Anthony Sozio
Direttore/Membro del Consiglio presso PPB Capital Partners LLC
Provenienza dei contatti di primo grado di Anthony Sozio
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
PPB Capital Partners LLC
 PPB Capital Partners LLC Investment ManagersFinance PPB Capital Partners LLC (PPB CAPITAL PARTNERS) is a private equity firm founded in 2008. The firm is headquartered in Conshohocken, Pennsylvania.
16
| Private Company | Investment Managers | 16 |
City National Rochdale Strategic Credit Fund
 City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY.
13
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 |
City National Rochdale Select Strategies Fund
 City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY.
13
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 |
City National Rochdale Funds
9
| Umbrella Fund | Investment Trusts/Mutual Funds | 9 |
City National Rochdale High Yield Alternative Strategies Maste
9
| Private Company | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Anthony Sozio tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| WALT DISNEY COMPANY (THE) | Movies/Entertainment | Director of Finance/CFO | |
| SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Rochdale Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Columbus Circle Investors
 Columbus Circle Investors Investment ManagersFinance Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates. | Investment Managers | Compliance Officer | |
City National Securities, Inc.
 City National Securities, Inc. Investment Banks/BrokersFinance Part of Royal Bank of Canada, City National Securities, Inc. provides securities brokerage services. The company is based in Beverly Hills, CA. | Investment Banks/Brokers | Chairman | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Symphonic Financial Advisors LLC
 Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic Financial Advisors LLC (Symphonic) is an independent registered investment advisor headquartered in New York City. The firm was founded by Garrett R. D'Alessandro in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. Symphonic provides money management services to individual and institutional clients primarily on a limited discretionary basis. | Investment Managers | Chief Operating Officer Chief Executive Officer | |
Thompson National Properties LLC
 Thompson National Properties LLC Real Estate DevelopmentFinance Thompson National Properties LLC provides real estate investment and asset management services. It offers services to institutions and trusts. The firm has offices in Houston, Las Vegas, New York, and Denver. The company was founded on April 17, 2008 and is headquartered in Irvine, CA. | Real Estate Development | President | |
Rochdale International Trade Fixed Income Fund
 Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Rochdale International Trade Fixed Income Fund operates as a close-ended fund. Its objective is to provide total return substantially derived from interest income earned on loans and other forms of debt obligations. The company was founded in May, 2008 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Secretary Chairman Director/Board Member Director/Board Member | |
| STRATEGIC REALTY TRUST, INC. | Real Estate Investment Trusts | Director of Finance/CFO | |
| Rochdale Alternative Total Return Fund LLC | Director/Board Member Director/Board Member | ||
| Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Pennsylvania | College/University | Graduate Degree | |
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 | |
Constellation Financial Management LLC
 Constellation Financial Management LLC Investment ManagersFinance Part of Société Générale SA, Constellation Financial Management LLC is a company that provides risk management, financing, and consulting solutions for the mutual fund and insurance industries. The company is based in New York, NY. Constellation Financial Management was acquired by Société Générale SA on July 17, 2003. | Investment Managers | Corporate Officer/Principal | |
| High Point University | College/University | Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
Convergent Capital Management LLC
 Convergent Capital Management LLC Investment ManagersFinance Convergent Capital Management LLC provides asset management and investment services. The company was founded by Richard Howard Adler, Harry Tom Griffith and James E. Hayes and is headquartered in Beverly Hills, CA. | Investment Managers | Chief Operating Officer Director/Board Member | |
| Bixby Ranch Co. | Director of Finance/CFO Director of Finance/CFO | ||
City National Bank (Los Angeles, California)
 City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Major Banks | Compliance Officer Compliance Officer | |
| PACIFIC OFFICE PROPERTIES TRUST INC. | Real Estate Investment Trusts | Director of Finance/CFO | |
Franklin Square Holdings LP
 Franklin Square Holdings LP Investment ManagersFinance Franklin Square Holdings LP (FS Investment) is a private equity firm founded in 2007 by David J. Adelman, Randy I. Anderson and Michael Craig Forman. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Director/Board Member | |
| Wilmington University | College/University | Masters Business Admin | |
Bixby Land Co.
 Bixby Land Co. Real Estate Investment TrustsFinance Bixby Land Co. is an investor based in the United States. The property was initially acquired in 2020 and is located just a few minutes from the Port of Savannah. The private company is based in Newport Beach, CA and has subsidiaries in the United States. The company recently announced the sale of 95 Logistics Center, two class A warehouse distribution buildings in Pooler, Georgia. The company was founded in 1896, and Aaron D. Hill has been the CEO of the company since 2006. | Real Estate Investment Trusts | Director of Finance/CFO | |
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 Chief Operating Officer | |
| Neumann University | College/University | Undergraduate Degree | |
DBM Group, Inc.
 DBM Group, Inc. Electrical ProductsProducer Manufacturing DBM Group, Inc. is a Canadian company that provides solutions for the automotive lighting industry through its subsidiaries DBM Reflex and DBM Optix. The company is based in Laval, Canada and was founded in 1969. DBM Reflex is a well-known player in the automotive lighting market, and the company specializes in high-tech optics molds for the automotive industry and the LED market. The CEO is Nesim Benrobi. | Electrical Products | Director of Finance/CFO | |
Edge Capital Group LLC
 Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Investment Managers | Director/Board Member | |
| Hanwacker Associates, Inc. | Chief Executive Officer | ||
| Windermere Jupiter Fund LLC | Director/Board Member | ||
| Corinthian Development Co. | Chief Executive Officer | ||
| City National Rochdale High Yield Alternative Strategies Fund | Chairman Compliance Officer Director/Board Member | ||
| City National Rochdale High Yield Alternative Strategies Tei | Chairman Compliance Officer Compliance Officer Director/Board Member | ||
| City National Rochdale Structured Claims Fixed Income Fund LLC | Compliance Officer Compliance Officer | ||
| Santander Bank, N.A. (42784) | Major Banks | Compliance Officer | |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director of Finance/CFO | |
| Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member | ||
| Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Saint Joseph's University Haub School of Business | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Canada | 2 |
| Isole Cayman | 2 |
Settori
| Finance | 20 |
| Consumer Services | 12 |
| Miscellaneous | 10 |
| Commercial Services | 2 |
| Producer Manufacturing | 2 |
Posizioni
| Director/Board Member | 68 |
| Corporate Officer/Principal | 27 |
| Compliance Officer | 22 |
| Undergraduate Degree | 19 |
| Director of Finance/CFO | 18 |
Contatti più connessi
| Insiders | |
|---|---|
| Jay Nadel | 27 |
| Jon Hunt | 19 |
| James Wolford | 13 |
| Robert Baker | 13 |
| Garrett Richard D'Alessandro | 13 |
| Kurt Alexander Hawkesworth | 10 |
| Daniel Hanwacker | 9 |
| William Vastardis | 9 |
| Andrew Metzger | 7 |
| Michael Lukaj | 7 |
| Don Andrews | 7 |
| Vernon C. Kozlen | 7 |
| Julie C. Miller | 6 |
| Michael Carbone | 6 |
| Evan Deussing | 5 |
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- Insiders
- Anthony Sozio
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