Elizabeth Xie
Gestionnaire de Portefeuille-Actions chez Charles Schwab Investment Management, Inc.
Provenance du réseau au premier degré de Elizabeth Xie
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Stanford University
667
| College/University | Other Consumer Services | 667 |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.
164
| Subsidiary | Investment Managers | 164 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).
51
| Subsidiary | Investment Managers | 51 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Elizabeth Xie via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Doctorate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Graduate Degree | |
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Investment Managers | Corporate Officer/Principal Investment Committee Member Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The California State University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Portfolio Manager-Equities President Corporate Officer/Principal | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree | |
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 Undergraduate Degree | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Chief Executive Officer President | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity Analyst-Equity | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| Brown University | College/University | Graduate Degree Undergraduate Degree | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Director of Research - Fxd Inc Analyst-Equity | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| Fudan University | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Doctorate Degree | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Chief Investment Officer Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| Icahn School of Medicine at Mount Sinai | College/University | Corporate Officer/Principal | |
Golden Gate Private Equity, Inc.
 Golden Gate Private Equity, Inc. Investment ManagersFinance Golden Gate Private Equity, Inc. (Golden Gate Capital) is a private equity firm founded in 2000 by David C. Dominik and Jesse T. Rogers. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Summit Partners LP
 Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Hubbard Street Dance Chicago, Inc.
 Hubbard Street Dance Chicago, Inc. Movies/EntertainmentConsumer Services Hubbard Street Dance Chicago, Inc. owns and operates dance studio. The company was founded by Lou Conte in 1977 and is headquartered in Chicago, IL. | Movies/Entertainment | Director/Board Member | |
| THE MEDICINES COMPANY | Pharmaceuticals: Major | Investor Relations Contact | |
Eastgate Capital Group LTD
 Eastgate Capital Group LTD Investment ManagersFinance Eastgate Capital Group LTD (Eastgate Group) is a private equity subsidiary of SNB Capital Co founded in 2006. The firm is headquartered in Dubai, United Arab Emirates. | Investment Managers | Founder | |
Metropolitan West Asset Management LLC
 Metropolitan West Asset Management LLC Investment ManagersFinance Metropolitan West Asset Management LLC (MWAM) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 by Tad Rivelle, Laird Landmann and Stephen Kane. They are wholly-owned by TCW Asset Management Co. LLC, which in turn is a wholly-owned subsidiary of The TCW Group, Inc. MWAM offers fixed income portfolio management services to institutional investors, as well as individual investors through the Metropolitan West Funds. | Investment Managers | Corporate Officer/Principal | |
Adaptive Spectrum & Signal Alignment, Inc.
 Adaptive Spectrum & Signal Alignment, Inc. Specialty TelecommunicationsCommunications Adaptive Spectrum & Signal Alignment, Inc. offers broadband software solutions to service providers. It offers DSL Expresse, GPON Expresse, cloudcheck and professional services. The firm provides customer experience management, customer empowerment, customer care automation, customer care enhancement, next generation networks, smart vectoring, active care and outside plant maintenance solutions. The company was founded by Assia Cioffi and John M. Cioffi in 2003 and is headquartered in Redwood City, CA. | Specialty Telecommunications | Director/Board Member | |
| BANQUE SAUDI FRANSI | Major Banks | Director/Board Member | |
| King Abdulaziz University | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 45 |
| Arabie Saoudite | 3 |
| Chine | 2 |
| Israël | 2 |
| Luxembourg | 2 |
Sectorielle
| Consumer Services | 28 |
| Finance | 20 |
| Commercial Services | 3 |
| Health Technology | 2 |
| Communications | 2 |
Opérationnelle
| Corporate Officer/Principal | 114 |
| Undergraduate Degree | 91 |
| Portfolio Manager-Equities | 77 |
| Analyst-Equity | 66 |
| Director/Board Member | 55 |
Relations les plus connectées
| Insiders | |
|---|---|
| Daniel Pianko | 19 |
| Rapp Alyssa | 16 |
| Daniel J. Estes | 13 |
| Ming Chun Sun | 13 |
| Rick Wurster | 13 |
| Enrique Chang | 13 |
| Randall Livingston | 11 |
| Bert Whitson | 10 |
| Peruvemba K. Satish | 10 |
| Omar Aguilar | 9 |
| Fei Zou | 9 |
| Richard A. Weiss | 8 |
| Jane Shi | 8 |
| Christopher Ralph Bliss | 8 |
| Brett Wander | 8 |
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