Eric Michael Flett
Amministratore Delegato presso Concentric Wealth Management LLC
Provenienza dei contatti di primo grado di Eric Michael Flett
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of California, Berkeley
557
| College/University | Other Consumer Services | 557 |
Trainer Wortham & Co., Inc.
 Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)
15
| Extinct | Investment Managers | 15 |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.
11
| Subsidiary | Investment Managers | 11 |
Concentric Wealth Management LLC
 Concentric Wealth Management LLC Investment ManagersFinance Concentric Wealth Management LLC (Concentric) is an independent registered wealth management firm headquartered in Lafayette, California. The firm was founded in 2008 by Eric Flett and Stewart McGuire. Concentric provides integrated wealth management services, including financial planning and investment management, to individuals, trust and estates, pension and profit-sharing plans, and business entities.
1
| Private Company | Investment Managers | 1 |
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS)
1
| Extinct | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Eric Michael Flett tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Genentech, Inc.
 Genentech, Inc. BiotechnologyHealth Technology Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA. | Biotechnology | Corporate Officer/Principal Corporate Officer/Principal | |
| INTEL CORPORATION | Semiconductors | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| IBM | Packaged Software | Sales & Marketing Corporate Officer/Principal | |
| JOHNSON & JOHNSON | Pharmaceuticals: Major | Corporate Officer/Principal Corporate Officer/Principal | |
| PFIZER, INC. | Pharmaceuticals: Major | Corporate Officer/Principal Corporate Officer/Principal | |
| QUALCOMM, INC. | Semiconductors | Chief Executive Officer Public Communications Contact | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Doctorate Degree | |
| FIRST REPUBLIC BANK | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Imetrikus International, Inc. | President | ||
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 | |
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 | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Doctorate Degree Doctorate Degree Undergraduate Degree Doctorate Degree | |
Morrison & Foerster LLP
 Morrison & Foerster LLP Miscellaneous Commercial ServicesCommercial Services Morrison & Foerster LLP is a law firm that provides legal services on various industries, which include: litigation, financial services, intellectual property and technology, and transactional work, such as corporate, capital markets and real estate finance representations. The company was founded in 1883 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal 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 | Graduate Degree Masters Business Admin | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Graduate Degree Doctorate Degree | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Undergraduate Degree Doctorate Degree Corporate Officer/Principal Doctorate Degree | |
| Georgia Institute of Technology | College/University | Corporate Officer/Principal 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 Masters Business Admin | |
| New York University | College/University | Graduate Degree Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Corporate Officer/Principal | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| University of San Francisco | College/University | Masters Business Admin Undergraduate Degree | |
| MODEL N, INC. | Information Technology Services | Private Equity Investor | |
Marelli Europe SpA
 Marelli Europe SpA Wholesale DistributorsDistribution Services Marelli Europe SpA engages in the design and production of systems and components for the automotive industry. It operates through the following business areas: Electronic Systems, Automotive Lighting, Powertrain, Suspension Systems, Exhaust Systems, Motorsport, Plastic Components and Modules, and After Market Parts and Services. The company was founded on October 8, 1919 and is headquartered in Milan, Italy. | Wholesale Distributors | Corporate Officer/Principal Corporate Officer/Principal | |
CDC Small Business Finance Corp.
