Tim Bond
Portfolio Manager-Equities at Parcion Private Wealth LLC
Network origin in Tim Bond 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 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tim Bond 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 | |
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 | |
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 | |
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. | Miscellaneous Commercial Services | Chief Investment Officer | |
University of Oregon | College/University | Undergraduate Degree | |
Washington State University | College/University | Undergraduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors LLC is a SEC-registered investment advisor 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. | Investment Managers | Chief Investment Officer | |
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 | |
City of London Investment Management Co. Ltd. (United States)
City of London Investment Management Co. Ltd. (United States) Investment ManagersFinance City of London Investment Management Co. Ltd. (United States) (CLIM US) is the US-based investment management division of City of London Investment Management Co. Ltd, which is wholly-owned by City of London Investment Group Plc (LON: CLIG) in Great Britain. The firm was founded in 1991 and is headquartered in Coatesville, Pennsylvania. CLIM US provides portfolio management services to institutional clients who include corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, state or municipal government entities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds such as UCITS and SICAVs, and other US and international institutions. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 11 |
Sectoral
Finance | 6 |
Consumer Services | 5 |
Commercial Services | 2 |
Operational
Chief Investment Officer | 4 |
Undergraduate Degree | 4 |
Analyst-Equity | 4 |
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Most connected contacts
Insiders | |
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Terry Cook | 4 |
John Carvalho | 4 |
Matt Christopher | 3 |
Quinn Snell | 3 |
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