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Network origin in Reesa Marilyn Manning first degree
Entity | Entity type | Industry | |
---|---|---|---|
Integrated Wealth Management, Inc.
![]() Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses.
11
| Private Company | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Reesa Marilyn Manning via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Silicon Valley Group, Inc.
![]() Silicon Valley Group, Inc. Industrial MachineryProducer Manufacturing Part of ASML Holding NV, Silicon Valley Group, Inc. designs, manufactures, markets, and services semiconductor processing equipment. The company is based in San Jose, CA. The company was founded by Ellen D. Levy. Silicon Valley Group was acquired by ASML Holding NV on May 22, 2001 for $1,199.10 million. | Industrial Machinery | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
The California State University | College/University | Undergraduate Degree | |
California State University-San Bernardino | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
University of California Santa Barbara Foundation
![]() University of California Santa Barbara Foundation Investment Trusts/Mutual FundsMiscellaneous University of California Santa Barbara Foundation engages in the provision of management and investment services inside the campus. The company was founded in 1973 and is headquartered in Santa Barbara, CA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Palm Desert Chamber of Commerce
![]() Palm Desert Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Palm Desert Chamber of Commerce is a business organization that serves as a platform for local businesses to connect and collaborate. The Chamber of Commerce is based in Palm Desert, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal | |
Cypress Wealth Services LLC
![]() Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | Investment Managers | Compliance Officer | |
Keystone Wealth Services LLC
![]() Keystone Wealth Services LLC Investment ManagersFinance Keystone Wealth Services LLC, dba Cypress Private Wealth (Cypress), is an independent registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded in 2019 and is owned by Mark W. Thatcher and Shattuck (Shad) F. Lamm. Cypress offers investment advisory services to high net worth individuals, families, trusts, estates, and businesses. | Investment Managers | Compliance Officer |
Statistics
International
United States | 19 |
Sectoral
Finance | 10 |
Consumer Services | 7 |
Producer Manufacturing | 2 |
Miscellaneous | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 18 |
Portfolio Manager-Equities | 12 |
Undergraduate Degree | 7 |
Compliance Officer | 2 |
Portfolio Manager-Fixed Income | 1 |
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