Eric Joseph Passeri
Chief Investment Officer bei TrinityPoint Wealth LLC
Ursprung des Netzwerks ersten Grades von Eric Joseph Passeri
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
628
| Extinct | Investment Banks/Brokers | 628 |
Beirne Wealth Consulting LLC
 Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions.
3
| Extinct | Investment Managers | 3 |
TrinityPoint Wealth LLC
 TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Eric Joseph Passeri
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | President Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| REXEL | Wholesale Distributors | Director/Board Member Director/Board Member | |
Automated Security (Holdings) Ltd.
 Automated Security (Holdings) Ltd. Miscellaneous Commercial ServicesCommercial Services Automated Security (Holdings) Plc operates as a holding company, engages in design, marketing, installation, maintenance, and monitoring of electronic security systems to safeguard life and property from various hazards. Its principal markets are United Kingdom and United States. The company is headquartered in Hemel Hempstead, GB. | Miscellaneous Commercial Services | Corporate Officer/Principal President | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Director/Board Member Director/Board Member Chief Tech/Sci/R&D Officer 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 | Director/Board Member Director/Board Member | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
Merrill Lynch & Co. Canada Ltd.
 Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Finance/Rental/Leasing | Director/Board Member Director/Board Member Director/Board Member President Chief Executive Officer Chairman Corporate Officer/Principal President | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The Partnership for New York City, Inc.
 The Partnership for New York City, Inc. Miscellaneous Commercial ServicesCommercial Services The Partnership for New York City operates as a charitable organization. It is a network of business leaders and corporations working for the economic and cultural betterment of all five boroughs of the city. The firm provides networking opportunities, conducts research, participates in policy making and lobbies government. The company was founded by David Rockefeller in 2002 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | President Chief Executive Officer Chief Executive Officer President | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Director of Research - Equity Corporate Officer/Principal General Counsel | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
The Catholic Charities of the Archdiocese of New York
 The Catholic Charities of the Archdiocese of New York Miscellaneous Commercial ServicesCommercial Services The Catholic Charities of the Archdiocese of New York operates as non-profit organization. It protects and nurtures children and youth; feeds the hungry and shelters the homeless; strengthens families and resolving crisis; supports the physically and emotionally challenged; and welcomes and integrates immigrants and refugees. The company was founded in 1917 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
NewYork-Presbyterian Hospital
 NewYork-Presbyterian Hospital Hospital/Nursing ManagementHealth Services NewYork-Presbyterian Hospital offers healthcare services. Its services include surgery, corporate health, nephrology, dermatology, cardiology, hepatology, vascular care, emergency care, and ambulatory care. The company was founded in 1771 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Director/Board Member Sales & Marketing | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
New Vernon Advisers, LP
 New Vernon Advisers, LP Investment ManagersFinance New Vernon Advisers LP (New Vernon Advisers) is a private equity firm founded in 2004 by Arshad Zakaria. The firm is headquartered in Jersey, New Jersey. | Investment Managers | Founder Chief Operating Officer | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| HOWMET AEROSPACE INC. | Aerospace & Defense | Director/Board Member Director/Board Member | |
Arconic Defense, Inc.
 Arconic Defense, Inc. Metal FabricationProducer Manufacturing Arconic Defense, Inc. is engaged in the provision of land, sea, and air defense solutions for the Armed Forces of the United States. It offers forgings, sheets and plate, aluminum powder, aluminum investment castings, fasteners, hard alloy extrusions, mill products, and engineered products. The company was founded in 2002 and is headquartered in Washington, MO. | Metal Fabrication | Director/Board Member Director/Board Member | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Director/Board Member Undergraduate Degree | |
| UBS GROUP AG | Investment Managers | Corporate Officer/Principal Director/Board Member | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
The American Ireland Fund
 The American Ireland Fund Investment ManagersFinance The American Ireland Fund raises funds for the support programs of peace and reconciliation, arts and culture, education, and community development throughout the island of Ireland. The company was founded by Anthony J.F. O'Reilly and Daniel M. Rooney in 1976 and is headquartered in Boston, MA. | Investment Managers | Chairman Director/Board Member | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
Cerberus Capital Management LP
 Cerberus Capital Management LP Investment ManagersFinance Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York. | Investment Managers | Compliance Officer Private Equity Investor | |
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 |
Statistik
International
| Vereinigte Staaten | 41 |
| Vereinigtes Königreich | 3 |
| Kanada | 3 |
| Frankreich | 2 |
| Israel | 2 |
Sektoral
| Finance | 22 |
| Consumer Services | 18 |
| Commercial Services | 5 |
| Non-Energy Minerals | 2 |
| Distribution Services | 2 |
Operativ
| Director/Board Member | 489 |
| Corporate Officer/Principal | 239 |
| Independent Dir/Board Member | 170 |
| Undergraduate Degree | 87 |
| President | 69 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Michael Castellano | 120 |
| Allen Moseley | 41 |
| Eric Carlborg | 29 |
| Julie Richardson | 28 |
| Charles Rossotti | 28 |
| John Thain | 28 |
| Ernest O'Neal | 27 |
| Greg Fleming | 26 |
| Denise Warren | 25 |
| Thomas Michael Joyce | 24 |
| Eric Hsia | 23 |
| John McKinley | 22 |
| John Sievwright | 20 |
| Susannah Gray | 20 |
| Bob McCann | 17 |
- Börse
- Insiders
- Eric Joseph Passeri
- Unternehmensverbindungen
