Scott B. Kauffman
Directeur/Membre du Conseil chez Tegra118 LLC
Provenance du réseau au premier degré de Scott B. Kauffman
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
571
| Subsidiary | Investment Banks/Brokers | 571 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
171
| Non-Profit Organization | Miscellaneous Commercial Services | 171 |
Motive Capital Management LLC
 Motive Capital Management LLC Investment ManagersFinance Motive Capital Management LLC (Motive Partner) is a private equity/venture capital firm founded in 2016 by Rob Heyvaert, Mike Hayford and Stephen C. Daffron. The firm is headquartered in New York.
78
| Holding Company | Investment Managers | 78 |
| Extinct | Major Banks | 25 | |
Bank of Granite (Granite Falls, North Carolina)
23
| Extinct | Regional Banks | 23 |
Bank of Granite Corp.
 Bank of Granite Corp. Regional BanksFinance Bank of Granite Corp. operates as a bank holding company. The company provides financial solutions to individual and institutional clients. These solutions include individual, group and short-term insurance, personal financial services such as estate planning, trusts, wills, personal loans, health management, savings and linked products, business fitness assessment and insurance investment management, asset management, property asset management, stock broking, employee benefits, risk management and capital market activities. The company's banking activities include the taking of demand and time deposits and the making of loans, secured and unsecured, to individuals, associations, partnerships and corporations. The firm's portfolio segments include commercial and industrial; real estate construction; real estate commercial mortgage and consumer. Bank of Granite was founded on June 1, 1987 and is headquartered in Granite Falls, NC.
22
| Extinct | Regional Banks | 22 |
CommunityOne Bank, NA
 CommunityOne Bank, NA Major BanksFinance CommunityOne Bank, NA is a nationally chartered commercial bank. The company is based in Asheboro, NC.
16
| Extinct | Major Banks | 16 |
Investment Analysts Society of Chicago
12
| Non-Profit Organization | 12 | |
Tegra118 LLC
 Tegra118 LLC Investment ManagersFinance Tegra118 LLC provides wealth and asset management software solutions. The firm's wealth technology platform offers portfolio management, trading, accounting, rebalancing, and reporting for managed accounts. It also provides modular, goals-based financial planning, and fee billing software using modern API-based open technology. The company is headquartered in Warren, NJ.
6
| Private Company | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Scott B. Kauffman via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
Motive Partners GP LLC
 Motive Partners GP LLC Financial ConglomeratesFinance Motive Partners GP LLC is a private equity firm that specializes in growth equity and buyout investments in technology-enabled financial and business services companies. The company is based in New York, NY and has subsidiaries in the United States. The firm has over $5.50 billion in regulatory assets under management and focuses on five primary subsectors: banking & payments, capital markets, data & analytics, investment management, and insurance. Motive Partners brings together investors, operators, and innovators to create long-term value in financial technology companies. The company was founded by Stephen C. Daffron, Jeffery W. Yabuki, Kristy Ann Trieste, and Rob Heyvaert. | Financial Conglomerates | Founder Founder Consultant / Advisor Founder Founder | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| MOTIVE CAPITAL CORP II | Financial Conglomerates | Director/Board Member Chief Executive Officer Director of Finance/CFO | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
InvestCloud, Inc.
 InvestCloud, Inc. Packaged SoftwareTechnology Services InvestCloud, Inc. develops software application. It specializes in applications with regards to client communications, client management, designs, and platforms. The company as founded by Colin Close, Vicent Sos Munoz, Yaela Shamberg, Jules Bowden, Smith A. Michael and John Wise in 2010 and is headquartered in West Hollywood, CA. | Packaged Software | Director/Board Member Chief Executive Officer Chairman | |
Digital Asset Holdings LLC
 Digital Asset Holdings LLC Packaged SoftwareTechnology Services Digital Asset Holdings LLC develops and builds ledger technology solutions. It offers technology for various use cases in the areas of corporate syndicated loan, the U.S. treasury repo, private stock, foreign exchange, payment, public stock, derivative, transaction reporting, factoring, bond, and digital currency aspects. The company was founded by Sunil Gordhan Hirani and Donald Ray Wilson, Jr. in 2014 and is headquartered in New York, NY. | Packaged Software | Director/Board Member Chief Executive Officer | |
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Interactive Data Holdings Corp.
