Jim Reilly
Portfolio Manager-Aktien bei Corient Private Wealth LLC
Ursprung des Netzwerks ersten Grades von Jim Reilly
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Notre Dame
287
| College/University | Other Consumer Services | 287 |
Baruch College
52
| College/University | Other Consumer Services | 52 |
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.
50
| Extinct | Investment Managers | 50 |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.
32
| Subsidiary | Investment Managers | 32 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jim Reilly
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| CARDINAL HEALTH, INC. | Medical Distributors | Chief Executive Officer General Counsel | |
| CINCINNATI FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal | |
| Drew University | College/University | Undergraduate Degree | |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
PPM America Capital Partners
 PPM America Capital Partners Investment ManagersFinance PPM America Capital Partners (PPMACP) is a private equity subsidiary of PPM America Inc founded in 1991. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
Avenue Capital Management II LP
 Avenue Capital Management II LP Investment ManagersFinance Avenue Capital Management II LP (Avenue US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Marc Lasry and Sonia Gardner in 2000. They are a subsidiary of Avenue Management Holdco LP, ultimately held by GL Management LLC. Avenue US provides investment advisory services to private investment funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree | |
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Chief Investment Officer Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Director/Board Member Masters Business Admin Corporate Officer/Principal | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Illinois State Bar Association
 Illinois State Bar Association Miscellaneous Commercial ServicesCommercial Services The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Loyola University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| Colby College | 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 | Masters Business Admin Doctorate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Notre Dame (Investment Management)
 University of Notre Dame (Investment Management) Investment Trusts/Mutual FundsMiscellaneous University of Notre Dame (Investment Management) (ND-IM) is the endowment management arm of the University of Notre Dame, a private Catholic research university headquartered in South Bend, Indiana. Founded in 1927, ND-IM manages the University's financial assets according to policies established by the Investment Committee of the Board of Trustees. These assets include pension and working capital assets, charitable trusts, and the largest component, the Notre Dame Endowment. The endowment supports many aspects of academic life at the University including financial aid, professorships, academic programs and libraries. | Investment Trusts/Mutual Funds | Chief Investment Officer Corporate Officer/Principal | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Avenue Capital Management LLC (Private Equity)
 Avenue Capital Management LLC (Private Equity) Investment ManagersFinance Avenue Capital Management LLC (Avenue Capital Management) is a private equity firm founded in 1995 by Marc Lasry and Sonia E. Gardner. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
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 | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree | |
BB&T Securities LLC (Broker)
 BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Private Equity Investor | |
Outdoor Living Brands, Inc.
 Outdoor Living Brands, Inc. Engineering & ConstructionIndustrial Services Outdoor Living Brands, Inc. designs outdoor structures and offers landscape lighting and installation services. The firm provides services through Archadeck and Outdoor Lighting Perspectives Units. Its Archadeck unit designs decks, patios, porches, and pool decks. The company was founded in 1980 and is headquartered in Richmond, VA. | Engineering & Construction | Chief Executive Officer | |
Insurance Service Brands LLC
 Insurance Service Brands LLC Other Consumer ServicesConsumer Services Insurance Service Brands LLC provides cabinetry and furniture restoration services to the insurance industry and their policyholders. The company was founded in May 2010 and is headquartered in Dunkirk, MD. | Other Consumer Services | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 45 |
| Frankreich | 2 |
Sektoral
| Consumer Services | 23 |
| Finance | 15 |
| Commercial Services | 7 |
| Distribution Services | 2 |
| Miscellaneous | 2 |
Operativ
| Corporate Officer/Principal | 155 |
| Director/Board Member | 103 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 68 |
| Masters Business Admin | 44 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Don Casey | 19 |
| John Arlotta | 17 |
| Stephen N. Cannon | 16 |
| Andrew Linbeck | 15 |
| Salvatore Muoio | 14 |
| John Affleck-Graves | 14 |
| Timothy Scannell | 14 |
| Craig C. Martin | 13 |
| Sutanto Hartono | 13 |
| Christopher M. Grandpre | 13 |
| John Dellafiora | 12 |
| Richard G. Stepien | 11 |
| Brian D. Thelen | 11 |
| Scott Malpass | 10 |
| Christopher Bernard Redmond | 10 |
- Börse
- Insiders
- Jim Reilly
- Unternehmensverbindungen
