Levi Stewart Zurbrugg
Analyst-Equity at Saturna Capital Corp.
Network origin in Levi Stewart Zurbrugg first degree
Entity | Entity type | Industry | |
---|---|---|---|
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships).
13
| Private Company | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Levi Stewart Zurbrugg via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
Saturna Investment Trust | Investment Trusts/Mutual Funds | President | |
State of Wisconsin Investment Board
State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Corporate Officer/Principal | |
Rochester Christian University | College/University | Masters Business Admin | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Fixed Income | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Corporate Officer/Principal | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
Moss Adams LLP
Moss Adams LLP Miscellaneous Commercial ServicesCommercial Services Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The California State University | College/University | Undergraduate Degree | |
Syracuse University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Yale University | College/University | Undergraduate Degree | |
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 | Graduate Degree | |
New York University | College/University | Undergraduate Degree Masters Business Admin | |
Seattle University | College/University | Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree | |
The University of Texas at Dallas | College/University | Masters Business Admin | |
Western Washington University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
DeltaPoint Capital Management LLC
DeltaPoint Capital Management LLC Investment ManagersFinance DeltaPoint Capital Management LLC is a private equity firm founded in 1996 by David H. Waterman and Thomas W. Cimino. The firm is headquartered in Rochester, New York. | Investment Managers | Corporate Officer/Principal | |
University of Denver | College/University | Undergraduate Degree | |
George Eastman Museum
George Eastman Museum Other Consumer ServicesConsumer Services George Eastman Museum is a non-profit organization, which operates as a photography and motion picture film museum. It features a vast collection of photos, films, photography, cinema, photographic and cinematographic technology, and photographically illustrated books. The company was founded in 1947 and is headquartered in New York, NY. | Other Consumer Services | Director/Board Member | |
Museum of Glass
Museum of Glass Other Consumer ServicesConsumer Services Museum of Glass operates a glass museum. The private company is based in Tacoma, WA and was founded in 2002. | Other Consumer Services | Director/Board Member | |
ICI Mutual Insurance Co.
ICI Mutual Insurance Co. Multi-Line InsuranceFinance ICI Mutual Insurance Co. provides risk management studies and practical advice to help insureds improve the risk profiles of their organizations. The private company is based in Washington and has subsidiaries in the United States. The American company also publish an annual newsletter called Claims Trends that provides an overview of the fund industry claims environment, including recent litigation developments, court decisions, and recent claims data. | Multi-Line Insurance | Chairman | |
Shawnigan Lake School
Shawnigan Lake School Other Consumer ServicesConsumer Services Shawnigan Lake School operates as a not for profit organization. Its programs include arts, athletics, external and summer and global exchange programs. The company was founded by Christopher Windley Lonsdale in 1916 and is headquartered in Shawnigan Lake, Canada. | Other Consumer Services | Director/Board Member | |
SNCFE Ltd. | Corporate Officer/Principal | ||
Blackcrane Capital LLC
Blackcrane Capital LLC Investment ManagersFinance Blackcrane Capital LLC (Blackcrane) is a boutique asset management firm headquartered in Bellevue, Washington. The firm was founded by Daniel Y. Kim in 2012. Blackcrane provides investment advisory services to individuals and institutional clients. | Investment Managers | Chief Executive Officer | |
Crosby Securities Ltd.
Crosby Securities Ltd. Investment Banks/BrokersFinance Crosby Securities Ltd. is a securities brokerage firm headquartered in Hong Kong. The firm is a subsidiary of Crosby Asia Ltd., which is owned by Quali-Smart Holdings Ltd. (HKG: 1348). Crosby Securities provides stock brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 33 |
Hong Kong | 3 |
Switzerland | 2 |
Canada | 2 |
Sectoral
Consumer Services | 18 |
Finance | 16 |
Commercial Services | 3 |
Miscellaneous | 2 |
Operational
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 11 |
Corporate Officer/Principal | 11 |
Director/Board Member | 6 |
Masters Business Admin | 6 |
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