Jonathan Morris
General Counsel bei Dynasty Financial Partners, Inc.
Ursprung des Netzwerks ersten Grades von Jonathan Morris
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
49
| Public Company | Investment Banks/Brokers | 49 |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.
29
| Subsidiary | Investment Managers | 29 |
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL.
14
| Holding Company | Information Technology Services | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jonathan Morris
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Barclays Bank Plc
 Barclays Bank Plc Major BanksFinance Barclays Bank Plc provides commercial banking services. It offers personal, premier, business and corporate banking products and services to its customers. The banks services include current accounts, savings, investments, mortgages, loans, insurance, credit cards and online banking services. The company was founded on October 4, 1971 and is headquartered in London, the United Kingdom. | Major Banks | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Comptroller/Controller/Auditor Director of Finance/CFO | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
Lehman Brothers Holdings, Inc.
 Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Consultant / Advisor Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| University of Cambridge | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Oxford | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor Portfolio Manager-Equities Corporate Officer/Principal | |
Lordes Capital Ltd.
 Lordes Capital Ltd. Investment Banks/BrokersFinance Lordes Capital Ltd. offers fund management activities. The company was founded on September 20, 2005 and is headquartered in Kent, the United Kingdom. | Investment Banks/Brokers | Chief Operating Officer President Chief Operating Officer | |
| ABSA GROUP LIMITED | Major Banks | Director/Board Member Director/Board Member Corporate Officer/Principal | |
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Investment Managers | Chief Executive Officer Director of Investments Chief Investment Officer | |
| ABSA BANK LIMITED | Major Banks | Director/Board Member Director/Board Member Director/Board Member | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| BarclayCard UK | Finance/Rental/Leasing | Chief Executive Officer President | |
| HASTINGS GROUP HOLDINGS PLC | Insurance Brokers/Services | Chief Executive Officer Director of Finance/CFO | |
Barclays Capital Securities Ltd.
 Barclays Capital Securities Ltd. Investment Banks/BrokersFinance Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics. | Investment Banks/Brokers | Chief Operating Officer Chief Executive Officer | |
Visa Europe Ltd.
 Visa Europe Ltd. Regional BanksFinance Visa Europe Ltd. provides visa credit and debit cards. The company also provides commercial cards for government businesses. It also provides PIN, security and chip numbers for online shopping. The company is headquartered in London, the United Kingdom. | Regional Banks | Chairman Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| PAGAYA TECHNOLOGIES LTD. | Packaged Software | Director/Board Member President | |
| Institute For Apprenticeships & Technical Education | Chairman Director/Board Member | ||
| Fairfield University | College/University | Director/Board Member Undergraduate Degree | |
| BAE SYSTEMS PLC | Aerospace & Defense | Director/Board Member Director/Board Member | |
Business in the Community
 Business in the Community Miscellaneous Commercial ServicesCommercial Services Business in the Community provides business development and training support services. It offers support services covering research and resource development, benchmarking and recognition, network building and partnerships, and training support and consulting. The firm also organizes and implements donation programs, sponsorship projects, and corporate social responsibility events. The company was founded in 1982 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Chairman Chairman | |
Barclays Bank Plc (Private Banking)
 Barclays Bank Plc (Private Banking) Investment ManagersFinance Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities. | Investment Managers | President Chief Executive Officer | |
| Sydenham College of Commerce & Economics | College/University | Undergraduate Degree Undergraduate Degree | |
| Dickinson College | College/University | Director/Board Member Director/Board Member | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Bristol | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Chairman Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Masters Business Admin Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Financial Services Volunteer Corps | Director/Board Member Chairman | ||
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| CO-OPERATIVE BANK PLC | Major Banks | Chief Operating Officer Director of Finance/CFO | |
Guggenheim Partners LLC
 Guggenheim Partners LLC Investment ManagersFinance Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL. | Investment Managers | Director/Board Member Chief Administrative Officer | |
| Davidson College | College/University | Director/Board Member Undergraduate Degree | |
Time's Up
 Time's Up Miscellaneous Commercial ServicesCommercial Services Time's Up is a not-for-profit organization based in the United States that focuses on direct-action environmentalism. The private company is based in New York, NY. The organization uses events and educational programs to promote a more sustainable and less toxic city. The company was founded by Roberta A. Kaplan and Tina Tchen. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 31 |
| Vereinigtes Königreich | 18 |
| Südafrika | 3 |
| Indien | 2 |
Sektoral
| Consumer Services | 22 |
| Finance | 21 |
| Commercial Services | 4 |
| Industrial Services | 2 |
| Technology Services | 2 |
Operativ
| Director/Board Member | 348 |
| Corporate Officer/Principal | 155 |
| Chairman | 114 |
| Independent Dir/Board Member | 81 |
| Chief Executive Officer | 59 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Michael D. Vaughan Rake | 42 |
| Anthony Rudd | 32 |
| Amy Nauiokas | 30 |
| Todd Thomson | 29 |
| Robert M. Foresman | 28 |
| Harvey Golub | 27 |
| Antony Jenkins | 25 |
| Peter Estlin | 24 |
| Gary Hoffman | 23 |
| Ashok Valiram Vaswani | 22 |
| Simon Fraser | 21 |
| Reuben Jeffery | 21 |
| Roger Davis | 18 |
| Sandra June Noble Dawson | 17 |
| Rick Lazio | 17 |
- Börse
- Insiders
- Jonathan Morris
- Unternehmensverbindungen