Network origin in Anne E. Westreich first degree
Entity | Entity type | Industry | |
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300 North Capital LLC
300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time.
13
| Extinct | Investment Managers | 13 |
Hughes Investment Management, Inc.
Hughes Investment Management, Inc. Investment ManagersFinance Hughes Investment Management, Inc. engages in portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. The company is headquartered in New Fairfield, CT.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Anne E. Westreich via their personal network
Company | Sector | Related people | Main position |
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CVB FINANCIAL CORP. | Regional Banks | Chief Investment Officer | |
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 | Analyst-Fixed Income | |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Analyst-Equity | |
General Motors Investment Management Corp.
General Motors Investment Management Corp. Investment ManagersFinance General Motors Investment Management Corp. (GMIM) is a pension fund manager headquartered in New York City. The firm was founded in 1990 and is a wholly-owned subsidiary of General Motors Asset Management Corp., a holding company that is wholly-owned by General Motors Co. (NYSE: GM). Their clients largely consist of GM-affiliated pension plans (defined benefit and defined contribution employee benefit plans, including ERISA plans), for which GMIM serves as named fiduciary for investment purposes. Other clients includes a registered closed-end investment company, a charitable organization, private investment funds, and certain other governmental and financial entities. | Investment Managers | Chairman | |
iShares, Inc.
iShares, Inc. Investment Trusts/Mutual FundsMiscellaneous iShares, Inc. exchange Traded Fund. The Company operates as an open-end management investment company. iShares was founded on September 1, 1994 and is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Shaker Investments LLC
Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
M&G Investment Management Ltd.
M&G Investment Management Ltd. Investment ManagersFinance M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LSE: MNG) in Great Britain. The firm was founded in 1968 and formerly known as Prudential Investment Management Ltd. Headquartered in London, MAGIM provides investment management for various clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals. | Investment Managers | Analyst-Equity | |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Analyst-Equity | |
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Investment Managers | Analyst-Equity | |
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Major Banks | Corporate Officer/Principal | |
Quest Investment Management LLC
Quest Investment Management LLC Investment ManagersFinance Quest Investment Management LLC (Quest) is a SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1985 and is a subsidiary of Quest Investment Management Holdings, Inc. Quest manages long-only large-cap growth equity portfolios and asset allocation strategies for institutional clients. | Investment Managers | Chief Investment Officer | |
TCW Investment Management Co LLC
TCW Investment Management Co LLC Investment ManagersFinance TCW Investment Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm is wholly-owned by The TCW Group, Inc., a Nevada corporation. TCW provides investment management and advice for a wide array of US Equities, US Fixed Income, International and Alternatives investment strategies for institutional and individual investors through investment advisory accounts, public and private open- and closed-end commingled investment vehicles, and wrap fee accounts sponsored by others. | Investment Managers | Analyst-Equity | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Covington Capital Management
Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Investment Managers | Director/Board Member | |
West Oak Capital LLC
West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | Investment Managers | Portfolio Manager-Equities | |
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 | Analyst-Equity | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 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 | 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 | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Travelers /Group Life & Group Insurance Business/ | Life/Health Insurance | Corporate Officer/Principal | |
Zaffire, Inc.
Zaffire, Inc. Telecommunications EquipmentElectronic Technology Part of Fortinet, Inc., Zaffire, Inc. is a company that develops optical networking solutions. The company is based in San Jose, CA. Zaffire was acquired by Centerpoint Broadband Technologies, Inc. on October 22, 2001. | Telecommunications Equipment | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
Cercano Management LLC /Private Equity/
Cercano Management LLC /Private Equity/ Investment ManagersFinance Cercano Management LLC /Private Equity/ (Cercano Management) is a venture capital subsidiary of Cercano Management LLC founded in 1986 by Paul Gardner Allen. The firm is headquartered in Bellevue, Washington. | Investment Managers | Private Equity Analyst | |
The California State University | College/University | Undergraduate Degree | |
Chapman University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Head-Equity Investments | |
Dorchester Capital Advisors LLC
Dorchester Capital Advisors LLC Financial ConglomeratesFinance Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States. | Financial Conglomerates | Corporate Officer/Principal | |
Providence College | College/University | Undergraduate Degree | |
Big Brothers Big Sisters of Greater Los Angeles | Director/Board Member | ||
St. Mary's College of California | College/University | Undergraduate Degree |
Statistics
International
United States | 47 |
United Kingdom | 2 |
Sectoral
Finance | 32 |
Consumer Services | 12 |
Miscellaneous | 4 |
Electronic Technology | 2 |
Operational
Director/Board Member | 31 |
Analyst-Equity | 27 |
Portfolio Manager-Equities | 21 |
Independent Dir/Board Member | 16 |
Corporate Officer/Principal | 13 |
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