Alex Paul
Amministratore Delegato presso Wealthgate Family Office LLC
Provenienza dei contatti di primo grado di Alex Paul
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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
406
| College/University | Other Consumer Services | 406 |
Lawrence University
11
| College/University | Other Consumer Services | 11 |
Wealthgate Family Office LLC
 Wealthgate Family Office LLC Investment ManagersFinance Wealthgate Family Office LLC (WGFO) is a private, SEC-registered investment advisor and multi-family office headquartered in Boulder, Colorado. The firm was founded by Alex Paul in 2020. WGFO advises, manages, and preserves the financial, family, and administrative assets and activities of ultra-high net worth families and individuals.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Alex Paul tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Allied Capital Corp.
 Allied Capital Corp. Investment ManagersFinance Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds. | Investment Managers | Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Heller Financial, Inc.
 Heller Financial, Inc. Finance/Rental/LeasingFinance Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL | Finance/Rental/Leasing | Corporate Officer/Principal | |
The Quaker Oats Co.
 The Quaker Oats Co. Beverages: Non-AlcoholicConsumer Non-Durables The Quaker Oats Co. manufactures beverages and other food products. It also manufactures bottled and canned soft drinks, granola bars and clusters, flour and flour mixes from purchased flour, rice cakes, cereals and uncooked rice products. The company was founded in 1877 and is headquartered in Chicago, IL. | Beverages: Non-Alcoholic | Corporate Officer/Principal | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Analyst-Equity | |
Foley & Lardner LLP
 Foley & Lardner LLP Miscellaneous Commercial ServicesCommercial Services Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| CME GROUP INC. | Investment Banks/Brokers | Director of Finance/CFO | |
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 | Analyst-Equity | |
Coghill Capital Management LLC
 Coghill Capital Management LLC Investment ManagersFinance Founded by Clint Coghill in 1995, Coghill Capital Management LLC is a hedge fund manager located in Chicago | Investment Managers | Analyst-Equity Analyst-Equity | |
Balyasny Asset Management LP
 Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Portfolio Manager-Equities | |
DRW Securities LLC
 DRW Securities LLC Investment Banks/BrokersFinance Founded in 1998, DRW Securities LLC is a broker/dealer located in Chicago. The firm is a subsidiary of DRW Holdings LLC. The firm is indirectly owned by DRW Trading Group, a principal trading firm formed in 1992, and Donald R. Wilson. DRW Trading Group's trading spans a diverse set of asset classes and instruments, both domestically and internationally. Trading is diversified as to strategies, asset classes, instruments and geographical presence. DRW Trading Group focuses on finding liquid, centrally-cleared futures and futures options, thus eliminating the counterparty exposure associated with OTC/bilateral trading. DRW trading Group is an active participant on exchanges in the US, and Europe, including the Chicago Mercantile Exchange, the Chicago Board of Trade, the New York Mercantile Exchange, the Intercontinental Exchange, Eurex and LIFFE. | Investment Banks/Brokers | Analyst-Equity | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Corporate Officer/Principal Masters Business Admin | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Analyst-Equity | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Corporate Officer/Principal Undergraduate Degree Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin | |
| Tsinghua University | College/University | Undergraduate Degree Graduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| Goizueta Business School-Emory | College/University | Masters Business Admin Masters Business Admin | |
DLA Piper LLP (United States)
 DLA Piper LLP (United States) Miscellaneous Commercial ServicesCommercial Services DLA Piper LLP provides legal services to clients. It offers services in the areas of corporate and securities, venture capital and emerging companies, litigation. The company was founded in 2005 and it is headquartered in Baltimore, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Junior Achievement of Chicago
 Junior Achievement of Chicago Miscellaneous Commercial ServicesCommercial Services Junior Achievement of Chicago engages in the provision of educational services. Its programs are funded by businesses and individuals and are designed to be taught in the classroom by business, parent, and community volunteers. The company was founded in 1940 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Chief Executive Officer | |
| DePaul University | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Bermuda | 2 |
| Cina | 2 |
Settori
| Finance | 24 |
| Consumer Services | 17 |
| Commercial Services | 8 |
| Consumer Non-Durables | 2 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 161 |
| Director/Board Member | 146 |
| Undergraduate Degree | 94 |
| Masters Business Admin | 61 |
| Private Equity Investor | 52 |
Contatti più connessi
| Insiders | |
|---|---|
| Charlie Kemper | 26 |
| Jeff Swenson | 24 |
| Richard L. Sandor | 22 |
| Eric Lev | 17 |
| Jason Harinstein | 16 |
| Brian D. Flucht | 15 |
| Andy Dunn | 14 |
| Alex Schneider | 13 |
| Rand Lewis | 13 |
| Phillip W. Gerber | 13 |
| Nancy Sullivan | 12 |
| Heather Brilliant | 12 |
| Zuo Jun Shen | 12 |
| Alan Xavier Hudson | 11 |
| Dmitry Shashkov | 10 |
- Borsa valori
- Insiders
- Alex Paul
- Connessioni Società
