Jamie Walter
Compliance Officer at Founders Capital Management, Inc.
Network origin in Jamie Walter first degree
Entity | Entity type | Industry | |
---|---|---|---|
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services
15
| Subsidiary | Investment Banks/Brokers | 15 |
Founders Capital Management, Inc.
Founders Capital Management, Inc. Investment ManagersFinance Founders Capital Management, Inc. (FCMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Grant E. Bruce in 1995. FCMI provides investment advisory services for high-net-worth individuals, families, foundations, and trusts.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jamie Walter via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Director/Board Member | |
Schwab Capital Trust | Director/Board Member | ||
CHARLES SCHWAB | Investment Banks/Brokers | Chief Executive Officer | |
Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Director/Board Member | |
Schwab Investments | Investment Trusts/Mutual Funds | Director/Board Member | |
Laudus Institutional Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Investment Managers | Portfolio Manager-Equities | |
Steele Investment Counsel Ltd.
Steele Investment Counsel Ltd. Investment ManagersFinance Steele Investment Counsel Ltd. (SIC) is an independent asset management firm headquartered in Dublin, Ohio. The firm was founded by Michael Steele in 1984. SIC provides fee-only investment advisory services to individuals, employers, professionals, and trusts. | Investment Managers | Trading-Equity | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Westmount Asset Management LLC
Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Investment Managers | President | |
Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
The American Nurses Association, Inc.
The American Nurses Association, Inc. Hospital/Nursing ManagementHealth Services The American Nurses Association, Inc. operates nursing facilities center. The association represents the interest of the nation’s registered nurses for improving the quality of health care for all. The company was founded in 1896 and is headquartered in Silver Spring, MD. | Hospital/Nursing Management | Consultant / Advisor | |
UCSF Medical Center
UCSF Medical Center Hospital/Nursing ManagementHealth Services UCSF Medical Center owns and operates hospitals. It operates hospitals in San Francisco as well as satellite facilities. It provides health care facilities to children, organ transplants, cardiac care, fertility treatments, neurosurgery, ophthalmology, and orthopedics. It also provides outpatient care and some programs in areas as women's health, aging, cancer, and pain management. UCSF Medical Center is headquartered in San Francisco, CA. | Hospital/Nursing Management | Consultant / Advisor | |
Blue Shield of California
Blue Shield of California Miscellaneous Commercial ServicesCommercial Services Blue Shield of California engages in the provision of healthcare insurance services. The firm offers insurance products include HMO, preferred provider organization, dental and medicare supplemental plan, accidental death and dismemberment, executive medical reimbursement, life insurance, and vision and short-term health plans. The company was founded in 1938 and is headquartered in Oakland, CA. | Miscellaneous Commercial Services | Private Equity Investor | |
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Westfield Group (Ohio)
Westfield Group (Ohio) Investment ManagersFinance Westfield Group provides insurance, banking and related financial services. It offers automobile, life and property insurance services. The firm provides flood, motorcycle, car, home, farm and agriculture insurance services. The company has operations in Lancaster and Pennsylvania. It serves the hospitality, health, manufacturing and distribution sectors. Westfield Group was founded in 1848 and is headquartered in Westfield Center, OH. | Investment Managers | Corporate Officer/Principal | |
Griffin Financial Group LLC
Griffin Financial Group LLC Investment Banks/BrokersFinance Griffin Financial Group LLC is an investment bank that offers merger and acquisition advisory, financing, and strategic consulting services to both healthy and financially challenged businesses. The private company is based in King of Prussia, PA. The CEOs of the company are Matthew T. O'Leary, Scott Abercrombie. | Investment Banks/Brokers | Corporate Officer/Principal | |
Amherst College | College/University | Undergraduate Degree | |
Arizona State University | College/University | Masters Business Admin Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
Union Bank of California Leasing, Inc. | Corporate Officer/Principal | ||
University of California, Berkeley | College/University | Undergraduate Degree | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
University of Richmond | College/University | Undergraduate Degree | |
California State University-Fullerton | College/University | Undergraduate Degree | |
Rutgers University- Newark | College/University | Masters Business Admin | |
The Islamic Corp. for the Development of the Private Sector
The Islamic Corp. for the Development of the Private Sector Finance/Rental/LeasingFinance The Islamic Corporation for the Development of the Private provides financing and financial services. It supports the economic development of its member countries through the provision of finance for private sector projects, promoting competition and entrepreneurship, providing advisory services to the governments and encouraging cross border investments. The company was founded on November 3, 1999 and is headquartered in Jeddah, Saudi Arabia. | Finance/Rental/Leasing | Chief Executive Officer | |
Burj Bank Ltd.
Burj Bank Ltd. Regional BanksFinance Burj Bank Ltd. provides banking services. It offers access account information, transfer funds, pay bills, mobile top-ups, and mobile banking services. The company is headquartered in Karachi, Pakistan. | Regional Banks | Chief Executive Officer | |
Daman Development Capital
Daman Development Capital Investment ManagersFinance Daman Development Capital (Daman Development Capital) is a private equity subsidiary of Daman Investments PSC founded in 1998 by Shebab Gargash. The firm is headquartered in Dubai, UAE. | Investment Managers | Chief Executive Officer | |
Kaiser Permanente International | Private Equity Investor | ||
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree | |
Ayogo Health, Inc.
Ayogo Health, Inc. Packaged SoftwareTechnology Services Ayogo Health, Inc. provides online networking services to healthcare. It develops games and applications for management of chronic health conditions and patient adherence. The firm offers Empower, a digital tool for healthcare systems that uses behavior change to help healthcare consumers with chronic conditions. The company was founded by Michael Fergusson and Paul Prescod in 2011 and is headquartered in Vancouver, Canada. | Packaged Software | Director/Board Member | |
Arosa Capital Management LP
Arosa Capital Management LP Investment ManagersFinance Arosa Capital Management LP (Arosa) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Abraham Joseph and Till Bechtolsheimer in 2013. Arosa serves as the investment advisor with discretionary trading authority to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis. | Investment Managers | Analyst-Equity | |
Purdue University | College/University | Undergraduate Degree | |
Pepperdine University | College/University | Undergraduate Degree | |
Baylor University | College/University | Undergraduate Degree | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Charles Schwab Trust Bank (589496) | Savings Banks | Chairman | |
Laudus Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
University of North Texas | College/University | Undergraduate Degree |
Statistics
International
United States | 46 |
Saudi Arabia | 2 |
Pakistan | 2 |
United Arab Emirates | 2 |
Canada | 2 |
Sectoral
Finance | 24 |
Consumer Services | 14 |
Miscellaneous | 7 |
Health Services | 3 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 34 |
Undergraduate Degree | 15 |
Director/Board Member | 13 |
Chief Executive Officer | 9 |
President | 9 |
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