Adam Neal Phillips
Investment Committee Member at EP Wealth Advisors LLC
Network origin in Adam Neal Phillips first degree
Entity | Entity type | Industry | |
---|---|---|---|
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
11
| Subsidiary | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Adam Neal Phillips via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
FRANKLIN RESOURCES, INC. | Investment Managers | Director/Board Member | |
H&R BLOCK, INC. | Other Consumer Services | Corporate Officer/Principal | |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | 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 | |
UBS Americas, Inc.
UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Investment Managers | Corporate Officer/Principal | |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities | |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Pacific Income Advisers, Inc.
Pacific Income Advisers, Inc. Investment ManagersFinance Pacific Income Advisers, Inc. (PIA) is an independent, employee-owned registered investment advisory firm headquartered in El Segundo, California. The firm was founded by Lloyd McAdams and Heather Baines in 1986. PIA provides professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients. | Investment Managers | Portfolio Manager-Equities | |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal | |
CITIZENS FINANCIAL GROUP, INC. | Major Banks | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
Northern Arizona University | College/University | Undergraduate Degree | |
St. Mary's College (Indiana) | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Graduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Brand Institute, Inc.
Brand Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Brand Institute, Inc. provides business consulting services. Its services include brand strategy, name development, market research, regulatory and visual identity. The company was founded by James L. Dettore in 1993 and is headquartered in Miami, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Windward Capital Management Co.
Windward Capital Management Co. Investment ManagersFinance Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities. | Investment Managers | President | |
State University of New York at Binghamton | College/University | Undergraduate Degree | |
Moran Capital Management, Inc.
Moran Capital Management, Inc. Investment ManagersFinance Founded in 1986, Moran Capital Management, Inc. is a hedge fund manager located in Rye, New York. The firm manages the Communications Investment Partners LP. | Investment Managers | Corporate Officer/Principal | |
Investment Program Association | Director/Board Member | ||
EPWA, Inc.
EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Investment Managers | Chief Executive Officer Director/Board Member Director/Board Member | |
SportsLine.com, Inc.
SportsLine.com, Inc. Commercial Printing/FormsCommercial Services Part of Paramount Global, SportsLine.com, Inc. is a company that produces and distributes original, interactive sports content, including editorials and analysis. The company is based in New York, NY. The CEO of the company is Ryan Tom. | Commercial Printing/Forms | Corporate Officer/Principal | |
LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Director/Board Member | |
Analysis Group, Inc.
Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 42 |
Sectoral
Finance | 26 |
Consumer Services | 13 |
Commercial Services | 4 |
Operational
Corporate Officer/Principal | 22 |
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 9 |
Investment Committee Member | 8 |
Director/Board Member | 6 |
Most connected contacts
Insiders | |
---|---|
Ryan Parker | 13 |
Bennett Edward Gross | 8 |
Patrick Goshtigian | 8 |
Derek Holman | 6 |
Cris Moran | 6 |
Brian Parker | 5 |
Kevin Ashworth | 4 |
Sid Ean | 4 |
Kevin Carr Beebe | 2 |
Robert Odibo | 2 |
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