Provenance du réseau au premier degré de Steven Perry Chapman
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.
32
| Extinct | Investment Managers | 32 |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.
28
| Subsidiary | Investment Managers | 28 |
William Blair Capital Management LLC
 William Blair Capital Management LLC Investment ManagersFinance Founded by William McCormick Blair in 1935, William Blair Capital Management LLC is a registered investment advisor headquartered in Chicago. The firm is a subsidiary of William Blair & Co. LLC, an independent investment firm and broker/dealer that offers investment banking, equity research, institutional and private brokerage, asset management and private capital to individual, institutional and issuing clients. The firm was known as Blair, Bonner & Co. until 1941
12
| Extinct | Investment Managers | 12 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Steven Perry Chapman via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Analyst-Fixed Income | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Portfolio Manager-Equities | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| Boston College | College/University | Graduate Degree Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Ropes Wealth Advisors LLC
 Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Investment Managers | Chief Executive Officer Chief Investment Officer Portfolio Manager-Equities | |
| New York University | College/University | Masters Business Admin Doctorate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Investment Managers | Investment Committee Member Chief Executive Officer | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Parcelshield Holdings LLC
 Parcelshield Holdings LLC Drugstore ChainsRetail Trade Parcelshield Holdings LLC provides pharmacies and healthcare services. The company was founded by Doug Dawson and is headquartered in Redmond, OR. | Drugstore Chains | Director/Board Member | |
Eagle Information Mapping, Inc.
 Eagle Information Mapping, Inc. Information Technology ServicesTechnology Services Eagle Information Mapping, Inc. provides consulting services and software tools for business process automation and data lifecycle management in support of pipeline integrity management and regulatory compliance. It specializes in the applications of geographic information systems technology for both business and industry. The company was founded by Scott Moravec and Tracy Thorleifson in 1991 and is headquartered in Houston, TX. | Information Technology Services | Director/Board Member | |
G2 Integrated Solutions LLC
 G2 Integrated Solutions LLC Miscellaneous Commercial ServicesCommercial Services G2 Integrated Solutions LLC provides asset integrity solutions. The company is headquartered in Wilmington, DE. | Miscellaneous Commercial Services | Director/Board Member | |
Excellere Capital Management LLC
 Excellere Capital Management LLC Investment ManagersFinance Excellere Capital Management LLC (Excellere Partners) is a private equity firm founded in 2006 by David L. Kessenich and Rob A. Martin. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor | |
Optiv Security, Inc.
 Optiv Security, Inc. Information Technology ServicesTechnology Services Optiv Security, Inc. is a security solutions integrator, which engages in the provision of cyber and information security solutions. Its security solutions include security services, cyber operations, identity and data management, risk management and transformation; and security technology. The company was founded by Gary L. Fish in 1996 and is headquartered in Denver, CO. | Information Technology Services | Director/Board Member | |
Mercalis, Inc.
 Mercalis, Inc. Information Technology ServicesTechnology Services TrialCard, Inc. provides customer related solutions to pharma industry. It offers analytics, customer experience management, patient affordability, pharmacy, product access support and tailored services which include adherence measures, business intelligence case management and navigation services. The company was founded by David Cunningham in 2000 and is headquartered in Morrisville, NC. | Information Technology Services | Director/Board Member | |
| Brandeis University | College/University | Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
SG Capital Management LLC
 SG Capital Management LLC Investment ManagersFinance Founded in 2002, SG Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm provides discretionary investment management to private funds as well as separate accounts for high net-worth individuals and institutions. They manage the Cedar Street Fund LP, the Cedar Street Offshore Fund Ltd., and the Cedar Street Teton Fund LP. | Investment Managers | Analyst-Equity | |
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Investment Managers | Chief Executive Officer |
Statistiques
Internationale
| Etats-Unis | 47 |
| Belgique | 2 |
Sectorielle
| Finance | 30 |
| Consumer Services | 14 |
| Technology Services | 4 |
| Commercial Services | 3 |
| Retail Trade | 2 |
Opérationnelle
| Portfolio Manager-Equities | 94 |
| Corporate Officer/Principal | 83 |
| Analyst-Equity | 57 |
| Undergraduate Degree | 54 |
| Portfolio Manager-Fixed Income | 35 |
Relations les plus connectées
- Bourse
- Insiders
- Steven Perry Chapman
- Connexions Sociétés
