Provenienza dei contatti di primo grado di Brian R. Goldberg
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
43
| Subsidiary | Investment Managers | 43 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brian R. Goldberg tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Canterbury Consulting Group, Inc.
 Canterbury Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Canterbury Consulting Group, Inc. provides training and educational services to corporations, government entities, religious organizations, and university clients. The firm offers protection services, computer software training and management, professional training, and personality development courses. The company was founded in 1981 and is headquartered in Medford, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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. | Investment Managers | Analyst-Equity Consultant / Advisor | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
| FIRST REPUBLIC BANK | Regional Banks | Corporate Officer/Principal | |
Marsico Capital Management LLC
 Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Investment Managers | Analyst-Equity | |
Citadel Advisors LLC
 Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Merrill Lynch Ventures LLC
 Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Investment Managers | Corporate Officer/Principal | |
Marquette Asset Management LLC
 Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Investment Managers | Founder Chief Operating Officer | |
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 | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
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 Undergraduate Degree | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Evangelical Lutheran Good Samaritan Society
 The Evangelical Lutheran Good Samaritan Society Services to the Health IndustryHealth Services The Evangelical Lutheran Good Samaritan Society is a non-profit organization which engages in the provision of in-home and respite services. It offers home health, personal emergency response, food programs, community living programs, and child daycare. The company was founded by August Hoeger on September 29, 1922 and is headquartered in Sioux Falls, SD. | Services to the Health Industry | 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 Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin | |
| Brigham Young University | College/University | Graduate Degree Masters Business Admin | |
| California State University-Fullerton | College/University | Undergraduate Degree | |
| California State University-Northridge | College/University | Undergraduate Degree | |
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 | College/University | Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of North Texas | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
Citigroup Private Equity LP
 Citigroup Private Equity LP Investment ManagersFinance Citigroup Private Equity LP (Citigroup Private Equity) a Private Equity firm, a subsidiary of Citigroup Alternative Investments LLC founded in 1997. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Investment Managers | Corporate Officer/Principal Director of Research - Equity | |
Safanad, Inc.
 Safanad, Inc. Investment ManagersFinance Safanad, Inc (Safanad) is a private equity firm founded in 2009 by Kamal Abdullah Bahamdan. The firm is headquartered in New York with additional offices in London and Dubai. | Investment Managers | Private Equity Analyst | |
| Investment Management Consultants Association | Corporate Officer/Principal | ||
Piper Sandler & Co.
 Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of California | College/University | Masters Business Admin | |
OneWest Bank Group LLC
 OneWest Bank Group LLC Major BanksFinance OneWest Bank Group LLC operates as a bank holding company. It offers checking, savings, and financing services. The company was founded by Steven Terner Mnuchin in March 2009 and is headquartered in Pasadena, CA. | Major Banks | Corporate Officer/Principal | |
| 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 | |
LJM Partners Ltd.
 LJM Partners Ltd. Investment ManagersFinance LJM Partners Ltd. is an investment firm based in Chicago, IL. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Emirati Arabi Uniti | 2 |
| Hong Kong | 2 |
Settori
| Finance | 25 |
| Consumer Services | 21 |
| Commercial Services | 2 |
| Health Services | 2 |
Posizioni
| Corporate Officer/Principal | 57 |
| Analyst-Equity | 45 |
| Undergraduate Degree | 42 |
| Portfolio Manager-Equities | 18 |
| Masters Business Admin | 11 |
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