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Lee Chertavian
Presidente presso Community Housing Management Corp.
Provenienza dei contatti di primo grado di Lee Chertavian
Entità | Tipo di entità | Settore Industriale | |
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EQIS Holding, Inc.
![]() EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA.
6
| Holding Company | Information Technology Services | 6 |
Placemark Investments, Inc.
![]() Placemark Investments, Inc. Investment ManagersFinance Founded in 1999, Placemark Investments, Inc. is a registered investment advisor located in Addison, Texas. The firm is a subsidiary of Placemark Holdings, Inc.. They serve as an overlay portfolio manager for enabling Unified Managed Account programs. They work with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Their customized investment solutions are designed to financial advisors to deliver superior service to high net-worth clients.
5
| Extinct | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lee Chertavian tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
GE AEROSPACE | Industrial Machinery | Corporate Officer/Principal | |
AEA Investors LP
![]() AEA Investors LP Investment ManagersFinance AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
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 | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Freedom Investment Management, Inc. (US)
![]() Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
Marquette University | College/University | Undergraduate Degree | |
Ipreo Holdings LLC
![]() Ipreo Holdings LLC Packaged SoftwareTechnology Services Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
Discovery Data, Inc.
![]() Discovery Data, Inc. Packaged SoftwareTechnology Services Discovery Data, Inc. engages in the provision of data on financial services and insurance industries. Its data feed is browsed via subscription to an online portal. It offers data hygiene, data feeds, market mailer, and customer relationship management integration. The company was founded in 2002 and is headquartered in Eatontown, NJ. | Packaged Software | Chief Executive Officer | |
The Arbitrage Funds | Investment Trusts/Mutual Funds | Director/Board Member | |
URBANA CORPORATION | Financial Conglomerates | Director/Board Member | |
Texas A&M University | College/University | Undergraduate Degree | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Caldwell Investment Management Ltd.
![]() Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Investment Managers | Corporate Officer/Principal | |
Folio Dynamics, Inc.
![]() Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Packaged Software | Chief Executive Officer | |
Loring Ward International Ltd.
![]() Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Investment Managers | President | |
CheckFree Investment Services
![]() CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
A.T. Kearney, Inc.
![]() A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Clearpool Group, Inc.
![]() Clearpool Group, Inc. Miscellaneous Commercial ServicesCommercial Services Clearpool Group, Inc. engages in the provision of electronic trading solutions. The company also offers independent agency broker-dealer execution services. It specializes in the algorithmic management system, venue analysis, and Clearpool execution services. The company was founded by Joseph Wald, Brian Schaeffer, and Ray Ross in 2014 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Bipsync Ltd.
![]() Bipsync Ltd. Packaged SoftwareTechnology Services Bipsync Ltd. provides research management software. The firm offers core RMS, process management, compliance and mobile RMS solutions. The company was founded by Danny Donado, James Cameron and Dan Zambonini in 2012 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Centana Management LLC
![]() Centana Management LLC Investment ManagersFinance Centana Management LLC (Centana Growth Partners) is a private equity firm founded in 2015 by Ben Cukier, Eric Byunn and Steve Swain. The firm is headquartered in New York with an additional office in Palo Alto. | Investment Managers | Consultant / Advisor | |
FairWords, Inc.
![]() FairWords, Inc. Packaged SoftwareTechnology Services FairWords, Inc. provides surveillance software. It offers compliance, automation, human resource, AI, machine learning and surveillance. The company was founded by Anish Parikh and Evan Caron and is headquartered in Longmont, CO. | Packaged Software | Chairman | |
Foundation Source Philanthropic Services, Inc.
![]() Foundation Source Philanthropic Services, Inc. Packaged SoftwareTechnology Services Foundation Source Philanthropic Services, Inc. engages in the provision of comprehensive support services for private foundations. Its services include foundation management, foundation administration, grant and expense processing, compliance monitoring, tax preparation and filings, grants management, international grantmaking, philanthropic guidance and consulting, recordkeeping, and financial and regulatory reporting. The company was founded by Andrew Greenbaum, Neil Greenbaum, Douglas K. Mellinger and Alexander Libkind in April 2000 and is headquartered in Fairfield, CT. | Packaged Software | Chief Executive Officer | |
Solovis, Inc.
