Eric Bernstein
Gestionnaire de Portefeuille-Actions chez GM Advisory Group, Inc.
Provenance du réseau au premier degré de Eric Bernstein
Entité | Type d'entité | Industrie | |
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GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program.
8
| Subsidiary | Investment Managers | 8 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Eric Bernstein via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Soros Fund Management LLC
Soros Fund Management LLC Investment ManagersFinance Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights. | Investment Managers | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Undergraduate Degree | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Weiss Multi-Strategy Advisers LLC
Weiss Multi-Strategy Advisers LLC Investment ManagersFinance Weiss Multi-Strategy Advisers LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City with an additional office in Hartford, Connecticut. They are a wholly-owned subsidiary of GWA LLC. The firm is an affiliate of George Weiss Associates, Inc. (GWAI), formerly a SEC and NASD registered broker/dealer which was founded by George A. Weiss in 1978. GWAI was reorganized in 2005 and Weiss Multi-Strategy Advisers LLC was formed as the investment advisory entity which would manage GWAI?s private investment funds, managed accounts and proprietary capital. Weiss Multi-Strategy Advisers provides discretionary investment advisory services to private investment funds, registered investment companies, separately managed accounts for institutional investors, charitable organizations and entities affiliated with the firm. | Investment Managers | Analyst-Equity | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Market Strategist | |
University of Pittsburgh | College/University | Graduate 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 | Analyst-Equity | |
Long Island University | College/University | Graduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
St. Joseph's University New York | College/University | Undergraduate Degree | |
Salisbury State University | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
State University of New York at Old Westbury | College/University | Graduate Degree | |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Private Equity Investor | |
Tomorrow's Hope Foundation
Tomorrow's Hope Foundation Investment Trusts/Mutual FundsMiscellaneous Tomorrow's Hope Foundation is a non-profit organization that provides scholarship and program funding for the needs of students and schools. The company was founded in September 2005 and is headquartered in Uniondale, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Engaged Capital Co-Invest V-B LP
Engaged Capital Co-Invest V-B LP Investment ManagersFinance Engaged Capital Co-Invest V LP operates as a pooled investment fund company that provides investment services. The company is headquartered in Newport Beach, CA. | Investment Managers | Consultant / Advisor | |
Corlex Capital LLC
Corlex Capital LLC Investment ManagersFinance Corlex Capital LLC (Corlex Capital) is a private equity firm founded in 2018 by Jason Bedasse, Jake L. LaJoie, Daniel G. Lonergan, Chad Magee, and Jeffrey E. Kolton. The firm is headquartered in Atlanta, Georgia. | Investment Managers | President |
Statistiques
Internationale
Etats-Unis | 24 |
Sectorielle
Finance | 12 |
Consumer Services | 11 |
Miscellaneous | 3 |
Opérationnelle
Undergraduate Degree | 8 |
Analyst-Equity | 6 |
Portfolio Manager-Equities | 5 |
Market Strategist | 4 |
Corporate Officer/Principal | 4 |
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