Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Tom Anderson | M | - |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | 13 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Ryan B. McQuilkin | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 7 ans |
| Jason Thomas O'Connell | M | - |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | 6 ans |
| Deirdre Dennehy Hall | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | 7 ans |
| Barbara Jean Cummings | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| John Sullivan | M | 65 |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | 16 ans |
| Richard Alfred Sipley | M | - |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | 6 ans |
| Bryan Paul Keller | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 3 ans |
| David McLaughlin Goss | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | 7 ans |
| Robert Glenn Pavlik | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 3 ans |
| Catherine Kleinmuntz | M | - |
The University of Chicago
| - |
| Joseph Werne | M | - |
The University of Chicago
| 6 ans |
| Richard C. Wirthlin | M | - |
The University of Chicago
| 3 ans |
| Koen V. van Haerents | M | - |
Katholieke Universiteit Leuven
| 5 ans |
| David Abramson | M | - |
The University of Chicago
| 2 ans |
| Michael John Wilson | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 ans |
| William Yang | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 2 ans |
| Koen Lamberts | M | - |
Katholieke Universiteit Leuven
| 6 ans |
| Richard John Grasfeder | M | - |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | - |
| Igal Litovsky | M | - |
The University of Chicago
| 4 ans |
| Mark Phelan | M | 55 |
The University of Chicago
| 3 ans |
| Federico L. Kaune | M | - |
The University of Chicago
| 4 ans |
| Bambang Subianto | M | 76 |
Katholieke Universiteit Leuven
| 5 ans |
| Keith R. Elflein | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 ans |
| Mark Nydam | M | - |
The University of Chicago
| 3 ans |
| Daniel J. Young | M | - |
The University of Chicago
| 4 ans |
| Peter K. M. Verhaeghe | M | 66 |
Katholieke Universiteit Leuven
| 5 ans |
| Bill Bergman | M | - |
The University of Chicago
| 3 ans |
| Ivo Bols | M | 63 |
Katholieke Universiteit Leuven
| 6 ans |
| Giorgio de Santis | M | - |
The University of Chicago
| 5 ans |
| Catherine Stehman-Breen | M | 61 |
The University of Chicago
| 3 ans |
| André Oosterlinck | M | 78 |
Katholieke Universiteit Leuven
| 25 ans |
| Stanley Ryan | M | 62 |
The University of Chicago
| 2 ans |
| Jeremy Feigelson | M | - |
The University of Chicago
| 3 ans |
| Johan Dejager | M | 65 |
Katholieke Universiteit Leuven
| 4 ans |
| William C. Stern | M | 60 |
The University of Chicago
| 3 ans |
| Michiel S. J. Steyaert | M | - |
Katholieke Universiteit Leuven
| 5 ans |
| Dirk Gyselinck | M | 58 |
Katholieke Universiteit Leuven
| 5 ans |
| Marilyn Holt-Smith | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Robert Harold Kjellman | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Kelly C. McKernan | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Francis Jozef Willem van Eeckhout | M | 56 |
Katholieke Universiteit Leuven
| 5 ans |
| Koen Geens | M | 66 |
Katholieke Universiteit Leuven
| 7 ans |
| Alexandra Glucksmann | M | 65 |
The University of Chicago
| 6 ans |
| Beth A. Milem | F | - |
The University of Chicago
| 3 ans |
| Charles A. Glass | M | - |
The University of Chicago
| 4 ans |
| Jay T. Goodwin | M | - |
The University of Chicago
| 3 ans |
| S. Anne Shehab | M | - |
