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Dan Weinberg
Analyst-Equity presso AllSquare Wealth Management LLC
Provenienza dei contatti di primo grado di Dan Weinberg
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Ithaca College
31
| College/University | Other Consumer Services | 31 |
State University of New York at Albany
26
| College/University | Other Consumer Services | 26 |
AllSquare Wealth Management LLC
![]() AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations.
2
| Private Company | Investment Managers | 2 |
The College for Financial Planning, Inc.
2
| College/University | Other Consumer Services | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dan Weinberg tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
BRISTOL-MYERS SQUIBB COMPANY | Pharmaceuticals: Major | Sales & Marketing | |
JOHNSON & JOHNSON | Pharmaceuticals: Major | Corporate Officer/Principal Sales & Marketing | |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 Consultant / Advisor | |
Moore Capital Management LP
![]() Moore Capital Management LP Investment ManagersFinance Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group. | Investment Managers | Trading-Equity | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
LSV Asset Management
![]() LSV Asset Management Investment ManagersFinance LSV Asset Management (LSV) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1994 by Josef Lakonishok, Andrei Shleifer and Robert Vishny. They are affiliated with SEI Investments Co. (SEI) (NASDAQ: SEIC), because SEI Funds, Inc., a wholly-owned subsidiary of SEI, owns a minority interest in LSV. LSV provides discretionary investment management services in portfolios of publicly traded global equity securities to a variety of institutional investors and commingled investment funds. | Investment Managers | Sales & Marketing | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
CHINA SUNERGY CO., LTD. | Semiconductors | Director/Board Member | |
AIB ACQUISITION CORPORATION | Financial Conglomerates | Director/Board Member | |
Fried, Frank, Harris, Shriver & Jacobson LLP
![]() Fried, Frank, Harris, Shriver & Jacobson LLP Miscellaneous Commercial ServicesCommercial Services Fried, Frank, Harris, Shriver & Jacobson LLP provides legal services. Its clients include Bank of America, Dow Jones and Northrop Grumman. The company has offices in Frankfurt, Hong Kong, London, New York, Paris, Shanghai, and Washington. Fried, Frank, Harris, Shriver & Jacobson was founded in 1971 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cambridge Information Group, Inc.
![]() Cambridge Information Group, Inc. Investment ManagersFinance Cambridge Information Group, Inc. (CIG) is a private equity firm founded in 1971 by Robert N. Snyder and Philip E. Hixon. The firm is headquartered in New York. | Investment Managers | General Counsel | |
State of New York | Province/State | Corporate Officer/Principal | |
JAKROO INC. | Recreational Products | Director/Board Member | |
EVER-GLORY INTERNATIONAL GROUP, INC. | Apparel/Footwear | Director/Board Member | |
The District of Columbia Bar
![]() The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Central University of Finance & Economics | College/University | Undergraduate Degree | |
State of Virginia | Province/State | Corporate Officer/Principal | |
Adirondack Research & Management, Inc.
![]() Adirondack Research & Management, Inc. Investment ManagersFinance Adirondack Research & Management, Inc. (ARMI) is an independent SEC-registered investment advisor headquartered in Guilderland, New York. The firm was founded by Greg Roeder in 2004 to provide portfolio management services based on individual security selection. ARMI advises Separately Managed Accounts (SMA) and the Adirondack Small Cap Fund (the Fund). | Investment Managers | Investor Relations Contact | |
Selective Insurance Company of America
![]() Selective Insurance Company of America Property/Casualty InsuranceFinance Selective Insurance Co. of America provides property and casualty insurance products and services. The company was founded in 1926 and is headquartered in Branchville, NJ. | Property/Casualty Insurance | Director/Board Member | |
Widener University | College/University | Graduate Degree | |
Everest Investors B LLC
![]() Everest Investors B LLC Financial ConglomeratesFinance Everest Investors B LLC engages in the provision of investment services. The company is headquartered in Chagrin Falls, OH. | Financial Conglomerates | Director/Board Member | |
ProQuest LLC
![]() ProQuest LLC Internet Software/ServicesTechnology Services ProQuest LLC provides software research solutions that connect people and information. It offers discover services, management solutions, data services, research tools, ebooks, collection management services, print books, and news and newspapers. The company was founded by Eugene Power in 1938 and is headquartered in Ann Arbor, MI. | Internet Software/Services | Corporate Secretary | |
Ex Libris (Deutschland) GmbH
![]() Ex Libris (Deutschland) GmbH Packaged SoftwareTechnology Services Part of Clarivate Plc, Ex Libris (Deutschland) GmbH is a cloud-based solutions provider that helps institutions improve library impact, research outcomes, and student engagement. The company is based in Hamburg, Germany. Ex Libris offers a range of solutions including library management, resource discovery, research services, mobile campus services, and course resource lists, leveraging automated workflows, a superior UX, and advanced analytics. The CEOs of the German company are Larisa Avner Trainor, Ofer Mosseri. | Packaged Software | Chief Executive Officer | |
Ex Libris (UK) Ltd.
