Wei Li
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Network origin in Wei Li first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of California, Berkeley
589
| College/University | Other Consumer Services | 589 |
| Public Company | Investment Managers | 76 | |
Barclays Global Investors NA
73
| Extinct | Investment Managers | 73 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
63
| Subsidiary | Investment Managers | 63 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Wei Li via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | President | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities | |
| University of Nebraska | College/University | Graduate 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 | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Chief Investment Officer 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 | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
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 | Director of Research - Equity Portfolio Manager-Equities Chief Operating Officer Director of Research - Equity Portfolio Manager-Equities Head-Equity Investments | |
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Investment Managers | Corporate Officer/Principal Investment Committee Member Investment Committee Member Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Head-Fixed Income Invts Head-Equity Investments | |
| University of California, Davis | College/University | Undergraduate Degree Graduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
| College of Engineering, Pune | College/University | Corporate Officer/Principal Undergraduate Degree | |
AH Capital Management LLC
 AH Capital Management LLC Investment ManagersFinance AH Capital Management LLC (AH Capital Management) is a venture capital firm founded in 2009 by Marc Lowell Andreessen and Ben A. Horowitz. The firm is headquartered in Menlo Park, California. | Investment Managers | Consultant / Advisor Compliance Officer | |
| St. John's University | College/University | Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Graduate Degree Masters Business Admin | |
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 | Graduate Degree Undergraduate Degree | |
| The California State University | College/University | Masters Business Admin Masters Business Admin | |
Sazze Partners LLC
 Sazze Partners LLC Investment ManagersFinance Sazze Partners LLC (Sazze Partners) is a venture capital firm founded in 2015 by Lee Kiha and Kim Greg. The firm is headquartered in Campbell, California. | Investment Managers | Founder Private Equity Investor | |
| Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Graduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Chief Executive Officer President | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Corporate Officer/Principal | |
| The University of California, San Francisco | College/University | Doctorate Degree Graduate Degree | |
| University of Maryland | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Tsinghua University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
The First Tee
 The First Tee Miscellaneous Commercial ServicesCommercial Services The First Tee is an international youth development organization that introduces the game of golf and its values to young people through after-school and in-school programs. The non-profit company is based in Saint Augustine, FL. The organization aims to shape the lives of young people from all walks of life by reinforcing values such as integrity, respect, and perseverance through the game of golf. | Miscellaneous Commercial Services | Director/Board Member | |
Algert Global LLC
 Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Investment Managers | Corporate Officer/Principal | |
| Villanova University | College/University | Undergraduate Degree | |
| Sonoma State University | College/University | Undergraduate Degree | |
| University of Cape Town | College/University | Undergraduate Degree | |
David Lawrence Mental Health Center, Inc.
 David Lawrence Mental Health Center, Inc. Hospital/Nursing ManagementHealth Services David Lawrence Mental Health Center, Inc. operates as a non-profit organization that provides behavioral health solutions. The firm offers programs and services designed to treat mental health and substance abuse patients, as well as provides programs for prevention, intervention, and treatment for children and adults. The company was founded in 1968 and is headquartered in Naples, FL. | Hospital/Nursing Management | Director/Board Member | |
| St. Mary's College of California | College/University | Graduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
| FAT BRANDS INC. | Restaurants | Corporate Officer/Principal | |
HomeStyle Dining LLC
 HomeStyle Dining LLC RestaurantsConsumer Services HomeStyle Dining LLC operates as a restaurant. The firm serves big groups, including students, seniors, and celebrations. The company was founded in 1992 and is headquartered in Plano, TX. | Restaurants | Director of Finance/CFO | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 46 |
| India | 2 |
| China | 2 |
| South Africa | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 18 |
| Commercial Services | 5 |
| Health Services | 2 |
Operational
| Director/Board Member | 219 |
| Corporate Officer/Principal | 132 |
| Undergraduate Degree | 87 |
| Independent Dir/Board Member | 83 |
| Portfolio Manager-Equities | 48 |
Most connected contacts
| Insiders | |
|---|---|
| Joanne Medero | 73 |
| Amir Nashat | 51 |
| Richard Froio | 39 |
| Ivan Seidenberg | 27 |
| Rohit Bhagat | 25 |
| Nickhil Jakatdar | 18 |
| Sosale Shankara Sastry | 18 |
| Michael Franklin | 16 |
| Marie Chandoha | 15 |
| Marco Antonio Slim Domit | 14 |
| Janine M. Guillot | 13 |
| Jonathan Diorio | 13 |
| Jake Chapman | 13 |
| Rick Wurster | 13 |
| George Pereira | 12 |
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