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Taylor Sohns
Gestore di Portafoglio-Azioni presso Lifegoal Investments LLC
Provenienza dei contatti di primo grado di Taylor Sohns
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Iona College
12
| College/University | Other Consumer Services | 12 |
Lifegoal Investments LLC
![]() Lifegoal Investments LLC Investment ManagersFinance Lifegoal Investments LLC provides investment advice. The private company is based in Saratoga Springs, NY and has subsidiaries in the United States. The company was founded in 2021 by Brett Richard Sohns, who has been the CEO since 2021.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Taylor Sohns tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
MASTERCARD, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Instinet LLC
![]() Instinet LLC Investment Banks/BrokersFinance Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions. | Investment Banks/Brokers | Analyst-Equity | |
Greenbriar Equity Group LP
![]() Greenbriar Equity Group LP Investment ManagersFinance Greenbriar Equity Group LP (Greenbriar Equity) is a private equity firm founded in 1999 by Reginald Lamont Jones and Gerald Greenwald. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Comptroller/Controller/Auditor | |
Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Catterton Management Co. LLC
![]() Catterton Management Co. LLC Investment ManagersFinance Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Investor | |
Portfolio Advisors LLC
![]() Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Private Equity Investor | |
Nomura Securities International, Inc.
![]() Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Florida Atlantic University | College/University | Undergraduate Degree | |
Union College (New York) | College/University | Undergraduate Degree | |
Western Connecticut State University | College/University | Undergraduate Degree | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Alter Domus Luxembourg SARL
![]() Alter Domus Luxembourg SARL Packaged SoftwareTechnology Services Alter Domus Luxembourg SARL operates as a integrated fund and corporate services provider. It offers fund, depositary services, consolidation, regulatory, liquidation, middle office, transfer pricing, and training services. The company was founded in 2003 and is headquartered in Luxembourg. | Packaged Software | Corporate Officer/Principal | |
Charles Vista LLC
![]() Charles Vista LLC Investment ManagersFinance Charles Vista LLC provides financial advisory, wealth management and investment banking services. The company was founded by Gregg C. Lorenzo and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
AH Capital Management LLC
![]() AH Capital Management LLC Investment ManagersFinance AH Capital Management LLC (AH Capital Management) is a venture capital firm founded in 2009 by Marc Lowell Andreessen and Ben A. Horowitz. The firm is headquartered in Menlo Park, California. | Investment Managers | Sales & Marketing | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
StormHarbour Securities LP
![]() StormHarbour Securities LP Investment Banks/BrokersFinance Founded in 2009 by Antonio Cacorino and Fredrick Chapey, StormHarbour Securities LP is an independent full-service broker/dealer headquartered in New York City with additional offices in London, Singapore, Hong Kong and Geneva. The firm is a subsidiary of StormHarbour Partners LP. StormHarbour Securities focuses on distribution, client solutions and capital markets and has extensive experience in the fixed-income credit and alternatives markets. Their services include execution, sourcing/distribution, primary and secondary, reverse inquiry and buy-backs and full asset/capital structure coverage. StormHarbour Securities' clients include hedge funds/other asset managers, banks/insurance companies, pensions. endowments, SWFs, GSEs and other international financial groups. StormHarbour Securities' credit products include: investment grade corporates, high yield, distressed, convertibles and emerging markets. Their securitized products include: ABS (vanilla and exotic), RMBS (prime, alt-A and sub-prime), CMBS, CDOs, CLOs and synthetic structures. | Investment Banks/Brokers | Comptroller/Controller/Auditor | |
One Rock Capital Partners LLC
![]() One Rock Capital Partners LLC Investment ManagersFinance One Rock Capital Partners LLC (One Rock Capital) is a private equity firm founded in 2010 by Tony W. Lee and R. Scott Spielvogel. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
State University of Management | College/University | Undergraduate Degree | |
The OutCast Agency
![]() The OutCast Agency Advertising/Marketing ServicesCommercial Services The OutCast Agency is an integrated agency that specializes in communications and digital marketing. The American company has been shaping the brands that shape the future for over 24 years. The private company's latest and greatest output can be seen for some of the world's most iconic brands. | Advertising/Marketing Services | Corporate Officer/Principal | |
Tuatara Capital LP
![]() Tuatara Capital LP Investment ManagersFinance Tuatara Capital LP (Tuatara Capital) is a private equity/venture capital firm, a subsidiary of Tuatara Capital GP LLC founded in 2014 by Mark Zittman and Albert Foreman. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
CARTA Fund Services LLC
![]() CARTA Fund Services LLC Investment ManagersFinance Carta Fund Services LLC provides private equity and administrative solutions. The firm offers fund accounting & administration, general partner accounting & reporting, start-up fund administration, CFO consulting engagements and management company services. The company was founded by Mike A. Trinkaus II in 2013 and is headquartered in Darien, CT. | Investment Managers | Corporate Officer/Principal | |
Albaron Partners LLC
![]() Albaron Partners LLC Investment ManagersFinance Albaron Partners LLC (Albaron Partners) is a private equity firm founded in 2017 by Allesio Baraldi and Dmitri Ivanov. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Brighton Park Capital LLC
![]() Brighton Park Capital LLC Investment ManagersFinance Brighton Park Capital LLC (Brighton Park capital) is a private equity firm founded in 2019 by Mark F. Dzialga. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Director of Research - Fxd Inc | |
Variant Fund
![]() Variant Fund Investment ManagersFinance Variant Fund (Variant) is a venture capital firm founded in 2020 by Walden Jesse, Li Jin and Spencer Noon. The firm is headquartered in Brooklyn, New York. | Investment Managers | Sales & Marketing | |
Prime Psychiatry, Pllc
![]() Prime Psychiatry, Pllc Medical/Nursing ServicesHealth Services Prime Psychiatry, PLLC provides psychiatric evaluations, medication management follow-ups, addictions treatment, and individual/couples counseling in Frisco, TX. The company also offers TMS therapy for the treatment of depression, telepsychiatry, and other related services. Prime Psychiatry was founded by Efosa Airuehia. | Medical/Nursing Services | Corporate Officer/Principal | |
Spector & Associates | Corporate Officer/Principal | ||
Olympian Business Solutions LLC | Founder | ||
Ambac Assurance Corp. (Investment Portfolio)
![]() Ambac Assurance Corp. (Investment Portfolio) Investment ManagersFinance Ambac Assurance Corp. (Investment Portfolio) (Ambac-IP) is the investment portfolio division of Ambac Assurance Corp., a property and casualty insurance company headquartered in New York City. The firm is a subsidiary of Ambac Financial Group, Inc. (NYSE: AMBC). Ambac-IP manages the investment portfolio of insurance clients. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 31 |
Lussemburgo | 2 |
Regno Unito | 2 |
Russia | 2 |
Settori
Finance | 24 |
Consumer Services | 5 |
Commercial Services | 3 |
Technology Services | 2 |
Health Services | 2 |
Posizioni
Corporate Officer/Principal | 14 |
Undergraduate Degree | 12 |
Masters Business Admin | 7 |
Analyst-Equity | 5 |
Private Equity Investor | 4 |
Contatti più connessi
Insiders | |
---|---|
Conan Leon | 9 |
Nina Suthers | 6 |
Richard Moccia | 6 |
Brett Sohns | 4 |
Bianca M. Bucci | 4 |
Joe Franco | 4 |
John Potusek | 3 |
Brian Fialko | 3 |
Lenette Feroli | 3 |
Monica Romano | 2 |
Ryan Southard | 2 |
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