Robert Lilien
President bei WISDOMTREE, INC.
Vermögen: 9 Mio $ am 31.03.2024
Ursprung des Netzwerks ersten Grades von Robert Lilien
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Vermont
91
| College/University | Other Consumer Services | 91 |
| Extinct | Investment Banks/Brokers | 45 | |
| Public Company | Investment Trusts/Mutual Funds | 36 | |
| Subsidiary | Investment Banks/Brokers | 27 | |
Vestigo Ventures LLC
 Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.
22
| Private Company | Investment Managers | 22 |
| Public Company | Miscellaneous Commercial Services | 18 | |
Bendigo Partners LLC
 Bendigo Partners LLC Investment ManagersFinance Bendigo Partners LLC (Bendigo partners) is a private equity firm founded in 2008 by Jarrett Lilien. The firm is headquartered in New York.
8
| Private Company | Investment Managers | 8 |
Global Pari-Mutuel Services, Inc.
 Global Pari-Mutuel Services, Inc. Finance/Rental/LeasingFinance Global Pari-Mutuel Services, Inc. develops and markets pari-mutuel wagering technology. The firm provides pari-mutuel gaming and trading hub services. The company was founded by James Allen Egide on January 27, 1997 and is headquartered in New York, NY.
7
| Private Company | Finance/Rental/Leasing | 7 |
Barton Mines Corp.
 Barton Mines Corp. Industrial SpecialtiesProcess Industries Barton Mines Corp. produces garnet abrasives for waterjet cutting, coatings removal, surface preparation and other specialized applications. The company was founded by Henry Hudson Barton in 1878 and is headquartered in Glens Falls, NY.
6
| Subsidiary | Industrial Specialties | 6 |
AdvisorEngine, Inc.
 AdvisorEngine, Inc. Packaged SoftwareTechnology Services AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York.
5
| Subsidiary | Packaged Software | 5 |
Jazz Foundation of America
5
| Non-Profit Organization | 5 | |
Kapitall Studios
 Kapitall Studios Packaged SoftwareTechnology Services Kapitall, Inc. operates as an online investment platform. Its platform allows investors to learn about the market, research on stocks and funds, share investing ideas, and build virtual and real brokerage portfolios. The company was founded by Serge Kreiker, Gaspard de Dreuzy, and David Neubert in March 2008 and is headquartered in New York, NY.
1
| Holding Company | Packaged Software | 1 |
Barton International (Australia) Pty Ltd.
 Barton International (Australia) Pty Ltd. Industrial SpecialtiesProcess Industries Barton International (Australia) Pty Ltd. is an Australian company that manufactures and distributes garnet abrasives. The CEO of the private company is Robert Brand.
1
| Private Company | Industrial Specialties | 1 |
Virtu ITG LLC
 Virtu ITG LLC Investment Banks/BrokersFinance Founded in 1987, ITG, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Investment Technology Group, Inc. (NYSE: ITG). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research
1
| Subsidiary | Investment Banks/Brokers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Lilien
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | Multi-Line Insurance | Director/Board Member Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
| SKYWEST, INC. | Airlines | Director of Finance/CFO Director/Board Member | |
TIAA Real Estate Account
 TIAA Real Estate Account Investment Trusts/Mutual FundsMiscellaneous TIAA Real Estate Account is an insurance company, which offers individual and group accumulating annuity contracts. It also offers individual lifetime and term-certain variable payout annuity contracts including the payment of death benefits to beneficiaries. The company was founded on February 22, 1995 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Teachers Insurance & Annuity Association of America-College
 Teachers Insurance & Annuity Association of America-College Investment ManagersFinance Teachers Insurance & Annuity Association of America-College provides financial products and services. It offers retirement plans, mutual funds, annuities, life insurance, brokerage and trading services, managed accounts and education savings. The company was founded by Andrew Carnegie in 1918 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
Nyfix, Inc.
 Nyfix, Inc. Investment Banks/BrokersFinance NYFIX, Inc. provides electronic trading solutions. It provides value-added informational and analytic services and powerful tools for measuring execution quality. The company is headquartered in New York, NY. | Investment Banks/Brokers | Director of Finance/CFO Chairman Chief Executive Officer | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
E*TRADE Bank
 E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Regional Banks | Director/Board Member President Director/Board Member Director/Board Member Director/Board Member President Director of Finance/CFO President Director/Board Member | |
WisdomTree Trust
 WisdomTree Trust Investment Trusts/Mutual FundsMiscellaneous WisdomTree Trust is a registered investment company that consists of separate investment portfolios called funds. Each Fund is an exchange-traded fund. | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Chairman Director/Board Member Director/Board Member | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| New York University | College/University | Masters Business Admin Director/Board Member Masters Business Admin Graduate Degree Masters Business Admin | |
| EVERQUOTE, INC. | Internet Software/Services | Founder Consultant / Advisor Director/Board Member Consultant / Advisor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
WisdomTree UK Ltd.
 WisdomTree UK Ltd. Investment Banks/BrokersFinance WisdomTree UK Ltd. provides investment solutions. Its products include commodities such as broad, agriculture, livestock and energy, equities such as thematics and single country, currencies such as G10 and emerging markets, short and leveraged such as equities and currencies and fixed income. The company was founded by Graham John Tuckwell, Nik Bienkowski and Gregory John Burgess in 2003 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Link Ventures LLP
 Link Ventures LLP Investment ManagersFinance Link Ventures LLP (Link Ventures) is a venture capital firm founded in 2006 by David B. Blundin and Rob Chaplinsky. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Founder Private Equity Investor Private Equity Investor Private Equity Investor | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Pace University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Chief Executive Officer Director of Finance/CFO Investor Relations Contact | |
Cogo Labs, Inc.
