Pat Addeo
Gestore di Portafoglio-Azioni presso Veris Wealth Partners LLC
Provenienza dei contatti di primo grado di Pat Addeo
Entità | Tipo di entità | Settore Industriale | |
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Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations.
9
| Holding Company | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Pat Addeo tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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US SIF
US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Miscellaneous Commercial Services | Director/Board Member Chairman | |
Omidyar Network LLC
Omidyar Network LLC Investment ManagersFinance Omidyar Network LLC (Omidyar Network) is a venture capital firm, a subsidiary of Omidyar Network Commons LLC founded in 2004 by Pierre Omidyar and Pam Omidyar. The firm is headquartered in Redwood City, California. | Investment Managers | Private Equity Investor | |
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 | |
Binghamton University School of Management | College/University | Undergraduate Degree | |
Robeco Schweiz AG
Robeco Schweiz AG Investment ManagersFinance Robeco Schweiz AG is the Switzerland-based asset management subsidiary of ORIX Corporation Europe NV, itself a subsidiary of ORIX Corp. (TSE: 8591) in Japan. Formerly known as SAM Sustainable Asset Management AG, the firm was founded in 1995 as the first asset manager focused exclusively on Sustainability Investing. They were acquired by Robeco Group in 2007 and renamed RobecoSAM AG in 2013 as part of Robeco's strategy to further align its group-wide Sustainability Investing activities. The firm became Robeco Schweiz AG in 2020. Headquartered in Zurich, Robeco Schweiz offers a comprehensive palette of products including in-house asset management, Sustainability Indices, corporate sustainability assessments, active ownership and engagement, and customized portfolio benchmarking solutions for private and institutional investors. | Investment Managers | Analyst-Equity | |
Oberlin College | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Bank of Hawaii (Asset Management)
Bank of Hawaii (Asset Management) Investment ManagersFinance Bank of Hawaii (Asset Management), do-business-as Asset Management Group of Bank of Hawaii (AMG), is a separately identifiable department of the Bank of Hawaii, which is owned by Bank of Hawaii Corp. (NYSE: BOH). Headquartered in Honolulu, AMG was founded in 1897 and offers investment advisory services on a discretionary basis to registered investment companies (mutual funds) and institutional clients that are quasi-governmental agencies whose accounts consist in whole or in part of the proceeds from the issuance of municipal bonds. | Investment Managers | Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
Mills College | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
University of California, Santa Cruz | College/University | Undergraduate Degree | |
Investment Management Consultants Association | Corporate Officer/Principal | ||
The Edward W. Hazen Foundation | 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 | |
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 | |
Harvard Kennedy School of Government | College/University | Graduate Degree | |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Microfinance Information Exchange, Inc.
Microfinance Information Exchange, Inc. Data Processing ServicesTechnology Services Microfinance Information Exchange, Inc. provides financial data solutions. The private company is based in Washington. | Data Processing Services | Director/Board Member | |
MFX Solutions, Inc.
MFX Solutions, Inc. Regional BanksFinance MFX Solutions, Inc. provides hedging products and risk management education to entrepreneurs in low-income countries. Its products includes currency forward contracts, cross currency swaps, currency options, spot transactions and currency delivery and portfolio risk management. The company was founded in 2005 and is headquartered in Washington, DC. | Regional Banks | Director/Board Member | |
Toniic LLC
Toniic LLC Miscellaneous Commercial ServicesCommercial Services Toniic LLC is a private company that serves around 500 high net worth individuals, family offices, and foundation asset owners who are focused on deepening their impact across the spectrum of capital and personal resources. The company is based in San Francisco, CA. The company operates in more than 25 countries around the world. | Miscellaneous Commercial Services | Chief Executive Officer | |
P.R.I.M.E. Finance Foundation
P.R.I.M.E. Finance Foundation Investment ManagersFinance P.R.I.M.E. Finance Foundation provides financial and advisory services. The non-profit company is based in The Hague, Netherlands. | Investment Managers | Director/Board Member | |
The Social Investment Forum
The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
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. | Investment Managers | Private Equity Investor | |
University of Bristol | College/University | Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
International Institute for Management Development | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 27 |
Svizzera | 3 |
Regno Unito | 3 |
Marocco | 2 |
Paesi Bassi | 2 |
Settori
Consumer Services | 13 |
Finance | 11 |
Commercial Services | 7 |
Government | 2 |
Technology Services | 2 |
Posizioni
Undergraduate Degree | 9 |
Portfolio Manager-Equities | 7 |
Director/Board Member | 6 |
Corporate Officer/Principal | 6 |
Consultant / Advisor | 5 |
Contatti più connessi
Insiders | |
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Stephanie Cohn-Rupp | 21 |
Michael Lent | 5 |
Roraj Pradhananga | 4 |
Nicole Davis | 3 |
Steve Fahrer | 2 |
Jane Swan | 2 |
Alison Lyn Pyott | 2 |
Lori Choi | 2 |
Anders Ferguson | 2 |
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