Jennifer Dorgan
Corporate Officer/Principal chez Dynasty Financial Partners LLC
Provenance du réseau au premier degré de Jennifer Dorgan
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.
18
| Subsidiary | Investment Managers | 18 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jennifer Dorgan via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Information Technology Services | Founder Chairman Director/Board Member Chief Operating Officer Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO General Counsel Director/Board Member | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Director/Board Member Masters Business Admin | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Corporate Officer/Principal | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor Portfolio Manager-Equities | |
Richardson Wealth (USA) Ltd. (Investment Management)
 Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Investment Managers | Chief Executive Officer | |
Broadway Technology LLC
 Broadway Technology LLC Packaged SoftwareTechnology Services Broadway Technology LLC engages in the provision of software solutions. It specializes in scalable high-performance distributed computing to build advanced trading systems for global financial institutions. The company was founded by Tyler Moeller and Joshua Walsky in 2003 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
The Aspen Institute, Inc.
 The Aspen Institute, Inc. Miscellaneous Commercial ServicesCommercial Services The Aspen Institute operates an institution that fosters leadership skills and open-minded dialogue. It conducts seminars, policy programs, conferences and leadership development initiatives, the Institute and its international partners seek to promote nonpartisan inquiry. The company was founded in 1949 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Perella Weinberg Partners LP
 Perella Weinberg Partners LP Investment Banks/BrokersFinance Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients. | Investment Banks/Brokers | Chairman | |
Ogilvy & Mather Advertising, Inc.
 Ogilvy & Mather Advertising, Inc. Advertising/Marketing ServicesCommercial Services Part of WPP Plc, Ogilvy & Mather Advertising, Inc. is a company that provides advertising services. The company is based in New York, NY. Devika Bulchandani has been the CEO of the company since 2022. | Advertising/Marketing Services | Chief Executive Officer | |
The Advertising Council, Inc.
 The Advertising Council, Inc. Miscellaneous Commercial ServicesCommercial Services The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
ScotiaMcLeod, Inc. (Investment Management)
 ScotiaMcLeod, Inc. (Investment Management) Investment ManagersFinance ScotiaMcLeod, Inc. (Investment Management) (ScotiaMcLeod-IM) is the investment management division of ScotiaMcLeod, Inc., a broker/dealer headquartered in Vancouver, Canada. The firm is a subsidiary of The Bank of Nova Scotia (NYSE, TSE: BNS). ScotiaMcLeod-IM provides investment management services to private individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| University of Guelph | College/University | Undergraduate Degree | |
Carson Group, Inc.
 Carson Group, Inc. Investment ManagersFinance Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE. | Investment Managers | Director/Board Member | |
Ametros Financial Corp.
 Ametros Financial Corp. Investment ManagersFinance Ametros Financial Corp. provides medical administration services. It offers benefits advisory, amethyst care guard, banking, and quote services. The company was founded by Kenneth J. Paradis in 2010 and is headquartered in Burlington, MA. | Investment Managers | Director/Board Member | |
Richardson Wealth (USA) Ltd.
 Richardson Wealth (USA) Ltd. Investment Banks/BrokersFinance Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients. | Investment Banks/Brokers | Chief Executive Officer | |
| US Securities & Exchange Commission | Investment Banks/Brokers | Chairman | |
| London School of Economics & Political Science | College/University | Undergraduate Degree | |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
ClearBridge Investments LLC
 ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Investment Managers | Portfolio Manager-Equities | |
| University of Maryland | College/University | Undergraduate Degree | |
RIA Services, Inc.
 RIA Services, Inc. Investment ManagersFinance RIA Services, Inc. offers technology solutions that enables sponsors define contribution plans such as 401(k) plans. It allows sponsors of plans funded with the Nationwide Group Retirement Series to make investment advisory services available to participants. The company is headquartered in Addison, TX. | Investment Managers | Corporate Officer/Principal | |
ProcessUnity, Inc.
 ProcessUnity, Inc. Packaged SoftwareTechnology Services ProcessUnity, Inc. provides on-demand risk management software solutions to small, medium, and large enterprises in various industries. The firm solutions include Service Delivery Risk Management that captures and standardizes product catalogs, and optimizes client service delivery; financial close process management and policy and procedure management, a cloud-based solution for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. The company was founded in 2003 and is headquartered in Waltham, MA. | Packaged Software | Director/Board Member | |
Carson Group Holdings LLC
 Carson Group Holdings LLC Investment ManagersFinance Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE. | Investment Managers | Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
The Tokarz Group Advisers LLC
 The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Corporate Officer/Principal | |
| Levinson Capital Management LLC | Corporate Officer/Principal | ||
| Washington & Lee University | College/University | Undergraduate Degree | |
| Fordham University School of Law | College/University | Graduate Degree | |
| BARCLAYS PLC | Investment Banks/Brokers | General Counsel | |
| Emory University | College/University | Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree | |
| Gf Investments LLC | Corporate Officer/Principal | ||
| Trapeze, Inc. | Founder | ||
| Optician Medical, Inc. | Director/Board Member | ||
| Glick Family Investments | Chief Investment Officer | ||
| Financial Services Volunteer Corps | Chairman | ||
| American European Group Insurance Co. | Director/Board Member | ||
Canary Wharf Group Plc
 Canary Wharf Group Plc Real Estate DevelopmentFinance Canary Wharf Group Plc. provides real estate development services. It develops, constructs, manages and leases office and retail space in east London. The firm deals with the construction of buildings and retail & banqueting centers. The company was founded in 1994 and is headquartered in London, the United Kingdom. | Real Estate Development | Director/Board Member | |
| CANARY WHARF GROUP INVESTMENT HOLDGS PLC | Real Estate Development | Director/Board Member | |
| CLIPPER REALTY INC. | Real Estate Investment Trusts | Founder | |
| Fairfield University | College/University | Undergraduate Degree | |
| Bates College | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 42 |
| Canada | 6 |
| Royaume-Uni | 5 |
Sectorielle
| Finance | 22 |
| Consumer Services | 14 |
| Commercial Services | 6 |
| Technology Services | 4 |
| Distribution Services | 2 |
Opérationnelle
| Director/Board Member | 68 |
| Chairman | 22 |
| Corporate Officer/Principal | 20 |
| Independent Dir/Board Member | 12 |
| Chief Executive Officer | 12 |
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