David Michael Potter
Portfolio Manager-Equities at Fuller & Thaler Asset Management, Inc.
Network origin in David Michael Potter first degree
Entity | Entity type | Industry | |
---|---|---|---|
Fuller & Thaler Asset Management, Inc.
Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FullerThaler) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FullerThaler provides portfolio management services directly to mutual funds, collective investment funds, financial intermediaries, corporate and public pension plans, Taft Hartley plans, corporations and other businesses, unions, charitable institutions, foundations, endowments, individuals, family offices, and other US and international entities.
19
| Private Company | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Michael Potter via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
Barra LLC
Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Corporate Officer/Principal | |
Capital International, Inc.
Capital International, Inc. Investment ManagersFinance Capital International, Inc. (CI) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1987 as Capital International Research & Management, Inc. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Companies, Inc. CI provides investment management and advisory services to a registered investment company, other pooled investment vehicles exempt from registration, corporate entities, pension plans, endowments and foundations, certain affiliated companies, foreign governmental entities and other institutions. | Investment Managers | Portfolio Manager-Equities | |
Sit Investment Associates, Inc.
Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Highbridge Capital Management LLC
Highbridge Capital Management LLC Investment ManagersFinance Highbridge Capital Management LLC (HCM Highbridge is a registered investment advisor and global alternative investment firm headquartered in New York City. The firm was founded in 1992 and is a subsidiary of JPMorgan Asset Management Holdings Inc., which is a wholly-owned subsidiary of JPMorgan Chase & Co. (NYSE: JPM). Highbridge manages capital for sophisticated investors, who include financial institutions, public and corporate pension funds, sovereign wealth funds, endowments and family offices. | Investment Managers | Corporate Officer/Principal | |
Crosslink Capital, Inc.
Crosslink Capital, Inc. Investment ManagersFinance Crosslink Capital, Inc. (Crosslink) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded in 1999 as Omega Venture Partners, Inc. Crosslink provides investment advisory services to investment funds. | Investment Managers | Sales & Marketing | |
Citadel Advisors LLC
Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity | |
McCarthy Capital Corp.
McCarthy Capital Corp. Investment ManagersFinance McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings Inc founded in 1986 by Michael R McCarthy. The firm is headquartered in Omaha, Nebraska. | Investment Managers | Private Equity Analyst | |
Progress Investment Management Co Inc
Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Mercer Management Consulting, Inc.
Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Doctorate Degree | |
Peking University
Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
Creighton University | College/University | Graduate Degree | |
DePaul University | College/University | Graduate Degree | |
Eastern Washington University | College/University | Undergraduate Degree | |
Illinois Wesleyan University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Notre Dame de Namur University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Masters Business Admin | |
University of California, Berkeley | College/University | Doctorate Degree Graduate Degree | |
University of Iowa | College/University | Graduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Washington State University | College/University | Corporate Officer/Principal Masters Business Admin | |
Wesleyan University | College/University | Undergraduate Degree | |
Crosslink Capital, Inc. (Venture Capital)
Crosslink Capital, Inc. (Venture Capital) Investment ManagersFinance Crosslink Capital, Inc. (Venture Capital) is a Venture Capital firm, a subsidiary of Crosslink Capital, Inc. founded in 1989 by Sy F. Kaufman and Michael Joseph Stark. The firm is headquartered in San Francisco. | Investment Managers | Sales & Marketing | |
National Taiwan University | College/University | Undergraduate Degree | |
HFR Asset Management LLC
HFR Asset Management LLC Investment ManagersFinance HFR Asset Management LLC (HFR) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Joseph G. Nicholas in 1999 and is a subsidiary of HFR Group LLC. HFR provides investment advisory and investment management services, primarily on a discretionary basis, to hedge fund vehicles. | Investment Managers | Corporate Officer/Principal | |
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. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Marsh & McLennan Agency LLC
Marsh & McLennan Agency LLC Property/Casualty InsuranceFinance Marsh & McLennan Agency LLC engages in the provision of risk prevention and insurance solutions. The firm offers commercial property, casualty, personal lines, and employee benefits to midsize businesses and individuals. It offers services relating to business insurance, employee health and benefits, private client services, retirement services, surety, executive benefits, risk management, cyber liability, executive liability, and technology tools. The company was founded in 2008 and is headquartered in White Plains, NY. | Property/Casualty Insurance | Corporate Officer/Principal | |
Global Insurance Corp. /Vietnam/
Global Insurance Corp. /Vietnam/ Property/Casualty InsuranceFinance Global Insurance Corp. /Vietnam/ engages in provision of insurance products. It is involved in insurance, non-life reinsurance, and financial investment.The company was founded on June 19, 2006 and is headquartered in Ho Chi Minh City, Vietnam. | Property/Casualty Insurance | Consultant / Advisor | |
China International Economic Consultants Co. Ltd. | Corporate Officer/Principal | ||
The University of Chicago Booth School of Business | College/University | Corporate Officer/Principal Masters Business Admin Doctorate Degree | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
Highland Pacific LLC | President | ||
CuVeras LLC
CuVeras LLC Financial ConglomeratesFinance CuVeras LLC provides investment services. The private company is based in Dover, DE. The company was founded by Brendan S. MacMillan. | Financial Conglomerates | Founder | |
Bull River Security Holdings Ltd. | Founder | ||
Fisher Investments, Inc.
Fisher Investments, Inc. Investment ManagersFinance Fisher Investments, Inc. is an independent wealth management firm headquartered in Plano, Washington. The firm was founded by Kenneth Fischer in 1979. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
Good AI Capital LLC
Good AI Capital LLC Investment ManagersFinance Good AI Capital LLC (Good AI Capital) is a venture capital firm founded in 2017 by Darwin Ling. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor |
Statistics
International
United States | 43 |
China | 3 |
United Kingdom | 2 |
Taiwan | 2 |
Vietnam | 2 |
Sectoral
Finance | 23 |
Consumer Services | 20 |
Commercial Services | 3 |
Energy Minerals | 2 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 26 |
Undergraduate Degree | 18 |
Portfolio Manager-Equities | 15 |
Director/Board Member | 14 |
Analyst-Equity | 13 |
Most connected contacts
- Stock Market
- Insiders
- David Michael Potter
- Company connections