The University of Chicago
| 2 ans |
| Byung-Do Kim | M | 65 |
The University of Chicago
| 4 ans |
| Patrick Holert | M | - |
The University of Chicago
| 2 ans |
| Chang-Hyun Yun | M | 63 |
The University of Chicago
| 3 ans |
| Kevin M. Crowley | M | - |
The University of Chicago
| 2 ans |
| Michael J. Ohler | M | - |
The University of Chicago
| 4 ans |
| Joseph Derwin Bates | M | - |
The University of Chicago
| 4 ans |
| Duccio Regoli | M | 62 |
The University of Chicago
| 3 ans |
| Jackson Ricardo Gomes | M | 66 |
The University of Chicago
| 2 ans |
| Phillipa White | F | - |
The University of Chicago
| 4 ans |
| David A. Brooks | M | - |
The University of Chicago
| 4 ans |
| Sarah Mehra | F | - |
The University of Chicago
| 3 ans |
| Daniel D. Gretler | M | - |
The University of Chicago
| 2 ans |
| Samuel Mitchell | M | 63 |
The University of Chicago
| 2 ans |
| David Rising | M | - |
The University of Chicago
| 3 ans |
| Andrew J. O'Connor | M | - |
The University of Chicago
| 2 ans |
| Brian Charles Fargo | M | 79 |
The University of Chicago
| 2 ans |
| Joseph Michael Grabowski | M | - |
The University of Chicago
| 3 ans |
| James P. Gordon | M | - |
The University of Chicago
| 2 ans |
| Jason B. Selch | M | 62 |
The University of Chicago
| 2 ans |
| John Clifton Pickart | M | - |
The University of Chicago
| 2 ans |
| Paul D. Scanlon | M | - |
The University of Chicago
| 2 ans |
| Timothy D. Rowe | M | - |
The University of Chicago
| 2 ans |
| James Langer | M | - |
The University of Chicago
| 4 ans |
| Seth Weingram | M | - |
The University of Chicago
| 4 ans |
| Scott Schweighauser | M | - |
The University of Chicago
| 2 ans |
| Robert A. Mohn | M | 63 |
The University of Chicago
| 2 ans |
| F. Stepan | M | 63 |
The University of Chicago
| 2 ans |
| Richard J. Koretz | M | 60 |
The University of Chicago
| 2 ans |
| Daniel Cohen | M | 54 |
The University of Chicago
| 3 ans |
| Frank D. Gordon | M | - |
The University of Chicago
| 2 ans |
| Alan H. Freudenstein | M | 59 |
The University of Chicago
| 2 ans |
| Jeffrey Beyer | M | - |
The University of Chicago
| 5 ans |
| Bonnie A. Barsamian | F | - |
The University of Chicago
| 3 ans |
| Mark Shang | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 1 ans |
| Liwei Xu | M | - |
The University of Chicago
| 3 ans |
| Joseph R. Eshoo | M | - |
The University of Chicago
| 2 ans |
| Nam-Uh Rhee | M | 60 |
The University of Chicago
| 2 ans |
| Edward Glaeser | M | - |
The University of Chicago
| 3 ans |
| Donald Wilson | M | 56 |
The University of Chicago
| 4 ans |
| John Willmoth | M | - |
The University of Chicago
| 3 ans |
| Guy Nohra | M | 63 |
The University of Chicago
| 2 ans |
| Russell M. Wofford | M | - |
The University of Chicago
| 3 ans |
| Henry S. Romaine | M | 60 |
The University of Chicago
| 2 ans |
| Timothy G. Peara | M | 63 |
The University of Chicago
| 2 ans |
| John F. Haley | M | - |
The University of Chicago
| 4 ans |
| Alan W. Bieler | M | - |
The University of Chicago
| 2 ans |
| Beth G. Etscheid | M | - |
The University of Chicago
| 6 ans |
| Marc D. Jaffe | M | - |
The University of Chicago
| 3 ans |
| Peter Burgi | M | - |
The University of Chicago
| 3 ans |
| Kim Miller | M | - |
The University of Chicago
| 2 ans |
| Paul D. Thomas | M | - |
The University of Chicago
| 2 ans |
| Charles R. Phillips | M | - |
The University of Chicago
| 2 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 89 | 89,00% |
| Belgique | 11 | 11,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Godelieve L. J. Mertens
- Réseau Personnel
