Alan Wong
Director/Board Member at CFA Society of San Francisco
Network origin in Alan Wong first degree
Entity | Entity type | Industry | |
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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.
16
| Non-Profit Organization | Miscellaneous Commercial Services | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alan Wong via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
FRANKLIN RESOURCES, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Matthews International Capital Management LLC
Matthews International Capital Management LLC Investment ManagersFinance Matthews International Capital Management LLC (dba Matthews Asia) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. | Investment Managers | Analyst-Equity | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Next Play Capital LLC
Next Play Capital LLC Investment ManagersFinance Next Play Capital LLC (Next Play Capital) is a venture capital firm founded in 2014 by Ryan Nece and Ronnie Lott. The firm is headquartered in Tolucal Lake, California. | Investment Managers | Private Equity Investor | |
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 | Portfolio Manager-Equities | |
Franklin Templeton Asset Management (India) Pvt Ltd.
Franklin Templeton Asset Management (India) Pvt Ltd. Investment ManagersFinance Franklin Templeton Asset Management (India) Pvt. Ltd. (FTAM-India) is a fund management firm headquartered in Mumbai, India. The firm was founded in 1996 and is a subsidiary of Franklin Templeton Holding Ltd., ultimately owned by Franklin Resources, Inc. (NYSE: BEN) in the US. FTAM-India manages a range of mutual funds for Indian investors. | Investment Managers | Portfolio Manager-Equities | |
University of Mumbai | College/University | Graduate Degree | |
BAJAJ FINSERV LTD. | Life/Health Insurance | Chief Investment Officer | |
Marvin & Palmer Associates, Inc.
Marvin & Palmer Associates, Inc. Investment ManagersFinance Founded in 1986 by David Marvin and Stanley Palmer, Marvin & Palmer Associates, Inc. is a registered investment advisor located in Wilmington, Delaware. The firm provides services to corporate and public pension funds, endowments, foundations, other institutional clients and family offices. They also sub-advise mutual funds and pooled funds. Marvin & Palmer Associates serves clients in the US, Canada, Europe, Australia and South Africa. | Investment Managers | Portfolio Manager-Equities | |
Beijing University of Posts & Telecommunications | College/University | Undergraduate Degree | |
University of Virginia | College/University | Graduate Degree | |
Brighton Jones LLC
Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Investment Managers | Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal | |
RNC Capital Management LLC
RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | 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 | Portfolio Manager-Equities | |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Analyst-Equity | |
Allianz Global Investors Fund Management LLC
Allianz Global Investors Fund Management LLC Investment Banks/BrokersFinance Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
The California State University | College/University | Undergraduate Degree | |
Franklin Venture Partners LLC
Franklin Venture Partners LLC Investment ManagersFinance Franklin Venture Partners LLC (Franklin Venture Partners) is a venture capital and private equity subsidiary of Franklin Advisers, Inc founded in 2017. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Investor | |
University of California, Davis | College/University | Undergraduate Degree | |
The Patterson Capital Corp.
The Patterson Capital Corp. Investment ManagersFinance The Patterson Capital Corp. provides investment advice. The company as founded on June 29, 1977 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Lumen Advisors LLC
Lumen Advisors LLC Investment ManagersFinance Founded in 2002 by Simon Nocera and Marianne O, Lumen Advisors LLC is a hedge fund manager located in San Francisco. The firm manages the Lumen Global Value Fund Ltd. and the Lumen Global Growth LP | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
Dartmouth College | College/University | Undergraduate Degree | |
Nicox Ophthalmics, Inc.
Nicox Ophthalmics, Inc. Pharmaceuticals: MajorHealth Technology Nicox Ophthalmics, Inc. develops ocular diseases treatment products. It offers extensive pipeline such as a number of clinical and pre-clinical programs that principally target ocular allergy, ocular inflammation, and blepharitis. The company was founded by Thomas Cavanagh on December 21, 2007 and is headquartered in Fort Worth, TX. | Pharmaceuticals: Major | Director/Board Member | |
DERMIRA, INC. | Pharmaceuticals: Major | Director/Board Member | |
HYPERION THERAPEUTICS INC | Pharmaceuticals: Major | Director/Board Member | |
TRIVASCULAR TECHNOLOGIES INC | Medical Specialties | Director/Board Member | |
TriVascular, Inc.
TriVascular, Inc. Medical SpecialtiesHealth Technology TriVascular, Inc. develops and manufactures medical devices. It provides devices and procedures for treating abdominal aortic aneurysms and endovascular grafts. The company was founded by Michael V. Chobotov, Robert G. Whirley, and Joseph W. Humphrey in 1998 and is headquartered in Irvine, CA. | Medical Specialties | Director/Board Member | |
TREVENA, INC. | Pharmaceuticals: Major | Director/Board Member | |
ADDEX THERAPEUTICS LTD | Pharmaceuticals: Major | Director/Board Member | |
NEA Management Co. LLC
NEA Management Co. LLC Investment ManagersFinance New Enterprise Associates LLC (New Enterprise Associates) is a venture capital firm founded in 1977. The firm headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
REGULUS THERAPEUTICS INC. | Pharmaceuticals: Major | Director/Board Member | |
OVES MEDI | Medical Specialties | Director/Board Member | |
Franklin Templeton Investments Corp.
Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton International, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FTIC provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Corporate Officer/Principal | |
HEXIMA LIMITED | Biotechnology | Director/Board Member | |
Humanetics Corp.
Humanetics Corp. Pharmaceuticals: MajorHealth Technology Humanetics Corp. engages in development and commercialization of bioactive compounds. Its products include radiation modulators, mechanism of action, safety and toxicology, and pharmacokinetics. It focuses on oncology, medical imaging, and medical countermeasures. The company was founded by Ronald J. Zenk in 1988 and is headquartered in Edina, MN. | Pharmaceuticals: Major | Director/Board Member | |
SR One Capital Management LP
SR One Capital Management LP Investment ManagersFinance SR One Capital Management LP (SR One) is a venture capital firm founded in 2020. The firm is headquartered in Redwood, California. | Investment Managers | Private Equity Investor | |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Investment Managers | Analyst-Equity | |
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 |
Statistics
International
United States | 43 |
India | 4 |
Australia | 3 |
China | 2 |
Switzerland | 2 |
Sectoral
Finance | 26 |
Health Technology | 15 |
Consumer Services | 12 |
Operational
Director/Board Member | 28 |
Corporate Officer/Principal | 21 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 7 |
Independent Dir/Board Member | 6 |
Most connected contacts
Insiders | |
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Jake Nunn | 23 |
John N. Ailanjian | 8 |
Purav Jhaveri | 6 |
Joyce Li | 6 |
Anjie Kallas | 6 |
Melissa Wedel | 5 |
Ryan Biggs | 5 |
Margaret Reid | 4 |
Almond Goduti | 1 |
Anne O'Brien | 1 |
John Jordan | 1 |
Jane Leung | 1 |
Julie Barry | 1 |
Desmond Fang | 1 |
Jeffrey Hamrick | 1 |
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