Dan Sobol
Portfolio Manager-Aktien bei Corient Private Wealth LLC
Ursprung des Netzwerks ersten Grades von Dan Sobol
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
32
| Subsidiary | Investment Managers | 32 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan Sobol
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Chief Investment Officer Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Masters Business Admin Corporate Officer/Principal | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| Drew University | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
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 | |
| Colby College | College/University | Undergraduate Degree | |
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Corporate Officer/Principal | |
| Texas Tech University | College/University | Undergraduate Degree | |
| Loyola University of Chicago | College/University | Masters Business Admin | |
| Drexel University | College/University | Masters Business Admin | |
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
| Western State College of Colorado | College/University | Undergraduate Degree | |
| University of Toledo (Ohio) | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin | |
| Universidad Pontificia Catolica del Peru | College/University | Undergraduate Degree | |
Livian & Co. LLC
 Livian & Co. LLC Investment ManagersFinance Livian & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael M. Livian in 2010. Livian & Co. provides investment consulting as well as discretionary portfolio management services. Their typical clients are high net worth investors with a liquid net worth between one and fifty million US dollars. | Investment Managers | Analyst-Equity | |
| Rutgers Business School | College/University | Masters Business Admin | |
| The College of New Jersey | College/University | Undergraduate Degree | |
| Florida International University | College/University | Undergraduate Degree | |
| University of the Incarnate Word | College/University | Undergraduate Degree | |
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Movies/Entertainment | Director/Board Member | |
| St. Joseph University | College/University | Undergraduate Degree | |
USI, Inc. (Connecticut)
 USI, Inc. (Connecticut) Pulp & PaperProcess Industries USI, Inc. manufactures laminating equipment, film and supplies. It offers 3D printers, super saver kits, laminating, customer banner printing and binding machines. The company was founded in 1975 and is headquartered in Madison, CT. | Pulp & Paper | Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| Texas A&M University | College/University | Undergraduate Degree | |
PineBridge Investments LLC
 PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles. | Investment Managers | Analyst-Fixed Income | |
| Bowling Green State University | College/University | Graduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
| University of Pennsylvania | College/University | Corporate Officer/Principal | |
| Stanford University | College/University | Undergraduate Degree | |
Children's Home + Aid
 Children's Home + Aid Other Consumer ServicesConsumer Services Children's Home + Aid provides children healthcare services. The firm offers adoption, foster care, counseling, treatment programs, child care and education services. The company was founded in 1883 and is headquartered in Chicago, IL. | Other Consumer Services | Director/Board Member | |
Chicago Symphony Orchestra Association
 Chicago Symphony Orchestra Association Movies/EntertainmentConsumer Services The Chicago Symphony Orchestra Association operates music bands and orchestras. The non-profit company is based in Chicago, IL. | Movies/Entertainment | Corporate Officer/Principal | |
| Occidental College | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 49 |
| Peru | 2 |
| Libanon | 2 |
Sektoral
| Consumer Services | 34 |
| Finance | 17 |
| Process Industries | 2 |
Operativ
| Portfolio Manager-Equities | 48 |
| Undergraduate Degree | 32 |
| Corporate Officer/Principal | 24 |
| Masters Business Admin | 16 |
| Analyst-Equity | 13 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Henry Lartigue | 9 |
| Jim Sonneborn | 8 |
| Franklin Ruben | 7 |
| Charlie Gofen | 6 |
| Duke Laflamme | 5 |
| Jonathan Vree | 5 |
| Mary Pat Burke | 5 |
| Blake McWherter | 5 |
| John Ptak | 5 |
| Paul Platkin | 5 |
| Jim Ciprich | 5 |
| John Myers | 5 |
| Alfredo la Rosa | 5 |
| Sagar Shah | 5 |
| Jim Borovsky | 5 |
