Charles Goldman
Presidente presso FINTECH EVOLUTION ACQUISITION GROUP
Provenienza dei contatti di primo grado di Charles Goldman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
382
| College/University | Other Consumer Services | 382 |
University of California, Los Angeles
255
| College/University | Other Consumer Services | 255 |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.
62
| Private Company | Investment Managers | 62 |
| Public Company | Investment Banks/Brokers | 46 | |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.
18
| Holding Company | Miscellaneous | 18 |
American Mountain Guides Association
 American Mountain Guides Association Media ConglomeratesConsumer Services American Mountain Guides Association supports the American mountain guiding and climbing instructor community. The company was founded in 1979 and is headquartered in Boulder, CO.
18
| Non-Profit Organization | Media Conglomerates | 18 |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.
17
| Subsidiary | Investment Managers | 17 |
| Public Company | Financial Conglomerates | 14 | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.
8
| Subsidiary | Financial Conglomerates | 8 |
AmeriLife Group LLC
 AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL.
8
| Holding Company | Investment Managers | 8 |
| Private Company | Financial Conglomerates | 5 | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.
4
| Holding Company | Investment Managers | 4 |
AssetMark Trust Co.
 AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The company is based in Concord, CA.
3
| Subsidiary | Investment Managers | 3 |
Fidelity Investments Tax-Exempt Services Co.
1
| Subsidiary | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Charles Goldman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Chief Administrative Officer Corporate Officer/Principal Chief Administrative Officer General Counsel Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Tech/Sci/R&D Officer | |
GC Two Holdings, Inc.
 GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
TravelClick, Inc.
 TravelClick, Inc. Miscellaneous Commercial ServicesCommercial Services TravelClick, Inc. engages in development of cloud-based and data-driven solutions for hotels. Its solutions include suites, business intelligence, reservations and booking engine, media, web and video, and guest management solutions. The company was founded by Raymond Martin Cohen, Richard W. Gray and Ray Cohen in 1999 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Chairman Director of Finance/CFO Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Accruent LLC
 Accruent LLC Packaged SoftwareTechnology Services Accruent LLC provides real estate performance management solutions. Its solutions include capital planning, CMMS, field service management, IoT remote monitoring, project management, and healthcare technology management. It offers products and services to education, corporate, healthcare, public sector,retail, telecommunication, manufacturing, and utilities industry. The company was founded by Mark Friedman in August 1995 and is headquartered in Austin, TX. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Thomas H. Lee Partners LP
 Thomas H. Lee Partners LP Investment ManagersFinance Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor | |
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Director/Board Member Chief Executive Officer Chief Executive Officer | |
Confie Seguros, Inc.
 Confie Seguros, Inc. Insurance Brokers/ServicesFinance Confie Seguros, Inc. engages in the provision of personal and commercial insurance brokerage services. The company was founded by Mordy Rothberg and Joseph Waked in 2008 and is headquartered in Huntington Beach, CA. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Institutional Shareholder Services, Inc.
 Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
MidCap Financial Services LLC
 MidCap Financial Services LLC Financial ConglomeratesFinance MidCap Financial Services LLC provides debt solutions to middle-market healthcare companies. It offers asset based lending products, which include revolving lines of credit, asset based term loans, enterprise value term loans, and debtor in possession lines of credit; and real estate lending products, such as first mortgage and mezzanine loans. The firm also provides leveraged lending; and life sciences lending that include life sciences venture loans and revolving lines of credit. It has offices in Bethesda, Los Angeles and Chicago. The company was founded by Howard T. Widra, Steve M. Curwin, David G. Moore, William Gould, Kevin McMeen and Clare Bailhe in 2008 and is headquartered in Bethesda, MD. | Financial Conglomerates | Corporate Officer/Principal Director/Board Member Director/Board Member | |
Infinite Electronics, Inc.
 Infinite Electronics, Inc. Electronics DistributorsDistribution Services Infinite Electronics, Inc. operates as a holding company, which engages in the provision of management and back office support. The firm through its subsidiaries, offers radio frequency (RF) and microwave; wired and wireless connectivity products; data bus couplers, harnesses and cable assemblies, connectors, and connector termination systems; electrical connectors for commercial, military and aerospace markets; antennas and accessories; test and measurement instruments; and RF protection solutions. The company is headquartered in Irvine, CA. | Electronics Distributors | Director/Board Member Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Gc Lighthouse Holdings, Inc.
 Gc Lighthouse Holdings, Inc. Financial ConglomeratesFinance Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
Association Member Benefits Advisors LLC
 Association Member Benefits Advisors LLC Advertising/Marketing ServicesCommercial Services Association Member Benefits Advisors LLC operates as a national sales organization focused on the needs of active and retired educator associations, as well as public service employees and other associations. It offers benefit representatives, database support, and design services. The company was founded by David Morgan and Jerry Morgan in 2001 and is headquartered in Austin, TX. | Advertising/Marketing Services | Director/Board Member Director/Board Member Director/Board Member | |
TA Associates Management LP
 TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Private Equity Investor Private Equity Investor | |
Insurity, Inc.
