Provenance du réseau au premier degré de Sanford Kovitz
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
27
| Private Company | Investment Managers | 27 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Sanford Kovitz via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Managers | Chief Executive Officer Founder Trading-Equity Analyst-Equity | |
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 | |
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 | |
| Illinois Institute of Technology | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Graduate 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 | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Investment Managers | Portfolio Manager-Equities | |
| Winona State University | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal | |
| US Military Academy | College/University | Undergraduate Degree | |
| DePaul University College of Law | College/University | Graduate Degree | |
| Oklahoma City University | College/University | Masters Business Admin | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree | |
Moseley & Reece, Inc.
 Moseley & Reece, Inc. Food DistributorsDistribution Services Moseley & Reece, Inc. supplies and wholesales groceries. The company is headquartered in Mount Airy, NC | Food Distributors | Corporate Officer/Principal | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
Moelis & Co. LLC
 Moelis & Co. LLC Investment Banks/BrokersFinance Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rothschild & Co. Asset Management US, Inc.
 Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC, ultimately owned by Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
| University of Oxford (Canada) | College/University | Undergraduate Degree | |
First National Bank (Ames, Iowa)
 First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Major Banks | Corporate Officer/Principal | |
| Illinois State University | College/University | Undergraduate Degree | |
| Carthage College | College/University | Undergraduate Degree | |
| Bradley University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
| Biola University, Inc. (California) | College/University | Undergraduate Degree | |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Neal, Gerber & Eisenberg LLP
 Neal, Gerber & Eisenberg LLP Miscellaneous Commercial ServicesCommercial Services Neal, Gerber & Eisenberg LLP provides legal services, including transactions of all kinds, litigation, and intellectual property. The company was founded in 1986 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 49 |
| Singapour | 2 |
| Canada | 2 |
Sectorielle
| Consumer Services | 24 |
| Finance | 23 |
| Commercial Services | 4 |
| Distribution Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 37 |
| Portfolio Manager-Equities | 24 |
| Undergraduate Degree | 22 |
| Masters Business Admin | 8 |
| Director/Board Member | 7 |
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