Michael Lent
Gründer bei Veris Wealth Partners LLC
Ursprung des Netzwerks ersten Grades von Michael Lent
Einheit | Art der Einheit | Industrie | |
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Investment Management Consultants Association
38
| Non-Profit Organization | 38 | |
Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations.
16
| Holding Company | Investment Managers | 16 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Michael Lent
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
IndexIQ Advisors LLC
IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Investment Managers | Sales & Marketing | |
Hatteras Investment Partners LP
Hatteras Investment Partners LP Investment ManagersFinance Hatteras Investment Partners LP (Hatteras) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Raleigh, North Carolina. The firm was founded by David Perkins in 2003 as Hatteras Funds LP. Hatteras provides investment management services and investment advisory services to registered investment companies and private funds. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree | |
Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
AllianceBernstein Ltd.
AllianceBernstein Ltd. Investment ManagersFinance AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes. | Investment Managers | Head-Equity Investments | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American University | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
Baylor University | College/University | Undergraduate Degree | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin | |
Iona College | College/University | Masters Business Admin Masters Business Admin | |
Texas Tech University | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
United States Air Force Academy | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
Wellesley College | College/University | Undergraduate Degree Undergraduate Degree | |
American Diabetes Association
American Diabetes Association Miscellaneous Commercial ServicesCommercial Services American Diabetes Association provides diabetes related medical services. It funds research, publishes scientific findings, provides information and other services to people with diabetes, their families, health professionals and the public. The company was founded in 1940 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Chairman | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Financial Services Institute, Inc. | Corporate Officer/Principal Director/Board Member | ||
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Government Finance Officers Association
Government Finance Officers Association Miscellaneous Commercial ServicesCommercial Services The Government Finance Officers Association (GFOA) is a professional organization that represents over 22,000 public finance officers throughout the United States and Canada. The GFOA is based in Chicago, IL and has more than 21,000 members from cities, counties, towns, school districts, state, provincial, the federal government, and other special districts in the United States and Canada. The GFOA's mission is to advance excellence in government finance by providing best practice guidance, leadership, professional development, resources and tools, networking opportunities, award programs, and advisory services. The organization is dedicated to the sound management of government financial resources and provides professional development opportunities to more than 12,000 state and local finance professionals each year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Dallas Symphony Association, Inc.
Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Dallas Symphony Association, Inc. operates as a performing arts organization. It engages in performing distinctive classical programs, pops concerts and multi-media presentations. The company was founded in 1900 and is headquartered in Dallas, TX. | Movies/Entertainment | Director/Board Member | |
Breathe California, Golden Gate Public Health Partnership
Breathe California, Golden Gate Public Health Partnership Miscellaneous Commercial ServicesCommercial Services Breathe California, Golden Gate Public Health Partnership offers local services that address lung health issues. This includes programs to: help kids manage their asthma, prevent teens from using tobacco, assist smokers who want to quit, and offer support to emphysema and lung cancer patients. The firm also advocates for key clean air and public health policies, and support innovative lung health research. The company was founded in 1908 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Chairman | |
CFA Society of Dallas-Fort Worth, Inc. | Director/Board Member | ||
Nasdaq CXC Ltd.
Nasdaq CXC Ltd. Investment Banks/BrokersFinance Nasdaq CXC Ltd. operates an alternative trading system to trade TSX-listed senior equities in Canada. It offers strict price/time priority, post-trade attribution, market-agnostic smart routing, advanced order types, trade reporting, risk management tools, historical market data and direct connectivity services. The company was founded in 2007 and is headquartered in Toronto, Canada. | Investment Banks/Brokers | Chairman | |
Dembo Jones PC
Dembo Jones PC Miscellaneous Commercial ServicesCommercial Services Dembo Jones PC operates as an accounting and advisory firm. It offers audit, taxation, outsourcing, and consulting services. The company was founded in 1954 and is headquartered in Rockville, MD. | Miscellaneous Commercial Services | Director/Board Member | |
Maryland Association of Certified Public Accountants | Corporate Officer/Principal | ||
Spire Investment Partners LLC
Spire Investment Partners LLC Investment ManagersFinance Spire Investment Partners LLC provides wealth management and financial advisory services. It offers access to investment products, risk and cash management, succession planning, and portfolio monitoring. The company was founded by David L. Blisk in February 1997 and is headquartered in McLean, VA. | Investment Managers | Chief Executive Officer | |
Wright State University (Ohio) | College/University | Masters Business Admin | |
Florida Institute of Certified Public Accountants | Corporate Officer/Principal | ||
Estate Planning Council of Birmingham, Inc. | Corporate Officer/Principal | ||
Family Office Exchange LLC
Family Office Exchange LLC Investment ManagersFinance Family Office Exchange LLC provides research, education, networking, and advisory services for wealth owners, family office executives, and advisors in the United States and internationally. Its services include investment advice, management, and monitoring; and financial and tax planning, wealth transfer planning, financial recordkeeping and compliance, family foundation management, and client education and goal development. The company was founded by Sara Hamilton in 1989 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 41 |
Kanada | 4 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 18 |
Finance | 14 |
Commercial Services | 9 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 125 |
Director/Board Member | 43 |
Undergraduate Degree | 43 |
Masters Business Admin | 17 |
Portfolio Manager-Equities | 17 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Thomas J. MacKell | 26 |
Brian S. Hamburger | 22 |
Stephanie Cohn-Rupp | 21 |
Peter Charles Sinatra | 11 |
Rex Phillip Macey | 10 |
Steven C. Weisman | 10 |
Ed Baker | 9 |
Peter M. Gorman | 9 |
James Watson | 8 |
David Blisk | 8 |
Jud Durel | 8 |
Gregory Ballew | 8 |
Scott David Welch | 8 |
Katherine E. Nixon | 8 |
Roger Capen Shaffer | 7 |
- Börse
- Insiders
- Michael Lent
- Unternehmensverbindungen