Ursprung des Netzwerks ersten Grades von Jaime Yarza
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Snowden Capital Advisors LLC
Snowden Capital Advisors LLC Investment ManagersFinance Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants.
11
| Holding Company | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jaime Yarza
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
American Beacon Advisors, Inc.
American Beacon Advisors, Inc. Investment ManagersFinance American Beacon Advisors, Inc. (American Beacon) is a SEC-registered investment advisor headquartered in Irving, Texas. The firm was founded in 1986 and is a wholly owned subsidiary of Resolute Investment Managers, Inc. American Beacon provides investment advisory services to investment companies (the Beacon Funds), corporate employee benefit plans, collective investment trusts, private equity funds-of-funds, corporations and governmental entities. | Investment Managers | Director/Board Member | |
Arrowstreet Capital LP
Arrowstreet Capital LP Investment ManagersFinance Arrowstreet Capital LP is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and is a subsidiary of Arrowstreet Capital Holding LLC. They provide investment advisory services to a global institutional client base. Arrowstreet Capital is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Director/Board Member | |
Abel/Noser Corp.
Abel/Noser Corp. Investment Banks/BrokersFinance Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Clearbrook Financial LLC
Clearbrook Financial LLC Financial ConglomeratesFinance Clearbrook Financial LLC provides financial Services. The company was founded in 2004 and is headquartered in Princeton, NJ. | Financial Conglomerates | Chief Executive Officer | |
University of Pennsylvania | College/University | Undergraduate Degree | |
George Washington University | College/University | Graduate Degree | |
CCP Equity Partners, LLC
CCP Equity Partners, LLC Investment ManagersFinance CCP Equity Partners (CCP Equity Partners) is an independent private equity firm founded in 1985. The firm is headquartered in Harford, Connecticut. | Investment Managers | Private Equity Analyst | |
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 | |
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Investment Managers | Director/Board Member | |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | Investment Managers | Director/Board Member | |
Lovell Minnick Partners LLC
Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Investment Managers | Private Equity Investor Private Equity Analyst | |
The Colorado College
The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
US Securities & Exchange Commission | Investment Banks/Brokers | General Counsel | |
ClariVest Asset Management LLC
ClariVest Asset Management LLC Investment ManagersFinance ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
NSI Holdings, Inc.
NSI Holdings, Inc. Financial ConglomeratesFinance NSI Holdings, Inc. operates as an investment holding company. The company was founded on May 6, 1997 and is headquartered in Chambersburg, PA. | Financial Conglomerates | Director/Board Member | |
InvestorCom, Inc.
InvestorCom, Inc. Packaged SoftwareTechnology Services InvestorCom, Inc. provides solutions and services for communication and disclosure needs of financial service industry. It offers suite of solutions for investor communications, regulatory and compliance, workflow solution and customer communication management solutions. The firm?s services include technology, production, data and analytics. The company was founded by David Reevs and Anthony A. Boright in 1992 and is headquartered in Toronto, Canada. | Packaged Software | Director/Board Member | |
The American Red Cross of Central New Jersey
The American Red Cross of Central New Jersey Services to the Health IndustryHealth Services American Red Cross of Central New Jersey is a non-profit organisation. It focuses on disaster relief, supporting America’s military families, lifesaving blood, health and safety services and international in New Jersey region. The company is headquartered in Princeton, NJ. | Services to the Health Industry | Director/Board Member | |
Grail Partners (Private Equity)
Grail Partners (Private Equity) Investment ManagersFinance Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Investment Managers | Director of Finance/CFO | |
Equinoxe Alternative Investment Services (Bermuda) Ltd.
Equinoxe Alternative Investment Services (Bermuda) Ltd. Investment ManagersFinance Equinoxe Alternative Investment Services (Bermuda) Ltd. operates as a alternative investment advisor. It provides fund administration and back office services to single manager hedge fund of hedge funds and individual managed accounts. The firm services includes start-up and transition of funds, NAV calculation, shareholder, audit coordination, liaison, management company, tax preparation, regulatory reporting and AIFMD. The company was founded in 2007 and is headquartered in Hamilton, Bermuda. | Investment Managers | Director/Board Member Director/Board Member | |
Clearbrook LLC (New York)
Clearbrook LLC (New York) Investment ManagersFinance Clearbrook LLC provides investment advice and solutions to institutional investors. The company was founded by Elliott W. Wisla in 2005 and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Estancia Capital Management
Estancia Capital Management Investment ManagersFinance Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona. | Investment Managers | Founder Private Equity Investor Private Equity Investor | |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
North Square Investments LLC
North Square Investments LLC Financial ConglomeratesFinance North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Director/Board Member | |
PMA Financial Network LLC
PMA Financial Network LLC Investment ManagersFinance PMA Financial Network LLC engages in the provision of public funds management services. It offers self-directed investments, public finance, investment advisory services and pool services, and funding solutions. The company was founded in 1984 and is headquartered in Naperville, IL. | Investment Managers | Director/Board Member Director/Board Member | |
Left Hand Logic LLC | Corporate Officer/Principal | ||
Resolute Investment Managers, Inc.
Resolute Investment Managers, Inc. Packaged SoftwareTechnology Services Resolute Investment Managers, Inc. engages in the provision of investment management services. It offers a suite of operational and administrative services including distribution and marketing, finance and accounting, general corporate, disaster recovery and desktop support, and human resources and benefits administration. The company was founded in November 1986 and is headquartered in Irving, TX. | Packaged Software | Director/Board Member | |
Reich & Tang Deposit Networks LLC
Reich & Tang Deposit Networks LLC Regional BanksFinance Reich & Tang Deposit Networks LLC offers deposit and liquidity solutions to financial intermediaries. The company is based in New York, NY and has subsidiaries in the United States. The company was founded in 1974. The CEO is Joseph J. Jerkovich. | Regional Banks | Director/Board Member |
Statistik
International
Vereinigte Staaten | 40 |
Kanada | 2 |
Bermuda | 2 |
Sektoral
Finance | 30 |
Consumer Services | 8 |
Technology Services | 3 |
Health Services | 2 |
Operativ
Director/Board Member | 22 |
Corporate Officer/Principal | 10 |
Portfolio Manager-Equities | 6 |
Undergraduate Degree | 6 |
Private Equity Investor | 5 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Takashi Moriuchi | 15 |
Danny A. Kang | 11 |
Dana Alan Kurttila | 10 |
Robert James Mooney | 10 |
Lyle LaMothe | 4 |
Andrew Heitner | 4 |
Greg Franks | 3 |
Thomas Hakala | 3 |
Douglas Gill | 1 |
Joe Raieta | 1 |
Joseph Hubbell | 0 |
- Börse
- Insiders
- Jaime Yarza
- Unternehmensverbindungen