Michael Abelson
Corporate Officer/Principal presso ASSETMARK FINANCIAL HOLDINGS, INC.
Provenienza dei contatti di primo grado di Michael Abelson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Public Company | Financial Conglomerates | 29 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Michael Abelson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
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 | |
TortoiseEcofin Investments LLC
 TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Financial Conglomerates | Director/Board Member | |
Franklin Templeton ETF Trust
 Franklin Templeton ETF Trust Investment Trusts/Mutual FundsMiscellaneous Franklin Templeton ETF Trust is an open-end management investment company. The company was founded on October 9, 2015 and is headquartered in San Mateo, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Doctorate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | 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 | |
| GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Chairman Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| HUATAI SECURITIES CO., LTD. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of the Pacific
 University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Director/Board Member | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-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 Investment Officer Chief Executive Officer Chief Investment Officer Head-Equity Investments Founder Portfolio Manager-Equities Chief Executive Officer General Counsel Portfolio Manager-Equities | |
Kingston University
 Kingston University Other Consumer ServicesConsumer Services Minnesota Steel Industries LLC manufactures steel. It incorporated the commercially available technology in mining, concentrating, pellet plant, DRI and electric arc steelmaking on a single site, making it one of the lowest cost steel producers in the world. The company is headquartered in St. Paul, MN. | College/University | Undergraduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
Fair Trade USA
 Fair Trade USA Miscellaneous Commercial ServicesCommercial Services Fair Trade USA provides farmers and workers producing fair trade certified goods services. It educates consumers, brings new manufacturers and retailers into the fair trade system, and provides farmers with tools, training and resources to thrive as international businesspeople. The company was founded in 1940 and headquartered in Oakland, CA. | Miscellaneous Commercial Services | Chairman | |
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 Chief Tech/Sci/R&D Officer | |
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 | |
The East Bay Community Foundation
 The East Bay Community Foundation Miscellaneous Commercial ServicesCommercial Services The East Bay Community Foundation is a resource for information about charitable giving and community needs in the East Bay region of the San Francisco Bay Area. They promote philanthropy by providing an array of services to those who hold charitable funds with them and by focusing on advancing economic opportunity for adults and families in need and on helping very young children in the education system. The organization was founded in 1928 and is headquartered in Oakland, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Chief Investment Officer | |
AssetMark Trust Co.
 AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The company is based in Concord, CA. | Investment Managers | Director/Board Member Chairman Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman Chief Executive Officer | |
| Coopers & Lybrand Consulting, Inc. | Comptroller/Controller/Auditor Corporate Officer/Principal | ||
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 | |
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 | |
Axio (India)
 Axio (India) Financial ConglomeratesFinance Axio (India) provides working capital finance to micro, small, and medium-sized enterprises. The company is based in Bengaluru, India, and has subsidiaries in India. The company was founded in 2013 by Gaurav D. Hinduja and Sashank Rishyasringa, who have been the CEOs since 2013. | Financial Conglomerates | Director/Board Member | |
MicroVest Capital Management LLC
 MicroVest Capital Management LLC Investment ManagersFinance MicroVest Capital Management LLC (MicroVest Capital) is a private equity subsidiary of DAI Global LLC founded in 2003 by Gill Crawford and W. Bowman Cutter. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Chairman | |
Impactassets, Inc.
 Impactassets, Inc. Insurance Brokers/ServicesFinance ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD. | Insurance Brokers/Services | Founder | |
Freecharge Payment Technologies Pvt Ltd.
 Freecharge Payment Technologies Pvt Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Axis Bank Ltd., Freecharge Payment Technologies Pvt Ltd. is an Indian company that provides digital payment services. The company is based in Gurugram, India. Founded in 2015. | Miscellaneous Commercial Services | Director/Board Member | |
| Young Presidents' Organization (India) | Corporate Officer/Principal | ||
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
TiE Silicon Valley
 TiE Silicon Valley Miscellaneous Commercial ServicesCommercial Services TiE Silicon Valley is a non-profit organization that was founded in 1992 by entrepreneurs and executives of South Asian origin. The non-profit company is based in Santa Clara, CA. The company is dedicated to fostering entrepreneurship through mentoring, networking, education, incubating, and funding programs and activities. TiE events bring together the entrepreneurial community to learn from leaders and each other. The economic value enabled through TiE's entrepreneurial endeavors is estimated to exceed over time. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Boys & Girls Club of Oakland
 Boys & Girls Club of Oakland Miscellaneous Commercial ServicesCommercial Services Boys & Girls Club of Oakland offers youth development services. The company was founded in June 1937 and is headquartered in Oakland, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Flipkart Pte Ltd.
 Flipkart Pte Ltd. Internet Software/ServicesTechnology Services Flipkart Pvt Ltd. provides online shopping services. The company is headquartered in Singapore. | Internet Software/Services | Director/Board Member | |
| Stanford Graduate School of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 36 |
| India | 4 |
| Cina | 3 |
| Regno Unito | 2 |
| Hong Kong | 2 |
Settori
| Finance | 20 |
| Consumer Services | 11 |
| Commercial Services | 8 |
| Miscellaneous | 4 |
| Technology Services | 3 |
Posizioni
| Director/Board Member | 88 |
| Corporate Officer/Principal | 62 |
| Chairman | 28 |
| Undergraduate Degree | 23 |
| Chief Executive Officer | 20 |
Contatti più connessi
| Insiders | |
|---|---|
| Rohit Bhagat | 25 |
| Joseph Velli | 23 |
| Charles Goldman | 23 |
| Yi Zhou | 21 |
| Patricia Guinn | 16 |
| Ron Cordes | 14 |
| Jerry Chafkin | 13 |
| Natalie Wolfsen | 12 |
| Carrie Hansen | 10 |
| Christian Chan | 8 |
| Mukesh Mehta | 8 |
| Ted Angus | 7 |
| Lei Wang | 7 |
| Tamara Bohlig | 7 |
| Michael Kim | 6 |
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- Insiders
- Michael Abelson
- Connessioni Società
