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John Carvalho
Head-Equity Investments at Parcion Private Wealth LLC
Network origin in John Carvalho first degree
Entity | Entity type | Industry | |
---|---|---|---|
Parcion Private Wealth LLC
![]() Parcion Private Wealth LLC Investment ManagersFinance Parcion Private Wealth LLC (PPW) is an independent registered investment adviser and wealth management firm founded in 2019. Headquartered in Bellevue, Washington, the firm provides investment advisory services to individuals, trusts, estates, corporations and business entities.
4
| Private Company | Investment Managers | 4 |
Moss Adams Wealth Advisors LLC
![]() Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a wholly owned subsidiary of Moss Adams Financial Services LLC, which is wholly owned by Moss Adams LLP, a national public accounting and consulting firm. Moss Adams Wealth Advisors generally provides investment advice to high-net worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.
2
| Subsidiary | Investment Managers | 2 |
Perkins Coie LLP
![]() Perkins Coie LLP Miscellaneous Commercial ServicesCommercial Services Perkins Coie LLP provides corporate, commercial litigation, and intellectual property legal services. Its practice areas include business law, environment and natural resources, estate planning and trust services, finance, intellectual property, labor and employment, litigation, product liability, real estate and land use, regulatory and government affairs, and taxation. The company was founded in 1912 and is headquartered in Seattle, WA.
2
| Private Company | Miscellaneous Commercial Services | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John Carvalho via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity | |
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 | |
Trinity University | College/University | Undergraduate Degree | |
Sun Life Capital Management (US) LLC
![]() Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Investment Managers | Analyst-Equity | |
Intrasafe Medical, Inc.
![]() Intrasafe Medical, Inc. Medical SpecialtiesHealth Technology Intrasafe Medical, Inc. develops and provides medical technology and devices. Its products include needless, recapping, and sureport safety infusion devices. The company was founded by Ramon Guerrero in 2001 and is headquartered in Frisco, TX. | Medical Specialties | Director/Board Member | |
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 | |
University of Missouri | College/University | Undergraduate Degree | |
Reed Smith LLP
![]() Reed Smith LLP Miscellaneous Commercial ServicesCommercial Services Reed Smith LLP provides legal services. It also provides appellate advocacy, business immigration, class-action defense, commercial litigation, corporate and securities, financial, insurance recovery, employment, real estate, restructuring, bankruptcy and tax controversy services. The company was founded in 1877 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Frost Brown Todd LLC
![]() Frost Brown Todd LLC Miscellaneous Commercial ServicesCommercial Services Frost Brown Todd LLC provides legal services. Its service areas include advertising law, appellate, construction law, tax law, real estate, tort and insurance defense and product liability litigation. The company was founded in November 2000 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Indiana University | College/University | Masters Business Admin | |
Purdue University | College/University | Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
Washington State University | College/University | Undergraduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
The Foundation for Natural Resources & Energy Law
![]() The Foundation for Natural Resources & Energy Law Investment Trusts/Mutual FundsMiscellaneous The Foundation for Natural Resources & Energy Law is an educational organization that focuses on the scholarly and practical study of laws and regulations related to natural resources and energy. The non-profit company is based in Westminster, CO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Society for Human Resource Management
![]() Society for Human Resource Management Miscellaneous Commercial ServicesCommercial Services The Society for Human Resource Management (SHRM) is the world's largest HR association with almost 325,000 members. The non-profit company is based in Alexandria, VA and has subsidiaries in India and the United States. The company aims to create better workplaces and address critical issues affecting society that impact work. Johnny C. Taylor has been the CEO of the company since 2017. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Indus Entrepreneurs
![]() The Indus Entrepreneurs Miscellaneous Commercial ServicesCommercial Services The Indus Entrepreneurs is a non-profit organization. It provides mentoring, networking, education and funding to entrepreneurs. The company was founded in 1992 and is headquartered in Santa Clara, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
K&L Gates LLP
![]() K&L Gates LLP Miscellaneous Commercial ServicesCommercial Services K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
Bluerock High Income Institutional Credit Fund
![]() Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
BLUEROCK HOMES TRUST, INC. | Real Estate Investment Trusts | Director/Board Member | |
National Association of Corporate Directors (North Texas) | Director/Board Member | ||
Bluerock Institutional High Income Credit Fund LLC
![]() Bluerock Institutional High Income Credit Fund LLC Investment Trusts/Mutual FundsMiscellaneous Bluerock Institutional High Income Credit Fund LLC operates as an investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Washington & Lee University School of Law | College/University | Graduate Degree | |
SMU-Cox School of Business | College/University | Corporate Officer/Principal | |
Bluerock Total Income+ Real Estate Fund
![]() Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
BLUEROCK RESIDENTIAL GROWTH REIT, INC. | Real Estate Investment Trusts | Director/Board Member |
Statistics
International
United States | 30 |
Sectoral
Consumer Services | 11 |
Finance | 8 |
Commercial Services | 7 |
Miscellaneous | 5 |
Health Technology | 2 |
Operational
Corporate Officer/Principal | 12 |
Undergraduate Degree | 7 |
Director/Board Member | 7 |
Analyst-Equity | 6 |
Independent Dir/Board Member | 4 |
Most connected contacts
Insiders | |
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I. Majumder | 18 |
Tim Bond | 5 |
Terry Cook | 4 |
Darrin L. Emerick | 3 |
John de Carvalho | 3 |
Matt Christopher | 3 |
Quinn Snell | 3 |
Rebecca Pomering | 1 |
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