Provenance du réseau au premier degré de Stephen H. Orr
Entité | Type d'entité | Industrie | |
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The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations.
25
| Subsidiary | Investment Managers | 25 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Stephen H. Orr via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Wyeth Holdings LLC
Wyeth Holdings LLC Chemicals: AgriculturalProcess Industries Wyeth Holdings LLC manufactures and distributes chemicals. The firm's chemical contains phosphate rock, calcium, lime, carbide and nitrogen which are used in fertilizers. The company was founded by Frank Washburn in 1907 and is headquartered in Wayne, NJ. | Chemicals: Agricultural | Corporate Officer/Principal | |
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Corporate Officer/Principal | |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Portfolio Manager-Equities | |
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 | Corporate Officer/Principal | |
Albany Med Health System
Albany Med Health System Hospital/Nursing ManagementHealth Services Albany Medical Center offers the widest range of medical and surgical services, including adult medicine and pediatric care. The company was founded in 1982 and is headquartered in Albany, NY. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Union College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree Graduate Degree | |
Siena College | College/University | Undergraduate Degree Undergraduate Degree | |
Paradigm Funds
Paradigm Funds Investment ManagersFinance Paradigm Funds is an open-end investment company, which engages in the provision of diversified funds. It operates the following funds: Paradigm Value, Paradigm Opportunity, Paradigm Select, and Paradigm Micro-Cap. The company was founded on September 13, 2002 and is headquartered in Albany, NY. | Investment Managers | Director/Board Member | |
Imperial Capital LLC
Imperial Capital LLC Investment Banks/BrokersFinance Founded in 1997, Imperial Capital LLC is a full-service investment banking firm and broker/dealer headquartered in Los Angeles. The firm is a subsidiary of Imperial Capital Group LLC and their ultimate parent is Imperial Capital Group Holdings LLC. Imperial Capital offers a range of proprietary products and services to institutional investors, middle-market companies and private equity firms. The firm provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. They also provide middle-market companies and financial sponsors with capital markets, M&A, capital structure, restructuring and recapitalization advisory services. For their institutional clients, Imperial Capital offers a variety of research products including bank debt, investment grade debt, high yield, distressed and special situations, convertibles and busted convertibles, equities, preferred securities and industry analysis. Imperial Capital's research focuses on the following sectors: aerospace, defense and government services; airlines/transportation; business services; clean energy; consumer; energy; financial services; gaming and leisure; general industrials; healthcare; homebuilding and real estate; media and telecommunications; security and homeland security; and technology. | Investment Banks/Brokers | Analyst-Equity | |
Robert Morris University | College/University | Graduate Degree | |
Grove City College | College/University | Undergraduate Degree | |
Summit Financial Strategies, Inc. (Ohio)
Summit Financial Strategies, Inc. (Ohio) Investment ManagersFinance Summit Financial Strategies, Inc. (Summit) is a fee-only registered investment advisor headquartered in Columbus, Ohio. The firm was founded by Ted Saneholtz in 1994. Summit provides investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Investment Managers | Chief Investment Officer | |
BFSG LLC
BFSG LLC Investment ManagersFinance Founded in 1990, BFSG LLC is a an SEC-registered investment advisor located in Irvine, California. In Jamuary 2017, BFSG's parent company, Focus Operating LLC, acquired Pacwest Financial Management, Inc., an SEC-registered investment advisor. Pacwest Financial Management, Inc. and BFSG have been merged into a single registered investment adviser, BFSG LLC, doing business as Benefit Financial Services Group (BFSG). BFSG has two divisions: BFS Institutional Services and BFS Wealth Management. Pacwest operates as a unit of BFS Wealth Management, doing business as Pacwest and Pacwest, a part of the BFS Wealth Management division. BFSG's clients include individuals, high net-worth individuals, pooled investment vehicles, pension and profiting sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
California State Polytechnic University (Pomona) | College/University | Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities | |
University of California San Diego | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Graduate Degree | |
General Electric, Inc.
