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Jon Shapiro
Fondateur chez Kovitz Investment Group Partners LLC
Provenance du réseau au premier degré de Jon Shapiro
Entité | Type d'entité | Industrie | |
---|---|---|---|
The University of Chicago Booth School of Business
131
| College/University | Other Consumer Services | 131 |
Kovitz Investment Group LLC
![]() Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois.
31
| Extinct | Investment Managers | 31 |
Carleton College
23
| College/University | Other Consumer Services | 23 |
Towers Perrin, Inc.
![]() Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT.
17
| Extinct | Miscellaneous Commercial Services | 17 |
Kovitz Investment Group Partners LLC
![]() Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
16
| Subsidiary | Investment Managers | 16 |
Chicago Capital Partners Management LLC
![]() Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois.
9
| Subsidiary | Investment Managers | 9 |
Rothschild Investment Corp.
![]() Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses.
8
| Private Company | Investment Managers | 8 |
Vector Securities LLC
![]() Vector Securities LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Vector Securities LLC is a company that provides investment banking services. The company is based in Deerfield, IL. Vector Securities was acquired by Prudential Securities on June 09, 1999.
4
| Subsidiary | Investment Banks/Brokers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jon Shapiro via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
CCP Private Holdings II LLC
![]() CCP Private Holdings II LLC Financial ConglomeratesFinance CCP Private Holdings II LLC operates as an early staging company. The company is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Analyst-Fixed Income Analyst-Equity Analyst-Equity | |
CCP Interline Sidecar LLC
![]() CCP Interline Sidecar LLC Investment ManagersFinance CCP Interline Sidecar LLC operates as an early stage company. The company is headquartered in Chicago, IL. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
DePaul University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
William Blair & Co. LLC (Investment Management)
![]() William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Head-Equity Investments | |
The University of Chicago | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
Stanford University | College/University | Undergraduate Degree Doctorate Degree | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Boston College | College/University | Graduate Degree Undergraduate Degree | |
University of Illinois At Urbana–Champaign | College/University | Graduate Degree Undergraduate Degree | |
Newman & Schimel LLC
![]() Newman & Schimel LLC Investment ManagersFinance Newman & Schimel LLC (dba Newman Schimel) is a full-service wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by Jack Newman and Bryan Schimel in 2006. In 2023, they were acquired by Kovitz Investment Group Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. Newman Schimel provides investment management and retirement planning services to high-net-worth and ultra-high net worth individuals, which includes professional athletes. | Investment Managers | Founder Founder | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Corporate Officer/Principal Doctorate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Virginia | College/University | Undergraduate 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 | |
Kellogg School of Management | College/University | Masters Business Admin Corporate Officer/Principal | |
CCMP Capital Advisors LP
![]() CCMP Capital Advisors LP Investment ManagersFinance CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Gettysburg College | College/University | Undergraduate Degree Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
![]() Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
Hartford Investment Management Co.
![]() Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
William Blair Investment Management LLC
![]() William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe. | Investment Managers | Portfolio Manager-Fixed Income Chief Investment Officer | |
Yale University | College/University | Undergraduate Degree Undergraduate 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 Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Private Equity Investor | |
Long Island University | College/University | Graduate Degree Director/Board Member | |
Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
CONCORD MEDICAL SERVICES HOLDINGS LIMITED | Medical/Nursing Services | Director of Finance/CFO | |
Dawson James Securities, Inc.
![]() Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Investment Banks/Brokers | Director of Research - Equity | |
JMP Securities LLC
![]() JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
H. C. Wainwright & Co. LLC
![]() H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Analyst-Equity |
Statistiques
Internationale
Etats-Unis | 50 |
Chine | 2 |
Sectorielle
Finance | 26 |
Consumer Services | 24 |
Government | 2 |
Health Services | 2 |
Opérationnelle
Director/Board Member | 170 |
Corporate Officer/Principal | 156 |
Undergraduate Degree | 90 |
Masters Business Admin | 66 |
Private Equity Investor | 61 |
Relations les plus connectées
Insiders | |
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Rolf Friedli | 25 |
Jörg Walther | 25 |
Ed Benford | 24 |
Jian Ping Gan | 23 |
Ming Huang | 23 |
Stewart Gollmer | 22 |
Stephen V. McKenna | 19 |
Michael King | 17 |
Andrew Richardson | 14 |
Shundrawn Thomas | 13 |
Eliot Charles | 12 |
Michael J. Solot | 12 |
Peter R. Deininger | 12 |
Marc A. Schneider | 11 |
Damon Laird Rawie | 11 |
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