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Network origin in Greg Heller first degree
Entity | Entity type | Industry | |
---|---|---|---|
HCR Wealth Advisors
![]() HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Greg Heller via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Stonebridge Capital Management, Inc.
![]() Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals. | Investment Managers | Analyst-Equity | |
Union Bank & Trust Co. (Lincoln, Nebraska)
![]() Union Bank & Trust Co. (Lincoln, Nebraska) Investment ManagersFinance Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing. | Investment Managers | Corporate Officer/Principal | |
Toyota Financial Services International Corp.
![]() Toyota Financial Services International Corp. Finance/Rental/LeasingFinance Toyota Financial Services International Corp. provides financing services such as automotive financial, financing plans and insurance products to Toyota customers and dealers in the U.S. It offers credit insurance, extended service contracts and other vehicle protection plans. Toyota Financial Services Americas Corp. was founded in 1983 and is headquartered in Torrance, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Colorado State University | College/University | Undergraduate Degree | |
California Institute of Technology
![]() California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
Beverly Investment Advisors LLC
![]() Beverly Investment Advisors LLC Investment ManagersFinance Part of Canon J. Beverly Investment Advisors LLC is based in Beverly Hills, CA and is led by Ms. Price, who has over thirty years of experience in the financial services industry. Price, Inc., Beverly Investment Advisors is an independent investment advisory firm that provides objective advice for high net-worth individuals and corporate entities. The firm offers asset management, retirement planning, and pension consulting services. The firm also handles 401(k) plans, including design, implementation, and ongoing advice for plan participants. Beverly Investment Advisors is an accredited asset management specialist and a member of the Financial Planning Association. The firm's website provides resources for clients, including research and monitoring providers, and a client relationship summary. | Investment Managers | Corporate Officer/Principal | |
Magis Capital Management LLC
![]() Magis Capital Management LLC Investment ManagersFinance Magis Capital Management LLC is an American company that focuses on investment management. The private company's philosophy is to think more, which is reflected in its name, "Magis," which means "more" in Latin. | Investment Managers | Corporate Officer/Principal | |
Anderson School of Management | College/University | Graduate Degree | |
Stuart School of Business | College/University | Graduate Degree | |
Ascendant Capital Management LLC
![]() Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Investment Managers | Chief Executive Officer Compliance Officer | |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Investment Managers | Portfolio Manager-Equities | |
WHALEN WEALTH MANAGEMENT INC.
![]() WHALEN WEALTH MANAGEMENT INC. Investment ManagersFinance Whalen Wealth Management Inc. is a private company headquartered in Las Vegas, NV. The firm provides investment advice. Andrew Joseph Whalen is currently the CEO of the company. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 17 |
Sectoral
Finance | 11 |
Consumer Services | 7 |
Operational
Corporate Officer/Principal | 6 |
Portfolio Manager-Equities | 6 |
Undergraduate Degree | 3 |
Graduate Degree | 3 |
Chief Investment Officer | 2 |
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