Ursprung des Netzwerks ersten Grades von Zohar Swaine
Einheit | Art der Einheit | Industrie | |
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PCS Retirement LLC
PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA.
5
| Holding Company | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Zohar Swaine
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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LERETA LLC
LERETA LLC Other Consumer ServicesConsumer Services LERETA LLC provides real estate property tax and flood insurance certification services. It offers tax services, flood services and strategic alliances. The company was founded in 1986 and is headquartered in Pomona, CA. | Other Consumer Services | Director/Board Member | |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | President | |
The Northwestern Mutual Life Insurance Co.
The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Life/Health Insurance | Corporate Officer/Principal | |
TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal | |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Director/Board Member | |
Kistler, Tiffany & Co. | Corporate Officer/Principal | ||
eMoney Advisor LLC
eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Investment Managers | Chief Executive Officer | |
INSPRO TECHNOLOGIES CORPORATION | Packaged Software | Director/Board Member | |
YieldStreet, Inc.
YieldStreet, Inc. Internet Software/ServicesTechnology Services YieldStreet, Inc. provide financial services. The firm specializes in finance marketplace, investment services, start up, financial technology, investment management, financial services, wealth management, and asset backed. The company was founded by Dennis Shields, Michael Weisz and Milind Mehere in 2014 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
The Tarsadia Group LLC
The Tarsadia Group LLC Financial ConglomeratesFinance The Tarsadia Group LLC is a multi-dimensional investor with a focus on multi-strategy investments. The company is based in Newport Beach, CA and has subsidiaries in the United States. The Tarsadia Foundation, a family foundation, has been active in service and philanthropic giving over the past decade. | Financial Conglomerates | President | |
Tarsadia Investments LLC
Tarsadia Investments LLC Investment ManagersFinance Tarsadia Investments LLC (Tarsadia Investments) is a private equity and venture capital subsidiary of The Tarsadia Group LLC founded in 1976 by Tushar Patel. The firm is headquartered in Newport Beach, California. | Investment Managers | President | |
Goizueta Business School-Emory | College/University | Masters Business Admin | |
Emory University School of Law | College/University | Graduate Degree | |
Tarsadia Enterprises LLC | President | ||
Envisics Ltd.
Envisics Ltd. Miscellaneous Commercial ServicesCommercial Services Envisics Ltd. engages in the provision of dynamic holographic platform. Its products include dal image plane; three-lane road coverage; superior image quality, resolution, brightness, and color saturation; and self-correcting. The company was founded by Jamieson Leigh Christmas in 2004 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
JNF Advisors, Inc.
JNF Advisors, Inc. Financial ConglomeratesFinance Part of Nationwide Mutual Insurance Co., JNF Advisors, Inc. provides fund management services. The company is based in Louisville, KY. The company was founded in 2006. The CEO is Mitchell H. Caplan. | Financial Conglomerates | Chief Executive Officer | |
Brandeis University | College/University | Undergraduate Degree | |
ETB Holdings, Inc.
ETB Holdings, Inc. Financial ConglomeratesFinance Part of Morgan Stanley, ETB Holdings, Inc. operates as a bank holding company. The company is based in Arlington, VA. | Financial Conglomerates | Chairman | |
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 | Chairman | |
JDRF International
JDRF International Miscellaneous Commercial ServicesCommercial Services JDRF International is a leader in setting the agenda for diabetes research worldwide, and is the largest charitable funder of and advocate for type 1 diabetes research. JDRF find a cure for diabetes and its complications through the support of research. Type 1 diabetes is an autoimmune disease that strikes children and adults suddenly, and can be fatal. Until a cure is found, people with type 1 diabetes have to test their blood sugar and give themselves insulin injections multiple times or use a pump each day, every day of their lives. And even with that intensive care, insulin is not a cure for diabetes, nor does it prevent its potential complications, which may include kidney failure, blindness, heart disease, stroke, and amputation. It was founded in 1970 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Aquiline Capital Partners LLC
Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London. | Investment Managers | Private Equity Investor | |
Jefferson National Financial Corp.
Jefferson National Financial Corp. Insurance Brokers/ServicesFinance Jefferson National Financial Corp. provides annuity products and services. It offers its products and services through its subsidiaries. The company was founded on May 17, 2006 and is headquartered in Louisville, KY. | Insurance Brokers/Services | Chief Executive Officer | |
Shearman & Sterling LLP
Shearman & Sterling LLP Miscellaneous Commercial ServicesCommercial Services Shearman & Sterling LLP provides legal services. It specializes in appellate litigations, capital markets, corporate governance, environmental, finance, international arbitration, investment funds, litigation, mergers and acquisitions, privatization, real estate, and tax. The company was founded by Thomas Shearman in 1873 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
VELOCITY MERGER CORP. | Financial Conglomerates | Chief Executive Officer | |
Insured Retirement Institute | Director/Board Member | ||
Jefferson National Life Insurance Co.
Jefferson National Life Insurance Co. Life/Health InsuranceFinance Jefferson National Life Insurance Co. provides life insurance and long-term investment products. Its solutions for fee based advisors include fixed and retirement income, asset allocation, wealth transfer and managed volatility. The company was founded in 1937 and is headquartered in New York, NY. | Life/Health Insurance | Chief Executive Officer | |
Jefferson National Life Insurance Co. (Investment Portfolio)
Jefferson National Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Jefferson National Life Insurance Co. (Investment Portfolio) (JNLIC-IP) is the investment portfolio division of Jefferson National Life Insurance Co., an insurance company headquartered in Louisville, Kentucky. It is a subsidiary of Jefferson National Financial Corp., ultimately held by Nationwide Mutual Insurance Co. The firm develops and delivers value-added investment products, services to their clients. JNLIC-IP manages the insurance portfolio. | Investment Managers | Chief Executive Officer | |
Modern Financial, Inc.
Modern Financial, Inc. Financial ConglomeratesFinance Modern Financial, Inc. is engaged in providing commercial banking services. The company was founded by Stefan V. Reyniak in 2005 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
Modern Bank, NA (New York)
Modern Bank, NA (New York) Regional BanksFinance Modern Bank NA operates as a commercial wholesale bank that provides financing and banking solutions. It offers commercial and industrial lending, commercial real estate, and private client services. The company was founded by Bippy M. Siegal in 2006 and is headquartered in New York, NY. | Regional Banks | Director/Board Member | |
PIONEER MERGER CORP. | Financial Conglomerates | Director/Board Member | |
Robins E. Claiborne School of Business | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 32 |
Vereinigtes Königreich | 3 |
Italien | 2 |
Sektoral
Finance | 22 |
Consumer Services | 6 |
Commercial Services | 4 |
Technology Services | 3 |
Operativ
Director/Board Member | 14 |
Chief Executive Officer | 8 |
President | 5 |
Corporate Officer/Principal | 5 |
Chairman | 3 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Mitchell Caplan | 26 |
Tom Bradley | 6 |
Edmond J. Walters | 5 |
Reno Regalbuto | 1 |
Chad Azara | 1 |
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