![Dan Egan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Dan Egan
Director of Investments bei Betterment LLC
Ursprung des Netzwerks ersten Grades von Dan Egan
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Boston University
347
| College/University | Other Consumer Services | 347 |
London School of Economics & Political Science
152
| College/University | Other Consumer Services | 152 |
Betterment LLC
![]() Betterment LLC Investment ManagersFinance Betterment LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by Jon Stein and Eli Broverman. They are a wholly-owned subsidiary of Betterment Holdings, Inc. Betterment offers investment advisory services to three types of clients: Retail Clients, Third-Party Advised Clients and their Advisors, and Retirement Plan Clients and their Participants.
7
| Subsidiary | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan Egan
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Analyst-Fixed Income 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 | Analyst-Equity Portfolio Manager-Fixed Income | |
Foley & Lardner LLP
![]() Foley & Lardner LLP Miscellaneous Commercial ServicesCommercial Services Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Voya Investment Management LLC
![]() Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Chief Investment Officer | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
BMO Capital Markets Corp. (Canada)
![]() BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Credit Agricole Securities (USA), Inc.
![]() Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
PT TRUST FINANCE INDONESIA TBK | Finance/Rental/Leasing | Director/Board Member | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin 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 | Corporate Officer/Principal Graduate Degree Undergraduate Degree | |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income | |
PT Multifortuna Asindo
![]() PT Multifortuna Asindo Home FurnishingsConsumer Durables PT Multifortuna Asindo is a private company based in Indonesia that specializes in manufacturing and supplying fine and earthenware products. The CEO of the Indonesian company is Hanafi Atmadiredja. | Home Furnishings | Chief Executive Officer | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
PT SURYA TOTO INDONESIA TBK | Building Products | Chief Executive Officer | |
AOA Xinetics
![]() AOA Xinetics Electronic ComponentsElectronic Technology AOA Xinetics designs, develops and manufactures electro-optical and opto-mechanical systems. Its products include adaptive optical systems, deformable mirrors, Wavefront Sensors, Monolithic Lenslet Modules and actuators. The firm serves the government, industrial and commercial customers. The company was founded in 1976 and is headquartered in Cambridge, MA. | Electronic Components | Corporate Officer/Principal | |
PT TRIMEGAH SEKURITAS INDONESIA TBK | Investment Managers | Comptroller/Controller/Auditor | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin | |
Bucknell University | College/University | Undergraduate Degree 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 | Undergraduate Degree Masters Business Admin | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Doctorate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Toronto | College/University | Graduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Baruch College | College/University | 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 | |
Canada Pension Plan Investment Board Private Investments
![]() Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst | |
International Access Corp.
![]() International Access Corp. Miscellaneous Commercial ServicesCommercial Services International Access Corp. provides information analysis and management consulting services. It offers customized industry research, technology, policy intelligence and business support services in the following areas: energy, transportation and environment. The company was founded by Tomohiro Yuki in 1991 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Evercore Group LLC
![]() Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
CLSA Americas LLC
![]() CLSA Americas LLC Investment Banks/BrokersFinance CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Betterment Holdings, Inc.
![]() Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Information Technology Services | Chief Executive Officer Founder | |
Harvard Business School | College/University | Masters Business Admin Undergraduate Degree | |
PT MARTINA BERTO TBK | Household/Personal Care | Sales & Marketing | |
Indonesia Marketing Association | Corporate Officer/Principal | ||
PT SAI Indonesia
![]() PT SAI Indonesia Air Freight/CouriersTransportation PT SAI Indonesia operates as a distribution company specializes in cosmetics, beauty care and other related products. The firm also provides promotion force management, channel management and logistics services. The company was founded in 1982 and is headquartered in Jakarta, Indonesia. | Air Freight/Couriers | Chief Executive Officer | |
Ropes & Gray LLP
![]() Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Martha Tilaar Group of Cos.
![]() Martha Tilaar Group of Cos. Household/Personal CareConsumer Non-Durables Martha Tilaar Group of Cos. is a private company based in Jakarta, Indonesia. and has subsidiaries in Indonesia. The Indonesian company's official website provides information about the Martha Tilaar Group. The company was founded in 1970 by Martha Tilaar and is currently led by CEO Hartanto Santosa. | Household/Personal Care | Corporate Officer/Principal | |
Universitas Katolik Atmajaya | College/University | Undergraduate Degree | |
PT Kia Mobil Indonesia | Corporate Officer/Principal | ||
Columbia Business School | College/University | Masters Business Admin | |
451 Research LLC
![]() 451 Research LLC Investment ManagersFinance Founded in 2000 by John Abbott, 451 Research LLC is a technology-industry syndicated research and data firm focused on the business of enterprise IT innovation. The firm is headquartered in New York City. 451 Research is a division of The 451 Group, a leading global analyst and data company. 451 Research's market-segment coverage is focused, organized and delivered through comprehensive Practice Areas available via subscription. These areas include: CloudScape (CS), Eco-Efficient IT (ECO-IT), Eco-Efficient IT (ECO-IT), Enterprise Security (ESP), Internet Infrastructure Services (IIS), Infrastructure Computing for Enterprise (ICE), Information Management (IM) and Multi-Tenant Datacenter (MTDC). | Investment Managers | Analyst-Equity | |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
CAI Software LLC
![]() CAI Software LLC Packaged SoftwareTechnology Services CAI Software LLC engages in the delivery of on-demand enterprise resource planning and management systems, software, network integration and business consulting services to market companies in the building materials, food processing, precious metals and discrete manufacturing distribution industries. The company was founded by James H. McCooey in 1978 and is headquartered in Smithfield, RI. | Packaged Software | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 33 |
Indonesien | 11 |
Kanada | 4 |
Japan | 2 |
Sektoral
Finance | 20 |
Consumer Services | 14 |
Commercial Services | 4 |
Technology Services | 3 |
Consumer Non-Durables | 3 |
Operativ
Director/Board Member | 229 |
Corporate Officer/Principal | 122 |
Undergraduate Degree | 91 |
Graduate Degree | 43 |
Analyst-Equity | 43 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Sirivadhanabhakdi Panote | 158 |
Eric Stein | 28 |
Aamer Sarfraz | 19 |
Varda Trivaks | 16 |
Sheldon L. Glashow | 14 |
James C. Shillito | 14 |
Brian R. Doom | 14 |
Ben McMillan | 12 |
Scott Johnson | 11 |
Matthew Robert Renna | 10 |
Bruno Campos Garfinkel | 10 |
Brandon Matthew Katz | 10 |
Marc Jason Albanese | 9 |
Sarah Levy | 9 |
Gary F. Sargent | 8 |