Shmuel Levinson
Fondatore presso CLIPPER REALTY INC.
Patrimonio netto: 63 M $ in data 31/05/2024
Provenienza dei contatti di primo grado di Shmuel Levinson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Extinct | Finance/Rental/Leasing | 32 | |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.
29
| Subsidiary | Investment Managers | 29 |
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL.
13
| Holding Company | Information Technology Services | 13 |
| Unknown | 10 | ||
Coleman Cable, Inc.
4
| Extinct | Electronics Distributors | 4 |
West Coast Bancorp (Lake Oswego, Oregon)
 West Coast Bancorp (Lake Oswego, Oregon) Regional BanksFinance West Coast Bancorp operates as a holding company which, through its subsidiary West Coast Bank provides banking and financial services. These services include personal and business checking and saving accounts, credit solutions, treasury management, personal loans, credit cards, gold checking, and certificate of deposit. It also provides wealth advisory services. The company operates its business through two segments: Banking and Other, which together owns and operates West Coast Trust. West Coast Bancorp was founded in 1981 and is headquartered in Lake Oswego, OR.
4
| Extinct | Regional Banks | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Shmuel Levinson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
ProcessUnity, Inc.
 ProcessUnity, Inc. Packaged SoftwareTechnology Services ProcessUnity, Inc. provides on-demand risk management software solutions to small, medium, and large enterprises in various industries. The firm solutions include Service Delivery Risk Management that captures and standardizes product catalogs, and optimizes client service delivery; financial close process management and policy and procedure management, a cloud-based solution for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. The company was founded in 2003 and is headquartered in Waltham, MA. | Packaged Software | Director/Board Member Director/Board Member | |
| University of Virginia | College/University | Graduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Homepoint Corp.
 Homepoint Corp. Internet Software/ServicesTechnology Services Homepoint Corp. operates a business-to-business web site for the home furnishings industry. The company is headquartered in Greenville, SC. | Internet Software/Services | Director/Board Member Chief Executive Officer | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Director/Board Member Masters Business Admin Masters Business Admin | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal Portfolio Manager-Equities | |
Coleman Cable Systems, Inc.
 Coleman Cable Systems, Inc. Metal FabricationProducer Manufacturing Coleman Cable Systems, Inc. manufactures electronic wire and cable products. It provides battery cables, primary wire, battery accessories, extension cords, and lighting products servicing the electrical, electronic, and automotive markets. The company was founded in 1971 and is headquartered in North Chicago, IL. | Metal Fabrication | Chief Executive Officer Director of Finance/CFO | |
Stone Point Capital LLC
 Stone Point Capital LLC Investment ManagersFinance Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Investor General Counsel | |
Coleman Cable LLC
 Coleman Cable LLC Electrical ProductsProducer Manufacturing Coleman Cable LLC manufactures, designs, develops, supplies electrical wire and cable products. It offers telecommunications, electrical construction, retail, commercial, industrial, irrigation, HVAC, and automotive markets. The company was founded in 1999 and is headquartered in Waukegan, IL. | Electrical Products | Chairman Director/Board Member Director of Finance/CFO | |
| Davidson College | College/University | Director/Board Member Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| West Virginia University | College/University | Undergraduate Degree Undergraduate Degree | |
GE Capital Equity, Inc.
 GE Capital Equity, Inc. Investment ManagersFinance GE Capital Equity, Inc. (GE Capital Equity) is a private equity division of GE Capital Americas is founded in 1993. The firm is headquartered in Norwalk, Connecticut. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Atlantic Capital Bank, NA
 Atlantic Capital Bank, NA Major BanksFinance Atlantic Capital Bank, NA operates as a nationally chartered commercial bank. The firm provides financial and banking services. It offers corporate and business banking solutions, private banking solutions, commercial real estate financing, payments industry banking services, medical and legal banking, franchise lending, and non-profit banking services. The company is headquartered in Atlanta, GA. | Major Banks | Director/Board Member Director/Board Member | |
| Georgetown University | College/University | Graduate Degree | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Corporate Officer/Principal | |
| US Securities & Exchange Commission | Investment Banks/Brokers | Chairman | |
The Advertising Council, Inc.
