![James Matthew Walsh](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
James Matthew Walsh
Portfolio Manager-Equities at Coldstream Capital Management, Inc.
Network origin in James Matthew Walsh first degree
Entity | Entity type | Industry | |
---|---|---|---|
Coldstream Capital Management, Inc.
![]() Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.
33
| Private Company | Investment Managers | 33 |
University of California, Irvine
31
| College/University | Other Consumer Services | 31 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Matthew Walsh via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Portfolio Manager-Equities | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Colorado Public Employees' Retirement Association
![]() Colorado Public Employees' Retirement Association Investment ManagersFinance The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former employees of the Colorado state government, public school teachers in the state, many university and college employees, judges, many employees of cities and towns, State Troopers, and the employees of many other public entities. Colorado PERA is a substitute for Social Security for most of these public employees. | Investment Managers | Portfolio Manager-Equities | |
Carlson Capital LP
![]() Carlson Capital LP Investment ManagersFinance Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts. | Investment Managers | Analyst-Equity | |
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 | |
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 | Analyst-Equity | |
CFN ENTERPRISES INC. | Packaged Software | Chief Tech/Sci/R&D Officer | |
Stevens First Principles Investment Advisors
![]() Stevens First Principles Investment Advisors Investment ManagersFinance Stevens First Principles Investment Advisors (SFP) is an independent investment advisory firm headquartered in Irvine, California. Founded in 1986, the firm provides investment and portfolio management, financial counseling and planning to individuals, families, trusts, retirement plans, and endowments. | Investment Managers | Analyst-Equity | |
FIRST RATE STAFFING CORPORATION | Personnel Services | Corporate Officer/Principal | |
TURNKEY CAPITAL, INC. | Miscellaneous Commercial Services | Director/Board Member | |
Pacific Investment Management Co. LLC
![]() Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
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 Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
University of California, Los Angeles | College/University | Corporate Officer/Principal Masters Business Admin | |
Windrose Health Investors LLC
![]() Windrose Health Investors LLC Investment ManagersFinance Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City. | Investment Managers | Private Equity Analyst | |
Appropriate Balance Financial Services, Inc.
![]() Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Investment Managers | Corporate Officer/Principal | |
Central Washington University | College/University | Undergraduate Degree | |
Pacific Lutheran University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
Seattle Pacific University | College/University | Undergraduate Degree | |
Seattle University | College/University | Undergraduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
Washington State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Whitman College | College/University | Undergraduate Degree Undergraduate Degree | |
University of California | College/University | President Undergraduate Degree | |
Easy Staffing Services, Inc.
![]() Easy Staffing Services, Inc. Personnel ServicesCommercial Services Part of Green Planet Group, Inc., Easy Staffing Services, Inc. is a company that provides industrial staffing services. The company is based in Scottsdale, AZ. The company was founded by Clifford Bond Blake. Easy Staffing Services was acquired by Lumea, Inc. on March 17, 2009 for $10.70 million. | Personnel Services | Corporate Officer/Principal | |
Bryant University | College/University | Undergraduate Degree | |
Construction Loan Services LLC
![]() Construction Loan Services LLC Finance/Rental/LeasingFinance Construction Loan Services LLC offers loan products for acquisition, development, construction, and bridge financing, including single-asset loans, portfolio loans, and revolving credit facilities. The company also provides material purchase discounts and access to project management, accounting, and BIM technology tools. Builders Capital, one of the largest private construction lenders in the US, has its headquarters in Puyallup, WA, with regional sales offices across the country, including Boise and other locations. The company was founded by Curt Altig and Christopher Patrick Blakeslee, and the CEO is Robert Trent. | Finance/Rental/Leasing | Founder | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Aedan Financial Corp.
![]() Aedan Financial Corp. Financial ConglomeratesFinance Aedan Financial Corp. is an investment firm with interests in technology services. The company was founded in 2017 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member | |
Embry-Riddle Aeronautical University | College/University | Undergraduate Degree | |
Metropolitan West Asset Management LLC
![]() Metropolitan West Asset Management LLC Investment ManagersFinance Metropolitan West Asset Management LLC (MWAM) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 by Tad Rivelle, Laird Landmann and Stephen Kane. They are wholly-owned by TCW Asset Management Co. LLC, which in turn is a wholly-owned subsidiary of The TCW Group, Inc. MWAM offers fixed income portfolio management services to institutional investors, as well as individual investors through the Metropolitan West Funds. | Investment Managers | Corporate Officer/Principal | |
StackSocial, Inc.
![]() StackSocial, Inc. Packaged SoftwareTechnology Services StackSocial, Inc. provides commerce platform for online publishers, communities and brands. It operates as an e-commerce platform that provides its users with discounts and offers on software and hardware. The company was founded by Josh Payne in September 2011 and is headquartered in Venice, CA. | Packaged Software | Founder | |
Dorchester Capital Advisors LLC
![]() Dorchester Capital Advisors LLC Financial ConglomeratesFinance Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States. | Financial Conglomerates | Chief Tech/Sci/R&D Officer | |
Pacific Alternative Asset Management Co. Asia Pte Ltd.
![]() Pacific Alternative Asset Management Co. Asia Pte Ltd. Investment ManagersFinance Pacific Alternative Asset Management Co. Asia Pte Ltd. (PAAMCO Asia) is a hedge fund manager headquartered in Singapore. The firm was founded in 2006 and is a subsidiary of PAAMCO Prisma LLC, ultimately owned by Pholdings LLC in the US. PAAMCO Asia offers alternatives solutions on behalf of institutional investors. | Investment Managers | Corporate Officer/Principal | |
California State Polytechnic University (Pomona) | College/University | Undergraduate Degree |
Statistics
International
United States | 45 |
Singapore | 2 |
Sectoral
Finance | 23 |
Consumer Services | 16 |
Commercial Services | 5 |
Technology Services | 4 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 58 |
Undergraduate Degree | 56 |
Director/Board Member | 41 |
Portfolio Manager-Equities | 40 |
Analyst-Equity | 17 |
Most connected contacts
Insiders | |
---|---|
Gary Rubens | 15 |
Jason Hsu | 14 |
Michael Drake | 11 |
Jin Ling Lui | 10 |
Hua Lin | 9 |
Kyri van Hoose | 8 |
Carlos Solorzano | 8 |
Michael Butler | 8 |
Howard Alan Coleman | 7 |
Stefan Wrobel | 6 |
Rafael Villagran | 6 |
Elbridge H. Stuart | 6 |
Eric Rizza | 6 |
Daniel Christopher Ong | 6 |
Detlef Schrempf | 6 |
- Stock Market
- Insiders
- James Matthew Walsh
- Company connections