Ursprung des Netzwerks ersten Grades von Ken Stern
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families.
11
| Private Company | Investment Managers | 11 |
Ken Stern & Associates, Inc.
Ken Stern & Associates, Inc. Investment ManagersFinance Ken Stern & Associates, Inc. provides investment advice. The company is based in San Diego, CA. The company was founded in 1998 by Kenneth Aaron Stern. Ken Stern & Associates was acquired by Lido Advisors LLC on January 22, 2019.
5
| Extinct | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ken Stern
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity | |
Infinity Financial Technology, Inc.
Infinity Financial Technology, Inc. Packaged SoftwareTechnology Services Part of Fidelity National Information Services, Inc., Infinity Financial Technology, Inc. is a company that develops software solutions for financial trading and risk management. The company is based in Mountain View, CA. Infinity Financial Technology was acquired by FIS Capital Markets US LLC (Pennsylvania), part of Fidelity National Information Services, Inc. from August 12, 2005 on January 05, 1998 for $383.70 million. The company was founded by Harpal S. Sandhu, Roger Lang, Tej Sidhu, Robin Thirumalai Vasan. | Packaged Software | Corporate Officer/Principal | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Canterbury Consulting, Inc.
Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Stanford University | College/University | Graduate Degree | |
Ford Foundation
Ford Foundation Investment Trusts/Mutual FundsMiscellaneous Ford Foundation is an independent, nonprofit, non-governmental organization headquartered in New York City. Founded in 1936, the Foundation provides grants, projects and loans to strengthen democratic values, reduce poverty and injustice, promote international cooperation and advance human achievement. The foundation funds derive from an investment portfolio that began with gifts and bequests of Ford Motor Company stock by Henry and Edsel Ford. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Cedars Sinai Health System
Cedars Sinai Health System Hospital/Nursing ManagementHealth Services Cedars Sinai Health System provides patient care services. The firm offers healthcare services, biomedical research and education and training to physicians. The company was founded in 1902 and is headquartered in Los Angeles, CA. | Hospital/Nursing Management | Director/Board Member | |
Cedars-Sinai Medical Center
Cedars-Sinai Medical Center Hospital/Nursing ManagementHealth Services Cedars-Sinai Medical Center operates a hospital that provides healthcare services. It specializes in cancer, endocrinology, gynecology, neurology, orthopedics, and respiratory disorders. The company was founded in 1902 and is headquartered in Los Angeles, CA. | Hospital/Nursing Management | Director/Board Member | |
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 | |
Los Angeles County Employees Retirement Association
Los Angeles County Employees Retirement Association Investment ManagersFinance Los Angeles County Employees Retirement Association (LACERA) is a government-owned pension fund management firm headquartered in Pasadena, California. LACERA was founded in 1938 and administers defined retirement plan benefits for the employees of its parent company, Los Angeles County, and outside districts. The firm has also administered the Retiree Healthcare Benefits Program. LACERA is further responsible for managing the pension plan and Other Post-Employment Benefits trusts that fund these programs. | Investment Managers | Independent Dir/Board Member | |
Rothstein, Kass & Co. LLC
Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Butler University | College/University | Undergraduate Degree | |
San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
California State University-Northridge | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
The California Endowment Fund
The California Endowment Fund Investment ManagersFinance The California Endowment Fund operates health funds and provides health care services. The Endowment has regional offices in San Francisco, Sacramento, Fresno and San Diego, with program staff working throughout the state. The Endowment makes grants to organizations and institutions that directly benefit the health and well-being of the people of California. The company was founded in 1996 and is headquartered in Los Angeles, CA | Investment Managers | Corporate Officer/Principal | |
San Jose State University | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
The Open University of Israel | College/University | Masters Business Admin | |
The National Bar Association
The National Bar Association Miscellaneous Commercial ServicesCommercial Services The National Bar Association is a non-profit organization that supports the African-American professional development of minority attorneys. The company was founded by George S. Adams, Jesse N. Baker, S. Joe Brown, Charles H. Calloway, Wendell E. Green, William H. Haynes, Charles P. Howard, Sr, L. Amasa Knox, James B. Morris, Gertrude E. Rush, C. Francis Stradford, and George H. Woodson in 1925 is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Combined Professional Agents Insurance Services, Inc.
Combined Professional Agents Insurance Services, Inc. Insurance Brokers/ServicesFinance Combined Professional Agents Insurance Services, Inc. provides life, health and property and casualty insurance services. It offers disability insurance or long-term care insurance for the purposes of business structure protection and personal estate planning. The company was founded in 2001 and is headquartered in Woodland Hills, CA. | Insurance Brokers/Services | Corporate Officer/Principal | |
Hispanic Scholarship Fund
Hispanic Scholarship Fund Investment Trusts/Mutual FundsMiscellaneous Hispanic Scholarship Fund provides scholarships and support services to the Hispanic American students. The company was founded in 1975 and is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Consultant / Advisor | |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Merlin USA | Director/Board Member | ||
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Georgetown University Law Center | College/University | Graduate Degree | |
The Ray Charles Foundation | Director/Board Member | ||
University of Colorado Denver | College/University | Undergraduate Degree | |
The K Fund
The K Fund Investment ManagersFinance The K Fund (The K Fund) is a private equity firm founded in 2014. The firm is headquartered in Los Angeles, California. | Investment Managers | Consultant / Advisor | |
The Cedars-Sinai Accelerator
The Cedars-Sinai Accelerator Investment ManagersFinance The Cedars-Sinai Accelerator (Cedars Sinai) is a venture capital subsidiary of Cedars Sinai Health System founded in 2015. The firm is headquartered in Los Angeles, California. | Investment Managers | Director/Board Member | |
Anderson School of Management | College/University | Consultant / Advisor |
Statistik
International
Vereinigte Staaten | 40 |
Israel | 2 |
Sektoral
Consumer Services | 17 |
Finance | 14 |
Commercial Services | 5 |
Miscellaneous | 3 |
Health Services | 3 |
Operativ
Corporate Officer/Principal | 15 |
Undergraduate Degree | 14 |
Portfolio Manager-Equities | 13 |
Director/Board Member | 11 |
Consultant / Advisor | 5 |