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Luke Welch
Analyst-Equity at Neumeier Poma Investment Counsel LLC
Network origin in Luke Welch first degree
Entity | Entity type | Industry | |
---|---|---|---|
Sonoma State University
11
| College/University | Other Consumer Services | 11 |
Neumeier Poma Investment Counsel LLC
![]() Neumeier Poma Investment Counsel LLC Investment ManagersFinance Neumeier Poma Investment Counsel LLC (NPIC) is an independent registered investment advisor headquartered in Carmel, California. The firm was founded by Peter L. Neumeier in 1985 as Neumeier Investment Counsel LLC. NPIC provides advisory services and discretionary portfolio management to institutional and high-net worth clients in a long only strategy.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Luke Welch via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 | Analyst-Equity | |
MERIT MEDICAL SYSTEMS, INC. | Medical Specialties | Director of Finance/CFO | |
COLUMBIA BANKING SYSTEM, INC. | Regional Banks | Human Resources Officer | |
McMorgan & Co. LLC
![]() McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Investment Managers | Corporate Officer/Principal | |
FIRST REPUBLIC BANK | Regional Banks | Human Resources Officer | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Private Equity Investor | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Formation8 Partners LLC
![]() Formation8 Partners LLC Investment ManagersFinance Formation8 Partners LLC (Formation8) is a venture capital firm founded in 2011 by Joe Lonsdale, Brian Koo, and Jim Kim. The firm is headquartered in San Francisco, California. | Investment Managers | Director of Finance/CFO | |
Juvenile Diabetes Research Foundation
![]() Juvenile Diabetes Research Foundation Miscellaneous Commercial ServicesCommercial Services Juvenile Diabetes Research Foundation operates an organization focused on treating and preventing diabetes. The private company is based in Shrewsbury. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Express National Bank
![]() American Express National Bank Major BanksFinance American Express Centurion Bank provides commercial banking services. Its services include issuing American Express Cards, American Express Gold Cards, and Platinum Cards. The firm also issues consumer charge cards and raises funds for all of its lending activities by selling short and medium-term debt and securitized assets. The company is headquartered in Salt Lake City, UT. | Major Banks | Director/Board Member | |
Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Investment Managers | Investment Committee Member | |
The Pennsylvania Chamber of Business & Industry
![]() The Pennsylvania Chamber of Business & Industry Publishing: NewspapersConsumer Services The Pennsylvania Chamber of Business & Industry operates as publishing newspapers. It provides business information, advocacy, publications, and professional development opportunities. The company was founded on December 16, 1916 and is headquartered in Harrisburg, PA. | Publishing: Newspapers | Director/Board Member | |
Eight Enterprises LLC
![]() Eight Enterprises LLC Investment ManagersFinance Eight Enterprises LLC (8VC) is a private equity/venture capital firm founded in 2015 by Joseph T. Lonsdale. The firm is headquartered in San Francisco, California. | Investment Managers | Director of Finance/CFO | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
PricewaterhouseCoopers LLP (Hong Kong)
![]() PricewaterhouseCoopers LLP (Hong Kong) Miscellaneous Commercial ServicesCommercial Services Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers LLP is a company based in Hong Kong, Hong Kong. The Chinese company specializes in providing services to help businesses achieve their tax objectives and strategically move forward. The company's focus is on building trust in society and solving important problems, and they work closely with clients to ensure they are ready to take advantage of new opportunities for growth. | Miscellaneous Commercial Services | Private Equity Investor | |
REDWOOD CAPITAL BANCORP | Regional Banks | Director/Board Member | |
Redwood Capital Bank
![]() Redwood Capital Bank Regional BanksFinance Redwood Capital Bank operates as a state chartered commercial bank. It offers checking and savings accounts, personal & business loans. The company was founded in March 2004 and is headquartered in Eureka, CA. | Regional Banks | Director/Board Member | |
Champ Cpa Group | Corporate Officer/Principal | ||
Aalfa Evans & Co. Llp | Comptroller/Controller/Auditor | ||
K1 Investment Management LLC
![]() K1 Investment Management LLC Investment ManagersFinance K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California. | Investment Managers | Private Equity Investor | |
Mount Saint Mary's University | College/University | Masters Business Admin | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Maxim Healthcare Services, Inc.
![]() Maxim Healthcare Services, Inc. Personnel ServicesCommercial Services Maxim Healthcare Services, Inc. engages in the provision of healthcare services. Its services include home healthcare, behavioral care, healthcare staffing, personal caregiving, and population health and wellness. The company was founded in 1988 and is headquartered in Columbia, MD. | Personnel Services | Corporate Officer/Principal | |
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 | Trading-Equity | |
Monterey Peninsula College | College/University | Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
![]() KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal | |
Pacific Crest Group
![]() Pacific Crest Group Miscellaneous Commercial ServicesCommercial Services Pacific Crest Group provides accounting, bookkeeping, human resources and information technology services. It also provides CFO services, startup accounting, employee development recruiting and legal compliance services. The company was founded by Franka Winchester and TJ Van Voorhees in 2003 and is headquartered in San Rafael, CA. | Miscellaneous Commercial Services | Human Resources Officer | |
Golden Gate University | College/University | Graduate Degree | |
KB Wines LLC
![]() KB Wines LLC Beverages: AlcoholicConsumer Non-Durables KB Wines, LLC engages in the production and marketing of vineyard wines. Its wine products include Sonoma Coast, Russian River, Santa Lucia Highlands, and Chardonnay. The company was founded by Dan Kosta, Michael Browne, and Chris Costello in 1997 and is headquartered in Sebastopol, CA. | Beverages: Alcoholic | Corporate Officer/Principal | |
The Network for Teaching Entrepreneurship
![]() The Network for Teaching Entrepreneurship Miscellaneous Commercial ServicesCommercial Services The Network for Teaching Entrepreneurship (NFTE) is a non-profit organization that provides entrepreneurship education to middle school, high school, and postsecondary students in 30 states and 31 countries. The non-profit company is based in New York, NY. NFTE aims to ignite the entrepreneurial mindset in students, empowering them to own their futures regardless of their family income, community resources, special needs, gender identity, race, or ethnicity. NFTE has educated over a million students through in-school, out-of-school, in-person, online, or hybrid programs. The company was founded in 1987 by Carl Press and Philip A. McNeill, and J.D. LaRock has been the CEO of the company since 2019. | Miscellaneous Commercial Services | Chairman | |
YMCA of San Francisco | Director/Board Member | ||
Umpqua Bank
![]() Umpqua Bank Regional BanksFinance Umpqua Bank provides personal and business banking solutions. The firm's service include savings, money markets, online banking and billpay, mobile banking, debit card, and overdraft services. It also offers home loans, express deposits, fraud prevention, merchant and overdraft services. The company was founded in 1953 and is headquartered in Spokane, WA. | Regional Banks | Human Resources Officer | |
Aspiriant LLC
![]() Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 39 |
Hong Kong | 2 |
Sectoral
Finance | 19 |
Consumer Services | 9 |
Commercial Services | 8 |
Health Technology | 2 |
Health Services | 2 |
Operational
Undergraduate Degree | 16 |
Corporate Officer/Principal | 12 |
Human Resources Officer | 7 |
Director/Board Member | 6 |
Portfolio Manager-Equities | 4 |
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