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Doug Huber
Analyst-Equity at Wealth Enhancement Advisory Services LLC
Network origin in Doug Huber first degree
Entity | Entity type | Industry | |
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Babson College
194
| College/University | Other Consumer Services | 194 |
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.
29
| Subsidiary | Investment Managers | 29 |
North American Management Corp.
![]() North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.
9
| Extinct | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Doug Huber via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Boston University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Fixed Income | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
JPMORGAN CHASE & CO. | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Springbok Services, Inc.
![]() Springbok Services, Inc. Finance/Rental/LeasingFinance Springbok Services, Inc. provides prepaid credit card solutions. The firm's services include program development, card designing and fulfillment, transaction processing, and risk management. The company was founded by Dwayne Jones and Taylor Ohlsen in 1998 and is headquartered in Englewood, CO. | Finance/Rental/Leasing | Corporate Officer/Principal Sales & Marketing | |
Loomis, Sayles & Co. LP
![]() Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
H. C. Wainwright & Co. LLC
![]() H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Pepperdine University | College/University | Undergraduate Degree Graduate Degree | |
University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
Income Research & Management, Inc.
![]() Income Research & Management, Inc. Investment ManagersFinance Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors. | Investment Managers | Investment Committee Member Director of Research - Fxd Inc | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Joel Isaacson & Co. LLC
![]() Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree | |
LBBW Asset Management Investmentgesellschaft mbH
![]() LBBW Asset Management Investmentgesellschaft mbH Investment ManagersFinance LBBW Asset Management Investmentgesellschaft mbH (LBBW Asset Management) is the wholly-owned investment management subsidiary of State-owned regional bank Landesbank Baden-Württemberg in Germany. The firm was founded in 2009 when LBBW Asset Management GmbH merged with fellow subsidiary Baden-Württembergische Investment GmbH. Headquartered in Stuttgart, LBBW Asset Management manages, administers and distributes mutual funds, institutional funds and funds of funds for institutional and retail clients. They also manage discretionary accounts. | Investment Managers | Analyst-Equity | |
Wellesley Asset Management, Inc.
![]() Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Investment Managers | Analyst-Equity | |
Northern Trust Global Investments | Corporate Officer/Principal | ||
Impact Engine
![]() Impact Engine Investment ManagersFinance Impact Engine (Impact) is a private Equity and venture capital firm founded in 2011. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Investment Officer | |
Accelerated Cure Project for Multiple Sclerosis
![]() Accelerated Cure Project for Multiple Sclerosis Miscellaneous Commercial ServicesCommercial Services The Accelerated Cure Project for Multiple Sclerosis cures multiple sclerosis (MS) by determining the cause. It specializes in research, biobanking, collaboration, fundraising, nonprofit. The company was founded by Art Mellor in 2000 and is headquartered in Waltham, MA. | Miscellaneous Commercial Services | Chief Executive Officer | |
Schwartz Capital Group
![]() Schwartz Capital Group Financial ConglomeratesFinance Schwartz Capital Group is an entrepreneurial family investment firm that invests in and builds scalable businesses and partnerships for the long-term. The private company is based in Chicago, IL and was founded by Theodore Schwartz. The company has investment platforms such as Strand Equity Partners, which is a growth equity fund focused on investing in emerging and dynamic consumer brands. The company also has Schwartz Capital Real Estate, which partners with entrepreneurial and differentiated multi-family operators throughout the nation. Additionally, they have Schwartz Capital Opportunistic Equity, which invests in special situations or companies where a non-correlated risk-adjusted return can be achieved. | Financial Conglomerates | Chief Investment Officer | |
Colorful Capital
![]() Colorful Capital Investment ManagersFinance Colorful Capital (Colorful Capital) is a venture capital firm founded in 2022 by Megan Kashner and William Burckart. The frim is headquartered in Chicago, Illinois. | Investment Managers | Consultant / Advisor | |
Fiduciary Trust Co.
![]() Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Investment Managers | Director of Research - Equity | |
MPS LIMITED | Publishing: Books/Magazines | Chief Executive Officer | |
ADI BPO Services Pvt Ltd.
![]() ADI BPO Services Pvt Ltd. Miscellaneous Commercial ServicesCommercial Services ADI BPO Services Pvt Ltd. is an Indian company that provides platform, learning, and content solutions. The private company is based in Noida, IN. and has subsidiaries in Switzerland, United States, Germany and India. ADI BPO Services was established as a subsidiary of Macmillan Limited in 1970 to change the way the world learns. After a change of majority stake in 2011-12, the company developed significant momentum as a result of consistent reinvestment in the business and six acquisitions in six years. MPS is listed on major stock exchanges and nearly 2,500 associates power the company across seven development centers in India, two subsidiaries in the US, and five client offices in the world. The company has been at the forefront of market changes, introducing new ways of learning and driving impact from each learning experience through engaging content and advanced platforms. The company was founded by Nishith Arora and he has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
NC Advisory GmbH | Investment Managers | Private Equity Analyst | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Indian School of Business | College/University | Masters Business Admin |
Statistics
International
United States | 45 |
India | 4 |
Germany | 3 |
Israel | 2 |
Sectoral
Finance | 30 |
Consumer Services | 17 |
Commercial Services | 3 |
Consumer Non-Durables | 2 |
Technology Services | 2 |
Operational
Undergraduate Degree | 102 |
Corporate Officer/Principal | 83 |
Portfolio Manager-Equities | 60 |
Analyst-Equity | 60 |
Masters Business Admin | 48 |
Most connected contacts
Insiders | |
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Larry Bossidy | 19 |
Yu Li | 11 |
Adam Cahill | 10 |
Allan Boruchowicz | 10 |
Eric Johnson | 9 |
Daniel Gay | 9 |
Jeff Dekko | 9 |
Priya Parrish | 9 |
Mark Keeling | 8 |
Art French | 8 |
Lih Chen Min | 8 |
Michael Banu | 8 |
Herb Hess | 7 |
Gautam Gupta | 7 |
Nate Crossett | 7 |
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