Kevin Donald Dorwin
Gestore di Portafoglio-Azioni presso Cerity Partners LLC
Provenienza dei contatti di primo grado di Kevin Donald Dorwin
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
35
| Extinct | Investment Managers | 35 |
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 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kevin Donald Dorwin tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal | |
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | 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 | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Comptroller/Controller/Auditor Corporate Officer/Principal | |
| Golden Gate University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Haas School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
HowardSimon LLC
 HowardSimon LLC Financial ConglomeratesFinance HowardSimon LLC provides financial, retirement administration, payroll, and HR management services. The company is based in Riverwoods, IL. The company was founded in 1981 by Howard Simon. | Financial Conglomerates | Director/Board Member 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 | |
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 | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
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 | |
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 | |
| 100 Women In Finance Foundation | Chairman Director/Board Member | ||
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 | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| San Francisco State University | 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 | |
| Southern Illinois University | College/University | Doctorate Degree | |
| University of Western Kentucky | College/University | Chairman | |
| Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
Gordon Rees Scully Mansukhani LLP
 Gordon Rees Scully Mansukhani LLP Miscellaneous Commercial ServicesCommercial Services Gordon Rees Scully Mansukhani LLP provides litigation and business transactions services. It offers legal and transactional services to the construction, maritime, health care, pharmaceutical, and real estate sectors. The firm specializes in the areas of intellectual property, tax, wealth management and probate, immigration, bankruptcy, restructuring, and creditors' rights and commercial litigation. The company was founded by Stuart Gordon and Donald Rees in 1974 and is headquartered San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
Palladium Partners LLC
 Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Investment Managers | Trading-Equity | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
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 | |
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 | |
| University of Michigan | College/University | Undergraduate Degree | |
| Chabot Space & Science Center Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| India | 2 |
Settori
| Finance | 22 |
| Consumer Services | 20 |
| Commercial Services | 6 |
| Health Services | 2 |
| Miscellaneous | 2 |
Posizioni
| Corporate Officer/Principal | 65 |
| Portfolio Manager-Equities | 57 |
| Undergraduate Degree | 55 |
| Director/Board Member | 48 |
| Masters Business Admin | 23 |
Contatti più connessi
| Insiders | |
|---|---|
| Diana Cantor | 34 |
| Mimi Drake | 25 |
| Freda Zietlow | 12 |
| Max Rakhlin | 11 |
| Adam Landau | 9 |
| Jasien Bill | 7 |
| King Shan Lip | 7 |
| Jeff Blanchard | 7 |
| Eric Minnick | 7 |
| Darin Andrew Morgan | 7 |
| Steve Salvatore Caltagirone | 7 |
| Dan Cupkovic | 6 |
| Rich Golinski | 6 |
| Aditi K. Sreenivasan | 6 |
| Ben Pace | 6 |
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