R. Taylor
Direttore/Membro del Consiglio presso Conifer Financial Services LLC
Provenienza dei contatti di primo grado di R. Taylor
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
411
| Subsidiary | Investment Banks/Brokers | 411 |
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate 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.
182
| Subsidiary | Investment Managers | 182 |
Washington & Lee University
97
| College/University | Other Consumer Services | 97 |
Steward Partners Global Advisory LLC
 Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC.
33
| Holding Company | Financial Conglomerates | 33 |
Cynosure Group /Private Equity/
 Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.
17
| Subsidiary | Investment Managers | 17 |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.
10
| Subsidiary | Investment Managers | 10 |
BrightPlan LLC
 BrightPlan LLC Investment ManagersFinance BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA.
8
| Holding Company | Investment Managers | 8 |
Prumentum Group, Inc.
 Prumentum Group, Inc. Investment ManagersFinance Prumentum Group, Inc. provides wealth management services. The firm makes financial planning accessible to everyone irrespective of net worth. The company was founded by Robert Wallace and Marthin de Beer and is headquartered in Los Gatos, CA.
8
| Holding Company | Investment Managers | 8 |
Maestro Financial Solutions LLC
 Maestro Financial Solutions LLC Investment ManagersFinance Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini.
6
| Holding Company | Investment Managers | 6 |
Conifer Financial Services LLC
 Conifer Financial Services LLC Investment ManagersFinance Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA.
6
| Subsidiary | Investment Managers | 6 |
Brand Group Holdings, Inc.
 Brand Group Holdings, Inc. Financial ConglomeratesFinance Brand Group Holdings, Inc. operates as bank holding company for The Brand Banking Company. It provides full bank services for the needs of individuals and businesses. It offers personal and commercial banking services and real estate investment services. The company was founded on December 16, 2003 and is headquartered in Lawrenceville, GA.
2
| Extinct | Financial Conglomerates | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a R. Taylor tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Director/Board Member Graduate Degree Graduate Degree | |
Steward Partners Holdings LLC
 Steward Partners Holdings LLC Investment ManagersFinance Steward Partners Holdings LLC operates as a partnership and investment holdings company. The company was founded by Mike Maurer in 2013 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Chairman Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
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 | Chairman Director/Board Member | |
| THE NEW YORK TIMES COMPANY | Publishing: Newspapers | Chief Executive Officer Director/Board Member | |
The Pritzker Organization LLC
 The Pritzker Organization LLC Investment ManagersFinance The Pritzker Organization LLC (TPO) is a private equity subsidiary of PRITZKER FAMILY founded in 2002 by Tom Pritzker. The firm is headquartered in New York. | Investment Managers | Chief Executive Officer Private Equity Investor | |
| Weber State University | College/University | Undergraduate Degree Undergraduate Degree | |
| CISCO SYSTEMS, INC. | Telecommunications Equipment | Corporate Officer/Principal Corporate Officer/Principal | |
Plancorp LLC
 Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Investment Managers | Chief Executive Officer Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Director/Board Member Director/Board Member | |
| JEFFERIES FINANCIAL GROUP INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Masters Business Admin Undergraduate Degree | |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
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 Corporate Officer/Principal | |
| Westminster College (Utah) | College/University | Masters Business Admin Masters Business Admin | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| BYU Marriott School | College/University | Masters Business Admin Masters Business Admin | |
Warburg Pincus LLC
 Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Greylock Capital Management LLC
 Greylock Capital Management LLC Investment ManagersFinance Greylock Capital Management LLC (Greylock Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Hans Humes, Jr. in 2004. They are a wholly owned subsidiary of Greylock Capital Associates LLC. Greylock Capital provides discretionary and non-discretionary investment management services to private funds (the Greylock Global Funds) and separate accounts for institutional investors. | Investment Managers | Chief Investment Officer | |
Lone Pine Capital LLC
 Lone Pine Capital LLC Investment ManagersFinance Lone Pine Capital LLC (LPC) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in Greenwich, Connecticut. The firm was founded in 1997 by Stephen F. Mandel, Jr. LPC provides investment advisory services to private investment funds offered to investors on a private placement basis (LPC Funds). Investors in the funds include high net-worth individuals, corporations, trusts, charitable institutions, foundations, endowments, funds-of-funds and other US and international institutional investors. | Investment Managers | Analyst-Equity | |
| BANCO SANTANDER ARGENTINA S.A. | Major Banks | Corporate Officer/Principal | |
SpeakWorks, Inc.
