Matt Alan Sonnen
Vorstandsvorsitzender bei PFI Advisors LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Reese Sonnen | F | - |
PFI Advisors LLC
 PFI Advisors LLC Investment ManagersFinance PFI Advisors LLC is an operational consulting firm that supports the unique back office, technology, and operational needs of registered investment advisors (RIAs) in growth mode. The private company is based in Hermosa Beach, CA. PFI Advisors conducts technology assessments, manages technology conversions, and provides M&A preparation and integration services to RIAs seeking growth support. PFI Advisors strives to educate the RIA industry on how to build more impactful and profitable enterprises through its popular podcast, The COO Roundtable, and newly released digital consulting platform, The COO Society. The firm also offers an ongoing retainer-based service called COO Resource, in which RIAs and their chief operating officers can leverage the knowledge and expertise of PFI. PFI Advisors believes that with the proper infrastructure and culture in place, RIAs can build enterprises that are more impactful and profitable than ever imagined. The company was founded in 2015 by Matt Alan Sonnen and Larissa Marcontell Sonnen, with Matt Alan Sonnen serving as the CEO since incorporation. | 19 Jahre |
| David Silver | M | 58 |
University of California, Los Angeles
| 31 Jahre |
| Tracey McCormack | F | - |
University of California, Los Angeles
| 31 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Robert John Skinner | M | - |
Luminous Capital LLC
 Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | 4 Jahre |
| Ernest O'Neal | M | 72 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 10 Jahre |
| David Chih Hou | M | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 15 Jahre |
| David H. Komansky | M | 83 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 Jahre |
| Monika Hanssen Mugg | F | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
University of California, Los Angeles
| 12 Jahre |
| Alan Zafran | M | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | 4 Jahre |
| Mark Elliott Sear | M | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | 4 Jahre |
| Furmanski Chris | M | - |
University of California, Los Angeles
| 6 Jahre |
| Adrian Redlich | M | 51 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 5 Jahre |
| Candace E. Browning-Platt | F | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 17 Jahre |
| Scott Doré | M | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 10 Jahre |
| Kim Pfeifer Ip | F | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | - |
| Gregory R. Dow | M | 60 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 Jahre |
| Joshua A. Dean | M | - |
University of California, Los Angeles
| 7 Jahre |
| Andrew Kandel | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 9 Jahre |
| Gage Thomas Houser | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
University of California, Los Angeles
| 7 Jahre |
| Robert Fitzgerald | M | 60 |
University of California, Los Angeles
| 7 Jahre |
| Karen Malmuth Kaufmann | M | - |
University of California, Los Angeles
| 5 Jahre |
| Justin Christopher Ferri | M | 47 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 10 Jahre |
| Matthew Walsh | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 Jahre |
| Wing Cheung Hwang | M | 48 |
University of California, Los Angeles
| 6 Jahre |
| Jeff Westsmith | M | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | 4 Jahre |
| Justin M. Sobaje | M | - |
University of California, Los Angeles
| 5 Jahre |
| Edward Fan | M | - |
University of California, Los Angeles
| 5 Jahre |
| Frank Joseph McFarland | M | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | 4 Jahre |
| Jason Eric Lefton | M | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | 2 Jahre |
| Dan Beaney | M | - |
University of California, Los Angeles
| 5 Jahre |
| George Ferris | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 Jahre |
| Gregg A. Seibert | M | 60 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 5 Jahre |
| Brian Lowery | M | - |
University of California, Los Angeles
| 5 Jahre |
| John McKinley | M | 66 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 5 Jahre |
| Eric Scott Harrison | M | 60 |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | - |
| Winn Hong | M | 54 |
University of California, Los Angeles
| 6 Jahre |
| Elemer Piros | M | - |
University of California, Los Angeles
| 8 Jahre |
| Julie Richardson | F | 61 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 12 Jahre |
| Matt MacKenzie | M | - |
University of California, Los Angeles
| 7 Jahre |
| Brian Edward Brennan | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 Jahre |