![]() Solovis, Inc. Investment ManagersFinance Solovis, Inc. provides multi-asset class portfolio management and reporting solutions for foundations, endowments, pensions, and family offices. It offers platform that generates detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable and transparent reports that empower investors spanning the front to back office. The company was founded by Josh Smith and Caleb Doise in 2013 and is headquartered in Birmingham, AL. | Investment Managers | Chairman | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Truebill, Inc.
![]() Truebill, Inc. Packaged SoftwareTechnology Services Truebill, Inc. engages in the development of an online platform. Its platform helps users to optimize spending, manages subscriptions, lower bills, and get refunds on fees and outages. The company was founded by Yahya Mokhtarzada, Haroon Mokhtarzada, Zeki Mokhtarzada and Idris Mokhtarzada in 2015 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
US Military Academy | College/University | Undergraduate Degree | |
Long Ridge Equity Partners LLC
![]() Long Ridge Equity Partners LLC Investment ManagersFinance Long Ridge Equity Partners LLC (Long Ridge Equity Partners) is an independent private equity firm founded in 2007 by James D. Brown. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
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 | |
Harvard Business School | College/University | Masters Business Admin | |
Browz LLC
![]() Browz LLC Air Freight/CouriersTransportation Browz LLC provides supplier qualification and management solutions. The firm serves to utilities, oil and gas, chemical, pharmaceutical, manufacturing, mining, cement and aggregate, facility management, engineering, construction, forestry products, performance fibers, municipalities, public services, food and beverage, steel, entertainment, real estate, transportation, and food packaging and distribution industries. Its products include SURE Qualify, SURE Audit, SURE Workforce, and Ready Source. The company was founded by Rama Rasmussen in 2001 and is headquartered in Draper, UT. | Air Freight/Couriers | Director/Board Member | |
Carson Group, Inc.
![]() Carson Group, Inc. Investment ManagersFinance Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE. | Investment Managers | Director/Board Member | |
ProcessUnity, Inc.
![]() ProcessUnity, Inc. Packaged SoftwareTechnology Services ProcessUnity, Inc. provides on-demand risk management software solutions to small, medium, and large enterprises in various industries. The firm solutions include Service Delivery Risk Management that captures and standardizes product catalogs, and optimizes client service delivery; financial close process management and policy and procedure management, a cloud-based solution for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. The company was founded in 2003 and is headquartered in Waltham, MA. | Packaged Software | Director/Board Member | |
Princeton University | College/University | Undergraduate Degree | |
Defendry LLC
![]() Defendry LLC Miscellaneous Commercial ServicesCommercial Services Defendry LLC provides active surveillance platform for businesses of all types. Its platform utilizes proprietary artificial intelligence to prevent and expedite resolution of active shooter situations. The company was founded by Patrick M. Sullivan and Sean Huver and is headquartered in Scottsdale, AZ. | Miscellaneous Commercial Services | Director/Board Member | |
University of New Hampshire | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Canada | 3 |
Regno Unito | 2 |
Settori
Finance | 19 |
Technology Services | 10 |
Consumer Services | 10 |
Commercial Services | 7 |
Producer Manufacturing | 2 |
Posizioni
Director/Board Member | 24 |
Corporate Officer/Principal | 22 |
Undergraduate Degree | 7 |
Chief Executive Officer | 7 |
President | 6 |
Contatti più connessi
Insiders | |
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Joseph Mrak | 14 |
Kevin Bhatt | 14 |
Ben Malka | 13 |
Bob Herrmann | 8 |
John Robert Campbell | 8 |
Joseph F. Hunter | 7 |
Ron E. Pruitt | 6 |
Richard Kevin Dion | 5 |
Jeff Cohen | 1 |
Gary Nemer | 1 |
Jim Brown | 1 |
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