Jerry Chafkin
Plus aucun poste en cours
Fortune : 657 922 $ au 30/04/2024
Provenance du réseau au premier degré de Jerry Chafkin
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Yale University
352
| College/University | Other Consumer Services | 352 |
| Public Company | Investment Banks/Brokers | 55 | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).
38
| Subsidiary | Investment Managers | 38 |
Columbia Business School
36
| College/University | Other Consumer Services | 36 |
| Public Company | Financial Conglomerates | 15 | |
| Public Company | Investment Managers | 8 | |
Deutsche Bank Trust Company Americas
 Deutsche Bank Trust Company Americas Regional BanksFinance Deutsche Bank Trust Company Americas operates as a state chartered commercial bank. The firm offers loan origination and other forms of credit, clearing activities, currency, fiduciary, custody transactions, commercial banking, financial, and trust services. The company was founded on March 5, 1903 and is headquartered in New York, NY.
3
| Subsidiary | Regional Banks | 3 |
Natixis Investment Managers LP
 Natixis Investment Managers LP Investment ManagersFinance Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jerry Chafkin via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
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 | Chief Administrative Officer Chief Administrative Officer Sales & Marketing General Counsel Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
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 Graduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
Yale University Endowment
 Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous Since 1975, the Yale Corporation Investment Committee has been responsible for oversight of the Yale University Endowment. They are located in New Haven, Connecticut | Investment Trusts/Mutual Funds | Portfolio Manager-Equities Chief Investment Officer President | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer President Chief Tech/Sci/R&D Officer | |
| University of California, Los Angeles | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| HUATAI SECURITIES CO., LTD. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
Yale-New Haven Hospital, Inc.
 Yale-New Haven Hospital, Inc. Hospital/Nursing ManagementHealth Services Yale-New Haven Hospital, Inc. provides health care services and medical courses. The firm’s clinical programs and services include advanced vascular imaging services, allergy and immunology, ambulatory services, bariatric surgery program, cardiac rehabilitation, dental services, dermatology services, diabetes and endocrinology, ear, nose & throat (otolaryngology), electrophysiology and cardiac arrhythmia service and interventional cardiology. The company was founded in 1826 and is headquartered in New Haven, CT. | Hospital/Nursing Management | Director/Board Member Director/Board Member Director/Board Member | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Chairman Portfolio Manager-Equities | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
| The Reed Institute | College/University | Director/Board Member Undergraduate Degree | |
| INTEL CORPORATION | Semiconductors | Director/Board Member Chief Tech/Sci/R&D Officer | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Elm Street Advisors LLC
 Elm Street Advisors LLC Investment ManagersFinance Elm Street Advisors LLC (Elm Street Ventures) is a venture capital firm founded in 2006 by Robert A. Bettigole. The firm is headquartered in New Haven, Connecticut. | Investment Managers | Private Equity Investor Private Equity Investor | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
| Vanderbilt University | College/University | Undergraduate Degree Graduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
| University of Cambridge | College/University | Graduate Degree Graduate Degree | |
| FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman Chief Executive Officer | |
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 Corporate Officer/Principal | |
Boy Scouts of America
 Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services The Boy Scouts of America provides a program for young people that builds character, trains in the responsibilities of participating citizenship, and develops personal fitness. The company was founded in 1910 and is headquartered in Irving, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Chief Executive Officer | |
Huatai Securities (USA), Inc.
 Huatai Securities (USA), Inc. Investment Banks/BrokersFinance Huatai Securities (USA), Inc. operates as financial institution. It offers advisory, capital raising, and institutional securities. The company is headquartered in New York, NY. | Investment Banks/Brokers | Chief Executive Officer Director/Board Member | |
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Director/Board Member Undergraduate Degree | |
Huatai International Investment Holdings Ltd.
 Huatai International Investment Holdings Ltd. MiscellaneousMiscellaneous Huatai International Investment Holdings Ltd. functions as an investment holding Chinese company. The private company is based in Hong Kong, Hong Kong and has subsidiaries in Canada, the United States, Australia, the United Kingdom, and the Cayman Islands. | Miscellaneous | Director/Board Member Director/Board Member | |
| California State University-East Bay | College/University | Masters Business Admin Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Equities Chief Operating Officer | |
Smith College
 Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree Undergraduate Degree | |
Huatai International Financial Holdings Co., Ltd.
 Huatai International Financial Holdings Co., Ltd. Financial ConglomeratesFinance Part of Huatai Securities Co., Ltd., Huatai International Financial Holdings Co., Ltd. functions as an investment holding Chinese company. The private company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
| St. John's University | College/University | Graduate Degree Masters Business Admin | |
| REALNETWORKS, INC. | Packaged Software | Chief Executive Officer Director/Board Member | |
| Illinois Institute of Technology | College/University | Director/Board Member President | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
The Nature Conservancy, Inc.
 The Nature Conservancy, Inc. Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy is a conservation organization working around the world to protect land and waters for nature and people. The organization pursues non-confrontational, pragmatic solutions to conservation challenges. The company was founded in 1951 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Consultant / Advisor Corporate Officer/Principal | |
The Nature Conservancy of New York
 The Nature Conservancy of New York Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy of New York engages in the nature conservation services. It offers comprehensive programs for fresh water, oceans, and cities. The company is headquartered in Albany, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 47 |
| Hong Kong | 3 |
| Chine | 2 |
| Royaume-Uni | 2 |
Sectorielle
| Consumer Services | 23 |
| Finance | 15 |
| Commercial Services | 7 |
| Miscellaneous | 4 |
| Technology Services | 3 |
Opérationnelle
| Director/Board Member | 424 |
| Corporate Officer/Principal | 199 |
| Undergraduate Degree | 95 |
| Independent Dir/Board Member | 89 |
| Chairman | 80 |
Relations les plus connectées
| Insiders | |
|---|---|
| Fred Cohen | 58 |
| David Rose | 28 |
| Joseph Gleberman | 27 |
| Paula Sneed | 25 |
| Dawn Lepore | 25 |
| Rohit Bhagat | 25 |
| Steven Humphreys | 25 |
| Joseph Velli | 23 |
| Charles Goldman | 23 |
| Meyer Feldberg | 22 |
| Yi Zhou | 21 |
| Walter Rex White | 20 |
| James Attwood | 20 |
| Matt McGowan | 19 |
| Stephen L. Tomlin | 18 |
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