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Network origin in Tobi Anne Mason first degree
Entity | Entity type | Industry | |
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City National Asset Management, Inc.
![]() City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds.
22
| Extinct | Investment Managers | 22 |
Boston Private Bank & Trust Co.
![]() Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA.
8
| Extinct | Regional Banks | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tobi Anne Mason via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Fixed Income Chief Investment Officer Analyst-Fixed Income Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Fixed Income | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
City National Rochdale Funds | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
Appleton Partners, Inc.
![]() Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Analyst-Equity Investment Committee Member | |
First Interstate Bank (Billings, Montana)
![]() First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
TSA Capital Management
![]() TSA Capital Management Investment Trusts/Mutual FundsMiscellaneous Part of BrightSphere Investment Group, Inc., TSA Capital Management is a quantitative investment management company. The company is based in Los Angeles, CA. TSA Capital Management was acquired by Analytic Investment Management, Inc. on February 05, 1996. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
The State University of New York | College/University | Undergraduate Degree | |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal | |
Bernstein Global Wealth Management
![]() Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
Boston College | College/University | Graduate Degree | |
Windermere Jupiter Fund LLC | Director/Board Member | ||
City National Securities, Inc.
![]() City National Securities, Inc. Investment Banks/BrokersFinance Part of Royal Bank of Canada, City National Securities, Inc. provides securities brokerage services. The company is based in Beverly Hills, CA. | Investment Banks/Brokers | Chairman | |
Convergent Capital Management LLC
![]() Convergent Capital Management LLC Investment ManagersFinance Convergent Capital Management LLC provides asset management and investment services. The company was founded by Richard Howard Adler, Harry Tom Griffith and James E. Hayes and is headquartered in Beverly Hills, CA. | Investment Managers | Director/Board Member | |
Legato Capital Management LLC
![]() Legato Capital Management LLC Investment ManagersFinance Legato Capital Management LLC (Legato) is a privately held, 100% employee-owned SEC-registered investment advisor and fund of funds manager headquartered in San Francisco, California. The firm was founded by Victor Hymes and Adam Lawlor in 2004. Legato provides its manager-of-managers advisory services to institutional clients, such as public and private pension plans and charitable organizations, through separate account or private investment fund structures. | Investment Managers | Portfolio Manager-Equities | |
City National Rochdale Strategic Credit Fund
![]() City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chairman | |
Nutter Investment Advisors LP
![]() Nutter Investment Advisors LP Investment ManagersFinance Nutter Investment Advisors LP (NIA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1988 and they are a subsidiary of Nutter, McClennen & Fish LLP. NIA manages investment portfolios on behalf of individuals, endowments and foundations. | Investment Managers | Chief Executive Officer | |
Kellogg School of Management | College/University | Masters Business Admin | |
Miami University | College/University | Undergraduate Degree | |
The Glenmede Trust Co., NA
![]() The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal | |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Alan D. Biller & Associates, Inc.
![]() Alan D. Biller & Associates, Inc. Investment ManagersFinance Alan D. Biller & Associates, Inc. (ADB) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alan D. Biller in 1982. ADB provides investment consulting services to US institutional investors. | Investment Managers | Corporate Officer/Principal | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Hotchkis & Wiley Capital Management LLC
![]() Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
University of Notre Dame | College/University | Undergraduate Degree | |
National Financial Services LLC (Trading Arm)
![]() National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Corporate Officer/Principal | |
Hilltop Securities, Inc.
![]() Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pugh Capital Management, Inc.
![]() Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital Management, Inc. (Pugh Capital) is an independent, employee-owned SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Mary Pugh and Scott Greiwe in 1991. Pugh Capital offers discretionary investment advisory services that relate to fixed income investments to institutional investors. | Investment Managers | Analyst-Fixed Income | |
University of Arkansas System | College/University | Undergraduate Degree | |
Arvest Investments, Inc.
![]() Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
HighMark Capital Management, Inc.
![]() HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 51 |
Sectoral
Finance | 35 |
Consumer Services | 13 |
Miscellaneous | 4 |
Operational
Corporate Officer/Principal | 60 |
Portfolio Manager-Equities | 35 |
Undergraduate Degree | 29 |
Portfolio Manager-Fixed Income | 23 |
Analyst-Equity | 19 |
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