 Insurity, Inc. Packaged SoftwareTechnology Services Insurity, Inc. engages in the provision of cloud-based core system solutions and data analytics for insurers, brokers, and managing general agents (MGAs). It offers Insurity policy, Insurity claims, Insurity integrated suites, and Insurity payment solutions. The company was founded by Jeffrey J. Glazer in 1985 and is headquartered in Hartford, CT. | Packaged Software | Director/Board Member Director/Board Member President | |
Prometheus Group Enterprises LLC
 Prometheus Group Enterprises LLC Packaged SoftwareTechnology Services Prometheus Group Enterprises LLC engages in the provision of enterprise asset management and plant maintenance operations and optimization software. It offers planning and scheduling, analytics, permitting and isolations, and turnaround and outage management. The company was founded by Eric Huang in 1998 and is headquartered in Raleigh, NC. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
| PT CIKARANG LISTRINDO TBK | Electric Utilities | Director/Board Member Chief Executive Officer | |
| Indian Institute of Technology Kanpur | College/University | Undergraduate Degree Undergraduate Degree | |
Financial-Information-Technologies LLC
 Financial-Information-Technologies LLC Packaged SoftwareTechnology Services Financial-Information-Technologies LLC offers electronic funds transfer (EFT) and electronic data interchange (EDI) services. It provides delivery data exchanging, invoice settlement, payment activity reconciling, and purchase management services. The company was founded by Scott P. Riley in 1991 and is headquartered in Tampa, FL. | Packaged Software | Director/Board Member Director/Board Member | |
Prime Risk Partners, Inc.
 Prime Risk Partners, Inc. Property/Casualty InsuranceFinance Prime Risk Partners, Inc. engages in the provision of national insurance distribution platform. Its solutions include commercial insurance, personal insurance, employee benefits and insurance specialties. It also offers claims support, administration services and alternative risk solutions. The company was founded by Bret D. Quigley and Adam Meyerowitz in 2014 and is headquartered in Alpharetta, GA. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
Retriever Medical / Dental Payments LLC
 Retriever Medical / Dental Payments LLC Miscellaneous Commercial ServicesCommercial Services Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| DUN & BRADSTREET CORP | Data Processing Services | Director of Finance/CFO Director/Board Member | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
| S&P GLOBAL, INC. | Financial Publishing/Services | Corporate Officer/Principal Director/Board Member | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Chairman | |
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
Palomar Specialty Insurance Co.
 Palomar Specialty Insurance Co. Insurance Brokers/ServicesFinance Palomar Specialty Insurance Co. provides underwriting of residential and commercial earthquake insurance services. It seeks to increase the number of options for homeowners and businesses seeking earthquake insurance. The company was founded by David McDonald Armstrong in February 2014 and is headquartered in La Jolla, CA. | Insurance Brokers/Services | Director/Board Member Chairman | |
TA/WEG Parent LLC
 TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member Director/Board Member | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | President President | |
WEG Sub Parent LLC
 WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Russell Investments US Institutional Holdco, Inc.
 Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Investment Managers | Director/Board Member President | |
Marcone Appliance Parts Center, Inc.
 Marcone Appliance Parts Center, Inc. Wholesale DistributorsDistribution Services Marcone Appliance Parts Center, Inc. distributes electronic appliances and components. The firm offers products such as parts and accessories for refrigerators, washing machines, dryers, ranges, dishwashers, air conditioners, ice-cream machines, disposers, HVAC parts and supplies, plumbing and apartment supplies. The company was founded by Harry Markow in 1932 and is headquartered in St. Louis, MO. | Wholesale Distributors | Director/Board Member Director/Board Member | |
Granite Global Solutions Holdings, Inc.
 Granite Global Solutions Holdings, Inc. Insurance Brokers/ServicesFinance Granite Global Solutions, Inc. provides insurance services and risk mitigation solutions. It offers independent adjusting, private investigation, disability management, structured settlement and forensic engineering services. The firm provides its services to the corporate, legal, insurance and government clients. The company is headquartered in Toronto, Canada. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
Sonny's Enterprises LLC
 Sonny's Enterprises LLC Auto Parts: OEMProducer Manufacturing SONNY'S Enterprises LLC engages in the manufacture and sale of conveyorized car wash equipment, parts, and supplies. Its car wash solutions comprises of consulting, college, equipment, vacuums, controls, marketing, chemistry, and parts. The company was founded by Sonny Fazio in 1949 and is headquartered in Tamarac, FL. | Auto Parts: OEM | Director/Board Member Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Indonesia | 2 |
| India | 2 |
| Canada | 2 |
Settori
| Finance | 24 |
| Consumer Services | 13 |
| Commercial Services | 6 |
| Technology Services | 6 |
| Distribution Services | 3 |
Posizioni
| Director/Board Member | 511 |
| Corporate Officer/Principal | 169 |
| Independent Dir/Board Member | 83 |
| Chief Executive Officer | 78 |
| Undergraduate Degree | 74 |
Contatti più connessi
| Insiders | |
|---|---|
| George Hutton | 37 |
| Ganesh B. Rao | 33 |
| Todd Crockett | 32 |
| Deborah McWhinney | 31 |
| David Fisher | 27 |
| Howard Lee | 27 |
| Rob S. Rutledge | 27 |
| Paula Sneed | 25 |
| Rohit Bhagat | 25 |
| Dawn Lepore | 25 |
| Joseph Velli | 23 |
| Michael Bell | 22 |
| Anthony Salewski | 22 |
| M. Burns | 20 |
| Iwan Putra Brasali | 20 |
- Borsa valori
- Insiders
- Charles Goldman
- Connessioni Società
