Ursprung des Netzwerks ersten Grades von Eric Matthew Sontag
Einheit | Art der Einheit | Industrie | |
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Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations.
19
| Subsidiary | Investment Managers | 19 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Eric Matthew Sontag
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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New York University School of Law | College/University | Graduate Degree Graduate Degree | |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
FJC
FJC Miscellaneous Commercial ServicesCommercial Services FJC provides services to manage charitable giving. It offers following programs for philanthropic giving and assistance to non-profit organizations: FJC donor advised funds, FJC fiscal sponsorship program, collective giving funds, young philanthropist funds, designated fund accounts, FJC gift certificates, online account access, customized investment options for accounts that are eligible and giving to qualified charities abroad. The company was founded by Marty Silverman in 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Cummings & Lockwood
Cummings & Lockwood Miscellaneous Commercial ServicesCommercial Services Cummings & Lockwood provides legal services to its clients. Its areas of practice include creditor's rights, criminal defense, health law, wealth management and estate planning, labor and employment law, and tax. The company was founded by by Homer Cummings and Charles Lockwood in 1909 and is headquartered in Stamford, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Johnson & Wales University, Inc.
Johnson & Wales University, Inc. Other Consumer ServicesConsumer Services Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree | College/University | Undergraduate Degree | |
Chamber of Commerce of The Palm Beaches
Chamber of Commerce of The Palm Beaches Miscellaneous Commercial ServicesCommercial Services The Chamber of Commerce of The Palm Beaches is a private, not-for-profit association of businesses that was founded in 1913 by local business leaders as the Board of Trade. The non-profit company is based in West Palm Beach, FL. The Chamber is committed to ensuring the continued growth and prosperity of the county by advancing the economic, industrial, and civic interests of the area. The Chamber offers member to member deals and a trustee program. It strives to support projects that lead to a stronger economy and an improved quality of life. | Miscellaneous Commercial Services | Director/Board Member | |
Syracuse University | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Drexel University | College/University | Undergraduate Degree | |
The University of Chicago Law School | College/University | Graduate Degree | |
Northwestern University School of Law | College/University | Corporate Officer/Principal | |
US Military Academy | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
Trillium Trading LLC
Trillium Trading LLC Investment Banks/BrokersFinance Trillium Trading LLC provides securities brokerage services. Its services include proprietary trading, and program trading. The company was founded by Lee Maschler and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Delaware | College/University | Undergraduate Degree | |
State University of New York at Buffalo | College/University | Undergraduate Degree | |
Lubin School of Business | College/University | Masters Business Admin | |
FIL Investment Advisors (UK) Ltd.
FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Beeson & Co. LLC
Beeson & Co. LLC Investment ManagersFinance Beeson & Co. LLC provides investment advice. The private company is based in El Cerrito, CA. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Securities Plc
JPMorgan Securities Plc Financial ConglomeratesFinance JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets. | Financial Conglomerates | Analyst-Equity | |
Stanford University | College/University | Masters Business Admin | |
St. John's University School of Law | College/University | Graduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
The Bachmann-Strauss Dystonia & Parkinson Foundation
The Bachmann-Strauss Dystonia & Parkinson Foundation Hospital/Nursing ManagementHealth Services The Bachmann-Strauss Dystonia & Parkinson Foundation operates as a non-profit organization. It provides public awareness of diseases, recognizing key scientific discoveries, and incentivizing the work of dedicated researchers. The company was founded by Bonnie Strauss in 1995 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member | |
Tufts University | College/University | 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 | Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
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 | |
Hightower Holding LLC
Hightower Holding LLC Investment ManagersFinance HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL. | Investment Managers | President | |
University of Notre Dame | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Dynasty Wealth Management LLC
Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Investment Managers | Director of Investments | |
Davidson College | College/University | Undergraduate Degree | |
Tudor Investment Corp.
Tudor Investment Corp. Investment ManagersFinance Tudor Investment Corp. (TIC) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 1980 by Paul T. Jones, II. TIC provides discretionary investment advisory services to various hedge funds, private equity funds and managed accounts. Investors in these funds generally include high-net worth individuals and related entities, sovereign entities, pension funds, non-financial corporates, financial institutions, endowments and foundations, fund-of-fund vehicles and proprietary capital from current and former personnel. | Investment Managers | Corporate Officer/Principal | |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Chief Operating Officer | |
JPMorgan Alternative Asset Management, Inc.
JPMorgan Alternative Asset Management, Inc. Investment ManagersFinance JPMorgan Alternative Asset Management, Inc. (JPMAAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul Zummo in 1994. They are wholly-owned by JPMorgan Asset Management Holdings Inc., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. The firm acts as investment manager for various domestic and foreign private pooled investment vehicles as well as investment manager for UCITS funds, and for certain separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
GE Capital Americas | Financial Conglomerates | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 49 |
Vereinigtes Königreich | 3 |
Sektoral
Consumer Services | 26 |
Finance | 20 |
Commercial Services | 6 |
Health Services | 2 |
Operativ
Undergraduate Degree | 20 |
Corporate Officer/Principal | 17 |
Portfolio Manager-Equities | 14 |
Investment Committee Member | 9 |
Analyst-Equity | 8 |
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