Provenienza dei contatti di primo grado di Alan Lipman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Kayne Anderson Rudnick Investment Management LLC
 Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients.
40
| Subsidiary | Investment Managers | 40 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Alan Lipman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Kayne Anderson Capital Advisors LP
 Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Investment Managers | Founder Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Private Equity Analyst Analyst-Equity | |
Doheny Asset Management LLC
 Doheny Asset Management LLC Investment ManagersFinance Doheny Asset Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by William H. Doheny, Jr. in 1993 and provides advisory services to private clients, foundations, endowments and pension plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
RNC Capital Management LLC
 RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Investment Managers | Corporate Officer/Principal Sales & Marketing | |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The Capital Group Cos., Inc.
 The Capital Group Cos., Inc. Investment ManagersFinance The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Astor Investment Management LLC
 Astor Investment Management LLC Investment ManagersFinance Astor Investment Management LLC (Astor) is a registered investment adviser headquartered in Chicago, Illinois. The firm was formally organized in 2013 in connection with a corporate restructuring of Astor Asset Management LLC which was founded in 2001. Astor provides proprietary tactical allocation strategies focused on macroeconomic analysis. They provide advisory services primarily to (1) separately managed accounts SMA), (2) mutual funds, and (3) unified managed accounts (UMA). Their portfolios are generally available as a SMA or UMA within wrap fee programs provided by a broker-dealer or investment adviser. | Investment Managers | Private Equity Investor | |
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 | Undergraduate Degree | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Independent National Mortgage Corp.
 Independent National Mortgage Corp. Real Estate Investment TrustsFinance Independent National Mortgage Corp. is a real estate investment trust. The private company is based in Pasadena, CA and has subsidiaries in the United States. | Real Estate Investment Trusts | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of California, Irvine | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The California State University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Pierce College | College/University | Undergraduate Degree | |
| VECTOR RESOURCES LIMITED | Precious Metals | Corporate Officer/Principal | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Corporate Officer/Principal | |
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 | |
| University of Wisconsin-Milwaukee | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree | |
| University of California Los Angeles Graduate School | College/University | Undergraduate Degree | |
| Trust Co. of The West | Private Equity Investor | ||
William Blair & Co
 William Blair & Co Investment Banks/BrokersFinance Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services. | Investment Banks/Brokers | Corporate Officer/Principal | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
| US Search.com, Inc. /Background Screening Business/ | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Pitzer College | College/University | Undergraduate Degree | |
| GINEGAR PLASTIC PRODUCTS LTD. | Miscellaneous Manufacturing | Corporate Officer/Principal | |
Kayne Anderson Capital Advisors LP (Private Equity)
 Kayne Anderson Capital Advisors LP (Private Equity) Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson Capital Advisors) is a private equity subsidiary of Kayne Anderson Capital Advisors LP founded in 1991. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Analyst | |
| California State University-Northridge | College/University | Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Australia | 2 |
| Hong Kong | 2 |
| Israele | 2 |
| Regno Unito | 2 |
Settori
| Finance | 26 |
| Consumer Services | 17 |
| Commercial Services | 4 |
| Technology Services | 2 |
| Non-Energy Minerals | 2 |
Posizioni
| Corporate Officer/Principal | 52 |
| Undergraduate Degree | 32 |
| Analyst-Equity | 30 |
| Portfolio Manager-Equities | 15 |
| Masters Business Admin | 14 |
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