 Interactive Data Holdings Corp. MiscellaneousMiscellaneous Interactive Data Holdings Corp. provides financial market data, analytics and related solutions. The company was founded on April 30, 2010 and is headquartered in Bedford, MA. | Miscellaneous | Director/Board Member Chief Executive Officer | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| INTERACTIVE DATA | Internet Software/Services | Director/Board Member Chief Executive Officer | |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | Packaged Software | Director/Board Member Corporate Officer/Principal | |
| IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Masters Business Admin Graduate Degree | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Tufts University | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Appalachian State University | College/University | Corporate Officer/Principal Graduate Degree | |
Dun & Bradstreet, Inc.
 Dun & Bradstreet, Inc. Internet Software/ServicesTechnology Services Dun & Bradstreet, Inc. engages in the provision of business data and analytical insights services. It offers products relating to finance, sales and marketing, master data, supplier management, and compliance. The company is headquartered in Short Hills, NJ. | Internet Software/Services | Director/Board Member President | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
Calamos Advisors LLC
 Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Founder Head-Equity Investments | |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| CALAMOS ASSET MANAGEMENT, INC | Investment Banks/Brokers | Founder Chief Investment Officer | |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Treasurer Corporate Officer/Principal | |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| Haverford College | College/University | Undergraduate Degree Undergraduate Degree | |
| CALAMOS GLOBAL TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Founder Chief Investment Officer | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Calamos Wealth Management LLC
 Calamos Wealth Management LLC Investment ManagersFinance Part of Calamos Family Partners, Inc., Calamos Wealth Management LLC provides advisory and wealth management services. The company is based in Naperville, IL. The company was founded by John Peter Calamos. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Managers | Founder Chief Investment Officer | |
| JPMORGAN CHASE & CO. | Major Banks | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| DUN & BRADSTREET CORP | Data Processing Services | Director/Board Member President | |
Calamos Financial Services LLC
 Calamos Financial Services LLC Investment Banks/BrokersFinance Part of Calamos Family Partners, Inc., Calamos Financial Services LLC is a company based in Naperville, IL. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal | |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | President Chief Executive Officer | |
| World Wide Web Foundation | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| DEUTSCHE BANK AG | Investment Banks/Brokers | Chief Operating Officer Director/Board Member | |
| The University of Sydney | College/University | Undergraduate Degree Undergraduate Degree | |
The Depository Trust & Clearing Corp.
 The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
LMRKTS LLC
 LMRKTS LLC Packaged SoftwareTechnology Services LMRKTS LLC provides multi lateral and dimensional portfolio compression. The company was founded by Lucio Biase and is headquartered in New York, NY. | Packaged Software | Director/Board Member Chairman | |
| DUN & BRADSTREET HOLDINGS, INC. | Packaged Software | President Consultant / Advisor | |
| Harvard Business School | College/University | Masters Business Admin Graduate Degree | |
Broyhill Investments, Inc.
 Broyhill Investments, Inc. Hospital/Nursing ManagementHealth Services Broyhill Investments, Inc. provides hospital and physicians services. The company is headquartered in Lenoir, NC. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Doctorate Degree Undergraduate Degree | |
Tribeca Early Stage Partners
 Tribeca Early Stage Partners Investment ManagersFinance Tribeca Early Stage Partners (Tribeca ESP) is a venture capital firm founded in 2014 by Michael Rushmore. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
| FISERV, INC. | Regional Banks | Chief Executive Officer Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 47 |
| Îles Cayman | 2 |
| Suisse | 2 |
| Allemagne | 2 |
| Japon | 2 |
Sectorielle
| Finance | 20 |
| Consumer Services | 11 |
| Technology Services | 10 |
| Miscellaneous | 7 |
| Commercial Services | 6 |
Opérationnelle
| Director/Board Member | 379 |
| Corporate Officer/Principal | 222 |
| Chairman | 98 |
| Independent Dir/Board Member | 71 |
| Chief Executive Officer | 70 |
Relations les plus connectées
| Insiders | |
|---|---|
| James Neary | 38 |
| Romesh Wadhwani | 32 |
| Douglas Flint | 28 |
| Austin Adams | 27 |
| Richard H. Booth | 25 |
| Jeffery Yabuki | 25 |
| Stephen Daffron | 25 |
| John Thompson | 24 |
| John Redett | 23 |
| Chris McFadden | 22 |
| Dominic White | 18 |
| Eric J. Hall | 18 |
| John Calamos | 18 |
| Rosemary Leith | 17 |
| Weston Hicks | 17 |
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