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Nael Fakhry
Portfolio Manager-Equities at Osterweis Capital Management, Inc.
Network origin in Nael Fakhry first degree
Entity | Entity type | Industry | |
---|---|---|---|
Osterweis Capital Management, Inc.
![]() Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.
20
| Private Company | Investment Managers | 20 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nael Fakhry via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Masters Business Admin | |
Kornitzer Capital Management, Inc.
![]() Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Analyst-Equity | |
Trinity University | College/University | Undergraduate Degree | |
Pacific Life Fund Advisors LLC
![]() Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Investment Managers | Portfolio Manager-Fixed Income | |
Rosenblum Silverman Sutton S.F., Inc.
![]() Rosenblum Silverman Sutton S.F., Inc. Investment ManagersFinance Rosenblum Silverman Sutton S.F., Inc. (RSS) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was founded in 1983 by Barbara Rosemblum. RSS provides individuals, families, trusts, foundations and non-profit organizations with investment and wealth management solutions to meet their financial goals. | Investment Managers | Corporate Officer/Principal | |
Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Investment Managers | Trading-Equity | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Portfolio Manager-Fixed Income | |
Pine River Capital Management LP
![]() Pine River Capital Management LP Investment ManagersFinance Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
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 | Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
Haas School of Business | College/University | Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin | |
Southern Connecticut State University | College/University | Undergraduate Degree | |
Westamerica Bank
![]() Westamerica Bank Regional BanksFinance Westamerica Bank engages in the provision of consumer and commercial financing activities. The company was founded in 1884 and is headquartered in San Rafael, CA. | Regional Banks | Corporate Officer/Principal | |
University of San Francisco | College/University | Undergraduate Degree | |
Morgan State University | College/University | Undergraduate Degree | |
Estabrook Capital Management LLC
![]() Estabrook Capital Management LLC Investment ManagersFinance Estabrook Capital Management LLC (Estabrook) is an independent registered investment advisor headquartered in New York City. Founded in 2008, Estabrook advises individually managed accounts for individuals, trusts, corporations, charitable organizations, and pension plans. The firm is also a portfolio manager in various wrap programs sponsored by non-affiliated organizations. | Investment Managers | Head-Fixed Income Invts | |
Yale University | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Fundsmith LLP
![]() Fundsmith LLP Investment ManagersFinance Fundsmith LLP is an independent, Great Britain-based fund management firm which was founded in 2010 by Terry Smith. Headquartered in London, the firm sponsors and provides investment management services to several pooled investment vehicles. | Investment Managers | Analyst-Equity | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
California Institute of Technology
![]() California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Undergraduate Degree | |
Illinois State University | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
New York University | College/University | Graduate Degree | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Director/Board Member | |
San Francisco Ballet Association
![]() San Francisco Ballet Association Movies/EntertainmentConsumer Services San Francisco Ballet Association operates professional ballet programs and other related services. The firm performs the first American productions of Swan Lake and Nutcracker as well as the American Coppélia. The company was founded in 1933 and is headquartered in San Francisco, CA. | Movies/Entertainment | President | |
Stanford Alumni Association
![]() Stanford Alumni Association Miscellaneous Commercial ServicesCommercial Services Stanford Alumni Association is a non-profit organization provides alumni relations program to Stanford alumni and students. It offers social, professional, and intellectual services. The company was founded in 1892 and is headquartered in Stanford, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bowling Green-Warren County Community Hospital Corp.
![]() Bowling Green-Warren County Community Hospital Corp. Hospital/Nursing ManagementHealth Services Bowling Green-Warren County Community Hospital Corp. provides medical and surgical services. Its services includes emergency medical, behavioral health, maternity, outpatient and medical staff services. The company was founded in 1926 and is headquartered in Bowling Green, KY. | Hospital/Nursing Management | Corporate Officer/Principal | |
Summer Search
![]() Summer Search Miscellaneous Commercial ServicesCommercial Services Summer Search is a private company that believes in the importance of helping young people find their purpose. The company is based in San Francisco, CA. The company provides mentorship and summer experiences to support their students. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
Loyola Marymount University | College/University | Masters Business Admin |
Statistics
International
United States | 49 |
United Kingdom | 2 |
Sectoral
Consumer Services | 25 |
Finance | 23 |
Commercial Services | 3 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 21 |
Undergraduate Degree | 20 |
Portfolio Manager-Fixed Income | 14 |
Portfolio Manager-Equities | 12 |
Analyst-Equity | 12 |
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