Kimberly I. Evans
Gestore di Portafoglio-Azioni presso Tiedemann Advisors LLC
Provenienza dei contatti di primo grado di Kimberly I. Evans
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities.
30
| Subsidiary | Investment Managers | 30 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kimberly I. Evans tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Katten Muchin Rosenman LLP
 Katten Muchin Rosenman LLP Miscellaneous Commercial ServicesCommercial Services Katten Muchin Rosenman LLP provides legal services. The firm specializes in corporate, financial services, litigation, real estate, commercial finance, intellectual property, trusts and estates, antitrust, bankruptcy, international trade, employee benefits and executive compensation, employment, environmental, public finance and tax. The company was founded in 1974 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Tiedemann Trust Co.
 Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE. | Investment Managers | Founder President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Operating Officer | |
| ALTI GLOBAL, INC. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal President | |
Tiedemann Wealth Management Holdings LLC
 Tiedemann Wealth Management Holdings LLC Investment ManagersFinance Tiedemann Wealth Management Holdings LLC provides investment advice and management services. The company was founded on January 22, 2008 and is headquartered in New York, NY. | Investment Managers | President Corporate Officer/Principal Chief Operating Officer | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Graduate Degree | |
| Harvard Kennedy School of Government | College/University | Corporate Officer/Principal Graduate Degree | |
TIG Advisors LLC
 TIG Advisors LLC Investment ManagersFinance TIG Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Carl Tiedemann, III in 2006 and is wholly-owned by TIG Trinity Management LLC. TIG Advisors provides discretionary investment advisory services to clients who consists of pooled investment vehicles intended for institutional investors and other sophisticated investors and separately managed accounts. | Investment Managers | Founder Chief Executive Officer | |
The Presidio Group LLC (California)
 The Presidio Group LLC (California) Investment Banks/BrokersFinance The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
Farmers New World Life Insurance Co.
 Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Life/Health Insurance | Corporate Officer/Principal | |
Sovereign Financial Services LLC
 Sovereign Financial Services LLC Investment ManagersFinance Part of BrightSphere Investment Group, Inc., Sovereign Financial Services LLC is a company that provides equity consulting and asset management services. The company is based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree | |
| Seattle University | College/University | Graduate Degree | |
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 | Corporate Officer/Principal | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Market Strategist | |
Limestone Capital Advisors LLC
 Limestone Capital Advisors LLC Investment ManagersFinance Limestone Capital Advisors LLC (Limestone Ventures) is a venture capital firm founded in 1999 by Bob Inman and Greg Carlisle. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
| Wake Forest University | College/University | Undergraduate Degree | |
Vernal Point Advisors LLC
 Vernal Point Advisors LLC Investment ManagersFinance Vernal Point Advisors LLC provides investment advice. The firm's services include investment advisory, strategic planning, administrative, executive and support services. The company was founded by Paul Morelli and is headquartered in San Francisco, CA. | Investment Managers | Chief Investment Officer | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Natrica USA LLC | Founder | ||
Cake Entertainment Ltd.
 Cake Entertainment Ltd. Movies/EntertainmentConsumer Services Cake Entertainment Ltd. provides entertainment production and distribution services. The private company is based in London, UK. and has subsidiaries in United Kingdom. | Movies/Entertainment | Director/Board Member | |
| SUPER LEAGUE ENTERPRISE, INC. | Internet Software/Services | Director/Board Member | |
Vistage Worldwide, Inc.
 Vistage Worldwide, Inc. Miscellaneous Commercial ServicesCommercial Services Vistage Worldwide, Inc. engages in the provision of business and executive coaching services. It offers programs such as chief executives, small business owners, key executives, and professional service providers. The company was founded by Robert Nourse, Fred Chaney and Bill Hall in 1957 and is headquartered in San Diego, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
One World Impact Investments LLC
 One World Impact Investments LLC Investment ManagersFinance One World Impact Investments LLC (One World Impact Investments) is a venture capital firm founded in 2015 by Scott Saslow and Angelina Mertens. The firm is headquartered in Palo Alto, California. | Investment Managers | Consultant / Advisor | |
CGAP, Inc.
 CGAP, Inc. Finance/Rental/LeasingFinance CGAP, Inc. operates as a mortgage broker. It specializes in residential and commercial mortgages. The company was founded in 2013 and is headquartered in Kew Gardens, NY. | Finance/Rental/Leasing | Consultant / Advisor | |
Unesco, Inc.
 Unesco, Inc. Miscellaneous Commercial ServicesCommercial Services Unesco, Inc. provides program management services. It offers planning, architecture, engineering, construction, operating costs and longevity services. The company is headquartered in St. Paul, MN. | Miscellaneous Commercial Services | Consultant / Advisor | |
| Planet Finance Maroc | Private Equity Investor | ||
| The World Bank | Supranational | Consultant / Advisor | |
Acdi/Voca
 Acdi/Voca Miscellaneous Commercial ServicesCommercial Services Acdi/Voca provides business consulting services. It promotes broad-based economic growth and the development of civil society in emerging democracies and developing countries. The firm provides programs for agribusiness, enterprise development, financial services, community development, and food security. The company was founded in 1953 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| SACKS PARENTE GOLF, INC. | Recreational Products | Director of Finance/CFO | |
Bessemer Trust Co. (Private Equity)
 Bessemer Trust Co. (Private Equity) Investment ManagersFinance Bessemer Trust Co (Private Equity) (Bessemer Trust Co) is a private equity firm, a subsidiary of Bessemer Group, Inc. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
| United States Naval Academy | College/University | Undergraduate Degree | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
RBC Capital Markets LLC (Investment Management)
 RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Investment Managers | Corporate Officer/Principal | |
The Carlyle Group LP (Global Private Equity)
 The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Public Communications Contact | |
| Ingauge | Chief Executive Officer | ||
| Loyola University New Orleans | College/University | Undergraduate Degree | |
| Boston University School of Law | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 2 |
| Marocco | 2 |
Settori
| Finance | 24 |
| Consumer Services | 15 |
| Commercial Services | 6 |
| Technology Services | 2 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 50 |
| Director/Board Member | 29 |
| Undergraduate Degree | 27 |
| Portfolio Manager-Equities | 23 |
| Founder | 10 |
Contatti più connessi
| Insiders | |
|---|---|
| Stephanie Cohn-Rupp | 21 |
| Carl Hans Tiedemann | 14 |
| Robert Hormats | 13 |
| Craig Smith | 10 |
| Mike Tiedemann | 10 |
| Kevin Moran | 10 |
| Jeff Zlot | 10 |
| Michael Keller | 7 |
| Corey Danzig | 7 |
| Teresa Wells | 7 |
| Kevin Robnett | 6 |
| Brooke B. Connell | 6 |
| Mark David Guinney | 5 |
| Stephen J. Aucamp | 5 |
| Alex Hokanson | 5 |
- Borsa valori
- Insiders
- Kimberly I. Evans
- Connessioni Società
