Ursprung des Netzwerks ersten Grades von Max S. Wasserman
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
185
| Subsidiary | Investment Managers | 185 |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.
82
| College/University | Other Consumer Services | 82 |
University of South Florida
71
| College/University | Other Consumer Services | 71 |
Miramar Capital LLC
 Miramar Capital LLC Investment ManagersFinance Miramar Capital LLC (Miramar) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Northbrook, Illinois. The firm was founded by Max Wasserman and Robert Kalman in 2017. Miramar manages investment portfolios for private clients, trusts, corporations, endowments and foundations.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Max S. Wasserman
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Cornerstone Brands, Inc.
 Cornerstone Brands, Inc. Catalog/Specialty DistributionRetail Trade Cornerstone Brands Inc. sells online home, leisure, and casual apparels through catalogs. Its direct marketing brands include Ballard Designs, Frontgate, Garnet Hill, Improvements, Smith Noble, The Territory Ahead, and TravelSmith Outfitters. The company was founded in 1995 and is headquartered in West Chester, OH. | Catalog/Specialty Distribution | Corporate Officer/Principal | |
UBS Americas, Inc.
 UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
PracticeWorks, Inc.
 PracticeWorks, Inc. Services to the Health IndustryHealth Services PracticeWorks, Inc. provides practice management software solutions for dental, orthodontic, oral and maxillofacial surgery providers. It provides dental radiology equipment. The company offers electronic claims processing, Web site hosting, and procurement services. PracticeWorks was founded in August, 2000 and is headquartered in Atlanta, GA. | Services to the Health Industry | Director/Board Member | |
| University of Pennsylvania | College/University | Director/Board Member Masters Business Admin Director/Board Member | |
Holland & Knight LLP
 Holland & Knight LLP Miscellaneous Commercial ServicesCommercial Services Holland & Knight LLP provides legal services. The firm offers four practice sections: litigation, government, business and real estate. It also provides corporate transactions, litigation and dispute resolution, regulator and government affairs and private wealth services. The company was founded in 1968 and is headquartered in Miami, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
NEA Management Co. LLC
 NEA Management Co. LLC Investment ManagersFinance New Enterprise Associates LLC (New Enterprise Associates) is a venture capital firm founded in 1977. The firm headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Masters Business Admin | |
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 Corporate Officer/Principal | |
FSC Securities Corp.
 FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
| Seoul National University | College/University | Undergraduate Degree | |
The Florida Bar
 The Florida Bar Miscellaneous Commercial ServicesCommercial Services The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Dade County Bar Association
 Dade County Bar Association Miscellaneous Commercial ServicesCommercial Services The Dade County Bar Association operates as a lawyers association. The non-profit company is based in Miami, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Citigroup North America, Inc.
 Citigroup North America, Inc. Regional BanksFinance Citigroup North America, Inc. provides banking services. It also provides personal credit services. The company was founded in 2011 and is headquartered in Hartford, CT. | Regional Banks | Corporate Officer/Principal | |
Legal Marketing Association
 Legal Marketing Association Miscellaneous Commercial ServicesCommercial Services The Legal Marketing Association (LMA) is an organization that provides education, resources, and networking opportunities for professionals in the legal marketing industry. The LMA is based in Chicago, IL. The LMA offers a variety of educational programs and resources, including webinars, articles, and podcasts, on topics such as business development, marketing management, and technology management. The organization also hosts events, including an annual conference and regional conferences, and offers advocacy and community resources. | Miscellaneous Commercial Services | President Corporate Officer/Principal | |
Windsor Capital Management LLC
 Windsor Capital Management LLC Investment ManagersFinance Windsor Capital Management LLC (WCM) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Darren Whitehurst in 2000 and is owned by Whitehurst Financial Services, Inc. WCM manages portfolios for families, high net-worth individuals and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Trademark Capital Management, Inc.
 Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | Investment Managers | Founder | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Florida Funders LLC
 Florida Funders LLC Investment ManagersFinance Florida Funders LLC (Florida Funders) is a venture capital firm founded in 2013 by David Chitester. The firm is headquartered in Tampa, Florida. | Investment Managers | Director/Board Member Private Equity Investor | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Graduate Degree | |
Consello Capital LLC
 Consello Capital LLC Investment ManagersFinance Consello Capital LLC (Consello Capital) is a private equity subsidiary of Consello Management LP founded in 2021 by Declan Martin Kelly. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Reaper Topco Ltd.
 Reaper Topco Ltd. Miscellaneous Commercial ServicesCommercial Services Reaper Topco Ltd. is a British company that provides other business services. The company is based in St. Helier, UK and was founded in 2021. | Miscellaneous Commercial Services | Director/Board Member | |
Circle Internet Financial LLC
 Circle Internet Financial LLC Packaged SoftwareTechnology Services Part of Circle Internet Financial Ltd., Circle Internet Financial LLC is a company that is evolving finance with USDC, a new kind of digital currency. The company is based in Boston, MA. The company empowers businesses to move money in ways never thought possible. The company was founded in 2013 by Patrick Sean Neville, Jeremy J. Allaire. Jeremy J. Allaire has been the CEO since 2013. | Packaged Software | Director/Board Member | |
Circle Internet Financial Ltd.
 Circle Internet Financial Ltd. Packaged SoftwareTechnology Services Circle Internet Financial Ltd. engages in the provision of digital currency and transforming services. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in 2013 and is headquartered in Dublin, Ireland. | Packaged Software | Director/Board Member | |
Nu Pagamentos SA
 Nu Pagamentos SA Finance/Rental/LeasingFinance Nu Pagamentos SA provides payment solutions. It offers online account and credit card services. The company was founded by David Velez Osorno, Cristina Helena Zingaretti Junqueira, and Edward Wible on May 15, 2013 and is headquartered in Sao Paulo, Brazil. | Finance/Rental/Leasing | Director/Board Member | |
JumpCloud, Inc.
 JumpCloud, Inc. Packaged SoftwareTechnology Services JumpCloud, Inc. manages and connects user identities to their systems, applications, data, and networks securely. It provides access to cloud and on-prem resources such as Office 365, G Suite, AWS cloud servers, Salesforce, and Jira among thousands of others. The firm also offers replace active directory, manage cloud users, device management, password complexity, connecting Saas Apps and replaceLDAP solutions. The company was founded by Rajat Bhargava, Christopher Marie, David Campbell and K. C. Berg in 2012 and is headquartered in Boulder, CO. | Packaged Software | Director/Board Member | |
| Khosla Ventures Spac Sponsor II LLC | Director/Board Member | ||
| THOUGHTWORKS HOLDING, INC. | Miscellaneous Commercial Services | Director/Board Member | |
Unqork, Inc.
 Unqork, Inc. Packaged SoftwareTechnology Services Unqork, Inc. develops software application solutions. It serves the insurance, financial services, government, and education sectors. The company was founded by Gary Hoberman in 2017 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
| NU HOLDINGS LTD. | Information Technology Services | Director/Board Member | |
| Sands Point Consulting LLC | Corporate Officer/Principal | ||
| SVF INVESTMENT CORP. | Financial Conglomerates | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 44 |
| Südkorea | 2 |
| Vereinigtes Königreich | 2 |
| Irland | 2 |
| Brasilien | 2 |
Sektoral
| Finance | 24 |
| Consumer Services | 9 |
| Commercial Services | 8 |
| Technology Services | 6 |
| Retail Trade | 2 |
Operativ
| Corporate Officer/Principal | 164 |
| Director/Board Member | 129 |
| Undergraduate Degree | 97 |
| President | 35 |
| Founder | 32 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Alan Bowser | 24 |
| Rosemary Berkery | 15 |
| Roberto L. Palenzuela | 15 |
| James P. Dietz | 14 |
| James DeMesa | 13 |
| Ping Wai Lim | 13 |
| Maria Martinez | 12 |
| Raymond H. Welsh | 11 |
| Jerome I. Nadel | 11 |
| Steven A. MacDonald | 11 |
| William A. Glauser | 11 |
| Consuelo Valverde | 11 |
| Emilio Fernandez | 10 |
| Felice C. Wagner | 9 |
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