Network origin in Dick H. Morrison first degree
Entity | Entity type | Industry | |
---|---|---|---|
Thomas Lloyd-Butler Capital Management, Inc.
Thomas Lloyd-Butler Capital Management, Inc. Investment ManagersFinance Founded in 2003, Thomas Lloyd-Butler Capital Management, Inc. is a hedge fund manager located in San Francisco with an additional office in Lafayette, California. The firm merged with Morrison & Frazier LLC in January 2008.
7
| Extinct | Investment Managers | 7 |
Jurika & Voyles LP
5
| Extinct | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dick H. Morrison via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Portfolio Manager-Equities | |
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Transamerica Corp.
Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Corporate Officer/Principal | |
Prescott Investors, Inc.
Prescott Investors, Inc. Investment ManagersFinance Prescott Investors, Inc. is a hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by Thomas Smith in 1973. They manage the assets of high-net-worth clients. | Investment Managers | Corporate Officer/Principal | |
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
Montana Board of Investments
Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Investment Managers | Portfolio Manager-Equities | |
Bedell Frazier Investment Counselling LLC
Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Investment Managers | Corporate Officer/Principal | |
Alliant Partners LLC
Alliant Partners LLC Investment Banks/BrokersFinance Part of SVB Financial Group, Alliant Partners LLC is an investment bank. The company is based in Palo Alto, CA. The company was founded by George von Gehr. Carlos Alfonso has been the CEO of the company since 1996. Alliant Partners was acquired by SVB Securities, Inc. on September 28, 2001 for $185 million. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hahn Capital Management LLC
Hahn Capital Management LLC Investment ManagersFinance Hahn Capital Management LLC (HCM) is an independent, SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded in 1988 by Elaine F. Hahn, whose Trust, the Elaine Hahn Administrative Trust, is currently the principal owner of HCM. HCM provides non-custodial full discretionary investment advisory services to individuals, high net-worth individuals, family offices, corporate and public pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, and US and non-US registered funds. | Investment Managers | Founder | |
Volcom, Inc.
Volcom, Inc. Apparel/FootwearConsumer Non-Durables Volcom, Inc. manufactures and distributes clothes and accessories. It offers men's and women's clothing, accessories and related products under the Volcom brand. The company products include t-shirts, fleece, bottoms, tops, jackets, board shorts, denim and outerwear, incorporate distinctive combinations of fashion, functionality and athletic performance. Volcom was founded by Richard R. Woolcott and Tucker Hall in 1991 and is headquartered in Costa Mesa, CA. | Apparel/Footwear | Director/Board Member | |
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
Baron Capital, Inc.
Baron Capital, Inc. Financial ConglomeratesFinance Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds | Financial Conglomerates | Sales & Marketing | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
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 | |
Stanford University | College/University | Undergraduate Degree | |
Arthur D. Little, Inc. /Global Environment & Risk Division/ | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Grand-Jean Capital Management, Inc.
Grand-Jean Capital Management, Inc. Investment ManagersFinance Grand-Jean Capital Management, Inc. (GJCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Steven Grand-Jean in 1990. GJCM provides equity portfolio management primarily to individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
Boston College | College/University | Undergraduate Degree | |
California State University-East Bay | College/University | Undergraduate Degree | |
Carroll College (Montana) | College/University | Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
New York University | College/University | Undergraduate Degree | |
Oklahoma State University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Undergraduate Degree | |
Aronson Woolcott & Co. | Chairman | ||
Pacific Holding Corp.
Pacific Holding Corp. Real Estate DevelopmentFinance Pacific Holding Corp. provides real estate services. The company is headquartered in Los Angeles, CA. | Real Estate Development | Chairman | |
Columbia Business School | College/University | Masters Business Admin | |
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 | 43 |
United Kingdom | 3 |
France | 2 |
Belgium | 2 |
Sectoral
Finance | 29 |
Consumer Services | 15 |
Commercial Services | 3 |
Consumer Non-Durables | 2 |
Operational
Corporate Officer/Principal | 21 |
Portfolio Manager-Equities | 13 |
Analyst-Equity | 13 |
Undergraduate Degree | 12 |
President | 4 |
Most connected contacts
Insiders | |
---|---|
Peter B. Frazier | 10 |
Greg Welch | 7 |
René R. Woolcott | 7 |
Tom Lloyd-Butler | 6 |
Elaine Hahn | 6 |
Christian George Ledoux | 6 |
Rene G. Hoover | 5 |
John Emery | 4 |
David Brown | 4 |
Randall Gilberd | 4 |
Meeta Singal | 4 |
Jason Lok | 3 |
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