Charles Ashley
Analyst-Equity at Catalyst Capital Advisors LLC
Network origin in Charles Ashley first degree
Entity | Entity type | Industry | |
---|---|---|---|
Rational Advisors, Inc.
Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors.
7
| Private Company | Investment Managers | 7 |
Catalyst Capital Advisors LLC
Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles Ashley via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
Middlebury College | College/University | Undergraduate Degree | |
Barry Callebaut North America Holding, Inc.
Barry Callebaut North America Holding, Inc. Food: Specialty/CandyConsumer Non-Durables Part of Barry Callebaut AG, Barry Callebaut North America Holding, Inc. is a company that manufactures and markets cocoa, chocolate and confectionery products. The company is based in Chicago, IL. | Food: Specialty/Candy | Corporate Officer/Principal | |
Arkieva, Inc.
Arkieva, Inc. Miscellaneous Commercial ServicesCommercial Services Arkieva, Inc. provides advanced planning and scheduling software tools for manufacturing companies. It offers a robust solution supporting a full range of needs for sales and operations planning (S&OP). The company was founded by Bibi I. Singh and Harpal Singh in 1993 and is headquartered in Wilmington, DE. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BMO Family Office LLC
BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Investment Managers | Portfolio Manager-Equities | |
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide. | Investment Managers | Corporate Officer/Principal | |
University of Arizona | College/University | Undergraduate Degree | |
RMR Wealth Advisors LLC
RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Investment Managers | Investment Committee Member | |
University of Pennsylvania | College/University | Undergraduate Degree | |
ThomasLloyd Global Asset Management (Americas) LLC
ThomasLloyd Global Asset Management (Americas) LLC Investment ManagersFinance ThomasLloyd Global Asset Management (Americas) LLC (ThomasLloyd GAM Americas) is a SEC-registered investment management firm headquartered in Pleasantville, New York. The firm is a wholly-owned subsidiary of ThomasLloyd Holdings (Americas) LLC, which in turn, is wholly-owned by ThomasLloyd Group Ltd. in Great Britain. ThomasLloyd GAM Americas provides investment advisory services on a discretionary basis to pooled investment vehicles. | Investment Managers | President | |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Trading-Equity | |
Krannert School of Management | College/University | Undergraduate Degree | |
U.S. Bank, NA (Cincinnati Ohio)
U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Corporate Officer/Principal | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
Xavier University | College/University | Masters Business Admin | |
Mutual Fund Series Trust
Mutual Fund Series Trust Investment Trusts/Mutual FundsMiscellaneous Mutual Fund Series Trust provides fund related services. It offers investment of securities which has credit rating for these securities could also be further seen after they are purchased by a Fund. The company is headquartered in Elkhorn, NE. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Alphacentric Advisors LLC
Alphacentric Advisors LLC Investment ManagersFinance Alphacentric Advisors LLC is an independent, SEC-registered investment adviser headquartered in Huntington, New York. Founded in 2014, the firm offers financial advisors and their clients access to best-in-class, style-forward managers in open-end mutual fund format, the types of products that were once only available to institutions and large endowments. | Investment Managers | Chief Executive Officer | |
New York University | College/University | Masters Business Admin | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
USA Mutuals Advisors, Inc.
USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals Advisors, Inc. (USA Mutuals) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1994 as Mutuals Advisors, Inc. They are a subsidiary of Mutual Capital Alliance, Inc. USA Mutuals provides investment solutions for both retail and institutional clients. | Investment Managers | Chief Executive Officer | |
Alphacentric Prime Meridian Income Fund
Alphacentric Prime Meridian Income Fund Investment Trusts/Mutual FundsMiscellaneous Alphacentric Prime Meridian Income Fund operates as non-diversified, closed-end management investment company. The company is headquartered in Huntington, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal |
Statistics
International
United States | 28 |
Sectoral
Finance | 14 |
Consumer Services | 11 |
Miscellaneous | 3 |
Consumer Non-Durables | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 10 |
Portfolio Manager-Equities | 10 |
Undergraduate Degree | 7 |
Chief Executive Officer | 5 |
President | 5 |
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