 Cogo Labs, Inc. Packaged SoftwareTechnology Services Cogo Labs, Inc. supports new companies to be profitable. It offers engineering, analytics, and design solutions. The company was founded by David Blundin and is headquartered in Cambridge, MA. | Packaged Software | Founder Chief Executive Officer Corporate Officer/Principal | |
Jobcase, Inc.
 Jobcase, Inc. Internet Software/ServicesTechnology Services Jobcase, Inc. provides recruitment services. It specializes in customer acquisition, job technology, predictive modelling, job posting, social networking, job alerts, and company search. The company was founded by Frederick James Goff in 2009 and is headquartered in Cambridge, MA. | Internet Software/Services | Founder Director/Board Member Director/Board Member | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Amherst College | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
Calculum, Inc. (United States)
 Calculum, Inc. (United States) Packaged SoftwareTechnology Services Calculum, Inc. is an American Miami-based company founded in 2020 by Oliver Belin and Tommy Laupsa, with Oliver Belin serving as the CEO since then. The company specializes in financial supply chain analytics, offering an AI-powered platform that helps businesses improve working capital, increase margins, and become more competitive. Calculum also provides market intelligence, resources, and insights on optimizing supply chain metrics. The company offers a partner program that welcomes partners from around the world, with several different partner types available. Calculum's mission is to help companies unlock millions in free cash flow, improve their margins, select the right trading partners, and monitor the risk of supply chain disruptions. | Packaged Software | Director/Board Member Director/Board Member | |
E*TRADE Securities LLC
 E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Investment Banks/Brokers | Chief Executive Officer Chief Executive Officer | |
| NASDAQ, INC. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
National Westminster Bank Plc
 National Westminster Bank Plc Investment ManagersFinance National Westminster Bank Plc (NatWest) is an investment management firm headquartered in London, UK. The firm is a subsidiary of Natwest Holdings Ltd., ultimately owned by NatWest Group Plc (NWG: LSE). NatWest was founded in 1968 to provide banking, financial services and offer investment solutions to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Sales & Marketing | |
| Syracuse University | College/University | Director/Board Member Undergraduate Degree | |
The Depository Trust & Clearing Corp.
 The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Chairman Director/Board Member | |
| Brandeis University | College/University | Undergraduate Degree Director/Board Member | |
| Boston University | College/University | Graduate Degree Undergraduate Degree | |
Operation HOPE, Inc.
 Operation HOPE, Inc. Miscellaneous Commercial ServicesCommercial Services Operation HOPE, Inc. operates as non-profit organization that provides credit counseling, case management, economic education, loan preparation and outreach services to the community. The company was founded by John Hope Bryant in 1992 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| COINBASE GLOBAL, INC. | Investment Banks/Brokers | Director/Board Member President | |
CareDash
 CareDash Internet Software/ServicesTechnology Services CareDash is a healthcare search engine and provider directory that aims to create transparency in the healthcare industry and improve the patient experience. The private company is based in the United States and is used by more than 2 million patients every month. The American company presents useful provider information, unfiltered reviews of doctors, dentists, therapists, and other specialists, as well as complex healthcare information and data in a comprehensive and clear manner. CareDash uses artificial intelligence and machine learning to weed out fraudulent reviews and is committed to making it easy for patients to find accessible information that helps them make the right decision about their provider of care. | Internet Software/Services | Chairman Director/Board Member | |
Vestmark, Inc.
 Vestmark, Inc. Investment ManagersFinance Vestmark, Inc. operates technology platform for integrating portfolio management, trading and back office functions. Its services include business process outsourcing, implementations, support, and education services. The company was founded by Charles D. Johnson and David B. Blundin in February 2001 and is headquartered in Wakefield, MA. | Investment Managers | Founder Director/Board Member | |
| McGill University | College/University | Undergraduate Degree Graduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Trading-Equity Corporate Officer/Principal | |
Jobble, Inc.
 Jobble, Inc. Internet Software/ServicesTechnology Services Jobble, Inc. operates online portal to post jobs and select workforces. It serves gig economy, food and beverage, delivery, retail, and light industrial. The company was founded by Zachary Smith and Corey Bober on September 19, 2014 and is headquartered in Boston, MA. | Internet Software/Services | Director/Board Member Director/Board Member |
Statistik
International
| Vereinigte Staaten | 46 |
| Vereinigtes Königreich | 3 |
| Australien | 2 |
| Kanada | 2 |
Sektoral
| Finance | 24 |
| Consumer Services | 16 |
| Technology Services | 7 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
Operativ
| Director/Board Member | 506 |
| Corporate Officer/Principal | 232 |
| Chief Executive Officer | 92 |
| Independent Dir/Board Member | 86 |
| Undergraduate Degree | 85 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Ronald Fisher | 41 |
| Win Neuger | 40 |
| Mark Casady | 35 |
| Asiff Hirji | 35 |
| Mary Beams | 33 |
| Christopher Dean | 32 |
| Jeffrey B. Lightfoot | 28 |
| C. Cathleen Raffaeli | 27 |
| Darlene DeRemer | 24 |
| Gregory E. Barton | 22 |
| Michael Steinhardt | 20 |
| Daniela Mielke | 19 |
| David Blundin | 19 |
| Michael Nugent | 19 |
| Kevin J. P. O'Hara | 19 |
- Börse
- Insiders
- Robert Lilien
- Unternehmensverbindungen
