Joshua David Mayer
Geschäftsführer bei ENVESTNET, INC.
Ursprung des Netzwerks ersten Grades von Joshua David Mayer
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Public Company | Packaged Software | 61 | |
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA.
6
| Holding Company | Internet Software/Services | 6 |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA.
4
| Holding Company | Financial Conglomerates | 4 |
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE.
2
| Subsidiary | Electronics Distributors | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Joshua David Mayer
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Treasurer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| SA Funds – Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Foundation Capital LLC
 Foundation Capital LLC Investment ManagersFinance Foundation Capital LLC (Foundation Capital) is a venture capital firm founded in 1995 by Bill Elmore, Kathryn Gould, and Jim Anderson. The firm is headquartered in Palo Alto, California. | Investment Managers | Founder Private Equity Investor | |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Tamarac, Inc.
 Tamarac, Inc. Investment ManagersFinance Tamarac, Inc. provides portfolio management technology. The firm provides web-based rebalancing and trade order management solutions for financial advisors. It offers advisor, investment strategy management platform that automates portfolio rebalancing, cash management, and directed trading. It also provides supporting and consulting services. The company was founded by Clive Matthew Springer in 2000 and is headquartered in Seattle, WA. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Doctorate Degree Graduate Degree | |
| Stanford University | College/University | Corporate Officer/Principal Graduate Degree Graduate Degree | |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Investment Managers | Founder Chief Administrative Officer | |
| YODLEE INC | Data Processing Services | Director/Board Member Director/Board Member Chief Executive Officer Chief Executive Officer | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| University of South Florida | College/University | Undergraduate Degree | |
| Cigna Group Insurance | Corporate Officer/Principal | ||
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Director/Board Member Investment Committee Member Chief Executive Officer Founder Corporate Officer/Principal Founder Chief Operating Officer | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | Packaged Software | Corporate Officer/Principal | |
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member Director/Board Member | |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Miscellaneous Commercial Services | Chief Executive Officer | |
| The Investment Management Institute | Director/Board Member | ||
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. | Investment Managers | Director/Board Member | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
Pypestream, Inc.
 Pypestream, Inc. Packaged SoftwareTechnology Services Pypestream, Inc. develops software application that enables brands, businesses and organizations to connect with audiences. The firm offers Pypestream, a messaging application that consolidates communication with businesses, brands and organizations into one location. It serves airlines, automotive, cable, financial services and healthcare industries. The company was founded by Richard Smullen in 2015 and is headquartered in New York, NY. | Packaged Software | President | |
Fidelity Investments, Inc.
 Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Investment Managers | Director/Board Member | |
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Investment Managers | Director/Board Member | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
DPL Financial Partners LLC
 DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Insurance Brokers/Services | Director/Board Member | |
| LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Director/Board Member | |
| Sallus Retirement LLC | Director/Board Member Chief Executive Officer | ||
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 24 |
| Consumer Services | 14 |
| Technology Services | 6 |
| Electronic Technology | 3 |
| Commercial Services | 3 |
Operativ
| Director/Board Member | 366 |
| Independent Dir/Board Member | 163 |
| Corporate Officer/Principal | 141 |
| Undergraduate Degree | 56 |
| Founder | 33 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 69 |
| Bill Elmore | 51 |
| Anil Arora | 23 |
| Yves Sisteron | 23 |
| Gregory Smith | 23 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
| James Fox | 20 |
| Patrick Hackett | 20 |
| Wendy Lane | 18 |
| Barbara Turner | 17 |
| Paul Koontz | 16 |
| Charles M. Roame | 15 |
| Ross Chapin | 13 |
- Börse
- Insiders
- Joshua David Mayer
- Unternehmensverbindungen
