Network origin in Dave Simpson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
WM Advisors, Inc.
14
| Extinct | Investment Managers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dave Simpson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Cohen & Steers Capital Management, Inc.
 Cohen & Steers Capital Management, Inc. Investment ManagersFinance Cohen & Steers Capital Management, Inc. (Cohen & Steers) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Cohen and Robert Steers in 1986. They are a subsidiary of Cohen & Steers, Inc. (NYSE: CNS). Cohen & Steers serves institutional and individual investors through a wide range of investment products and services, which includes separately managed accounts, registered funds in the US and Europe, and private funds. | Investment Managers | Analyst-Equity | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal | |
Puget Sound Energy, Inc.
 Puget Sound Energy, Inc. Electric UtilitiesUtilities Puget Sound Energy, Inc. engages in the providing electric services. It offers its services to the commercial, industrial and residential sectors. The firm owns and operates hydroelectric plants and wind farms through, which energy is generated and distributed to its customers. The company was founded in 1873 and is headquartered in Bellevue, WA. | Electric Utilities | Corporate Officer/Principal | |
William O'Neil + Co., Inc.
 William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal | |
DYNAMIC Capital Management LLC
 DYNAMIC Capital Management LLC Investment ManagersFinance Dynamic Capital Management LLC provides investment advice. The firm provides services to pooled investment vehicles. It invests in the public equity markets of the United States. The company was founded in 1999 and is headquartered in New York, NY. | Investment Managers | Analyst-Equity | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities | |
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 Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Northwestern Trust & Investors Advisory Co.
 Northwestern Trust & Investors Advisory Co. Investment ManagersFinance Part of Bank of Montreal, Northwestern Trust & Investors Advisory Co. is a company that provides financial investment advice. The company is based in Seattle, WA. Northwestern Trust & Investors Advisory was acquired by Bank of Montreal on April 01, 2002. | Investment Managers | Corporate Officer/Principal | |
| The Reed Institute | College/University | Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree | |
| Gonzaga University | College/University | Corporate Officer/Principal | |
Employees Retirement System of Texas
 Employees Retirement System of Texas Investment ManagersFinance The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. | Investment Managers | Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin | |
| Pacific Lutheran University | College/University | Masters Business Admin | |
| Princeton University | College/University | Graduate Degree | |
| St. Mary's College of California | College/University | Undergraduate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
| Seattle University | College/University | Graduate Degree | |
| University of California, Santa Barbara | College/University | Graduate Degree | |
| University of Portland | College/University | Undergraduate Degree | |
| University of Puget Sound | College/University | Masters Business Admin | |
| University of South Florida | College/University | Undergraduate Degree | |
| Western Washington University | College/University | Undergraduate Degree | |
Northern Life Insurance Co.
 Northern Life Insurance Co. Life/Health InsuranceFinance Northern Life Insurance Co. provides life insurance services. The private company is based in Kansas City, KS. | Life/Health Insurance | Corporate Officer/Principal | |
| National Taras Shevchenko University of Kiev | College/University | Undergraduate Degree | |
| Central University of Finance & Economics | College/University | Undergraduate Degree | |
Autosales, Inc.
 Autosales, Inc. Specialty StoresRetail Trade Autosales, Inc. specializes in providing car parts for both modern and classic cars, as well as accessories for Jeeps and trucks. The private company is based in Tallmadge, OH and has subsidiaries in the United States. The company also offers street performance and off-road parts, as well as mechanic tools and shop equipment. Customers can enjoy free shipping on orders over $109. The CEO of the company is Scott J. Peterson. | Specialty Stores | Chief Executive Officer | |
Porchlight Homes LLC
 Porchlight Homes LLC HomebuildingConsumer Durables Porchlight Homes LLC is a new home builder located in Phoenix, AZ. The American company offers new communities throughout the metro area and is dedicated to providing premier homes to its customers. Porchlight Homes was founded by Ryan Larsen and Scott J. Peterson, with Scott J. Peterson serving as CEO since incorporation. | Homebuilding | Chief Executive Officer | |
| PACCAR Leasing Co. | Corporate Officer/Principal |
Statistics
International
| United States | 38 |
| Ukraine | 2 |
| China | 2 |
Sectoral
| Consumer Services | 19 |
| Finance | 17 |
| Consumer Durables | 3 |
| Utilities | 2 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 30 |
| Undergraduate Degree | 14 |
| Portfolio Manager-Equities | 8 |
| Analyst-Equity | 7 |
| Masters Business Admin | 5 |
Most connected contacts
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