Mukesh Mehta
Technik-/Wissenschafts-/F&E-Leiter bei ASSETMARK FINANCIAL HOLDINGS, INC.
Vermögen: 11 Mio $ am 30.04.2024
Ursprung des Netzwerks ersten Grades von Mukesh Mehta
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.
52
| Subsidiary | Investment Trusts/Mutual Funds | 52 |
| Public Company | Investment Banks/Brokers | 34 | |
| Public Company | Financial Conglomerates | 26 | |
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.
16
| Holding Company | Investment Managers | 16 |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.
12
| Subsidiary | Investment Banks/Brokers | 12 |
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.
8
| Subsidiary | Financial Conglomerates | 8 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mukesh Mehta
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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. | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Investment Officer Portfolio Manager-Equities Chief Executive Officer General Counsel Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | President President President Corporate Officer/Principal | |
Soros Fund Management LLC
 Soros Fund Management LLC Investment ManagersFinance Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as principal investment adviser to a group of funds managed for the benefit of Soros family cl fsients. | Investment Managers | President Portfolio Manager-Fixed Income Corporate Officer/Principal Director/Board Member | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| HUATAI SECURITIES CO., LTD. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal 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 | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Corporate Officer/Principal Masters Business Admin Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | |
Franklin Templeton Trust
 Franklin Templeton Trust Investment Trusts/Mutual FundsMiscellaneous Franklin Templeton Trust is an open-end investment company, which engages in the investment in U.S. government securities, repurchase agreements, and portfolio maturity and quality. The company was founded on August 2, 2019 and is headquartered in San Mateo, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | President Comptroller/Controller/Auditor | |
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 | |
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 Head-Equity Investments | |
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 Chief Executive Officer | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| Princeton University | College/University | Graduate Degree Undergraduate Degree | |
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 | |
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 | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Investment Managers | Chief Executive Officer Chairman | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman Chief Executive Officer | |
| JANUS CAPITAL GROUP INC | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Chairman Chief Executive Officer | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Director/Board Member | |
ZEGA Financial LLC
 ZEGA Financial LLC Investment ManagersFinance ZEGA Financial LLC is an independent investment advisory firm headquartered in West Palm Beach, Florida. The firm was founded by John (Jay) Pestrichelli and Wayne Ferbert in 2011. They offer investment advisory services to individuals, other investment advisers, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Chief Executive Officer Trading-Equity | |
iCapital Alternative Investments LLC
 iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| Coopers & Lybrand Consulting, Inc. | Comptroller/Controller/Auditor Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
| Hong Kong | 3 |
| China | 2 |
Sektoral
| Finance | 28 |
| Consumer Services | 18 |
| Miscellaneous | 4 |
| Industrial Services | 2 |
| Technology Services | 2 |
Operativ
| Director/Board Member | 289 |
| Corporate Officer/Principal | 280 |
| Undergraduate Degree | 91 |
| Independent Dir/Board Member | 69 |
| Chief Executive Officer | 66 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Soo Kim | 29 |
| Rohit Bhagat | 25 |
| Paula Sneed | 25 |
| Joseph Velli | 23 |
| Duncan Hennes | 23 |
| Charles Goldman | 23 |
| Yi Zhou | 21 |
| Carol Flaton | 20 |
| Matt McGowan | 19 |
| R. Roth | 19 |
| Richard Weil | 17 |
| Linnet F. Deily | 17 |
| Patricia Guinn | 16 |
| Alan Boyce | 16 |
- Börse
- Insiders
- Mukesh Mehta
- Unternehmensverbindungen
