Jerrold Eberhardt
Direttore/Membro del Consiglio presso Dynasty Financial Partners LLC
Provenienza dei contatti di primo grado di Jerrold Eberhardt
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.
29
| Subsidiary | Investment Managers | 29 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jerrold Eberhardt tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
| WISDOMTREE, INC. | Investment Trusts/Mutual Funds | Chief Investment Officer | |
| AETNA | Managed Health Care | Chief Executive Officer | |
| CITIGROUP INC. | Major Banks | Director of Finance/CFO | |
Oak Hill Capital Management LLC
 Oak Hill Capital Management LLC Investment ManagersFinance Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Citadel Enterprise Americas LLC
 Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Investment Managers | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Director/Board Member Masters Business Admin | |
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 | Consultant / Advisor Portfolio Manager-Equities | |
JPMorgan Alternative Asset Management, Inc.
 JPMorgan Alternative Asset Management, Inc. Investment ManagersFinance JPMorgan Alternative Asset Management, Inc. (JPMAAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul Zummo in 1994. They are wholly-owned by JPMorgan Asset Management Holdings Inc., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. The firm acts as investment manager for various domestic and foreign private pooled investment vehicles as well as investment manager for UCITS funds, and for certain separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
| Bates College | College/University | Undergraduate Degree | |
| Davidson College | College/University | Director/Board Member Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree | |
Temasek Capital Pte Ltd.
 Temasek Capital Pte Ltd. Investment ManagersFinance Temasek Capital Pte Ltd (Temasek Capital) is a Private Equity/Venture Capital firm, a subsidiary of Temasek Holdings Pte Ltd (Investment Management) founded in 1974. The firm is headquartered in Singapore with additional office in London. | Investment Managers | Corporate Officer/Principal | |
| Tufts University | College/University | Graduate Degree | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree | |
The Tokarz Group Advisers LLC
 The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Corporate Officer/Principal | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Corporate Officer/Principal | |
| US Securities & Exchange Commission | Investment Banks/Brokers | Chairman | |
The Advertising Council, Inc.
 The Advertising Council, Inc. Miscellaneous Commercial ServicesCommercial Services The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
The Aspen Institute, Inc.
 The Aspen Institute, Inc. Miscellaneous Commercial ServicesCommercial Services The Aspen Institute operates an institution that fosters leadership skills and open-minded dialogue. It conducts seminars, policy programs, conferences and leadership development initiatives, the Institute and its international partners seek to promote nonpartisan inquiry. The company was founded in 1949 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Perella Weinberg Partners LP
 Perella Weinberg Partners LP Investment Banks/BrokersFinance Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients. | Investment Banks/Brokers | Chairman | |
Ogilvy & Mather Advertising, Inc.
 Ogilvy & Mather Advertising, Inc. Advertising/Marketing ServicesCommercial Services Part of WPP Plc, Ogilvy & Mather Advertising, Inc. is a company that provides advertising services. The company is based in New York, NY. Devika Bulchandani has been the CEO of the company since 2022. | Advertising/Marketing Services | Chief Executive Officer | |
| Financial Services Volunteer Corps | Chairman | ||
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Chief Operating Officer | |
| GE Capital Americas | Financial Conglomerates | Corporate Officer/Principal | |
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Investment Managers | Chief Investment Officer | |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Investment Managers | Chief Investment Officer | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer | |
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Investment Managers | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Reverence Capital Partners LLC
 Reverence Capital Partners LLC Investment ManagersFinance Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Part of Envestnet, Inc., Envestnet Portfolio Solutions, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help financial professionals make sense of their clients' finances. The company is based in Boston, MA. Envestnet's ecosystem equips advisors with tools and resources to deliver impactful financial advice to their clients, streamlines processes, offers greater personalization, and provides an enhanced customer experience. The company's goal is to help financial professionals be more efficient and effective in their work, allowing them to focus on deepening client relationships. | Investment Managers | Corporate Officer/Principal | |
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Investment Managers | Chief Executive Officer Director of Investments Chief Investment Officer | |
| CLIPPER REALTY INC. | Real Estate Investment Trusts | Founder | |
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Information Technology Services | Founder Chairman Director/Board Member Chief Operating Officer Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO General Counsel Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Singapore | 2 |
Settori
| Finance | 24 |
| Consumer Services | 15 |
| Commercial Services | 6 |
| Miscellaneous | 2 |
| Health Services | 2 |
Posizioni
| Director/Board Member | 74 |
| Corporate Officer/Principal | 43 |
| Chairman | 22 |
| Chief Executive Officer | 18 |
| Undergraduate Degree | 18 |
Contatti più connessi
| Insiders | |
|---|---|
| Todd Thomson | 31 |
| Harvey Golub | 27 |
| Jim Brown | 15 |
| Shmuel Levinson | 14 |
| Michael Moriarty | 13 |
| Rebecca Alcalay | 10 |
| Monique Miller | 8 |
| Bill Crager | 8 |
| Scott David Welch | 8 |
| William H. Donaldson | 8 |
| Edward Swenson | 7 |
| Andrew Marsh | 7 |
| Jonathan Morris | 6 |
| John Seifert | 5 |
| Ed M. Friedman | 4 |
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