Jason Terrance Thomas
Amministratore Delegato presso PORTFOLIO DESIGN LABS LLC
Provenienza dei contatti di primo grado di Jason Terrance Thomas
| 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.
667
| College/University | Other Consumer Services | 667 |
Stanford Graduate School of Business
103
| College/University | Other Consumer Services | 103 |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.
50
| Private Company | Investment Managers | 50 |
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.
14
| Subsidiary | Investment Managers | 14 |
| Public Company | Financial Conglomerates | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jason Terrance Thomas tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Chief Executive Officer Director/Board Member Director/Board Member | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
| KOREA EXCHANGE BANK | Regional Banks | Director/Board Member | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
Latham & Watkins LLP
 Latham & Watkins LLP Miscellaneous Commercial ServicesCommercial Services Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Santa Clara University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| University of California San Diego | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Fudan University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Masters Business Admin | |
International Medication Systems Ltd.
 International Medication Systems Ltd. Pharmaceuticals: MajorHealth Technology International Medication Systems Ltd. engages in manufacturing pharmaceutical products. The company is headquartered in Cucamonga,CA. | Pharmaceuticals: Major | Director/Board Member President | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | President Doctorate Degree | |
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 Corporate Officer/Principal | |
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. | Miscellaneous | Director/Board Member Chief Executive Officer | |
| University of Illinois | College/University | Doctorate Degree Undergraduate Degree | |
| AMPHASTAR PHARMACEUTICALS, INC. | Pharmaceuticals: Major | Director/Board Member President | |
| New York University | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Purdue University | College/University | Undergraduate Degree Graduate Degree | |
Winston & Strawn LLP
 Winston & Strawn LLP Miscellaneous Commercial ServicesCommercial Services Winston & Strawn LLP provides legal services. Its service areas include antitrust & trade regulations, employment & labor relations, intellectual property, taxation & trusts, and estates to automotive, aviation, electric power, financial services, and health care. The company was founded by Frederick H. Winston in 1853 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Motorola Mobility Ventures
 Motorola Mobility Ventures Investment ManagersFinance Motorola Mobility Ventures (Motorola Mobility Ventures) is a venture capital firm, a subsidiary of Motorola Mobility Holdings, Inc. The firm is headquartered in Libertyville, Illinois. | Investment Managers | General Counsel | |
Motorola Solutions Venture Capital
 Motorola Solutions Venture Capital Investment ManagersFinance Motorola Solutions Venture Capital (Motorola Solutions Venture Capital) is a venture capital subsidiary of Motorola Solutions Inc founded in 1992. The firm is headquartered in Chicago, Illinois. | Investment Managers | General Counsel | |
| Baruch College | College/University | Graduate Degree | |
Indian Institute of Technology Madras
 Indian Institute of Technology Madras Other Consumer ServicesConsumer Services The Indian Institute of Technology, Madras, is among the foremost of institutes of national importance in higher technological education and in basic and applied research. The Institute, with nearly 360 faculty, 4000 students, 1250 administrative and supporting staff, is a self-contained campus and is located in a beautiful, wooded land of about 250 hectares in South Madras | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree | |
| ODONATE, INC. | Pharmaceuticals: Major | General Counsel | |
| WALGREENS BOOTS ALLIANCE, INC. | Medical Distributors | Corporate Secretary | |
| Wesleyan University | College/University | Undergraduate Degree | |
The Los Angeles County Bar Association
 The Los Angeles County Bar Association Miscellaneous Commercial ServicesCommercial Services The Los Angeles County Bar Association (LACBA) is a voluntary metropolitan bar association that was founded in 1878. The non-profit company is based in Los Angeles, CA. It is one of the largest bar associations in the country and serves attorneys, judges, and other legal professionals through various committees, networking events, live and on-demand CLE programs, and pro bono opportunities. LACBA also provides public service and informational resources. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
National Association of College & University Attorneys
 National Association of College & University Attorneys Miscellaneous Commercial ServicesCommercial Services National Association of College & University Attorneys operates as a non-profit organization that provides enhancements on legal assistance for colleges and universities. It offers cases and developments, and programs and events. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Liberty Wealth Management LLC
 Liberty Wealth Management LLC Investment ManagersFinance Liberty Wealth Management LLC (LWM) is an independent investment adviser headquartered in Oakland, California. Founded in 2018, LWM provides investment advisory services to individuals and institutional investors. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| Corea del Sud | 2 |
| Kazakistan | 2 |
| Cina | 2 |
| Regno Unito | 2 |
Settori
| Consumer Services | 20 |
| Finance | 12 |
| Commercial Services | 10 |
| Health Technology | 4 |
| Miscellaneous | 3 |
Posizioni
| Director/Board Member | 169 |
| Corporate Officer/Principal | 162 |
| Undergraduate Degree | 97 |
| Graduate Degree | 52 |
| Portfolio Manager-Equities | 49 |
Contatti più connessi
| Insiders | |
|---|---|
| Sam Heidari | 28 |
| Howard Lee | 27 |
| Charles Goldman | 23 |
| Michael Quartieri | 19 |
| Benny Redjo Setyono | 19 |
| Hong Xiao | 16 |
| Lily Lin | 15 |
| William Siart | 15 |
| John Waller | 15 |
| Mohammed Al-Qahtani | 15 |
| Collin Smyser | 13 |
| Steven B. Sample | 13 |
| Karen Blodgett | 12 |
| Natalie Wolfsen | 12 |
| Morton Schapiro | 12 |
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- Insiders
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