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Ursprung des Netzwerks ersten Grades von Richard Rojeck
Einheit | Art der Einheit | Industrie | |
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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.
24
| Non-Profit Organization | Miscellaneous Commercial Services | 24 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Richard Rojeck
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | |
Whittier Odyssey Fund LP
![]() Whittier Odyssey Fund LP Investment Trusts/Mutual FundsMiscellaneous Whittier Odyssey Fund LP operates as a pooled investment fund. The company is headquartered in South Pasadena, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
US Military Academy | College/University | Undergraduate 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 | |
Boston College | College/University | Doctorate Degree | |
Seneca Financial Advisors LLC
![]() Seneca Financial Advisors LLC Investment ManagersFinance Seneca Financial Advisors LLC is a multi-family office that offers investment management, tax planning and compliance, retirement planning, employee benefits planning, healthcare cost planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. The private company is based in Rochester, NY. The company provides highly personalized financial planning and wealth management services that are custom designed based on individual needs and work toward reaching financial goals. Seneca Financial Advisors specializes in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship. The CEO of the company is G. Joseph Votava. | Investment Managers | Chief Executive Officer | |
University of Dayton | College/University | Graduate Degree | |
Siena College | College/University | Undergraduate Degree | |
Gonzaga University | College/University | Graduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
Impactassets, Inc.
![]() Impactassets, Inc. Insurance Brokers/ServicesFinance ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD. | Insurance Brokers/Services | Director/Board Member | |
Tideline Advisors LLC
![]() Tideline Advisors LLC Financial ConglomeratesFinance Tideline Advisors LLC is a specialist consultant for the impact investing industry. The private company is based in New York, NY. The company guides clients through each step of the impact management process. The company was founded in 2014 by Kimberly Wright-Violich, Christina Leijonhufvud. Christina Leijonhufvud has been the CEO since 2014. | Financial Conglomerates | Founder | |
BlueMark, PBC
![]() BlueMark, PBC Miscellaneous Commercial ServicesCommercial Services BlueMark, PBC provides independent impact verification services for investors and companies. The company is based in San Francisco, CA. The CEO of the company is Christina Leijonhufvud. | Miscellaneous Commercial Services | President | |
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 | Masters Business Admin | |
Waddell & Reed LLC
![]() Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Investment Managers | Compliance Officer | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
University of Kansas | College/University | Masters Business Admin | |
University of Nebraska at Kearney | College/University | Undergraduate Degree | |
Florida State University College of Law | College/University | Graduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
Advicent Solutions LP
![]() Advicent Solutions LP Packaged SoftwareTechnology Services Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI. | Packaged Software | Chief Executive Officer | |
Rockhurst University | College/University | Undergraduate Degree | |
University of Notre Dame | College/University | Masters Business Admin | |
Accel-KKR LLC
![]() Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
Plymouth State University | College/University | Undergraduate Degree | |
Blue Ocean Global Wealth LLC | Chief Executive Officer | ||
London School of Economics & Political Science | College/University | Graduate Degree | |
Ivy Distributor, Inc.
![]() Ivy Distributor, Inc. Investment Banks/BrokersFinance Part of Macquarie Group Ltd., Ivy Distributor, Inc. is a company based in Overland Park, KS. | Investment Banks/Brokers | Compliance Officer | |
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Empower Personal Wealth LLC
![]() Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Investment Managers | Chairman | |
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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
AssetMark, Inc.
![]() AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-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 Executive 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 | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer | |
Wonderful Pistachios & Almonds LLC
![]() Wonderful Pistachios & Almonds LLC Agricultural Commodities/MillingProcess Industries Wonderful Pistachios & Almonds LLC grows, processes and packages almonds and pistachios for food manufacturers. Its products include in-shell and shelled pistachios, natural and manufactured almonds. The company was founded in 1989 and is headquartered in Los Angeles, CA. | Agricultural Commodities/Milling | President | |
University of California, Los Angeles | College/University | Masters Business Admin | |
American Mountain Guides Association
![]() American Mountain Guides Association Media ConglomeratesConsumer Services American Mountain Guides Association supports the American mountain guiding and climbing instructor community. The company was founded in 1979 and is headquartered in Boulder, CO. | Media Conglomerates | Director/Board Member | |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
Wonderful Citrus LLC
![]() Wonderful Citrus LLC Agricultural Commodities/MillingProcess Industries Wonderful Citrus LLC engages in production, packing, and distribution of fresh citrus. It offers grapefruits, mandarins, lemons, limes, and oranges. Its products are sold through brands including Wonderful Halos, Wonderful Sweet Scarletts, Paramount Citrus, Texas Grown Red Grapefruit, Ultimate, Kashu Gold Oranges, Gold Buckle Oranges, Satin Oranges, Blue Goose Minneolas, and Belt Oranges. The company was founded by Lou Ghiz in 1950 and is headquartered in Delano, CA. | Agricultural Commodities/Milling | President | |
FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman | |
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 | |
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 | |
Bain & Co., Inc.
![]() Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor | |
Bentley University | College/University | 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 | |
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 |
Statistik
International
Vereinigte Staaten | 50 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 23 |
Finance | 19 |
Miscellaneous | 3 |
Commercial Services | 3 |
Technology Services | 3 |
Operativ
Director/Board Member | 31 |
Undergraduate Degree | 15 |
Corporate Officer/Principal | 11 |
Chairman | 11 |
President | 8 |
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