Regina Wohl
Gestore di Portafoglio-Azioni presso Aspiriant LLC
Provenienza dei contatti di primo grado di Regina Wohl
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
34
| Private Company | Investment Managers | 34 |
Cleveland State University
30
| College/University | Other Consumer Services | 30 |
Weatherhead School of Management
14
| College/University | Other Consumer Services | 14 |
Stanford Investment Group, Inc.
 Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations.
3
| Extinct | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Regina Wohl tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Chief Investment Officer Analyst-Equity | |
Republic Financial Corp.
 Republic Financial Corp. Investment ManagersFinance Republic Financial Corp. (Republic Financial) is a private equity firm founded in 1971. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
McDonald Partners LLC
 McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Investment Managers | Portfolio Manager-Equities Investment Committee Member | |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| IDBI BANK LIMITED | Major Banks | Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Resilience Capital Partners LLC
 Resilience Capital Partners LLC Investment ManagersFinance Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Private Equity Investor Private Equity Investor Director of Finance/CFO | |
| University of Dayton | College/University | Director/Board Member Undergraduate Degree | |
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 | Masters Business Admin Graduate Degree | |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| Youngstown State University | College/University | Undergraduate Degree Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
| Baldwin-Wallace College | College/University | Masters Business Admin Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
| Golden Gate University | College/University | Graduate Degree Graduate Degree | |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
| Kent State University (Ohio) | College/University | Undergraduate Degree | |
PT Asuransi Jiwa Tugu Mandiri
 PT Asuransi Jiwa Tugu Mandiri Multi-Line InsuranceFinance PT Asuransi Jiwa Tugu Mandiri is an Indonesian insurance company that offers life insurance, health insurance, and pension fund support services. The private company is based in Jakarta Pusat, Indonesia and was founded in 1985. The company provides licensed agents, financial calculators, and online claim processes for quick and easy access to their services. Hanindio W. Hadi has been the CEO of the company since 2021. | Multi-Line Insurance | Chief Executive Officer | |
| PT Tugu Pratama Insurance | Chief Executive Officer | ||
| PT AIRASIA INDONESIA TBK | Airlines | Director/Board Member | |
| University of Indonesia | College/University | Undergraduate Degree | |
| PT ELNUSA TBK | Oil & Gas Production | Director of Finance/CFO | |
| PT INDOINTERNET TBK. | Information Technology Services | Director/Board Member | |
| Veer Narmad South Gujarat University | College/University | Undergraduate Degree | |
| ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED | Specialty Insurance | Corporate Officer/Principal | |
Toledo Museum of Art
 Toledo Museum of Art Other Consumer ServicesConsumer Services Since Toledo Museum of Art founding in 1901, the museum has earned a global reputation for the quality of its collection, its innovative and extensive education programs, and its architecturally significant campus. More than 30,000 works of art represent American and European painting, the history of art in glass, ancient Greek, Roman, and Egyptian works, Asian and African art, medieval art, sculpture, decorative arts, graphic arts, and modern and contemporary art. To accommodate the ever growing collection and demand for art education, the Museum campus has grown exponentially since its founding. From its humble first exhibition space in two rented rooms, the Museum has grown to cover approximately 36 acres with seven buildings. The main Museum building interior contains four and a half acres of floor space on two levels. It has 45 galleries, 15 classroom studios, the 1,750-seat Peristyle concert hall, the 176-seat Little Theater lecture hall, the Resource Center for Educators, the Family Center, the Visual Resources Collection, the Museum Café, and the Museum Store featuring Collector's Corner. The Glass Pavilion has five galleries, a glass study room, classrooms, two hotshops, a multipurpose GlasSalon, public and private courtyard space, and a coffee bar. | Other Consumer Services | Director/Board Member | |
Libbey Glass, Inc.
 Libbey Glass, Inc. Containers/PackagingProcess Industries Libbey Glass LLC engages in the business of manufacturing food glassware. Its products include ashtrays, bowls, cookware, decanters, drinking glasses, giftware, mugs, stemware, tableware, tumblers, and vases. The company was founded on April 14, 1987 and is headquartered in Toledo, OH. | Containers/Packaging | Chief Executive Officer | |
| The College of William & Mary | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 34 |
| Indonesia | 7 |
| India | 4 |
| Francia | 2 |
| Singapore | 2 |
Settori
| Consumer Services | 19 |
| Finance | 17 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
| Transportation | 2 |
Posizioni
| Corporate Officer/Principal | 111 |
| Director/Board Member | 97 |
| Undergraduate Degree | 76 |
| Portfolio Manager-Equities | 52 |
| Masters Business Admin | 32 |
Contatti più connessi
| Insiders | |
|---|---|
| Josef Mandelbaum | 20 |
| Larry Enterline | 19 |
| Ravi Bhagavatula | 15 |
| Thomas W. Swidarski | 14 |
| Robert White | 14 |
| Gary Lichtenstein | 13 |
| Michael P. Bauer | 13 |
| Ken Anderson | 13 |
| Ki Mixon | 11 |
| William C. Holmes | 11 |
| Sabam Hutajulu | 10 |
| Charles McConnell | 10 |
| John Moran | 10 |
| Chris Wiles | 9 |
| Gulam Khan | 9 |
- Borsa valori
- Insiders
- Regina Wohl
- Connessioni Società
