Network origin in Bernie Burke first degree
Entity | Entity type | Industry | |
---|---|---|---|
FundX Investment Group LLC
FundX Investment Group LLC Investment ManagersFinance FundX Investment Group LLC (FundX) is an investment management firm headquartered in San Francisco, California. The firm was founded in 1969 as DAL Investment Co. and they are a subsidiary of One Capital Management LLC. FundX provides investment management services on a discretionary basis to individuals, high net worth individuals and their trusts and estates, charitable foundations, pension and profit sharing plans, corporations and mutual funds.
4
| Subsidiary | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bernie Burke via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Trading-Equity | |
San Francisco State University | College/University | Undergraduate Degree | |
St. Mary's College (Maryland) | College/University | Masters Business Admin | |
Alexis Investment Partners LLC
Alexis Investment Partners LLC Investment ManagersFinance Alexis Investment Partners LLC (AIP) is an independent, SEC-registered investment advisor headquartered in Montgomery, Texas. The firm was founded by Montgomery, Texas. AIP provides advisory services primarily to individuals and to high net worth individuals, which includes their trusts, estates, and retirement accounts. They also provide services to corporations or business entities and their pension and profit-sharing plans. | Investment Managers | Chief Executive Officer | |
Colorado State University | College/University | Undergraduate Degree | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
University of California, Davis | College/University | Undergraduate Degree |
Statistics
International
United States | 8 |
Sectoral
Consumer Services | 5 |
Finance | 4 |
Operational
Portfolio Manager-Equities | 5 |
Undergraduate Degree | 3 |
Investment Committee Member | 2 |
Corporate Officer/Principal | 2 |
Trading-Equity | 2 |
Most connected contacts
Insiders | |
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Jason William Browne | 4 |
Marty DeVault | 3 |
Mark Dea | 3 |
Avani Rau | 2 |
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