Dan Cupkovic
Direttore degli Investimenti presso ARGI Financial Group LLC
Provenienza dei contatti di primo grado di Dan Cupkovic
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.
27
| Holding Company | Investment Managers | 27 |
Pedago LLC
 Pedago LLC Other Consumer ServicesConsumer Services Pedago LLC provides revolutionizes online education services. The company was founded by Tom Adams and is headquartered in Washington, DC.
17
| College/University | Other Consumer Services | 17 |
ARGI Financial Group LLC
 ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY.
10
| Subsidiary | Investment Managers | 10 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dan Cupkovic tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| JOHNSON CONTROLS INC | Packaged Software | Chief Tech/Sci/R&D Officer | |
Allworth Financial Group LP
 Allworth Financial Group LP Investment ManagersFinance Allworth Financial Group LP engages in the provision of financial advisory services. It specializes in retirement planning, investment advising, tax planning & preparation, estate planning, and 401(k) management. The company was founded by Patrick Carl McClain and Scott Thomas Hanson in 1993 and is headquartered in Sacramento, CA. | Investment Managers | Director/Board Member | |
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Managers | Chief Investment Officer Investment Committee Member Analyst-Fixed Income Portfolio Manager-Equities Chief Executive Officer | |
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree Graduate 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 Corporate Officer/Principal | |
Weil, Gotshal & Manges LLP
 Weil, Gotshal & Manges LLP Miscellaneous Commercial ServicesCommercial Services Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Midven Ltd.
 Midven Ltd. Investment ManagersFinance Midven Ltd (Midven) is a venture capital firm founded in 1990. The firm is headquartered in Birmingham, United Kingdom. | Investment Managers | Private Equity Analyst | |
Lightyear Capital LLC
 Lightyear Capital LLC Investment ManagersFinance Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York. | Investment Managers | Investment Committee Member | |
| San Diego State University | College/University | Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree | |
| Grand Valley State University (Michigan) | College/University | Graduate 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 Undergraduate Degree | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
| Pepperdine University | College/University | Masters Business Admin | |
| Spring Hill College | College/University | Undergraduate Degree | |
| University of Western Kentucky | College/University | Chairman Undergraduate Degree | |
| University of Louisville | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| Federal Reserve Bank of New York | General Government | Corporate Officer/Principal | |
| University of Lund | College/University | Graduate Degree | |
| King's College London | College/University | Doctorate Degree | |
| University of Bratislava Economic | College/University | Undergraduate Degree | |
| Rhodes University | College/University | Undergraduate Degree Undergraduate Degree | |
Wren Sterling Financial Planning Ltd.
 Wren Sterling Financial Planning Ltd. Investment ManagersFinance Wren Sterling Financial Planning Ltd. engages in the provision of financial advisory services for businesses and individuals. It offers pensions, benefits, investments, and retirement planning. The company was founded by Walter Anthony Avrili, Simon Timothy Talbot Knight, Warren Page, and Ian Stuart Darby and is headquartered in Nottingham, the United Kingdom. | Investment Managers | Director/Board Member | |
The Council for Economic Education
 The Council for Economic Education Miscellaneous Commercial ServicesCommercial Services The Council for Economic Education focuses on personal finance and economic education for K-12 students. Its programs include national economics challenge, smart-X, curriculum support, teacher awards and professional development. The company was founded in 2009 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Permit Capital Advisors LLC
 Permit Capital Advisors LLC Investment ManagersFinance Permit Capital Advisors LLC (PCA) is a wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2011 and is a subsidiary of Cerity Partners LLC. PCA manages client assets and serves an ultra-high-net-worth clientele. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Permit Capital LLC
 Permit Capital LLC Investment ManagersFinance Permit Capital LLC is an independent registered alternative asset management firm headquartered in West Conshohocken, Pennsylvania. It was founded by Richard B. Worley in 2002. The firm structures and manages private investment funds. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Shore Capital Partners LLC
 Shore Capital Partners LLC Investment ManagersFinance Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Undergraduate Degree | |
100 Women In Hedge Funds
 100 Women In Hedge Funds Miscellaneous Commercial ServicesCommercial Services 100 Women In Hedge Funds is an association of women from finance and alternative investments industries. The non-profit company is based in New York, NY. The company was founded in 2001 by Dana Hall, Sarah Dyer Dana. The CEO is Amanda Pullinger. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Hubba Co Ltd.
