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Network origin in Tim Rich first degree
Entity | Entity type | Industry | |
---|---|---|---|
Summitry LLC
![]() Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions.
6
| Private Company | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tim Rich via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Standard & Poor's Financial Services LLC
![]() Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Georgetown University | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Stanford University | College/University | Doctorate Degree | |
California State University-East Bay | College/University | Undergraduate Degree | |
Destination Wealth Management, Inc.
![]() Destination Wealth Management, Inc. Investment ManagersFinance Destination Wealth Management, Inc. (DWM) is an independent, SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Michael Yoshikami in 1986. DWM provides discretionary investment advisory and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
National Taiwan University | College/University | Graduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Peters MacGregor Capital Management Ltd.
![]() Peters MacGregor Capital Management Ltd. Investment ManagersFinance Peters MacGregor Capital Management Ltd. (PMCM) is an independent investment management firm headquartered in Sydney, Australia. The firm was founded by Wayne Peters in 1999. PMCM provides investment advisory and management services to various clients. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Colgate University | College/University | Undergraduate Degree |
Statistics
International
United States | 21 |
Taiwan | 2 |
Australia | 2 |
Sectoral
Finance | 12 |
Consumer Services | 10 |
Commercial Services | 2 |
Government | 2 |
Operational
Corporate Officer/Principal | 16 |
Undergraduate Degree | 6 |
Portfolio Manager-Equities | 5 |
Investment Committee Member | 2 |
Portfolio Manager-Fixed Income | 2 |
Most connected contacts
Insiders | |
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Dave Ogburn | 7 |
John Dowling | 6 |
Tracy Jao | 6 |
Rebecca Katz | 4 |
Joe A. Martin | 3 |
Fannie Chung | 2 |
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