Chase Michael Wilsey
Analyst-Equity at Wilsey Asset Management, Inc.
Network origin in Chase Michael Wilsey first degree
Entity | Entity type | Industry | |
---|---|---|---|
Northern Arizona University
6
| College/University | Other Consumer Services | 6 |
Mississippi State University
3
| College/University | Other Consumer Services | 3 |
Wilsey Asset Management, Inc.
Wilsey Asset Management, Inc. Investment ManagersFinance Wilsey Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Brent M. Wilseyin 1992. WAM provides portfolio management services to individuals, pensions, profit-sharing plans, trusts, estates or charitable organizations, corporations, and business entities.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Chase Michael Wilsey via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
WASTE MANAGEMENT, INC. | Environmental Services | Corporate Officer/Principal | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Aegis Capital Corp.
Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Corporate Officer/Principal | |
UNIVERSAL TECHNICAL INSTITUTE, INC. | Miscellaneous Commercial Services | Sales & Marketing | |
ZONED PROPERTIES, INC. | Real Estate Development | Chief Executive Officer | |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
Sterling Investment Management LLC
Sterling Investment Management LLC Investment ManagersFinance Sterling Investment Management LLC (Sterling) is an independent wealth management firm and registered investment advisor headquartered in Tucson, Arizona. The firm was founded by John H. Payne in 1995 as Sterling Investment Management LLC and became a limited liability company in 2022. Sterling provides sophisticated portfolio management services to high-net-worth individuals, endowments, foundations, and corporations located throughout the US. | Investment Managers | Analyst-Equity | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
LINCOLN EDUCATIONAL SERVICES CORPORATION | Miscellaneous Commercial Services | Sales & Marketing | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Arizona State University | College/University | Graduate Degree | |
San Diego State University | College/University | Undergraduate Degree | |
Florida State University | College/University | Graduate Degree | |
Marylhurst University | College/University | Masters Business Admin | |
National University | College/University | Masters Business Admin | |
Purdue University | College/University | Graduate Degree | |
Seattle Pacific University | College/University | Undergraduate Degree | |
Seton Hall University | College/University | Graduate Degree | |
University of Phoenix | College/University | Undergraduate Degree | |
University of San Diego | College/University | Undergraduate Degree | |
The Ritz-Carlton Hotel Co. LLC
The Ritz-Carlton Hotel Co. LLC Hotels/Resorts/Cruise linesConsumer Services The Ritz-Carlton Hotel Co. LLC owns and operates hotels and resorts. It offers spa, weddings, and meeting centers as well as cards and certificates. The company was founded by Colgate Holmes, Horst Schulze, Joe Freni, Ed Staros and Herve Humler in 1983 and is headquartered in Bethesda, MD. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
Indigo Partners LLC
Indigo Partners LLC Investment ManagersFinance Indigo Partners LLC (Indigo Partners) is a private equity firm founded in 2002 by Franke William Augustus. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Corporate Officer/Principal | |
Aspen Products Group, Inc.
Aspen Products Group, Inc. Gas DistributorsUtilities Aspen Products Group, Inc. engages in the development of innovative materials technologies and products that support the production of clean energy, clean water, and clean air. The company was founded by Hamed S. Borhanian, Patrick J. Piper, and Piper P. Jameson in 2001 and is headquartered in Marlborough, MA. | Gas Distributors | Founder | |
City of Flagstaff (Arizona) | Municipality | Corporate Officer/Principal | |
Goizueta Business School-Emory | College/University | Masters Business Admin | |
Anglo-American University | College/University | Undergraduate Degree | |
Imagine America Foundation
Imagine America Foundation Investment Trusts/Mutual FundsMiscellaneous Imagine America Foundation operates as a non-profit organization that provides scholarships, awards, ?nancial aid information, sector research, and faculty training to the college community. The company was founded in 1982 and is headquartered in Chantilly, VA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Sound Income Strategies LLC
Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds. | Investment Managers | Analyst-Equity | |
Sunburst Financial Group LLC
Sunburst Financial Group LLC Investment ManagersFinance Sunburst Financial Group LLC (SFG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vestavia Hills, Alabama. Founded in 2005, SFG provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Portfolio Manager-Equities | |
Four Peaks Wealth Management LLC | Corporate Officer/Principal | ||
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 33 |
Czech Republic | 2 |
Sectoral
Consumer Services | 14 |
Finance | 13 |
Commercial Services | 3 |
Industrial Services | 2 |
Utilities | 2 |
Operational
Undergraduate Degree | 13 |
Corporate Officer/Principal | 11 |
Analyst-Equity | 6 |
Graduate Degree | 5 |
Sales & Marketing | 3 |
Most connected contacts
Insiders | |
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Piper P. Jameson | 8 |
Bryan McLaren | 7 |
Alex Zhang | 5 |
Ryan Gravett | 5 |
Brena Antunez | 4 |
Wen Chen | 4 |
Lauren Olson | 3 |
Brent Michael Wilsey | 2 |
Maggie Boeye | 2 |
Ross Alexander Patterson | 2 |
John Fox | 2 |
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