 The Advertising Council, Inc. Miscellaneous Commercial ServicesCommercial Services The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree | |
Ogilvy & Mather Advertising, Inc.
 Ogilvy & Mather Advertising, Inc. Advertising/Marketing ServicesCommercial Services Part of WPP Plc, Ogilvy & Mather Advertising, Inc. is a company that provides advertising services. The company is based in New York, NY. Devika Bulchandani has been the CEO of the company since 2022. | Advertising/Marketing Services | Chief Executive Officer | |
| ATLANTIC CAPITAL BANCSHARES, INC. | Regional Banks | Director/Board Member Director/Board Member | |
Union Mortgage Group, Inc.
 Union Mortgage Group, Inc. Finance/Rental/LeasingFinance Union Mortgage Group, Inc. provides a full line of mortgage products. The company was founded on November 4, 1998 and is headquartered in Richmond, VA. | Finance/Rental/Leasing | Chief Executive Officer Director of Finance/CFO | |
Platinum Mortgage, Inc.
 Platinum Mortgage, Inc. Finance/Rental/LeasingFinance Platinum Mortgage, Inc. provides mortgage loan services. The company was founded in 1996 and is headquartered in Huntsville, AL. | Finance/Rental/Leasing | Director/Board Member Director/Board Member Director/Board Member | |
Broadway Technology LLC
 Broadway Technology LLC Packaged SoftwareTechnology Services Broadway Technology LLC engages in the provision of software solutions. It specializes in scalable high-performance distributed computing to build advanced trading systems for global financial institutions. The company was founded by Tyler Moeller and Joshua Walsky in 2003 and is headquartered in New York, NY. | Packaged Software | Director/Board Member Director/Board Member | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer | |
Long Ridge Equity Partners LLC
 Long Ridge Equity Partners LLC Investment ManagersFinance Long Ridge Equity Partners LLC (Long Ridge Equity Partners) is an independent private equity firm founded in 2007 by James D. Brown. The firm is headquartered in New York. | Investment Managers | Founder Private Equity Investor | |
| Restore Oregon | Director/Board Member | ||
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Part of Envestnet, Inc., Envestnet Portfolio Solutions, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help financial professionals make sense of their clients' finances. The company is based in Boston, MA. Envestnet's ecosystem equips advisors with tools and resources to deliver impactful financial advice to their clients, streamlines processes, offers greater personalization, and provides an enhanced customer experience. The company's goal is to help financial professionals be more efficient and effective in their work, allowing them to focus on deepening client relationships. | Investment Managers | Corporate Officer/Principal | |
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Investment Managers | Chief Executive Officer Director of Investments Chief Investment Officer | |
Carson Group Holdings LLC
 Carson Group Holdings LLC Investment ManagersFinance Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE. | Investment Managers | Director/Board Member Director/Board Member | |
Clipper Equity LLC
 Clipper Equity LLC Real Estate DevelopmentFinance Clipper Equity LLC provides property management services. The private company is based in New York. | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal | |
| HOME POINT CAPITAL INC. | Finance/Rental/Leasing | Director/Board Member Director/Board Member Founder | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
Settori
| Finance | 24 |
| Consumer Services | 17 |
| Commercial Services | 5 |
| Technology Services | 4 |
| Producer Manufacturing | 3 |
Posizioni
| Director/Board Member | 175 |
| Corporate Officer/Principal | 106 |
| Undergraduate Degree | 48 |
| Chairman | 47 |
| Chief Executive Officer | 40 |
Contatti più connessi
| Insiders | |
|---|---|
| Howard Lorber | 30 |
| Todd Thomson | 29 |
| Harvey Golub | 27 |
| James G. Brown | 19 |
| Harmon Spolan | 16 |
| Jim Brown | 15 |
| Kevin Bhatt | 14 |
| Henchy Enden | 13 |
| Michael Moriarty | 13 |
| Duane McDougall | 13 |
| Stephen Levey | 12 |
| Robert B. Eastep | 11 |
| William Newman | 11 |
| Lawrence Kreider | 10 |
| Rebecca Alcalay | 10 |
- Borsa valori
- Insiders
- Shmuel Levinson
- Connessioni Società
