Jonathan Baum
Directeur/Membre du Conseil chez Orion Advisor Technology LLC
Provenance du réseau au premier degré de Jonathan Baum
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.
29
| Subsidiary | Investment Managers | 29 |
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.
19
| Holding Company | Miscellaneous | 19 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jonathan Baum via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities Market Strategist Director of Research - Equity | |
TA Associates Management LP
 TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Private Equity Investor Private Equity Investor | |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Private Equity Investor Consultant / Advisor Private Equity Investor | |
First Eagle Investment Management LLC
 First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Director/Board Member Sales & Marketing | |
Alpha Strategic Ltd.
 Alpha Strategic Ltd. Investment Banks/BrokersFinance Alpha Strategic Ltd. engages in providing services to hedge fund management businesses and investment to acquire high quality diversified revenue streams. It acquires shares in, or enters joint ventures with, or provide services to, hedge fund management businesses, so as to acquire high-quality diversified revenue streams. Alpha Strategic was founded by Christopher Laurie Malthouse and Colin Barrow on March 10, 2005 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Director/Board Member | |
| JUPITER FUND MANAGEMENT PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Packaged Software | Chairman Director/Board Member | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
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 | |
| University of Pittsburgh | College/University | Masters Business Admin Masters Business Admin | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree | |
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree | |
| Boston College | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
| State University of New York at Buffalo | College/University | Masters Business Admin Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-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 Corporate Officer/Principal Chief Executive Officer | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Director/Board Member | |
Jupiter Investment Management Group Ltd.
 Jupiter Investment Management Group Ltd. Investment ManagersFinance Jupiter Investment Management Group Ltd. provides investment management services. The firm operates as fund management group for private and institutional investors. The company was founded in 1985 and is based in London, the United Kingdom. | Investment Managers | Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
GC Two Holdings, Inc.
 GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
Retriever Medical / Dental Payments LLC
 Retriever Medical / Dental Payments LLC Miscellaneous Commercial ServicesCommercial Services Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Financial-Information-Technologies LLC
 Financial-Information-Technologies LLC Packaged SoftwareTechnology Services Financial-Information-Technologies LLC offers electronic funds transfer (EFT) and electronic data interchange (EDI) services. It provides delivery data exchanging, invoice settlement, payment activity reconciling, and purchase management services. The company was founded by Scott P. Riley in 1991 and is headquartered in Tampa, FL. | Packaged Software | Director/Board Member Director/Board Member | |
Access Technology Group Ltd.
 Access Technology Group Ltd. MiscellaneousMiscellaneous Access Technology Group Ltd. is a holding company, which enagges in the development of business management software solutions. It offers a range of on-premise and cloud based solutions in finance, human resource, payroll, warehousing, business intelligence, professional services automation, and manufacturing. The company was founded on September 27, 2005 and is headquartered in Colchester, the United Kingdom. | Miscellaneous | Director/Board Member Director/Board Member | |
AffiniPay LLC
 AffiniPay LLC Regional BanksFinance AffiniPay LLC provides payment processing services. It offers credit card and online payment processing services for attorneys that safeguards lawyers' funds in compliance with tax laws. The company was founded by Amy M. Porter in 2005 and is headquartered in Austin, TX. | Regional Banks | Director/Board Member Director/Board Member | |
TA/WEG Parent LLC
 TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member Director/Board Member | |
WEG Sub Parent LLC
 WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Russell Investments US Institutional Holdco, Inc.
 Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Investment Managers | Director/Board Member President | |
AmeriLife Group LLC
 AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL. | Investment Managers | Director/Board Member Director/Board Member | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer Chief Executive 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 | |
Strategic Insight Holdings, Inc.
 Strategic Insight Holdings, Inc. Financial ConglomeratesFinance Strategic Insight Holdings, Inc. operates as early stage development company. The company is headquartered in San Francisco, CA. | Financial Conglomerates | President | |
AI Financial Information Uk Ltd.
 AI Financial Information Uk Ltd. Financial ConglomeratesFinance Part of Deutsche Börse AG, AI Financial Information Uk Ltd. is an investment holding company. The company is based in Grinstead, UK and was founded in 2009. | Financial Conglomerates | Director/Board Member | |
Park Avenue Institutional Advisers LLC
 Park Avenue Institutional Advisers LLC Investment ManagersFinance Park Avenue Institutional Advisers LLC (PAIA) is a SEC-registered investment advisor headquartered in New York City. The firm is a direct wholly owned subsidiary of Guardian Investor Services LLC, which is owned by The Guardian Life Insurance Co. of America, a New York mutual life insurance company. PAIA provides investment advisory services to registered open-end management investment companies, a proprietary private fund and the CLO portfolios. | Investment Managers | Portfolio Manager-Fixed Income |
Statistiques
Internationale
| Etats-Unis | 44 |
| Royaume-Uni | 6 |
Sectorielle
| Finance | 34 |
| Consumer Services | 10 |
| Miscellaneous | 3 |
| Technology Services | 3 |
| Commercial Services | 3 |
Opérationnelle
| Director/Board Member | 132 |
| Corporate Officer/Principal | 57 |
| Portfolio Manager-Equities | 41 |
| Portfolio Manager-Fixed Income | 38 |
| Undergraduate Degree | 35 |
Relations les plus connectées
| Insiders | |
|---|---|
| Todd Crockett | 32 |
| Charles Goldman | 23 |
| Anthony Salewski | 22 |
| Jon M. Little | 22 |
| M. Burns | 20 |
| Siddharth Ramakrishnan | 14 |
| Clara Jackson | 13 |
| Thomas F. Eggers | 13 |
| Lori Hardwick | 13 |
| Natalie Wolfsen | 12 |
| Rob Zeuthen | 9 |
| Douglas J. Gaylor | 9 |
| Phillip Nicholas Maisano | 9 |
| Bill Rubin | 9 |
| Karen Bater | 8 |
- Bourse
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