Daniel S. Lee
Direktor/Vorstandsmitglied bei National Center for Healthcare Leadership
Ursprung des Netzwerks ersten Grades von Daniel S. Lee
Einheit | Art der Einheit | Industrie | |
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Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.
22
| Extinct | Investment Managers | 22 |
National Center for Healthcare Leadership
National Center for Healthcare Leadership Medical/Nursing ServicesHealth Services National Center for Healthcare Leadership provides health, wellness and fitness services. The company was founded by Gail L. Warden and Marie E. Sinioris and is headquartered in Chicago, IL.
17
| Non-Profit Organization | Medical/Nursing Services | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Daniel S. Lee
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal | |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Corporate Officer/Principal | |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Investment Managers | Sales & Marketing Portfolio Manager-Equities | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Amherst College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Equities Comptroller/Controller/Auditor Corporate Officer/Principal | |
American Hospital Association, Inc.
American Hospital Association, Inc. Medical/Nursing ServicesHealth Services The American Hospital Association owns and operates hospitals. Its services include patient care, conducting research and development projects on the structuring and delivery of health care services, and providing educational programs and opportunities. The company was founded in September 1899 and is headquartered in Chicago, IL. | Medical/Nursing Services | Chairman Director/Board Member | |
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 | Masters Business Admin Undergraduate Degree | |
Golden Gate University | College/University | Masters Business Admin | |
Brown University | College/University | Undergraduate Degree | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
Fiduciary Investment Management International, Inc.
Fiduciary Investment Management International, Inc. Investment ManagersFinance Fiduciary Investment Management International, Inc. (FIMI) is a wealth management firm headquartered in Washington, DC. The firm was founded in 1998 and is a subsidiary of Fiduciary International Holding, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FIMI provides investment advisory and portfolio management services to registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities | |
The Trump Organization, Inc.
The Trump Organization, Inc. Real Estate DevelopmentFinance The Trump Organization, Inc. provides real estate development services. The company was founded in 1980 and is headquartered in New York, NY. | Real Estate Development | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
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 | Corporate Officer/Principal | |
JPMorgan Asset Management (Asia Pacific) Ltd.
JPMorgan Asset Management (Asia Pacific) Ltd. Investment ManagersFinance JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional investors including pension funds, charities and private individuals. | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank AG, New York Branch
Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Fremont Realty Capital LP
Fremont Realty Capital LP Investment ManagersFinance Fremont Realty Capital LP is a real estate private equity business unit of the Fremont Group and was founded in the year of 1997 by Claude J. Zinngrabe, Jr. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Chabot Space & Science Center Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Vizient, Inc.
Vizient, Inc. Miscellaneous Commercial ServicesCommercial Services Vizient, Inc. engages in the provision of healthcare performance improvement services. Its offers clinical-supply integration, service line success, and quality and accountability performance management. The company was founded in 2015 and is headquartered in Irving, TX. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Santa Clara University | College/University | Undergraduate Degree | |
Carilion Medical Center
Carilion Medical Center Hospital/Nursing ManagementHealth Services Part of Carilion Clinic, Carilion Medical Center operates hospitals. The company is based in Roanoke, VA. The CEO of the company is Nancy Howell Agee. | Hospital/Nursing Management | Chief Operating Officer | |
Carilion Clinic
Carilion Clinic Hospital/Nursing ManagementHealth Services Carilion Clinic provides health care services. Its services include primary care, specialty care, family medicine, internal medicine and pediatrics. The company was founded in 1899 and is headquartered in Roanoke, VA. | Hospital/Nursing Management | Chief Administrative Officer | |
San Francisco State University | College/University | Undergraduate Degree | |
Healthcare Information & Management Systems Society
Healthcare Information & Management Systems Society Medical/Nursing ServicesHealth Services Healthcare Information & Management Systems Society engages in the design, development, and provision of healthcare information technology and management systems. It offers professional development, career services, certification services, member advancement, student case competition, learning center, and regional education. The company was founded in 1961 and is headquartered in Chicago, IL. | Medical/Nursing Services | Corporate Officer/Principal | |
Healthcare Financial Management Association | Corporate Officer/Principal | ||
University of Dayton | College/University | Undergraduate Degree | |
FLYWIRE CORPORATION | Regional Banks | Corporate Officer/Principal | |
Onplan Holdings LLC
Onplan Holdings LLC Regional BanksFinance Onplan Holdings LLC operates as a bank. The company was founded in 2014 and is headquartered in Bannockburn, IL. | Regional Banks | Founder | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Community Hospital Corp.
Community Hospital Corp. Hospital/Nursing ManagementHealth Services Community Hospital Corp. provides medical practice management services. The firm owns, manages and consults with hospitals through three distinct organizations CHC Hospitals, CHC Consulting and CHC ContinueCARE, which share a common purpose to guide, support and enhance the mission of community hospitals and healthcare providers. It offers education, consultation, managerial support, leasing, and purchasing of hospitals. The company was founded by Michael D. Williams in 1996 and is headquartered in Plano, TX. | Hospital/Nursing Management | Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Analyst-Equity | |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Carilion Franklin Memorial Hospital
Carilion Franklin Memorial Hospital Hospital/Nursing ManagementHealth Services Carilion Franklin Memorial Hospital operates general hospitals. The company was founded in 1898 and is headquartered in Rocky Mount, VA. | Hospital/Nursing Management | Chief Administrative Officer | |
University of California, Davis | College/University | Undergraduate Degree | |
Deloitte Tax LLP
Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Other Consumer Services | Corporate Officer/Principal | |
Providence Health System (District of Columbia)
Providence Health System (District of Columbia) Hospital/Nursing ManagementHealth Services Providence Health System provides health care services. It offers bariatric services, behavioral health, cardiology, diabetes, emergency services, oncology, primary care, sleep wellness, skilled nursing, stroke care, and surgery. The company was founded in 1861 and is headquartered in Washington, DC. | Hospital/Nursing Management | Director/Board Member |
Statistik
International
Vereinigte Staaten | 47 |
Hong Kong | 2 |
Sektoral
Finance | 20 |
Consumer Services | 17 |
Health Services | 8 |
Commercial Services | 4 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 43 |
Director/Board Member | 41 |
Undergraduate Degree | 27 |
Portfolio Manager-Equities | 20 |
Chief Executive Officer | 10 |
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