![Joseph Lu](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Joseph Lu first degree
Entity | Entity type | Industry | |
---|---|---|---|
Kayne Anderson Rudnick Investment Management LLC
![]() Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients.
17
| Subsidiary | Investment Managers | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joseph Lu via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Analyst-Equity | |
Kirr, Marbach & Co. LLC
![]() Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Investment Managers | Analyst-Equity | |
Arden Realty LP
![]() Arden Realty LP Real Estate DevelopmentFinance Arden Realty LP Owns, manages, leases, develops, renovates and acquires commercial properties. Its services include on-site property management, management of all lease negotiations, construction management of tenant improvements or tenant build-outs. The company was founded by Richard S. Ziman and Victor J. Coleman in October, 1996 and is headquartered in Los Angeles, CA | Real Estate Development | Director/Board Member | |
Wedbush Securities, Inc.
![]() Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
RNC Capital Management LLC
![]() RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Investment Managers | Sales & Marketing | |
Bel Air Investment Advisors LLC
![]() Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Investment Managers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
![]() Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
MOLINA HEALTHCARE, INC. | Managed Health Care | Director/Board Member | |
Astor Investment Management LLC
![]() Astor Investment Management LLC Investment ManagersFinance Astor Investment Management LLC (Astor) is a registered investment adviser headquartered in Chicago, Illinois. The firm was formally organized in 2013 in connection with a corporate restructuring of Astor Asset Management LLC which was founded in 2001. Astor provides proprietary tactical allocation strategies focused on macroeconomic analysis. They provide advisory services primarily to (1) separately managed accounts SMA), (2) mutual funds, and (3) unified managed accounts (UMA). Their portfolios are generally available as a SMA or UMA within wrap fee programs provided by a broker-dealer or investment adviser. | Investment Managers | Private Equity Investor | |
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 | 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 a global client base. | Investment Managers | Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Accenture LLP
![]() Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | 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 | |
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 | Masters Business Admin | |
Peterson Consulting LLC
![]() Peterson Consulting LLC Internet Software/ServicesTechnology Services Part of Guidehouse, Inc., Peterson Consulting LLC is a company that provides information management and data processing services. The company is based in Los Angeles, CA. | Internet Software/Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
Torchlight Investors LLC
![]() Torchlight Investors LLC Investment ManagersFinance Torchlight Investors LLC (Torchlight) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Daniel Heflin in 1995 and is a wholly-owned subsidiary of Torchlight Holdings LLC, which is owned by Torch Conerly LLC. Torchlight manages commercial real estate related investments (predominately debt investments) for institutional clients. | Investment Managers | Analyst-Equity | |
The California State University | College/University | Undergraduate Degree | |
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 | |
Marquette University | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin | |
University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
GINEGAR PLASTIC PRODUCTS LTD. | Miscellaneous Manufacturing | Corporate Officer/Principal | |
University of Kentucky | College/University | Undergraduate Degree | |
CAZ Investments /Private Equity/
![]() CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
William Blair & Co
![]() William Blair & Co Investment Banks/BrokersFinance Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services. | Investment Banks/Brokers | Corporate Officer/Principal | |
Trust Co. of The West | Private Equity Investor | ||
University of California Los Angeles Graduate School | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
University of Wisconsin-Milwaukee | College/University | Undergraduate Degree | |
BlackRock Fund Advisors
![]() BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Corporate Officer/Principal | |
Moorpark College | College/University | Undergraduate Degree |
Statistics
International
United States | 44 |
Israel | 2 |
Hong Kong | 2 |
Sectoral
Finance | 22 |
Consumer Services | 19 |
Commercial Services | 3 |
Health Services | 2 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 23 |
Undergraduate Degree | 15 |
Analyst-Equity | 12 |
Portfolio Manager-Equities | 7 |
Masters Business Admin | 6 |
Most connected contacts
- Stock Market
- Insiders
- Joseph Lu
- Company connections