Carl Robert Morganstein
Gestore di Portafoglio-Azioni presso Griffin Asset Management, Inc.
Provenienza dei contatti di primo grado di Carl Robert Morganstein
Entità | Tipo di entità | Settore Industriale | |
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Temple University (Pennsylvania)
23
| College/University | Other Consumer Services | 23 |
Griffin Asset Management, Inc.
Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Carl Robert Morganstein tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
RESOURCE AMERICA INC | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Chief Investment Officer | |
KIRKLAND'S, INC. | Specialty Stores | Director/Board Member | |
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Portfolio Manager-Equities | |
QUALSTAR CORPORATION | Computer Peripherals | Director/Board Member | |
CIM LLC
CIM LLC Investment ManagersFinance CIM LLC is an independent registered investment advisor headquartered in Albany, New York. The firm was founded by Thomas J. Curran in 2004 and do-business-as Curran Wealth Management. CIM provides investment supervisory services to individuals, families, qualified investors, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Investment Managers | Chief Executive Officer | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 | |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Investment Managers | Portfolio Manager-Equities Chief Executive Officer Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
Wolf, Block, Schorr & Solis-Cohen LLP
Wolf, Block, Schorr & Solis-Cohen LLP Miscellaneous Commercial ServicesCommercial Services Wolf, Block, Schorr & Solis-Cohen LLP provides legal services. The firm provides services to the biotechnology, construction, health care, insurance, real estate, nonprofit, telecommunication industries. Its services include bankruptcy, commercial lending, employee benefits, family law, tax law, financial, and others. The firm operates in Roseland, New Jersey, Harrisburg, Pennsylvania and Washington regions. The company was founded by Horace Stern and Morris Wolf in 1903 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Blank Rome LLP
Blank Rome LLP Miscellaneous Commercial ServicesCommercial Services Blank Rome LLP provides legal services. The firm's services include commercial litigation, labor and employment benefits, bankruptcy, energy, financial services, health care, shareholder activism, tax and many more. The company was founded in 1946 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member | |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal | |
Baldwin-Wallace College | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Masters Business Admin Undergraduate Degree | |
Hofstra University | College/University | Undergraduate Degree Graduate Degree | |
Oregon Health & Science University | College/University | Doctorate Degree | |
The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
Duane Morris LLP
Duane Morris LLP Miscellaneous Commercial ServicesCommercial Services Duane Morris LLP provides legal services in the areas of intellectual property, telecommunications, information technologies, energy, water resources, endangered species and international dispute. The firm's clients include the automotive, construction, energy and insurance industries. The company was founded in 1904 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Philadelphia Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Immunomic Therapeutics, Inc.
Immunomic Therapeutics, Inc. BiotechnologyHealth Technology Immunomic Therapeutics, Inc. engages in the discovery and development of drugs. The firm specializes in DNA vaccines, lamp technology, allergy, oncology, animal health and infectious diseases. The company was founded by William G. Hearl, Bernard C. Rudnick and Thomas J. August and is headquartered in Rockville, MD. | Biotechnology | Director/Board Member | |
Houston College of Law | College/University | Graduate Degree | |
Anew Biotechnology, Inc.
Anew Biotechnology, Inc. BiotechnologyHealth Technology Anew Biotechnology, Inc. operates as a biotechnology company. It develops and commercializes a portfolio of affordable, life-saving biologic drugs that are critical in the treatment of cancer. The company was founded by Joseph Sinkule in 2014 and is headquartered in Scottsdale, AZ. | Biotechnology | Director/Board Member | |
Ethicann Pharmaceuticals, Inc.
Ethicann Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Ethicann Pharmaceuticals, Inc. manufactures pharmaceutical products. It focuses on the commercialization of cannabis-based ethical drugs. The company was founded by Brandon J. Price in 2018 and is headquartered in Toronto, Canada. | Pharmaceuticals: Major | President | |
Timed Health Corp.
Timed Health Corp. Packaged SoftwareTechnology Services Timed Health Corp. develops a software platform that assists physicians in timing, forecasting, and providing prefilled new medications and healthcare services. The CEO of the American company is Gerard S O'Connor. | Packaged Software | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Canada | 3 |
Settori
Finance | 23 |
Consumer Services | 10 |
Commercial Services | 7 |
Health Technology | 5 |
Retail Trade | 3 |
Posizioni
Corporate Officer/Principal | 68 |
Director/Board Member | 61 |
Undergraduate Degree | 30 |
Portfolio Manager-Equities | 20 |
President | 20 |
Contatti più connessi
Insiders | |
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Anthony Bergamo | 20 |
Hersh Kozlov | 15 |
Howard L. Feinsand | 13 |
Michael David Jamison | 13 |
Richard P. Jaffe | 12 |
Steven Kessler | 12 |
Gerald Yakatan | 12 |
Fred Blume | 10 |
Bruce F. Mackler | 10 |
William A. Rosoff | 9 |
William M. Rogers | 9 |
Saul Reibstein | 7 |
Tom Curran | 7 |
Tom Famigletti | 7 |
Howard J. Kessler | 6 |
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