 Hubba Co Ltd. Packaged SoftwareTechnology Services Hubba Co Ltd. engages in the provision of shared community-driven workspace. It offers co-working space, meet-ups, workshops, and meeting room, and event space rentals. The company was founded by Amarit Charoenphan and Charle Charoenphan in 2012 and is headquartered in Bangkok, Thailand. | Packaged Software | Chief Executive Officer | |
| ADIENT PLC | Auto Parts: OEM | Chief Tech/Sci/R&D Officer | |
Quintessentially Ventures Ltd.
 Quintessentially Ventures Ltd. Investment ManagersFinance Quintessentially Ventures Ltd (Quintessentially Ventures) is a venture capital firm founded in 2013 by Lex Deak. The firm is headquartered in London. | Investment Managers | Private Equity Analyst | |
Lighthouse Technologies Holding Corp.
 Lighthouse Technologies Holding Corp. Packaged SoftwareTechnology Services Lighthouse Technologies Holdings Corp. engages in the development of Light Emitting Diode (LED) technology. It offers LED video display solutions for multiple indoor & outdoor applications. The company was founded by Josh Stellick in 1995 and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
Hackers/Founders
 Hackers/Founders Investment ManagersFinance Hackers/Founders provides investment advisory services. | Investment Managers | Consultant / Advisor | |
Cambridge Cancer Genomics Ltd.
 Cambridge Cancer Genomics Ltd. Pharmaceuticals: MajorHealth Technology Cambridge Cancer Genomics Ltd. provide cancer therapy. It also provides health care and diagnostics. The company is headquartered in Cambridge, the United Kingdom. | Pharmaceuticals: Major | Founder | |
| 100 Women In Finance Foundation | Chairman Director/Board Member | ||
HowardSimon LLC
 HowardSimon LLC Financial ConglomeratesFinance HowardSimon LLC provides financial, retirement administration, payroll, and HR management services. The company is based in Riverwoods, IL. The company was founded in 1981 by Howard Simon. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Global Health Impact Network, Inc.
 Global Health Impact Network, Inc. Internet Software/ServicesTechnology Services Global Health Impact Network, Inc. engages in the provision of healthcare services. The company is headquartered in Walnut Creek, CA. | Internet Software/Services | Chief Executive Officer Private Equity Investor | |
Global Health Impact Fund LLC
 Global Health Impact Fund LLC Investment ManagersFinance Global Health Impact Fund LLC (Global Health Impact Fund) is a venture capital firm founded in 2018 by Gary A Goldman and Robert E Sweeney. The firm is headquartered in Walnut Creek, California. | Investment Managers | Founder Private Equity Investor | |
The Venture Collective LLC
 The Venture Collective LLC Investment ManagersFinance The Venture Collective LLC (Venture Collective) is a venture capital firm founded in 2019. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
| VERTIV HOLDINGS CO | Electronic Production Equipment | Chief Tech/Sci/R&D Officer | |
Schellman & Co. LLC
 Schellman & Co. LLC Miscellaneous Commercial ServicesCommercial Services Schellman & Co. LLC is a professional services provider that offers attestation, compliance, and certification services. The company is based in Tampa, FL, and has subsidiaries in the United States. The company operates under two distinct entities, Schellman & Company, LLC and Schellman Compliance, LLC. Schellman & Company, LLC is a top 50 CPA firm that provides SOC reports, ISO certification, PCI qualified security assessment, HITRUST assessment, FedRAMP 3PAO, and CMMC authorized C3PAO services. Schellman Compliance, LLC is a licensed compliance assessment firm that provides cybersecurity assessments. The company was founded in 2002 by Avani Desai, who has been the CEO since 2002. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 40 |
| Regno Unito | 6 |
| Svezia | 2 |
| Slovacchia | 2 |
| Sud Africa | 2 |
Settori
| Consumer Services | 19 |
| Finance | 18 |
| Technology Services | 5 |
| Commercial Services | 5 |
| Government | 2 |
Posizioni
| Director/Board Member | 51 |
| Undergraduate Degree | 43 |
| Corporate Officer/Principal | 40 |
| Masters Business Admin | 30 |
| Portfolio Manager-Equities | 27 |
Contatti più connessi
| Insiders | |
|---|---|
| Diana Cantor | 34 |
| Mimi Drake | 25 |
| Gary Goldman | 13 |
| Max Rakhlin | 11 |
| Adam Landau | 9 |
| Amarit Charoenphan | 8 |
| Chris Kager | 8 |
| Adrian Mack | 8 |
| Kevin Donald Dorwin | 7 |
| Jasien Bill | 7 |
| Jeff Blanchard | 7 |
| Eric Minnick | 7 |
| Darin Andrew Morgan | 7 |
| Sheryl Haislet | 6 |
| Ben Pace | 6 |
- Borsa valori
- Insiders
- Dan Cupkovic
- Connessioni Società