![]() Ex Libris (UK) Ltd. Packaged SoftwareTechnology Services Founded in 1997, Ex Libris (UK) Ltd. is a British software development company that specializes in business and domestic software. Part of Clarivate Plc, the company is based in London, UK. | Packaged Software | Director/Board Member | |
Pi2 Solutions Ltd.
![]() Pi2 Solutions Ltd. Data Processing ServicesTechnology Services Part of Clarivate Plc, Pi2 Solutions Ltd. is a British company that provides product literature database systems for the biopharmaceutical industry. The company is based in Cambridge, UK. Founded in 2002. Pi2 Solutions was acquired by ProQuest LLC, part of Clarivate Plc from December 01, 2021 on May 01, 2014. | Data Processing Services | Director/Board Member | |
ProQuest European Holdings Ltd.
![]() ProQuest European Holdings Ltd. Packaged SoftwareTechnology Services Part of Clarivate Plc, ProQuest European Holdings Ltd. is a holding British company that develops and distributes software and provides accounting services through its subsidiaries. The company is based in Cambridge, UK and was founded in 2013. | Packaged Software | Director/Board Member | |
Proquest Information & Learning Ltd.
![]() Proquest Information & Learning Ltd. Wholesale DistributorsDistribution Services Founded in 1973, Proquest Information & Learning Ltd. is a subsidiary of Cambium Learning Group, Inc. The company is based in Cambridge, UK. The British company supplies and publishes books and provides software development, human resource, and accounting services. | Wholesale Distributors | Director/Board Member | |
George Washington University Law School | College/University | Graduate Degree | |
Triman Ultimate Holdings LLC
![]() Triman Ultimate Holdings LLC Financial ConglomeratesFinance Triman Ultimate Holdings LLC engages in business services industry. The company was founded in 2019 and is headquartered in Boca Raton, FL. | Financial Conglomerates | Director/Board Member | |
Union University | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 33 |
Regno Unito | 5 |
Cina | 4 |
Canada | 3 |
Hong Kong | 2 |
Settori
Finance | 18 |
Consumer Services | 8 |
Technology Services | 7 |
Commercial Services | 5 |
Health Technology | 3 |
Posizioni
Director/Board Member | 99 |
Corporate Officer/Principal | 91 |
Undergraduate Degree | 60 |
Chief Executive Officer | 42 |
Portfolio Manager-Equities | 25 |
Contatti più connessi
Insiders | |
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Heiko Roman Michael Fischer | 30 |
Romolo Santarosa | 18 |
Jeff Cohen | 16 |
David Lebow | 16 |
Nancy Miller-Rich | 15 |
Larisa Avner Trainor | 14 |
Joel Arberman | 13 |
Merry Tang | 13 |
Thomas Amell | 13 |
Dave P. Whalen | 13 |
Andrew Jones | 13 |
Kevin E. Glazer | 11 |
Mark P. Kronfeld | 11 |
Gary Kubera | 10 |
Robert Cheney Stimson | 9 |
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