Provenance du réseau au premier degré de Lew Altfest
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities.
26
| Subsidiary | Investment Managers | 26 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Lew Altfest via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Wyeth Corp.
 Wyeth Corp. Pharmaceuticals: MajorHealth Technology Wyeth LLC develops, manufactures, and distributes pharmaceuticals and biological substances. The company was founded in 1926 and is headquartered in Madison, NJ. | Pharmaceuticals: Major | Corporate Officer/Principal | |
British Airways Plc
 British Airways Plc AirlinesTransportation British Airways Plc operates as a full service airline company. It offers international, domestic, charter air, and air cargo business services. The company was founded March 31, 1974 and is headquartered in London, the United Kingdom. | Airlines | Corporate Officer/Principal | |
Condor Capital Management
 Condor Capital Management Investment ManagersFinance Condor Capital Management, dba Condor Capital Wealth Management (Condor Capital), is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. The firm was founded by Kenneth Schapiro in 1988. Condor Capital provides discretionary and/or non-discretionary investment advisory services on a fee-only basis to individuals, business entities, trusts, pension and profit-sharing plans, estates and charitable organizations. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Hall Capital Partners LLC
 Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Investment Managers | Corporate Officer/Principal | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Berkshire Capital Securities LLC
 Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
AMG National Trust Bank
 AMG National Trust Bank Investment ManagersFinance AMG National Trust Bank (AMG) is a privately-held, national trust bank headquartered in Greenwood Village, Colorado. The firm was founded in 1972 as a division of private investment bank and later evolved into a separate corporation. They are a subsidiary of AMG National Corp. AMG provides investment management solutions to executives, business owners, high net worth individuals, and institutions. | Investment Managers | Corporate Officer/Principal | |
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 | 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 | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
| McGill University | College/University | Undergraduate Degree | |
| Brandeis University | College/University | Undergraduate Degree | |
| City University of New York | College/University | Doctorate Degree | |
| Hunter College | College/University | Graduate Degree | |
| Stony Brook University | College/University | Undergraduate Degree | |
| Denison University | College/University | Undergraduate Degree | |
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 | Masters Business Admin | |
| The University of Chicago | College/University | Undergraduate 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 | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| Pace University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| St. John's University | College/University | Undergraduate Degree | |
| State University of New York at Albany | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
| Western Connecticut State University | College/University | Undergraduate Degree | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| National Association of Personal Financial Advisors | Chairman Corporate Officer/Principal | ||
Ingersoll-Rand Co. Ltd.
 Ingersoll-Rand Co. Ltd. Industrial MachineryProducer Manufacturing Ingersoll-Rand Co. Ltd. offers air conditioner compressors and other related products. It provides compressed air systems, tools, pumps and material, and fluid handling systems.. It products and services include warranty support, technical information, technical assistance and product repair. The company is headquartered in Kansas City, MO. | Industrial Machinery | Corporate Officer/Principal | |
Revolve Wealth Partners LLC
 Revolve Wealth Partners LLC Investment ManagersFinance Revolve Wealth Partners LLC (RWP) is an independent registered investment advisor headquartered in Hackensack, New Jersey. The firm was founded in 2017 and is wholly owned by Daniel L. Katz and Michael S. Israel. RWP offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Director of Investments | |
Permira Advisers LLC
 Permira Advisers LLC Investment ManagersFinance Founded in 2002, Permira Advisers LLC is a private equity firm located in New York City with an additional office in Menlo Park, California. The firm is a subsidiary of Permira Advisers LLP, formerly known as Schroder Ventures, a London, England-based private equity firm that was founded in 1985 | Investment Managers | Private Equity Analyst | |
The Carlton Group Ltd. (New York)
 The Carlton Group Ltd. (New York) Finance/Rental/LeasingFinance The Carlton Group Ltd. is an international real estate banking firm that is based in New York, NY. The private company has completed over $140 billion in real estate transactions since 1991. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Hyundai Capital America, Inc.
 Hyundai Capital America, Inc. Finance/Rental/LeasingFinance Hyundai Capital America, Inc. provides auto lending solutions and financial products. The firm offers financial services and solutions. The company was founded by Patricia Ann Carter Bible in 1989 and is headquartered in lrvine, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
The Accountants Club of America, Inc.
 The Accountants Club of America, Inc. Miscellaneous Commercial ServicesCommercial Services The Accountants Club of America, Inc. is a non for profit organization provides professional services. It offers accounting services and professional development to its services. The company was founded by Elijah Watts Sells and Charles Waldo Haskins on August 7, 1906 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| The New York State Senate | General Government | Corporate Officer/Principal | |
| Birmingham City University | College/University | Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 46 |
| Royaume-Uni | 3 |
| Canada | 2 |
Sectorielle
| Consumer Services | 25 |
| Finance | 17 |
| Commercial Services | 3 |
| Government | 3 |
| Health Technology | 2 |
Opérationnelle
| Undergraduate Degree | 25 |
| Corporate Officer/Principal | 23 |
| Portfolio Manager-Equities | 13 |
| Analyst-Equity | 8 |
| Masters Business Admin | 8 |
Relations les plus connectées
| Insiders | |
|---|---|
| Wendy Jo | 7 |
| Rich Fichtel | 6 |
| Peter Jun | 5 |
| Karen C. Altfest | 5 |
| Josh Joffe | 5 |
| Matthew J. Shallash | 4 |
| Steve Cadoff | 4 |
| Qi Lu | 4 |
| Ross Wolfe | 4 |
| Theresa C. Wan | 3 |
| Paul Palazzo | 3 |
| Oktay Veliev | 3 |
| Daniel Kimeldorf | 3 |
| Dawn Brown | 3 |
| Brendan Patrick Hartney | 3 |
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