Charlotte Keiko Teruya
Portfolio Manager-Equities at Lee Financial Group Hawaii, Inc.
Network origin in Charlotte Keiko Teruya first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Lee Financial Group Hawaii, Inc.
 Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlotte Keiko Teruya via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
University of Hawai'i at Hilo
 University of Hawai'i at Hilo Other Consumer ServicesConsumer Services University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI. | College/University | Undergraduate Degree | |
University of Hawai'i at Manoa
 University of Hawai'i at Manoa Other Consumer ServicesConsumer Services University of Hawai'i at Manoa engages in the provision of educational services. It offers undergraduate, graduate, and professional degree. The company was founded in 19078 and is headquartered in Honolulu, HI. | College/University | Undergraduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| Tufts University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| University of Oregon | College/University | Undergraduate Degree | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
| United States | 8 |
Sectoral
| Consumer Services | 6 |
| Finance | 3 |
Operational
| Undergraduate Degree | 5 |
| Portfolio Manager-Equities | 4 |
| Portfolio Manager-Fixed Income | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
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