![Steve Schoneman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Provenienza dei contatti di primo grado di Steve Schoneman
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Cerity Partners LLC
![]() Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.
32
| Holding Company | Investment Managers | 32 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steve Schoneman tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Chief Investment Officer | |
eVestment Alliance LLC
![]() eVestment Alliance LLC Data Processing ServicesTechnology Services eVestment Alliance LLC engages in the development of cloud-based financial and investment application. Its products and service capabilities include manager research and selection, ongoing manager monitoring, private markets due diligence, risk analysis, portfolio construction and modeling, liquidity analysis, data aggregation, capital raising, competitive analysis, holdings analysis, peer group comparisons, and professional marketing materials. The company was founded by Karen Minnick, Matt Crisp, James Minnick, and Heath Wilson in 2000 and is headquartered in Atlanta, GA. | Data Processing Services | Corporate Officer/Principal | |
myCIO Wealth Partners LLC
![]() myCIO Wealth Partners LLC Investment ManagersFinance myCIO Wealth Partners LLC (myCIO) is a registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded in 2005 as the result of Ernst & Young's decision to exit the investment and wealth advisory industry due to the Sarbanes-Oxley Act. They are a subsidiary of Union Acquisition LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in 2015. myCIO provides financial consulting services to investment assets of individuals, families, endowments, defined contribution and defined benefit plans, and trusts. | Investment Managers | Corporate Officer/Principal | |
Palladium Partners LLC
![]() Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Investment Managers | Trading-Equity | |
Algonquin Advisors LLC
![]() Algonquin Advisors LLC Investment ManagersFinance Algonquin Advisors LLC is an investment management firm headquartered in Greenwich, Connecticut. The firm was founded by George Hubbard in 1998. They were acquired by Cerity Partners LLC in 2020. Algonquin Advisors provides investment services to a select group of wealthy individuals, families, foundations, and other entities with investable assets. | Investment Managers | Corporate Officer/Principal | |
ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Managers | Chief Investment Officer Analyst-Fixed Income Director of Investments Portfolio Manager-Equities Analyst-Equity | |
The Metropolitan Museum of Art
![]() The Metropolitan Museum of Art Other Consumer ServicesConsumer Services The Metropolitan Museum of Art operates as an arts institution that maintains a museum and library of art, encouraging and developing the study of the fine arts, and the application of arts to manufacture and practical life. The company was founded in 1870 and is headquartered in New York, NY. | Other Consumer Services | Director/Board Member | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree | |
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. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Bellarmine University | College/University | Masters Business Admin | |
Texas Tech University | College/University | Undergraduate Degree | |
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 | |
Nova Southeastern University, Inc. | College/University | Graduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Southern Illinois University | College/University | Doctorate Degree | |
University of Western Kentucky | College/University | Chairman | |
University of Louisville | College/University | Undergraduate Degree Undergraduate Degree | |
Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
Clearstead Advisors, LLC
![]() Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Investment Managers | Analyst-Equity | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Acumen Fund, Inc.
![]() Acumen Fund, Inc. Investment ManagersFinance Acumen Fund, Inc (Acumen Fund) is a venture capital firm founded in 2001 by Jacqueline Novogratz. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Trading-Equity | |
ARGI Financial Group LLC
![]() ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Investment Managers | Chief Investment Officer | |
Permit Capital Advisors LLC
![]() Permit Capital Advisors LLC Investment ManagersFinance Permit Capital Advisors LLC (PCA) is a wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2011 and is a subsidiary of Cerity Partners LLC. PCA manages client assets and serves an ultra-high-net-worth clientele. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Permit Capital LLC
![]() Permit Capital LLC Investment ManagersFinance Permit Capital LLC is an independent registered alternative asset management firm headquartered in West Conshohocken, Pennsylvania. It was founded by Richard B. Worley in 2002. The firm structures and manages private investment funds. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Shore Capital Partners LLC
![]() Shore Capital Partners LLC Investment ManagersFinance Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
100 Women In Hedge Funds
![]() 100 Women In Hedge Funds Miscellaneous Commercial ServicesCommercial Services 100 Women In Hedge Funds is an association of women from finance and alternative investments industries. The non-profit company is based in New York, NY. The company was founded in 2001 by Dana Hall, Sarah Dyer Dana. The CEO is Amanda Pullinger. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Assumption Greek Orthodox Church | Corporate Officer/Principal | ||
Vigit Technologies LLC
![]() Vigit Technologies LLC Information Technology ServicesTechnology Services Vigit Technologies LLC provides technology services. The company was founded in 2018 and is headquartered in Philadelphia, PA. | Information Technology Services | Director/Board Member | |
AE Machines, Inc.
![]() AE Machines, Inc. Packaged SoftwareTechnology Services AE Machines, Inc. is a start-up founded by Eric Minnick and his wife, Amy Laviers, that aims to make factory automation more accessible to industry and individuals. The American company's product, the AE Design Tool, empowers manufacturers to program and reprogram simple automated systems, even utilizing legacy hardware, without relying on large, expensive engineering teams. The tool allows users to build and program an automated cell with minimal training and shows how important people, including those already employed in factories today, will be in the factory of the future. The private company's approach has won them the Product Design of the Year award at the first annual Fourth Revolution Awards in Illinois. | Packaged Software | Chief Executive Officer | |
Pedago LLC
![]() Pedago LLC Other Consumer ServicesConsumer Services Pedago LLC provides revolutionizes online education services. The company was founded by Tom Adams and is headquartered in Washington, DC. | College/University | Masters Business Admin | |
Andover Ventures LLC
![]() Andover Ventures LLC Investment ManagersFinance Andover Ventures LLC (Andover Ventures) is a venture capital firm founded in 2016. The firm is headquartered in Philadelphia,Pennsylvania. | Investment Managers | Chief Investment Officer | |
Cerity Partners Equity Holding LLC
![]() Cerity Partners Equity Holding LLC Investment ManagersFinance Part of Cerity Partners LLC, Cerity Partners Equity Holding LLC is a company that provides estate, financial & tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals. The company is based in New York, NY. The company was founded by Kurt P. Miscinski, who has been the CEO since incorporation. | Investment Managers | Chief Executive Officer | |
100 Women In Finance Foundation | Chairman Director/Board Member | ||
HowardSimon LLC
![]() HowardSimon LLC Financial ConglomeratesFinance HowardSimon LLC provides financial, retirement administration, payroll, and HR management services. The company is based in Riverwoods, IL. The company was founded in 1981 by Howard Simon. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Stati Uniti | 50 |
India | 2 |
Settori
Finance | 29 |
Consumer Services | 17 |
Technology Services | 4 |
Commercial Services | 2 |
Posizioni
Director/Board Member | 49 |
Corporate Officer/Principal | 35 |
Portfolio Manager-Equities | 30 |
Undergraduate Degree | 25 |
Investment Committee Member | 17 |
Contatti più connessi
Insiders | |
---|---|
Diana Cantor | 34 |
Mimi Drake | 25 |
Max Rakhlin | 11 |
Adam Landau | 9 |
Jasien Bill | 7 |
Darin Andrew Morgan | 7 |
Kevin Donald Dorwin | 7 |
Jeff Blanchard | 7 |
Eric Minnick | 7 |
Rich Golinski | 6 |
Ben Pace | 6 |
Dan Cupkovic | 6 |
Aneet P. Deshpande | 6 |
Indu Chhachhi | 5 |
Neza Gallitano | 5 |
- Borsa valori
- Insiders
- Steve Schoneman
- Connessioni Società