Jonathan Vree
Gestore di Portafoglio-Azioni presso Corient Private Wealth LLC
Provenienza dei contatti di primo grado di Jonathan Vree
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Michigan
426
| College/University | Other Consumer Services | 426 |
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
406
| College/University | Other Consumer Services | 406 |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
32
| Subsidiary | Investment Managers | 32 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jonathan Vree tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| REGIS CORPORATION | Other Consumer Services | Chairman | |
| Washington University in St. Louis | College/University | Undergraduate Degree | |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
Government of Singapore
 Government of Singapore SovereignGovernment Sovereign level government authority | Sovereign | Director/Board Member Minister of Government | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
| METLIFE, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
DeRoy & Devereaux Private Investment Counsel, Inc.
 DeRoy & Devereaux Private Investment Counsel, Inc. Investment ManagersFinance DeRoy & Devereaux Private Investment Counsel, Inc. (D&D) is a registered investment advisor headquartered in Southfield, Michigan. The firm’s predecessor, RAC Investment Advisors, was founded in 1979 by Arthur DeRoy Rodecker to provide investment management services to the DeRoy Testamentary Foundation. In May of 2002, Mr. Gregg D. Watkins joined Arthur Rodecker at RAC Advisors, acquired an ownership interest in the firm, and renamed the firm DeRoy & Devereaux. D&D provides investment advisory services for individuals, families, foundations, pension plans and other institutional investors on a discretionary basis. | Investment Managers | Portfolio Manager-Equities | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
KKR Financial Advisors LLC
 KKR Financial Advisors LLC Investment ManagersFinance Part of KKR & Co., Inc., KKR Financial Advisors LLC is a company that provides investment advisory services. The company is based in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Condire Resource Partners LP
 Condire Resource Partners LP Investment Trusts/Mutual FundsMiscellaneous Condire Resource Partners LP functions as pooled investment fund. The company is headquartered in Dallas, TX. | Investment Trusts/Mutual Funds | Director/Board Member | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Graduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance 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. | Regional Banks | Analyst-Equity Corporate Officer/Principal | |
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 | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Corporate Officer/Principal Undergraduate Degree Corporate Officer/Principal | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Masters Business Admin Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
IBM Global Services
 IBM Global Services Information Technology ServicesTechnology Services IBM Global Services provides systems integration and technology consulting services. Its services include application development, data storage, infrastructure management, networking, and technical support. The company was founded in 1991 and is headquartered in Armonk, NY. | Information Technology Services | Sales & Marketing | |
JHL Capital Group LLC
 JHL Capital Group LLC Investment ManagersFinance JHL Capital Group LLC (JHL) is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by James H. Litinsky in 2006 and is a subsidiary of JHL Capital Group LP. JHL serves as an investment manager or adviser to pooled investment vehicles. Investors typically include high net worth individuals, funds of funds, foundations and endowments, institutions, employees and their family members, along with JHL and its affiliates. | Investment Managers | Analyst-Equity | |
Apertura Capital LLC
 Apertura Capital LLC Investment ManagersFinance Apertura Capital LLC is an independent hedge fund manager headquartered in Austin, Texas. The firm was founded by Daniel Moon in 2014. Apertura Capital provides investment advisory and sub-advisory services to private investment funds for sophisticated qualified investors. | Investment Managers | Chief Executive Officer | |
Millennium Management LLC
 Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Analyst-Equity | |
Goldman Sachs Bank AG (Geneva)
 Goldman Sachs Bank AG (Geneva) Major BanksFinance Part of The Goldman Sachs Group, Inc., Goldman Sachs Bank AG (Geneva) operates national commercial banks. The company is based in Geneva, Switzerland. | Major Banks | Corporate Officer/Principal | |
| Rabobank Asia Ltd. /Singapore/ | Corporate Officer/Principal | ||
| DITECH HOLDING CORPORATION | Finance/Rental/Leasing | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Singapore | 3 |
| Svizzera | 2 |
Settori
| Finance | 24 |
| Consumer Services | 16 |
| Industrial Services | 3 |
| Technology Services | 3 |
| Consumer Durables | 2 |
Posizioni
| Corporate Officer/Principal | 146 |
| Compliance Officer | 100 |
| Undergraduate Degree | 98 |
| Director/Board Member | 94 |
| Portfolio Manager-Equities | 60 |
Contatti più connessi
| Insiders | |
|---|---|
| Charles Park | 98 |
| Richard L. Sandor | 22 |
| Ronald J. Lieberman | 20 |
| Kelli Turner | 18 |
| Jason Park | 15 |
| Mike K. Jung | 14 |
| Zuo Jun Shen | 12 |
| Bill P. Sutter | 12 |
| Evan R. Gallinson | 11 |
| Lawrence Wong | 10 |
| Alec Gallimore | 10 |
| Kuan Hsu | 10 |
| Marc L. Walinsky | 10 |
| Lennard A. Fisk | 10 |
| Henry Lartigue | 9 |
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