General Electric, Inc. Electrical ProductsProducer Manufacturing General Electric, Inc. develops and manufactures electrical equipments. The company is headquartered in Fairfield, CT. | Electrical Products | Corporate Officer/Principal | |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Investment Managers | Founder | |
Villanova University School of Law | College/University | Graduate Degree | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Villanova University | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
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 | |
Clarkson University | College/University | Undergraduate Degree | |
London Business School | College/University | Graduate Degree | |
Veracity Capital LLC
Veracity Capital LLC Investment ManagersFinance Veracity Capital LLC (Veracity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. Founded in 2018, Veracity specializes in Wealth Management for corporate executives, business owners, high-income earners, and those planning for retirement. | Investment Managers | Chief Executive Officer | |
Columbia Business School | College/University | Masters Business Admin | |
Credit Suisse Alternative Investments | Corporate Officer/Principal | ||
The Carlyle Group LP (Global Private Equity)
The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Public Communications Contact | |
Texas A&M University | College/University | Undergraduate Degree | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
bTrade, Inc.
bTrade, Inc. Internet Software/ServicesTechnology Services Part of Huron Consulting Group, Inc., bTrade, Inc. is a company that operates an Internet site that develops eCommerce services. The company is based in Las Colinas, TX. bTrade was acquired by Click Commerce, Inc. on July 06, 2004 for $4.18 million. | Internet Software/Services | Corporate Officer/Principal | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
Baruch College | College/University | Graduate Degree | |
Egan-Jones Ratings Co.
Egan-Jones Ratings Co. Financial Publishing/ServicesCommercial Services Egan-Jones Ratings Co. provides credit ratings. It offers market sensitive, predictive value ratings on the financial health, stability and credit worthiness of investment grade, crossover and high yield issuers across asset classes. The company was founded by Sean Egan and Bruce Jones and is headquartered in Berwyn, PA. | Financial Publishing/Services | Corporate Officer/Principal | |
Union Graduate College | College/University | Masters Business Admin | |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Graypoint LLC
Graypoint LLC Investment ManagersFinance Graypoint LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. Formerly known as JNB Advisors LLC, the firm was founded in 2019 as the result of a merger between Bender Lane Advisory LLC and Hugh Johnson Advisors LLC. Graypoint provides financial advisory and investment management services tailored to the unique objectives of families, individuals, and nonprofit organizations. | Investment Managers | Chief Investment Officer | |
Adirondack Research & Management, Inc.
Adirondack Research & Management, Inc. Investment ManagersFinance Adirondack Research & Management, Inc. (ARMI) is an independent SEC-registered investment advisor headquartered in Guilderland, New York. The firm was founded by Greg Roeder in 2004 to provide portfolio management services based on individual security selection. ARMI advises Separately Managed Accounts (SMA) and the Adirondack Small Cap Fund (the Fund). | Investment Managers | Corporate Officer/Principal | |
Kaspien, Inc.
Kaspien, Inc. Packaged SoftwareTechnology Services Part of Kaspien Holdings, Inc., Kaspien, Inc. is an Amazon Store for brands that act like a custom branded website within the Amazon Marketplace. The company is based in Spokane Valley, WA and was founded in 2008 by Tom Simpson and Joshua Neblett. The company offers customized solutions for e-commerce brands to drive rapid revenue growth on Amazon, Walmart, and Target. Kaspien combines marketplace expertise with innovative technology to build mutually beneficial partnerships. | Packaged Software | Director/Board Member | |
Higgins Robert J Twmc Trust | Director/Board Member |
Statistiques
Internationale
Etats-Unis | 46 |
Grèce | 2 |
Royaume-Uni | 2 |
Sectorielle
Consumer Services | 20 |
Finance | 17 |
Commercial Services | 4 |
Technology Services | 3 |
Process Industries | 2 |
Opérationnelle
Corporate Officer/Principal | 56 |
Undergraduate Degree | 22 |
Graduate Degree | 10 |
Portfolio Manager-Equities | 9 |
Masters Business Admin | 9 |
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