 SpeakWorks, Inc. Packaged SoftwareTechnology Services SpeakWorks, Inc. develops software for interaction between students and professors. The firm provides a simple way for users to give detailed, time-coded written and video feedback on all types of oral presentation. The company was founded by Ken Meyers and is headquartered in Orem, UT. | Packaged Software | Director/Board Member | |
SG Credit Partners, Inc.
 SG Credit Partners, Inc. Finance/Rental/LeasingFinance SG Credit Partners, Inc. provides structured term loans. It specializes in financial services, term and business loans, direct lending and bridge finance. The company was founded by Darrin Ginsberg, Marc Cole and Charlie Perer in 2009 and is headquartered in Newport Beach, CA. | Finance/Rental/Leasing | Director/Board Member | |
The Buckner Co., Inc.
 The Buckner Co., Inc. Insurance Brokers/ServicesFinance The Buckner Co., Inc. operates as an insurance brokerage company. The firm's services include business insurance, home and auto insurance, employee benefits, trucking and transportation insurance and surety bonding. The company was founded by Elmer Ray Buckner in 1936 and is headquartered in Salt Lake City, UT. | Insurance Brokers/Services | President | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Investment Committee Member | |
| Truman State University | College/University | Undergraduate Degree | |
Maverick Capital Ltd.
 Maverick Capital Ltd. Investment ManagersFinance Maverick Capital Ltd. (Maverick) is a SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. They are a wholly-owned subsidiary of Cohasset Ltd. The firm was founded by Lee Ainslie III in 1993. Maverick provides advisory services to hedge funds, funds of funds, funds making venture capital investments, a private equity fund and related co-investment vehicle, other pooled investment vehicles, and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
| Emerging Markets Traders Association | Director/Board Member | ||
| Illinois Institute of Technology | College/University | Graduate Degree | |
| Dartmouth College | College/University | Masters Business Admin | |
| Universidad Católica de Ávila | College/University | Undergraduate Degree | |
| Indian Institute of Management Ahmedabad | College/University | Masters Business Admin | |
Investors Exchange LLC
 Investors Exchange LLC Investment Banks/BrokersFinance Investors Exchange LLC provides stock exchange services. The private company is based in New York, NY. The company was founded in 2013. The CEO is Bradley Katsuyama. | Investment Banks/Brokers | Director/Board Member | |
Citibank, Inc. (New York)
 Citibank, Inc. (New York) Major BanksFinance Part of Citigroup, Inc., Citibank, Inc. is a commercial bank based in New York, NY. Citibank, Inc. provides commercial banking services. Michael Louis Corbat has been the CEO of the company since 2020. | Major Banks | Corporate Officer/Principal | |
| JONES LANG LASALLE INCORPORATED | Real Estate Development | Private Equity Investor | |
Med One Capital Funding LLC
 Med One Capital Funding LLC Financial ConglomeratesFinance Med One Capital Funding LLC provides financial services. | Financial Conglomerates | Director/Board Member | |
Liberty Mutual Insurance Co.
 Liberty Mutual Insurance Co. Multi-Line InsuranceFinance Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA. | Multi-Line Insurance | Corporate Officer/Principal | |
Snowbird Corp.
 Snowbird Corp. Other Consumer ServicesConsumer Services Snowbird Corp. is a private company located in Snowbird, UT. The company's description highlights the impressive natural features of the area, including an annual snowfall of over 500 inches, 3,000 vertical feet, and 2,500 acres of legendary terrain. | Other Consumer Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Argentina | 2 |
| Spagna | 2 |
| India | 2 |
Settori
| Finance | 28 |
| Consumer Services | 20 |
| Commercial Services | 2 |
| Electronic Technology | 2 |
| Technology Services | 2 |
Posizioni
| Director/Board Member | 238 |
| Corporate Officer/Principal | 105 |
| Private Equity Investor | 76 |
| Undergraduate Degree | 62 |
| Founder | 37 |
Contatti più connessi
| Insiders | |
|---|---|
| William Kennard | 39 |
| Joseph Gleberman | 27 |
| Michael McMahon | 26 |
| Ryan A. Harris | 22 |
| Herbert Scruggs | 22 |
| Robert C. Covington | 20 |
| Christopher Dodds | 19 |
| Charles Carmel | 16 |
| Brandon Carl Richter | 14 |
| Olivier Sarkozy | 13 |
| Zach Larkin | 12 |
| Randy Quarles | 12 |
| Jacque Millard | 11 |
| Stephen Dutton | 11 |
| Mark Oligschlaeger | 11 |
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- Insiders
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