 CDC Small Business Finance Corp. Finance/Rental/LeasingFinance CDC Small Business Finance Corp. is a not-for-profit company, which engages in the provision of financial services. It offers loans and loan advising. The company was founded in 1978 by Arthur H. Goodman and is headquartered in San Diego, CA. | Finance/Rental/Leasing | Director/Board Member | |
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 | |
| PRYSMIAN S.P.A. | Electrical Products | Director/Board Member Corporate Officer/Principal | |
| Politecnico di Milano | College/University | Undergraduate Degree Undergraduate Degree | |
First Pacific Bank
 First Pacific Bank Regional BanksFinance First Pacific Bank operates as a community bank. The firm offers business and personal banking products and services including deposits, loans, savings and checking plans, cash management, mobile and online banking, business professional services, and other additional financial services. It also provides payroll and tax management. The company was founded on September 18, 2006 and is headquartered in Whittier, CA. | Regional Banks | Chief Executive Officer | |
The State Bar of California
 The State Bar of California Miscellaneous Commercial ServicesCommercial Services The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Berkeley Foundation
 University of California, Berkeley Foundation Investment Trusts/Mutual FundsMiscellaneous University of California, Berkeley Foundation engages in the provision of philanthropic services.It offers social services and supports the advancement of higher education by securing private financial support. The company was founded by Phoebe Apperson Hearst, Jane Sather, Charles Franklin Doe in 1868 and is headquartered in Berkeley, CA. | Investment Trusts/Mutual Funds | Director/Board Member President | |
OrbiMed Advisors Private Equity
 OrbiMed Advisors Private Equity Investment ManagersFinance OrbiMed Advisors Private Equity (OrbiMed Advisors Private Equity) is a private equity and venture capital subsidiary of Orbimed Advisors LLC founded in 1993 by Samuel D. Isaly. The firm is headquartered in New York and it has additional offices in San Francisco, Mumbai, Shanghai, Herzliya, Hong Kong and London. | Investment Managers | Private Equity Investor | |
| Acumen Sciences LLC | Director of Finance/CFO | ||
| University of California, Hastings | College/University | Graduate Degree Undergraduate Degree | |
| Bankers' Small Business CDC | President | ||
| University of California | College/University | Graduate Degree Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Practice Fusion, Inc.
 Practice Fusion, Inc. Packaged SoftwareTechnology Services Practice Fusion, Inc. engages in the development of cloud-based electronic health record platform for doctors and patients. Its platform features include e-Prescribing, medical charting, scheduling, lab integrations, patient management, patient health record, and mobile EMR and support. The company was founded by Matthew C. Douglass, Jonathan Malek, Alan Wong, and Ryan Howard in 2005 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Mellitus Health, Inc.
 Mellitus Health, Inc. Packaged SoftwareTechnology Services Mellitus Health, Inc. engages in the development of insulin titration software. The company was founded by Mayer B. Davidson, Josh Davidson, and Michael Margolese in 2014 and is headquartered in Los Angeles, CA. | Packaged Software | Director/Board Member | |
Javelin Oncology, Inc.
 Javelin Oncology, Inc. Medical/Nursing ServicesHealth Services Javelin Oncology, Inc. provides health care services. The company was founded by Anthony Cooper and is headquartered in Lebanon, NH. | Medical/Nursing Services | Chief Executive Officer | |
| AUGMEDIX, INC. | Miscellaneous Commercial Services | Director/Board Member | |
| Prysmian Netherlands Holding BV | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Italia | 4 |
| Cina | 2 |
| Paesi Bassi | 2 |
Settori
| Consumer Services | 17 |
| Finance | 8 |
| Commercial Services | 7 |
| Health Technology | 5 |
| Technology Services | 5 |
Posizioni
| Director/Board Member | 339 |
| Corporate Officer/Principal | 263 |
| Undergraduate Degree | 96 |
| Chairman | 71 |
| Founder | 63 |
Contatti più connessi
| Insiders | |
|---|---|
| Weijian Shan | 40 |
| Fabio Ignazio Romeo | 36 |
| Corey Goodman | 35 |
| Robert Siegel | 33 |
| Paul Jacobs | 32 |
| Lisa Suennen | 30 |
| Adam Berger | 30 |
| Mark Grovic | 28 |
| Ana Dolores Moura Carneiro de Novaes | 26 |
| Frank Williams | 24 |
| René Marc Kern | 24 |
| Steve Yecies | 23 |
| Gregg Alton | 22 |
| Ori Sasson | 20 |
| Zdenìk Bakala | 18 |
- Borsa valori
- Insiders
- Eric Michael Flett
- Connessioni Società
