Rob Kaercher
Gestore di Portafoglio-Azioni presso Smith & Howard Wealth Management LLC
Provenienza dei contatti di primo grado di Rob Kaercher
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Pennsylvania State University
204
| College/University | Other Consumer Services | 204 |
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC.
101
| Extinct | Major Banks | 101 |
West Virginia University
56
| College/University | Other Consumer Services | 56 |
Smith & Howard Wealth Management LLC
 Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations.
3
| Subsidiary | Investment Managers | 3 |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976.
2
| Subsidiary | Regional Banks | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Rob Kaercher tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Dell, Inc.
 Dell, Inc. Computer Processing HardwareElectronic Technology Dell, Inc. engages in the manufacture of electronic devices. Its products include laptops, desktops, tablets, thin clients, printers, monitors, software, workstations and accessories. The company was founded by Michael Saul Dell on February 1, 1984 and is headquartered in Round Rock, TX. | Computer Processing Hardware | Corporate Officer/Principal Corporate Officer/Principal | |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| ACCELRYS, INC. | Packaged Software | Founder | |
Molecular Simulations, Inc.
 Molecular Simulations, Inc. Packaged SoftwareTechnology Services Molecular Simulations, Inc. is a provider of predictive modeling software. The company is based in San Diego, CA and has subsidiaries in the United States. The company was founded by Stephen L. Mayo. Molecular Simulations was acquired by BIOVIA, Inc., part of Dassault Systèmes SA from April 30, 2014 on June 12, 1998 for $119.85 million. | Packaged Software | Founder | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Mutual of America Capital Management LLC
 Mutual of America Capital Management LLC Investment ManagersFinance Mutual of America Capital Management LLC (Capital Management) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and is wholly-owned by Mutual of America Holding Co. LLC and indirect, wholly-owned subsidiary of Mutual of America Life Insurance Co. Capital Management provides investment advisory services to registered investment companies (mutual funds), institutional investors, and to Mutual of America’s general account. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
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 | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Hirtle, Callaghan & Co. LLC
 Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Investment Managers | Head-Equity Investments Corporate Officer/Principal Corporate Officer/Principal | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Doctorate Degree Graduate Degree | |
| Wake Forest University | College/University | Masters Business Admin Director/Board Member Masters Business Admin | |
| KRISPY KREME DOUGHNUTS | Restaurants | Director/Board Member Director/Board Member | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| Georgetown University | College/University | Masters Business Admin Graduate Degree | |
| University of Pittsburgh | College/University | Masters Business Admin Masters Business Admin | |
| FINTECH ACQUISITION CORP. VI | Financial Conglomerates | Director/Board Member Director/Board Member | |
| PERELLA WEINBERG PARTNERS | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
| Wachovia Preferred Funding Corp. | Finance/Rental/Leasing | Chief Executive Officer Director/Board Member | |
| Georgia State University | College/University | Graduate Degree Undergraduate Degree | |
Perella Weinberg Partners Group LP
 Perella Weinberg Partners Group LP Investment ManagersFinance Perella Weinberg Partners Group LP engages in the provision of financial advisory and asset management services. The company was founded by Joseph Robert Perella and is headquartered in Albany, NY. | Investment Managers | Chief Executive Officer 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 | |
| George Washington University | College/University | Masters Business Admin Masters Business Admin | |
| International Monetary Conference | President Director/Board Member | ||
| EXTERRAN CORPORATION | Gas Distributors | Comptroller/Controller/Auditor | |
| Spectra Health, Inc. | Director/Board Member | ||
| KBR, INC. | Information Technology Services | Comptroller/Controller/Auditor | |
| Economic Development Commission of Mid Florida | Chairman | ||
Dreamit Ventures LLC
 Dreamit Ventures LLC Investment ManagersFinance Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| ALLOGENE THERAPEUTICS, INC. | Biotechnology | Director/Board Member | |
Open Photonics, Inc.
 Open Photonics, Inc. SemiconductorsElectronic Technology Open Photonics, Inc. develops photonic technologies. The private company is based in Orlando, FL. The company was founded by M. Scott Faris, Jason Eichenholz. Jason Eichenholz has been the CEO since incorporation. | Semiconductors | Founder | |
American Association for the Advancement of Science
 American Association for the Advancement of Science Miscellaneous Commercial ServicesCommercial Services The American Association for the Advancement of Science provides science related journal, program, and education services. The firm also promotes the responsible use of science in public policy. The company was founded in 1848 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
| American University | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Irlanda | 2 |
| Finlandia | 2 |
Settori
| Finance | 20 |
| Consumer Services | 12 |
| Commercial Services | 8 |
| Technology Services | 4 |
| Electronic Technology | 3 |
Posizioni
| Director/Board Member | 275 |
| Corporate Officer/Principal | 194 |
| Undergraduate Degree | 95 |
| Independent Dir/Board Member | 60 |
| Chief Executive Officer | 58 |
Contatti più connessi
| Insiders | |
|---|---|
| Vincent Intrieri | 46 |
| Robert Steel | 35 |
| G. Thompson | 34 |
| Ernest Rady | 26 |
| Jane Sherburne | 26 |
| Jeff Gary | 23 |
| Leslie M. Baker | 23 |
| M. Faris | 22 |
| Charles P. Miller | 20 |
| Joanna Shields | 19 |
| Linda Abraham | 16 |
| Jeffrey Malehorn | 16 |
| Kathleen Casey | 16 |
| Suk-Sig Lim | 15 |
| Mark Capone | 15 |
- Borsa valori
- Insiders
- Rob Kaercher
- Connessioni Società
