Simon Smundak
Direktor der Forschung - Eigenkapital bei Laird Norton Wetherby Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Simon Smundak
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.
47
| Subsidiary | Investment Managers | 47 |
Cadogan Management LLC
 Cadogan Management LLC Investment ManagersFinance Founded in 1994 by Stuart Leaf, Cadogan Management LLC is a fund of hedge funds management firm located in New York City with an additional office in San Francisco. They manage the Arbiter Partners LP, the Aurora Borealis Fund LP, the Cadogan Alternative Strategies Fund Ltd., the Cadogan Opportunistic Alternatives Fund LLC, the Cadogan Partners LP and the Cadogan Ranunculus Fund LP.
22
| Extinct | Investment Managers | 22 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Simon Smundak
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Baruch College | College/University | Undergraduate Degree Masters Business Admin | |
| City University of New York | College/University | Graduate Degree Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| University of San Francisco | College/University | Graduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| University of San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Undergraduate Degree | |
| Michael G. Foster School of Business | College/University | Undergraduate 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 | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
| Kwansei Gakuin University | College/University | Undergraduate Degree | |
| Florida Atlantic University | College/University | Undergraduate Degree | |
BDO USA PC
 BDO USA PC Miscellaneous Commercial ServicesCommercial Services BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Pulte Mortgage LLC
 Pulte Mortgage LLC Finance/Rental/LeasingFinance Pulte Mortgage LLC provides mortgage loan services. The firm offers new home construction financing for customers of Pulte Homes, Centex, Del Webb, DiVosta, John Wieland Homes, and American West Homes. The company was founded in 1972 and is headquartered in Englewood, CO. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| McCombs School of Business | College/University | Undergraduate Degree | |
Anchin, Block & Anchin LLP
 Anchin, Block & Anchin LLP Miscellaneous Commercial ServicesCommercial Services Anchin, Block & Anchin LLP provides accounting and advisory services. Its services include audits, reviews and compilations of financial statements, tax preparation and strategies, detailed analysis of acquisitions and financial restructuring, expert financial advice, tax incentives and strategies, management and succession advisory services, litigation support and forensic accounting & business profitability consulting. The company was founded in 1923 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
HSBC Bank Bermuda Ltd.
 HSBC Bank Bermuda Ltd. Major BanksFinance HSBC Bank Bermuda Ltd. provides commercial and institutional banking services. It offers fund administration, trust, custody, asset management, and banking services to institutions and individuals. The Bank of Bermuda operates offshore centers in Bahrain, Cayman Islands, Cook Islands, Dublin, Guernsey, Hong Kong, Isle of Man, Japan, Jersey, London, Luxembourg, New York, New Zealand, Singapore, South Africa, and Switzerland. The company was founded in 1889 and is headquartered in Hamilton, Bermuda. | Major Banks | Corporate Officer/Principal | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fairlead Financial Advisors LLC
 Fairlead Financial Advisors LLC Investment ManagersFinance Fairlead Financial Advisors, LLC is an investment management and financial planning firm that offers a comprehensive wealth management solution to its clients. Fairlead Financial Advisors, LLC is based in Mill Valley, CA. The private company manages investment portfolios on a fee-only basis using Charles Schwab as a custodian. Clients have direct access to the principal, John Vreeland, a Certified Financial Planner(TM). | Investment Managers | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
Montgomery Asset Management LLC
 Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Investment Managers | Corporate Officer/Principal | |
Chadbourne & Parke LLP
 Chadbourne & Parke LLP Miscellaneous Commercial ServicesCommercial Services Chadbourne & Parke LLP engages in the provision of legal services. It provides counsel to areas such as antitrust and trade regulations, employment, intellectual property, leasing, litigation, pro bono, real estate, and tax. The company was founded in 1902 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
| Graduate School of Business | College/University | Masters Business Admin | |
| Fletcher School of Law | College/University | Graduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
Gordon & Betty Moore Foundation
 Gordon & Betty Moore Foundation Miscellaneous Commercial ServicesCommercial Services The Gordon and Betty Moore Foundation operate as a grantmaking organization works locally through its San Francisco Bay Area Program. It seeks to make a contribution to the quality of life in the bay area through targeted support in three areas: land protection, science and technology museums and the Betty Irene Moore Nursing Initiative. The company was founded by Gordon and Betty Moore in 2000 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
City of London Investment Management Co. Ltd.
 City of London Investment Management Co. Ltd. Investment ManagersFinance City of London Investment Management Co. Ltd. (CLIM) is an investment advisor firm headquartered in London, UK. The firm was founded by Barry Olliff in 1991 as Streetmatch Ltd. They are a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG). CLIM provides investment advisory services to pooled investment vehicles and foreign registered mutual funds. | Investment Managers | Corporate Officer/Principal | |
| Hofstra University | College/University | Undergraduate Degree | |
| University of Westminster | College/University | Undergraduate Degree | |
Nissay Wealth Life Insurance KK
 Nissay Wealth Life Insurance KK Life/Health InsuranceFinance Nippon Wealth Life Insurance Co., Ltd. engages in life insurance business that provides long-term care insurance, annuities, retirement plans, savings products and mutual funds to individual and institutional customers. It operates through a network of independent brokers and franchised agents. The company was founded in 1907 and is headquartered in Tokyo, Japan. | Life/Health Insurance | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 42 |
| Vereinigtes Königreich | 5 |
| Japan | 3 |
| Bermuda | 2 |
| Kanada | 2 |
Sektoral
| Consumer Services | 26 |
| Finance | 16 |
| Commercial Services | 9 |
| Electronic Technology | 2 |
| Miscellaneous | 2 |
Operativ
| Corporate Officer/Principal | 77 |
| Undergraduate Degree | 65 |
| Portfolio Manager-Equities | 40 |
| Analyst-Equity | 21 |
| Masters Business Admin | 14 |
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