Network origin in Willie Kwan first degree
Entity | Entity type | Industry | |
---|---|---|---|
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles.
40
| Subsidiary | Investment Managers | 40 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Willie Kwan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
THE GAP, INC. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Equities | |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Investment Managers | Corporate Officer/Principal | |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Corporate Officer/Principal | |
Miller Investment Management LP
Miller Investment Management LP Investment ManagersFinance Miller Investment Management LP (Miller) is an independent, SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded by H. Scott Miller in 1998. Miller provides investment advisory and supervisory services to institutional clients (such as pension and profit-sharing plans, business entities, charitable organizations, foundations, endowments, trusts and public funds), privately placed pooled investment vehicles or Private Funds organized as limited partnerships, and individuals. | Investment Managers | Corporate Officer/Principal | |
Rotman School of Management | College/University | Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal | |
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 | Graduate Degree | |
Vestek Systems, Inc.
Vestek Systems, Inc. Information Technology ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Vestek Systems, Inc. is a computer software company that operates in the banking industry. The company is based in San Francisco, CA. Vestek Systems was acquired by Primark Corp. on May 24, 1994 for $6.90 million. | Information Technology Services | Corporate Officer/Principal | |
University of Rhode Island | College/University | Undergraduate Degree | |
MORNINGSTAR, INC. | Investment Managers | Director of Finance/CFO | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
Loyola Marymount University | College/University | Masters Business Admin | |
Miami University | College/University | Undergraduate Degree | |
Monmouth University | College/University | Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
San Francisco State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree | |
State University of New York College at Brockport | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Corporate Officer/Principal Masters Business Admin Graduate Degree | |
University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree Graduate Degree | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Graduate Degree Graduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Aon Investments USA, Inc.
Aon Investments USA, Inc. Investment ManagersFinance Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients. | Investment Managers | Corporate Officer/Principal | |
The Campaign Legal Center
The Campaign Legal Center Miscellaneous Commercial ServicesCommercial Services The Campaign Legal Center operates as a nonprofit organization that represents the public interest in reducing the influence of money in the political system, strengthening voting rights, and regulating lobbying. The company was founded by Trevor Potter in 2002 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Haas School of Business | College/University | Undergraduate Degree | |
Yildiz Technical University | College/University | Undergraduate Degree | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
University of California | College/University | Undergraduate Degree Graduate Degree | |
University of Chicago Institute of Politics | College/University | Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Saint Joseph's University Haub School of Business | College/University | Undergraduate Degree |
Statistics
International
United States | 47 |
Canada | 3 |
United Kingdom | 2 |
Turkey | 2 |
Sectoral
Consumer Services | 31 |
Finance | 15 |
Commercial Services | 4 |
Retail Trade | 2 |
Energy Minerals | 2 |
Operational
Portfolio Manager-Equities | 34 |
Undergraduate Degree | 32 |
Corporate Officer/Principal | 24 |
Analyst-Equity | 13 |
Graduate Degree | 10 |
Most connected contacts
Insiders | |
---|---|
Patrick Geddes | 6 |
Rob Tymoczko | 5 |
Paul O. Solli | 5 |
Dorian Randy Young | 5 |
Mark Bateman | 5 |
Brian Ko | 5 |
Andrew Oswald | 4 |
Kevin Bogert | 4 |
Lisa Goldberg | 4 |
Annie Tan | 4 |
Pete Hand | 4 |
Ran Leshem | 4 |
Bill Tantalla | 3 |
Jonathan Chow | 3 |
Julie VanDervort | 3 |
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