. | Financial Conglomerates | Chief Investment Officer | |
Burkhan World Investments LLC
 Burkhan World Investments LLC Financial ConglomeratesFinance Burkhan World Investments LLC is an investment holding American company. The private company is based in Washington. The company was founded by Shahal M. Khan. Shahal M. Khan has been the CEO since incorporation. | Financial Conglomerates | Chief Investment Officer |
Statistics
International
| United States | 9 |
Sectoral
| Finance | 6 |
| Consumer Services | 4 |
Operational
| Chief Investment Officer | 5 |
| Founder | 3 |
| Undergraduate Degree | 2 |
| Chief Operating Officer | 1 |
| Director of Finance/CFO | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Payel Farasat | 8 |
| Michael Clinton | 3 |
| Carl Reinhardt | 1 |
| Alan Werba | 1 |
| John Bowen | 1 |
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