Steven Robert Cowley
Chief Investment Officer at One Capital Management LLC
Network origin in Steven Robert Cowley first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
13
| Subsidiary | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven Robert Cowley via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Investment Committee Member | |
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 | Analyst-Equity | |
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 | |
Morgan Stanley Investment Management Ltd.
 Morgan Stanley Investment Management Ltd. Investment ManagersFinance Morgan Stanley Investment Management Ltd. (MSIM) is an asset management firm headquartered in London, UK. Founded in 1986, the firm is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM offers a range of investment and risk management solutions to institutional and professional investors worldwide. | Investment Managers | Portfolio Manager-Equities | |
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Investment Managers | Founder | |
White Mountains Reinsurance Co. of America
 White Mountains Reinsurance Co. of America Property/Casualty InsuranceFinance White Mountains Reinsurance Co. of America provides property and casualty insurance services. The company operates in Chicago, Greenwich, Miami and Toronto. It was founded in 1980 and is headquartered in New York City, NY. | Property/Casualty Insurance | Corporate Officer/Principal | |
Sanford C. Bernstein Ltd.
 Sanford C. Bernstein Ltd. Investment Banks/BrokersFinance Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Utah | College/University | Graduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| Lewis & Clark College (Oregon) | College/University | Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
| Pepperdine University | College/University | Undergraduate Degree | |
| San Francisco State University | College/University | Masters Business Admin | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of Manitoba | College/University | Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
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. | Investment Managers | Chief Executive Officer Analyst-Equity Compliance Officer Trading-Equity | |
| Ridley College | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
| School of Economics | College/University | Undergraduate Degree |
Statistics
International
| United States | 20 |
| United Kingdom | 4 |
| Canada | 4 |
| France | 2 |
| China | 2 |
Sectoral
| Consumer Services | 17 |
| Finance | 12 |
Operational
| Portfolio Manager-Equities | 15 |
| Undergraduate Degree | 14 |
| Corporate Officer/Principal | 5 |
| Investment Committee Member | 4 |
| Analyst-Equity | 4 |
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