Provenienza dei contatti di primo grado di Jeff Blanchard
| 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.
28
| Holding Company | Investment Managers | 28 |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.
18
| Extinct | Investment Managers | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeff Blanchard tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Chief Investment Officer | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Bailard, Inc.
 Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Investment Managers | Sales & Marketing Portfolio Manager-Equities | |
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 | Consultant / Advisor Corporate Officer/Principal | |
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 Analyst-Fixed Income Director of Investments Portfolio Manager-Equities Analyst-Equity | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
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 | |
| 100 Women In Finance Foundation | Chairman Director/Board Member | ||
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 | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
| Haas School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
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 their 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 | |
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 | |
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 | |
| Southern Illinois University | College/University | Doctorate Degree | |
| University of Western Kentucky | College/University | Chairman | |
| Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
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. | Investment Managers | Chief Investment Officer | |
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. | College/University | Masters Business Admin | |
| Santa Clara University | College/University | Undergraduate Degree | |
National Center for Healthcare Leadership
 National Center for Healthcare Leadership Medical/Nursing ServicesHealth Services National Center for Healthcare Leadership provides health, wellness and fitness services. The company was founded by Gail L. Warden and Marie E. Sinioris and is headquartered in Chicago, IL. | Medical/Nursing Services | Director/Board Member | |
| Brown University | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree | |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fiduciary Investment Management International, Inc.
 Fiduciary Investment Management International, Inc. Investment ManagersFinance Fiduciary Investment Management International, Inc. (FIMI) is a wealth management firm headquartered in Washington, DC. The firm was founded in 1998 and is a subsidiary of Fiduciary International Holding, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FIMI provides investment advisory and portfolio management services to registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities | |
The Trump Organization, Inc.
 The Trump Organization, Inc. Real Estate DevelopmentFinance The Trump Organization, Inc. provides real estate development services. The company was founded in 1980 and is headquartered in New York, NY. | Real Estate Development | Corporate Officer/Principal | |
JPMorgan Asset Management (Asia Pacific) Ltd.
 JPMorgan Asset Management (Asia Pacific) Ltd. Investment ManagersFinance JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional investors including pension funds, charities and private individuals. | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank AG, New York Branch
 Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Fremont Realty Capital LP
 Fremont Realty Capital LP Investment ManagersFinance Fremont Realty Capital LP is a real estate private equity business unit of the Fremont Group and was founded in the year of 1997 by Claude J. Zinngrabe, Jr. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
| Texas Tech University | College/University | Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
| University of Detroit Mercy | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Regno Unito | 2 |
| India | 2 |
| Hong Kong | 2 |
Settori
| Consumer Services | 22 |
| Finance | 20 |
| Commercial Services | 5 |
| Health Services | 2 |
Posizioni
| Director/Board Member | 48 |
| Portfolio Manager-Equities | 46 |
| Corporate Officer/Principal | 41 |
| Undergraduate Degree | 39 |
| Masters Business Admin | 19 |
Contatti più connessi
| Insiders | |
|---|---|
| Diana Cantor | 34 |
| Mimi Drake | 25 |
| Freda Zietlow | 12 |
| Max Rakhlin | 11 |
| Adam Landau | 9 |
| Jasien Bill | 7 |
| Kevin Donald Dorwin | 7 |
| Eric Minnick | 7 |
| Darin Andrew Morgan | 7 |
| Rich Golinski | 6 |
| Dan Cupkovic | 6 |
| Ben Pace | 6 |
| Michelle Espiritu Soto | 5 |
| Indu Chhachhi | 5 |
| Dave Campbell | 4 |
- Borsa valori
- Insiders
- Jeff Blanchard
- Connessioni Società
