Jared Weiner
Direttore della Ricerca - Azioni presso Veritable LP
Provenienza dei contatti di primo grado di Jared Weiner
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations.
30
| Subsidiary | Investment Managers | 30 |
Bethlehem Haven
 Bethlehem Haven Services to the Health IndustryHealth Services Bethlehem Haven provides emergency shelter, health and employment services. The firm offers a continuum of care for homeless and underserved women that leads toward self-sufficiency. The company was founded by Peter Weaver and is headquartered in Pittsburgh, PA.
17
| Non-Profit Organization | Services to the Health Industry | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jared Weiner tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
BNP Paribas (New York Branch)
 BNP Paribas (New York Branch) Regional BanksFinance BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Sales & Marketing | |
Philadelphia Investment Management Co.
 Philadelphia Investment Management Co. Investment ManagersFinance Philadelphia Investment Management Co. (PIMC) is an independent, SEC-registered investment advisor headquartered in Pocomoke City, Maryland. The firm was founded by Wlliam Shettle in 1986. PIMC provides investment management services to individuals, corporations, public funds and charitable institutions. | Investment Managers | Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Riverside Partners LLC (New York)
 Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Private Equity Investor | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Terramics Property Co.
 Terramics Property Co. Real Estate DevelopmentFinance Part of Brandywine Realty Trust, Terramics Property Co. is a company that owns and develops office properties. The company is based in Berwyn, PA. Terramics Property was acquired by Prentiss Properties Trust/MD on September 29, 1997 for $120 million. | Real Estate Development | Corporate Officer/Principal | |
| Hampshire College | College/University | Undergraduate Degree | |
| Lafayette College | College/University | Undergraduate Degree | |
| LaSalle University | College/University | Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | 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 | Masters Business Admin | |
| United States Naval Academy | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rowan University | College/University | Undergraduate Degree | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin | |
| Washington & Lee University | College/University | Undergraduate Degree | |
Morgan Stanley & Co. International Plc
 Morgan Stanley & Co. International Plc Investment Banks/BrokersFinance Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hirtle, Callaghan & Co. LLC
 Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Investment Managers | Corporate Officer/Principal | |
| SOTHEBY'S | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| State University of New York at Binghamton | College/University | Undergraduate Degree | |
AIC Ventures LP
 AIC Ventures LP Investment ManagersFinance Founded in 1990, AIC Ventures is a venture capital firm headquartered in Austin, Texas. They also have offices in Dallas and Deerfield, Illinois. | Investment Managers | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Lyxor Asset Management LLC
 Lyxor Asset Management LLC Investment ManagersFinance Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Natural Lands Trust, Inc.
 Natural Lands Trust, Inc. Miscellaneous Commercial ServicesCommercial Services Natural Lands Trust, Inc. operates as a land conservation organization. The company was founded in 1950 and is headquartered in Media, PA. | Miscellaneous Commercial Services | Director/Board Member | |
| Seton Hall University School of Law | College/University | Doctorate Degree | |
| Fels Institute of Government | College/University | Graduate Degree | |
| CAMBRIAN CAPITAL MANAGEMENT LLC | Investment Managers | Founder | |
Archean Capital Partners
 Archean Capital Partners Investment ManagersFinance Archean Capital Partners (Archean) is a private equity firm founded in 2017. The firm is headquartered in Newtown Square, Pennsylvania. | Investment Managers | Private Equity Investor | |
The Library Co. of Philadelphia
 The Library Co. of Philadelphia Miscellaneous Commercial ServicesCommercial Services The Library Co. of Philadelphia is a research library providing a collection of books, manuscripts, broadsides, ephemera, prints, photographs, and works of art. The company was founded by Benjamin Franklin in 1731 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member | |
| Highmark Health | Miscellaneous Commercial Services | Director/Board Member | |
Shady Side Academy
 Shady Side Academy Other Consumer ServicesConsumer Services Shady Side Academy provides educational services. The company was founded in 1883 and is headquartered in Pittsburgh, PA. | Other Consumer Services | Director/Board Member | |
The Pittsburgh Foundation
 The Pittsburgh Foundation Miscellaneous Commercial ServicesCommercial Services The Pittsburgh Foundation provides support to programs that improve the quality of life in the areas of education, arts, children, families & youth, healthcare and economic development. The foundation evaluates and addressescommunity issues, promoting responsible philanthropy and connecting donors to the needs of the community. The foundation was established in 1945 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Delaware Museum of Natural History, Inc.
 Delaware Museum of Natural History, Inc. Other Consumer ServicesConsumer Services Delaware Museum of Natural History, Inc. specializes for its extensive collections of seashells, birds, and bird eggs. The company was founded by John Eleuthere du Pont in 1957 and is headquartered in Wilmington, DE. | Other Consumer Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Regno Unito | 2 |
Settori
| Consumer Services | 23 |
| Finance | 21 |
| Commercial Services | 8 |
Posizioni
| Corporate Officer/Principal | 41 |
| Undergraduate Degree | 30 |
| Director/Board Member | 28 |
| Portfolio Manager-Equities | 19 |
| Masters Business Admin | 7 |
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