Harold Stein
Gestionnaire de Portefeuille-Actions chez Pinnacle Associates Ltd.
Provenance du réseau au premier degré de Harold Stein
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY.
70
| Extinct | Major Banks | 70 |
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients.
38
| Private Company | Investment Managers | 38 |
Fairleigh Dickinson University
28
| College/University | Other Consumer Services | 28 |
Hofstra University
12
| College/University | Other Consumer Services | 12 |
Regent Investors Services, Inc.
 Regent Investors Services, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Regent Investors Services, Inc. is an asset management concern. The company is located in the US. Regent Investors Services was acquired by AllianceBernstein LP from Xerox Corp. on July 29, 1993.
3
| Subsidiary | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Harold Stein via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| AVON PRODUCTS, INC. | Household/Personal Care | Director/Board Member Director/Board Member | |
| WALT DISNEY COMPANY (THE) | Movies/Entertainment | Director/Board Member Corporate Officer/Principal | |
| LEGG MASON, INC. | Investment Managers | Corporate Officer/Principal | |
| JEFFERIES GROUP LLC | Investment Banks/Brokers | Treasurer | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Investment Management of Virginia LLC
 Investment Management of Virginia LLC Investment ManagersFinance Investment Management of Virginia LLC (IMVA) is an investment management firm headquartered in Richmond, Virginia. The firm was founded in 1982 as Scott & Stringfellow Capital Management, Inc., in 1982. They were acquired by Pinnacle Associates Ltd. in 2023. IMVA provides professional money management services to high net-worth individuals, foundations, and institutions. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Rhode Island | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| Saint Peter's University | College/University | Undergraduate Degree Director/Board Member | |
NewYork-Presbyterian Hospital
 NewYork-Presbyterian Hospital Hospital/Nursing ManagementHealth Services NewYork-Presbyterian Hospital offers healthcare services. Its services include surgery, corporate health, nephrology, dermatology, cardiology, hepatology, vascular care, emergency care, and ambulatory care. The company was founded in 1771 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Chief Investment Officer Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin 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 Corporate Officer/Principal | |
| The Paul H. Nitze School of Advanced International Studies | College/University | Graduate Degree Graduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
| Brooklyn College | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Graduate Degree Undergraduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Corporate Officer/Principal | |
| Pace University | College/University | Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Dayton | College/University | Graduate Degree Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Doctorate Degree Graduate Degree | |
| The Leonard N Stern School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| University of Oxford | College/University | Graduate Degree Undergraduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Graduate Degree | |
| ImaginAsian Entertainment, Inc. | Director/Board Member | ||
| HUDSON LTD. | Specialty Stores | Sales & Marketing | |
DLJ Real Estate Capital Partners LLC
 DLJ Real Estate Capital Partners LLC Investment ManagersFinance DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo. | Investment Managers | Corporate Officer/Principal | |
| Connecticut College | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 43 |
| Royaume-Uni | 3 |
| Suisse | 2 |
| France | 2 |
| Bermudes | 2 |
Sectorielle
| Consumer Services | 28 |
| Finance | 14 |
| Commercial Services | 4 |
| Consumer Non-Durables | 2 |
| Health Services | 2 |
Opérationnelle
| Director/Board Member | 206 |
| Corporate Officer/Principal | 187 |
| Undergraduate Degree | 91 |
| Portfolio Manager-Equities | 67 |
| Chief Executive Officer | 49 |
Relations les plus connectées
| Insiders | |
|---|---|
| Stephen Markscheid | 42 |
| Somchit Sertthin | 28 |
| Anthony P. Terracciano | 26 |
| Maria Lagomasino | 21 |
| Lenard B. Tessler | 21 |
| Kathleen DeRose | 20 |
| Christine King | 19 |
| Heinz Erwin Friedrich Hilgert | 18 |
| Thomas P. Mac Mahon | 18 |
| L. Shaw | 18 |
| Ronald J. Doerfler | 15 |
| Michael Irving Falcon | 15 |
| Emil Assentato | 14 |
| Edward Cowle | 13 |
| Thomas C. Shepherd | 12 |
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