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Michael Whitfield
Director of Research - Equity at Hahn Capital Management LLC
Network origin in Michael Whitfield first degree
Entity | Entity type | Industry | |
---|---|---|---|
Hahn Capital Management LLC
![]() Hahn Capital Management LLC Investment ManagersFinance Hahn Capital Management LLC (HCM) is an independent, SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded in 1988 by Elaine F. Hahn, whose Trust, the Elaine Hahn Administrative Trust, is currently the principal owner of HCM. HCM provides non-custodial full discretionary investment advisory services to individuals, high net-worth individuals, family offices, corporate and public pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, and US and non-US registered funds.
8
| Private Company | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Whitfield via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Transamerica Corp.
![]() Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Corporate Officer/Principal | |
Dodge & Cox
![]() Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Investment Managers | Portfolio Manager-Equities | |
Scharf Investments LLC
![]() Scharf Investments LLC Investment ManagersFinance Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor. | Investment Managers | Analyst-Equity | |
UNITED STATES STEEL CORPORATION | Steel | Comptroller/Controller/Auditor | |
Larrainvial Securities US LLC
![]() Larrainvial Securities US LLC Investment Banks/BrokersFinance Part of LarraÃn Vial SA, Larrainvial Securities US LLC is a company based in Santiago, Chile. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
Arthur D. Little, Inc. /Global Environment & Risk Division/ | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Willamette Management Associates, Inc.
![]() Willamette Management Associates, Inc. Investment ManagersFinance Willamette Management Associates provides financial advisory and business valuation services. The company's services include tax planning and compliance, litigation support, bankruptcy, reorganization, and strategic planning services. The company was founded in 1969 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
QCM LLC
![]() QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Investment Managers | Analyst-Equity | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Duquesne University of The Holy Spirit | College/University | Undergraduate Degree | |
Oklahoma State University | College/University | Undergraduate Degree | |
Pepperdine University | College/University | Masters Business Admin | |
Portland State University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
University of California, Davis | College/University | Undergraduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
The TCW Group, Inc.
![]() The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Houlihan Lokey Capital, Inc.
![]() Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wells Fargo Securities, Inc.
![]() Wells Fargo Securities, Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Leeds School of Business | College/University | Undergraduate Degree | |
FMV Opinions, Inc.
![]() FMV Opinions, Inc. Investment Banks/BrokersFinance FMV Opinions, Inc. provides investment banking and financial advisory services. Its services include financial opinions, property appraisals, complex litigation support, tax and business valuations, as well as investment banking services focused on mergers, acquisitions and divestitures. The company was founded by Lance S. Hall in 1991 and is headquartered in Irvine, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin | |
ACORN ENERGY, INC. | Electronic Equipment/Instruments | Director/Board Member | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
CFA Society of San Francisco
![]() CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
United States | 33 |
Chile | 2 |
Sectoral
Finance | 18 |
Consumer Services | 13 |
Commercial Services | 3 |
Non-Energy Minerals | 2 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 15 |
Analyst-Equity | 13 |
Undergraduate Degree | 8 |
Masters Business Admin | 6 |
Portfolio Manager-Equities | 3 |
Most connected contacts
Insiders | |
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Peter Rabover | 8 |
Patrick Tinucci | 8 |
Elaine Hahn | 6 |
Helen Chen | 6 |
John Schaeffer | 5 |
David Maciej Kowalczyk | 5 |
Alan Chung | 4 |
Jordan Herley | 3 |
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