Marcus N. Moore
Portfolio Manager-Equities at Osterweis Capital Management, Inc.
Network origin in Marcus N. Moore first degree
Entity | Entity type | Industry | |
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Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.
87
| Subsidiary | Major Banks | 87 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.
16
| Private Company | Investment Managers | 16 |
Anderson School of Management
9
| College/University | Other Consumer Services | 9 |
Morgan State University
5
| College/University | Other Consumer Services | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Marcus N. Moore via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Chief Tech/Sci/R&D Officer Chief Executive Officer | |
Highwoods Realty LP
Highwoods Realty LP Real Estate Investment TrustsFinance Highwoods Realty LP engages in the acquisition, development and operation of rental real estate properties. It offers leasing, management, construction and other customer-related services for its properties and for third parties. The company operates office, industrial and retail properties, and apartment units. Highwoods Realty was founded in 1994 and is headquartered in Raleigh, NC. | Real Estate Investment Trusts | Chairman | |
Bell Bank (Fargo, North Dakota)
Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
WELLS FARGO ADVANTAGE FUNDS - ALLSPRING INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | General Counsel General Counsel | |
Pine River Capital Management LP
Pine River Capital Management LP Investment ManagersFinance Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
STAR GOLD CORP. | Precious Metals | Director of Finance/CFO | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
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 Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree Undergraduate 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 | Corporate Officer/Principal Masters Business Admin Undergraduate Degree Undergraduate Degree | |
ALLSPRING MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | General Counsel General Counsel | |
University of San Francisco | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | General Counsel General Counsel | |
Haas School of Business | College/University | Graduate Degree Masters Business Admin | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Graduate Degree Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
Westamerica Bank
Westamerica Bank Regional BanksFinance Westamerica Bank engages in the provision of consumer and commercial financing activities. The company was founded in 1884 and is headquartered in San Rafael, CA. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
State University of New York at Buffalo | College/University | Masters Business Admin Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Undergraduate Degree | |
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. In addition, the firm advises a very limited number of individual clients on asset allocation and fund selection. They also advise a limited number of ERISA clients, and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles, including private funds. | Investment Managers | Sales & Marketing | |
Goldman Sachs Middle Market Lending Corp.
Goldman Sachs Middle Market Lending Corp. Investment ManagersFinance Goldman Sachs Middle Market Lending Corp. is a closed-end management investment company, which engages in the provision of lending services to middle-market companies. Its investment objective is to generate current income and, to a lesser extent, capital appreciation primarily through direct originations of secured debt. The company was founded on June 13, 2016 and is headquartered in New York, N Y. | Investment Managers | Director/Board Member | |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
Medical University of South Carolina Foundation
Medical University of South Carolina Foundation Investment Trusts/Mutual FundsMiscellaneous Medical University of South Carolina Foundation engages in the provision of educational foundation. It supports the education, research, patient care, and other programs at the Medical University. The company was founded in 1966 and is headquartered in Charleston, SC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Queens University of Charlotte | College/University | Director/Board Member | |
Villanova University | College/University | Undergraduate Degree | |
Spoleto Festival USA
Spoleto Festival USA Movies/EntertainmentConsumer Services Spoleto Festival USA operates theatre. The non-profit company is based in Charleston, SC. | Movies/Entertainment | Director/Board Member |
Statistics
International
United States | 48 |
Sectoral
Consumer Services | 22 |
Finance | 20 |
Miscellaneous | 5 |
Technology Services | 2 |
Energy Minerals | 2 |
Operational
Corporate Officer/Principal | 212 |
Director/Board Member | 142 |
Undergraduate Degree | 81 |
Masters Business Admin | 31 |
President | 29 |
Most connected contacts
Insiders | |
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SungWon Sohn | 33 |
Randall Reynoso | 20 |
Mike Hagedorn | 19 |
Carlos Evans | 19 |
John Stumpf | 16 |
Lawrence Cooper | 15 |
Wei Pin Choo | 14 |
Louis M. Cosso | 13 |
Michelle Rhee | 13 |
Kelly Stopher | 13 |
Stephen Kurtz | 12 |
Avid Modjtabai | 12 |
Julia Harman | 11 |
Jacques Longerstaey | 11 |
Jones Castro | 10 |
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