Matt Alan Sonnen
Vorstandsvorsitzender bei PFI Advisors LLC
Ursprung des Netzwerks ersten Grades von Matt Alan Sonnen
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
403
| Extinct | Investment Banks/Brokers | 403 |
University of California, Los Angeles
377
| College/University | Other Consumer Services | 377 |
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.
16
| Extinct | Investment Managers | 16 |
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.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Matt Alan Sonnen
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Sales & Marketing Comptroller/Controller/Auditor | |
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Director/Board Member | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| LENTUO INTERNATIONAL INC. | Specialty Stores | Director/Board Member | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| The Trustees of Columbia University in The City of New York | College/University | 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 | Masters Business Admin Doctorate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree | |
| Princeton University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | |
| University of California, Berkeley | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree Graduate Degree | |
IEQ Capital LLC
 IEQ Capital LLC Investment ManagersFinance IEQ Capital LLC (IEQ) is a SEC-registered wealth management firm headquartered in Foster City, California. They are a holding firm of IEQ Midco III LLC, ultimately owned by IEQ Founders LLC. The firm was founded by Robert Skinner II in 2019. IEQ provides portfolio management and investment advisory services primarily to individuals, high-net worth individuals, or families, as well as trusts, foundations, endowments, non-profit organizations, and other business entities. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
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 | Corporate Officer/Principal Masters Business Admin Graduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
American Association for Cancer Research
 American Association for Cancer Research Miscellaneous Commercial ServicesCommercial Services American Association for Cancer Research prints and publishes scientific journals including clinical cancer research, molecular cancer therapeutics, molecular cancer research, cancer epidemiology, and biomarkers and prevention. The company was founded on May 7, 1907 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | President President | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| HOWMET AEROSPACE INC. | Aerospace & Defense | Director/Board Member Director/Board Member | |
Arconic Defense, Inc.
 Arconic Defense, Inc. Metal FabricationProducer Manufacturing Arconic Defense, Inc. is engaged in the provision of land, sea, and air defense solutions for the Armed Forces of the United States. It offers forgings, sheets and plate, aluminum powder, aluminum investment castings, fasteners, hard alloy extrusions, mill products, and engineered products. The company was founded in 2002 and is headquartered in Washington, MO. | Metal Fabrication | Director/Board Member Director/Board Member | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
American Academy of Arts & Sciences
 American Academy of Arts & Sciences Miscellaneous Commercial ServicesCommercial Services The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Memorial Sloan Kettering Cancer Center
 Memorial Sloan Kettering Cancer Center Hospital/Nursing ManagementHealth Services Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
| Guanghua School of Management | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Hong Kong University of Science & Technology | College/University | Corporate Officer/Principal Masters Business Admin | |
| Loyola Law School | College/University | Graduate Degree Graduate Degree | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| CHINA ITS (HOLDINGS) CO., LTD. | Information Technology Services | Director/Board Member | |
| COSTAR GROUP CO., LTD. | Electronic Components | Director/Board Member | |
| HEILONGJIANG INTERCHINA WATER TREATMENT CO.,LTD | Environmental Services | Director/Board Member | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree | |
| ZHUGUANG HOLDINGS GROUP COMPANY LIMITED | Real Estate Development | Director/Board Member | |
| HALYK BANK | Regional Banks | Director/Board Member | |
| Cheung Kong Graduate School of Business | College/University | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 36 |
| China | 9 |
| Hong Kong | 3 |
| Frankreich | 2 |
| Mexiko | 2 |
Sektoral
| Consumer Services | 22 |
| Finance | 15 |
| Commercial Services | 5 |
| Electronic Technology | 4 |
| Non-Energy Minerals | 2 |
Operativ
| Corporate Officer/Principal | 209 |
| Director/Board Member | 198 |
| Undergraduate Degree | 97 |
| Independent Dir/Board Member | 63 |
| President | 42 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Chun Sheng Zhou | 37 |
| Eric Carlborg | 29 |
| Julie Richardson | 28 |
| Ernest O'Neal | 27 |
| Denise Warren | 25 |
| John McKinley | 22 |
| Charles Sawyers | 16 |
| Qiao Liu | 16 |
| Eric Scott Harrison | 13 |
| Justin Christopher Ferri | 13 |
| Jody Freeman | 13 |
| Tracey McCormack | 13 |
| Bryan Hursh | 12 |
| Thomas Harold Patrick | 12 |
| George Ferris | 12 |
- Börse
- Insiders
- Matt Alan Sonnen
- Unternehmensverbindungen