Zoë Brunson
Corporate Officer/Principal presso ASSETMARK FINANCIAL HOLDINGS, INC.
Provenienza dei contatti di primo grado di Zoë Brunson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.
39
| Subsidiary | Investment Managers | 39 |
Kingston University
 Kingston University Other Consumer ServicesConsumer Services Minnesota Steel Industries LLC manufactures steel. It incorporated the commercially available technology in mining, concentrating, pellet plant, DRI and electric arc steelmaking on a single site, making it one of the lowest cost steel producers in the world. The company is headquartered in St. Paul, MN.
26
| College/University | Other Consumer Services | 26 |
| Public Company | Financial Conglomerates | 20 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Zoë Brunson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Chief Executive Officer Director of Finance/CFO Chief Tech/Sci/R&D Officer Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Director/Board Member Chief Tech/Sci/R&D Officer Director/Board Member Chief Tech/Sci/R&D Officer | |
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 | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Genworth Life & Annuity Insurance Co.
 Genworth Life & Annuity Insurance Co. Life/Health InsuranceFinance Founded in 1944, Genworth Life & Annuity Insurance Co. is an insurance company headquartered in Richmond, Virginia. The firm is a subsidiary of Genworth Financial, Inc. (NYSE: GNW), is one of the largest insurance and financial services holding companies in the US, with an expanding international presence. The firm provides pension, investment and mortgage insurance services, as well as life and lifestyle protection and retirement income management services | Life/Health Insurance | Corporate Officer/Principal Chief Investment Officer Director of Finance/CFO | |
| University of Maryland | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Director/Board Member Chief Executive Officer | |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Consultant / Advisor Private Equity Investor | |
AssetMark Trust Co.
 AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The company is based in Concord, CA. | Investment Managers | Director/Board Member Chairman Director/Board Member | |
| HUATAI SECURITIES CO., LTD. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
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. | Investment Managers | Chief Investment Officer Analyst-Equity | |
AmeriLife Group LLC
 AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL. | Investment Managers | Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Chief Operating Officer Portfolio Manager-Equities | |
| The University of Chicago | College/University | Graduate Degree Graduate Degree | |
Huatai Securities (USA), Inc.
 Huatai Securities (USA), Inc. Investment Banks/BrokersFinance Huatai Securities (USA), Inc. operates as financial institution. It offers advisory, capital raising, and institutional securities. The company is headquartered in New York, NY. | Investment Banks/Brokers | Chief Executive Officer Director/Board Member | |
| George Washington University | College/University | Undergraduate Degree Graduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
GC Two Holdings, Inc.
 GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
Huatai International Financial Holdings Co., Ltd.
 Huatai International Financial Holdings Co., Ltd. Financial ConglomeratesFinance Part of Huatai Securities Co., Ltd., Huatai International Financial Holdings Co., Ltd. functions as an investment holding Chinese company. The company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Coopers & Lybrand Consulting, Inc. | Comptroller/Controller/Auditor Corporate Officer/Principal | ||
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Director/Board Member | |
| FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman Chief Executive Officer | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
| Krannert School of Management | College/University | Masters Business Admin Undergraduate Degree | |
Huatai International Investment Holdings Ltd.
 Huatai International Investment Holdings Ltd. MiscellaneousMiscellaneous Huatai International Investment Holdings Ltd. functions as an investment holding Chinese company. The private company is based in Hong Kong, Hong Kong and has subsidiaries in Canada, the United States, Australia, the United Kingdom, and the Cayman Islands. | Miscellaneous | Director/Board Member Director/Board Member | |
| QUEST CRITICAL METALS INC. | Other Metals/Minerals | Director/Board Member | |
Column5 Consulting Group LLC
 Column5 Consulting Group LLC Information Technology ServicesTechnology Services Column5 Consulting Group LLC provides enterprise performance management consulting services. Its services include consulting and implementation, training, technical services, program management, managed service, and advisory services. The company was founded by David Den Boer in 2005 and is headquartered in Scottsdale, AZ. | Information Technology Services | Chief Executive Officer | |
| TIGERLOGIC CORP. | Packaged Software | Corporate Officer/Principal | |
TW Ad Services Ltd.
 TW Ad Services Ltd. Miscellaneous Commercial ServicesCommercial Services TW Ad Services Ltd. provides online advertisement solutions. The firm enables to find advertisers, sell ads, reach local businesses, resellers and ad agencies. The company was founded by Rick Waghorn and Ian Thurbon in 2007 and is headquartered in Newcastle-upon-Tyne, the United Kingdom. | Miscellaneous Commercial Services | Founder | |
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 | |
| KEMPER CORPORATION | Property/Casualty Insurance | Director of Finance/CFO | |
| University of Massachusetts | College/University | Undergraduate Degree | |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Analyst-Equity | |
Northwestern Mutual Investment Management Co. LLC
 Northwestern Mutual Investment Management Co. LLC Real Estate Investment TrustsFinance Northwestern Mutual Investment Management Co. LLC provides real estate investment services. The company is headquartered in Milwaukee, WI. | Real Estate Investment Trusts | President | |
Fidelis MGU
 Fidelis MGU Financial ConglomeratesFinance Fidelis MGU is a Bermudian company that provides investment and reinsurance services. The company is based in Pembroke, Bermuda. The CEO of the company is Richard Brindle. | Financial Conglomerates | Chief Operating Officer | |
DUAL International Ltd.
 DUAL International Ltd. Insurance Brokers/ServicesFinance DUAL International Ltd. provides insurance underwriting services. The firm offers solutions in the areas of financial, accident and health, liability, legal indemnity, marine and energy, treaty reinsurance, and property. It serves small to mid-market business owners and managers. The company was founded by Luis Muñoz-Rojas in August 1998 and is headquartered in London, the United Kingdom. | Insurance Brokers/Services | Director of Finance/CFO | |
Conning Holdings Ltd.
 Conning Holdings Ltd. Investment ManagersFinance Part of Cathay Life Insurance Co., Ltd., Conning Holdings Ltd. is a leading investment management firm with over $201 billion in assets under management as of March 31, 2023. The company is based in London, UK. The British company supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. The CEOs are Russell Thomas Büss and Woody E. Bradford. The company believes in integrating environmental, social, and corporate governance risk factors into their investment process to serve their clients' needs and adhere to their fiduciary duty. The company was founded in 1912 and has investment centers in various locations. | Investment Managers | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Regno Unito | 5 |
| Hong Kong | 3 |
| Cina | 2 |
| Canada | 2 |
Settori
| Finance | 28 |
| Consumer Services | 14 |
| Commercial Services | 4 |
| Technology Services | 4 |
| Miscellaneous | 3 |
Posizioni
| Director/Board Member | 156 |
| Corporate Officer/Principal | 153 |
| Undergraduate Degree | 71 |
| Portfolio Manager-Equities | 38 |
| Chief Executive Officer | 33 |
Contatti più connessi
| Insiders | |
|---|---|
| Thomas McInerney | 34 |
| Rohit Bhagat | 25 |
| Joseph Velli | 23 |
| Charles Goldman | 23 |
| Yi Zhou | 21 |
| Ronald Joelson | 18 |
| Rob Brown | 18 |
| Hal Strong | 17 |
| Patricia Guinn | 16 |
| Siddharth Ramakrishnan | 14 |
| Gurinder S. Ahluwalia | 14 |
| Jerry Chafkin | 13 |
| Natalie Wolfsen | 12 |
| Patrick Brian Kelleher | 12 |
| Shin Yong Chew | 11 |
- Borsa valori
- Insiders
- Zoë Brunson
- Connessioni Società
