Phillip Lee Mitteldorf
Portfolio Manager-Equities at Navellier & Associates, Inc.
Network origin in Phillip Lee Mitteldorf first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Navellier & Associates, Inc.
 Navellier & Associates, Inc. Investment ManagersFinance Navellier & Associates, Inc. (Navellier) is an independent registered investment advisor headquartered in Reno, Nevada. The firm was founded by Louis Navellier in 1987. Navellier provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, which includes individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies.
19
| Private Company | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Phillip Lee Mitteldorf via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
Federated Investment Counseling
 Federated Investment Counseling Investment ManagersFinance Federated Investment Counseling (FIC) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., which is ultimately owned by Federated Hermes, Inc. (NYSE: FHI). FIC offers investment advisory services to high-net-worth individuals through separate accounts (Separate Accounts) and serves as the investment manager or model provider in certain separately managed accounts or wrap fee programs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| California State University-Sacramento | College/University | Graduate Degree | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Corporate Officer/Principal | |
| Allegheny College | College/University | Undergraduate Degree | |
Holthouse Carlin & Van Trigt LLP
 Holthouse Carlin & Van Trigt LLP Miscellaneous Commercial ServicesCommercial Services Holthouse Carlin & Van Trigt LLP provides business consulting services such as tax planning, accounting, litigation support, and technology. It offers planning and compliance, international tax, audits, reviews, and compilations, employee benefit plan audits, and mergers and acquisitions. The company was founded by Philip J. Holthouse, James S. Carlin, and John E. Van Trigt in 1991 and is headquartered in Long Beach, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Corporate Officer/Principal | |
| Pepperdine University | College/University | Graduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
 Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Investment Managers | Sales & Marketing | |
Manulife Capital, Inc.
 Manulife Capital, Inc. Financial ConglomeratesFinance Part of Manulife Financial Corp., Manulife Capital, Inc. is a Canadian company that helps borrowers achieve strategic goals and create value through capital solutions. The company is based in Toronto, Canada. The company's services include strategies in senior and junior credit, equity co-investments and fund investments, and secondaries. | Financial Conglomerates | Corporate Officer/Principal | |
| California State University-East Bay | College/University | Masters Business Admin | |
| California State University-Northridge | College/University | Undergraduate Degree | |
| Loyola Marymount University | College/University | Masters Business Admin | |
| Lexington Management Corp. | Investment Managers | Corporate Officer/Principal | |
Sapphire Star Capital LLC
 Sapphire Star Capital LLC Investment ManagersFinance Sapphire Star Capital LLC (Sapphire Star) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Redmond, Washington. Founded in 2015, Sapphire Star provides investment advisory services to investment companies, pooled investment vehicles, and other investment advisors. | Investment Managers | Chief Executive Officer | |
| University of California, Santa Cruz | College/University | Undergraduate Degree | |
| University of Oregon | College/University | Graduate Degree | |
| Bowling Green State University | College/University | Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
Henry James International Management, Inc.
 Henry James International Management, Inc. Investment ManagersFinance Henry James International Management, Inc. provides investment advice. The private company is based in New York, NY. The company was founded in 2014. James Henry O'Leary has been the CEO of the company since 2014. | Investment Managers | Chief Executive Officer | |
| The California State University | College/University | Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal |
Statistics
International
| United States | 36 |
| Canada | 2 |
| Italy | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 17 |
| Commercial Services | 3 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 20 |
| Undergraduate Degree | 16 |
| Sales & Marketing | 9 |
| Portfolio Manager-Equities | 9 |
| Graduate Degree | 6 |
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