Jerry Chafkin
Nessuna posizione attualmente
Patrimonio netto: 657 922 $ in data 30/04/2024
Provenienza dei contatti di primo grado di Jerry Chafkin
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Yale University
352
| College/University | Other Consumer Services | 352 |
| Public Company | Investment Banks/Brokers | 55 | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).
38
| Subsidiary | Investment Managers | 38 |
Columbia Business School
36
| College/University | Other Consumer Services | 36 |
| Public Company | Financial Conglomerates | 15 | |
| Public Company | Investment Managers | 8 | |
Deutsche Bank Trust Company Americas
 Deutsche Bank Trust Company Americas Regional BanksFinance Deutsche Bank Trust Company Americas operates as a state chartered commercial bank. The firm offers loan origination and other forms of credit, clearing activities, currency, fiduciary, custody transactions, commercial banking, financial, and trust services. The company was founded on March 5, 1903 and is headquartered in New York, NY.
3
| Subsidiary | Regional Banks | 3 |
Natixis Investment Managers LP
 Natixis Investment Managers LP Investment ManagersFinance Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jerry Chafkin tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| VERIZON COMMUNICATIONS | Wireless Telecommunications | Corporate Officer/Principal General Counsel | |
| IBM | Packaged Software | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Yale University Endowment
 Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous Since 1975, the Yale Corporation Investment Committee has been responsible for oversight of the Yale University Endowment. They are located in New Haven, Connecticut | Investment Trusts/Mutual Funds | Portfolio Manager-Equities Investment Committee Member Chief Investment Officer President | |
John D. & Catherine T. MacArthur Foundation
 John D. & Catherine T. MacArthur Foundation Investment Trusts/Mutual FundsMiscellaneous The John D. & Catherine T. MacArthur Foundation (dba MacArthur Foundation) is a private foundation headquartered in Chicago, Illinois. Founded in 1970, the firm supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur Foundation provides grants and impact investments to organizations and individuals in the US and around the world. | Investment Trusts/Mutual Funds | Director/Board Member President | |
| REALNETWORKS, INC. | Packaged Software | Chief Executive Officer Director/Board Member | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Chief Administrative Officer Chief Administrative Officer Sales & Marketing General Counsel Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Graduate Degree | |
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 | Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree 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 | Consultant / Advisor Corporate Officer/Principal | |
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 | Consultant / Advisor Corporate Officer/Principal | |
| University of Oxford | College/University | Undergraduate Degree Masters Business Admin | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| George Washington University | College/University | Masters Business Admin Graduate Degree | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal 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 | |
| Illinois Institute of Technology | College/University | Director/Board Member President | |
| University of Cambridge | College/University | Graduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
| The Reed Institute | College/University | Director/Board Member Undergraduate Degree | |
| HUATAI SECURITIES CO., LTD. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
| California State University-East Bay | College/University | Masters Business Admin Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Graduate Degree Graduate Degree | |
| St. John's University | College/University | Graduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer President Chief Tech/Sci/R&D Officer | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Equities Chief Operating Officer Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| C3.AI, INC. | Packaged Software | Founder Corporate Officer/Principal | |
Huatai Securities (USA), Inc.
 Huatai Securities (USA), Inc. Investment Banks/BrokersFinance Huatai Securities (USA), Inc. operates as financial institution. It offers advisory, capital raising, and institutional securities. The company is headquartered in New York, NY. | Investment Banks/Brokers | Chief Executive Officer Director/Board Member | |
| Schwab Investor Services | Human Resources Officer Corporate Officer/Principal | ||
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 | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
Huatai International Financial Holdings Co., Ltd.
 Huatai International Financial Holdings Co., Ltd. Financial ConglomeratesFinance Part of Huatai Securities Co., Ltd., Huatai International Financial Holdings Co., Ltd. functions as an investment holding Chinese company. The company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman Chief Executive Officer | |
The Nature Conservancy of New York
 The Nature Conservancy of New York Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy of New York engages in the nature conservation services. It offers comprehensive programs for fresh water, oceans, and cities. The company is headquartered in Albany, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
The Nature Conservancy, Inc.
 The Nature Conservancy, Inc. Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy is a conservation organization working around the world to protect land and waters for nature and people. The organization pursues non-confrontational, pragmatic solutions to conservation challenges. The company was founded in 1951 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Yale-New Haven Hospital, Inc.
 Yale-New Haven Hospital, Inc. Hospital/Nursing ManagementHealth Services Yale-New Haven Hospital, Inc. provides health care services and medical courses. The firm’s clinical programs and services include advanced vascular imaging services, allergy and immunology, ambulatory services, bariatric surgery program, cardiac rehabilitation, dental services, dermatology services, diabetes and endocrinology, ear, nose & throat (otolaryngology), electrophysiology and cardiac arrhythmia service and interventional cardiology. The company was founded in 1826 and is headquartered in New Haven, CT. | Hospital/Nursing Management | Director/Board Member Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Regno Unito | 3 |
| Cina | 2 |
| Hong Kong | 2 |
Settori
| Consumer Services | 22 |
| Finance | 14 |
| Technology Services | 5 |
| Commercial Services | 5 |
| Miscellaneous | 4 |
Posizioni
| Director/Board Member | 446 |
| Corporate Officer/Principal | 181 |
| Independent Dir/Board Member | 99 |
| Undergraduate Degree | 95 |
| Chairman | 83 |
Contatti più connessi
| Insiders | |
|---|---|
| Michelle Collins | 53 |
| Joshua Bekenstein | 38 |
| Peter Grua | 33 |
| David Rose | 28 |
| Joseph Gleberman | 27 |
| Rohit Bhagat | 25 |
| Paula Sneed | 25 |
| Dawn Lepore | 25 |
| Joseph Velli | 23 |
| Charles Goldman | 23 |
| Meyer Feldberg | 22 |
| Yi Zhou | 21 |
| James Attwood | 20 |
| Matt McGowan | 19 |
| Linnet F. Deily | 17 |
- Borsa valori
- Insiders
- Jerry Chafkin
- Connessioni Società