| Denise Warren | F | 62 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 4 Jahre |
| Eric Carlborg | M | 60 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 3 Jahre |
| Thomas Harold Patrick | M | 80 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 14 Jahre |
| Sean X. Chen | M | - |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | 4 Jahre |
| Lisa Hayashi | F | - |
University of California, Los Angeles
| 4 Jahre |
| Yoon-Sung Choi | M | 60 |
University of California, Los Angeles
| 3 Jahre |
| Darryl Elmouchi | M | - |
University of California, Los Angeles
| 4 Jahre |
| Lisa M. Coussens | M | - |
University of California, Los Angeles
| 3 Jahre |
| Francina Mendoza | F | - |
University of California, Los Angeles
| 4 Jahre |
| Jordan Jones | M | - |
University of California, Los Angeles
| 3 Jahre |
| Dalbir Singh | M | - |
University of California, Los Angeles
| 4 Jahre |
| Stacia Eyerly-Hatfield | F | - |
University of California, Los Angeles
| 4 Jahre |
| Qiao Liu | M | 54 |
University of California, Los Angeles
| 3 Jahre |
| Caroline Sheu | F | 50 |
University of California, Los Angeles
| 4 Jahre |
| Jeffrey R. Haughton | M | 48 |
University of California, Los Angeles
| 4 Jahre |
| Kalpen Suresh Modi | M | 47 |
University of California, Los Angeles
| 4 Jahre |
| Dale Chang | M | - |
University of California, Los Angeles
| 4 Jahre |
| Vaishali Kothari | F | 50 |
University of California, Los Angeles
| 4 Jahre |
| Nicole Prado | F | - |
University of California, Los Angeles
| 4 Jahre |
| Geoff Waring | M | - |
University of California, Los Angeles
| 5 Jahre |
| Matthew Lipson | M | 51 |
University of California, Los Angeles
| 4 Jahre |
| Audrey Mari Kuwabara | F | - |
University of California, Los Angeles
| 4 Jahre |
| Judith Maria Lu | F | - |
University of California, Los Angeles
| 4 Jahre |
| Adam Symson | M | 48 |
University of California, Los Angeles
| 4 Jahre |
| Wan Yee Chui | M | 45 |
University of California, Los Angeles
| 4 Jahre |
| Samir M Patel | M | - |
University of California, Los Angeles
| 4 Jahre |
| Hiu Tung Cheng | M | 47 |
University of California, Los Angeles
| 4 Jahre |
| Sasha Goodman | M | - |
University of California, Los Angeles
| 4 Jahre |
| Lan Langendorf | F | - |
University of California, Los Angeles
| 4 Jahre |
| Jon Belzer | M | - |
University of California, Los Angeles
| 2 Jahre |
| Jin Guang Qiu | M | 61 |
University of California, Los Angeles
| 2 Jahre |
| Christof Ruehl | M | 66 |
University of California, Los Angeles
| 5 Jahre |
| Paul James Hechmer | M | - |
University of California, Los Angeles
| 2 Jahre |
| David Preston Klatt | M | - |
University of California, Los Angeles
| 4 Jahre |
| Jeffrey Israel Meyers | M | - |
University of California, Los Angeles
| 1 Jahre |
| Max Sasso | M | - |
University of California, Los Angeles
| 4 Jahre |
| Vladimir Masek | M | - |
University of California, Los Angeles
| 3 Jahre |
| Serena Vikki Stone | F | - |
University of California, Los Angeles
| 4 Jahre |
| Benjamin Hom | M | - |
University of California, Los Angeles
| 4 Jahre |
| Venant Chiang | M | 47 |
University of California, Los Angeles
| 4 Jahre |
| Lisa Tyler Snider | F | - |
University of California, Los Angeles
| 4 Jahre |
| Bryan Hursh | M | - |
University of California, Los Angeles
| 2 Jahre |
| Jeff Miller | M | - |
University of California, Los Angeles
| 3 Jahre |
| Jody Freeman | M | 60 |
University of California, Los Angeles
| 10 Jahre |
| Jeff Lambert | M | - |
University of California, Los Angeles
| 4 Jahre |
| Quentin Pankhurst | M | - |
University of California, Los Angeles
| - |
| Robert Loren Polak | M | - |
University of California, Los Angeles
| 4 Jahre |
| Gabriel Solomon | M | - |
University of California, Los Angeles
| 4 Jahre |
| Eugenie Gifford Baumann | F | - |
University of California, Los Angeles
| 3 Jahre |
| Charles Sawyers | M | 65 |
University of California, Los Angeles
| 10 Jahre |
| K. Murugan | M | 49 |
University of California, Los Angeles
| 3 Jahre |
| Stan Holt | M | - |
University of California, Los Angeles
| 2 Jahre |
| Chun Sheng Zhou | M | 58 |
University of California, Los Angeles
| 4 Jahre |
| Anthony J. Ippolito | M | - |
University of California, Los Angeles
| 4 Jahre |
| Steinþór Ólafsson | M | - |
University of California, Los Angeles
| 1 Jahre |
| Travis Kalanick | M | - |
University of California, Los Angeles
| 4 Jahre |
| Julie C. Henderson | F | - |
University of California, Los Angeles
| 4 Jahre |
| Fiona Brophy | F | - |
University of California, Los Angeles
| 1 Jahre |
| Tammy H. Boggs | F | - |
University of California, Los Angeles
| 4 Jahre |
| Faizal Kassamali | M | - |
University of California, Los Angeles
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Matt Alan Sonnen
- Persönliches Netzwerk