Josh Goldman
Portfolio Manager-Aktien bei Mariner LLC
Ursprung des Netzwerks ersten Grades von Josh Goldman
Einheit | Art der Einheit | Industrie | |
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McGill University
252
| College/University | Other Consumer Services | 252 |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
22
| Subsidiary | Investment Managers | 22 |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe.
15
| Subsidiary | Investment Banks/Brokers | 15 |
Albert Einstein College of Medicine, Inc.
8
| College/University | Other Consumer Services | 8 |
Taylor Wealth Management Partners LLC
Taylor Wealth Management Partners LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Taylor Wealth Management Partners LLC provides investment advice. The company is based in Boston, MA. The company was founded in 2014. Hugh Russell Taylor has been the CEO of the company since 2014. Taylor Wealth Management Partners was acquired by Mariner Wealth Advisors LLC on June 01, 2022.
1
| Extinct | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Josh Goldman
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Granite Investment Advisors LLC
Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Investment Managers | Trading-Equity Analyst-Equity | |
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Rotman School of Management | College/University | Masters Business Admin Masters Business Admin | |
Mariner Capital Ventures LLC
Mariner Capital Ventures LLC Investment ManagersFinance Mariner Capital Ventures LLC seeks investment opportunities in companies located in the US. The fund targets companies operating in the fields of manufacturers, value-added distributors and services with revenues of less than $2 million and between negative to $0.5 million in EBITDA. It provides financing for incubation, seed, early and later stage capital requirements with investment size ranging from $100K to $1 million per investment. | Investment Managers | Corporate Officer/Principal | |
Legworks, Inc.
Legworks, Inc. Medical SpecialtiesHealth Technology Legworks, Inc. designs and manufactures prosthetic knee joints. It develops and supplies various components of a prosthetic leg solution for lower-limb amputees. The company was founded by David Green and Brandon Burke in 2014 and is headquartered in Toronto, Canada. | Medical Specialties | Director/Board Member | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity 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 | Masters Business Admin Undergraduate Degree | |
Capital International Ltd.
Capital International Ltd. Investment ManagersFinance Capital International Ltd. (Capital UK) is the Great Britain-based investment subsidiary of Capital Group International Inc., itself a subsidiary of The Capital Group Cos., Inc. in the US. The firm do-business-as Capital Research & Management Co. (UK Branch). Headquartered in London, Capital UK was founded in 1982 and provides discretionary investment management services to segregated institutional clients in the UK and across Europe. | Investment Managers | Analyst-Equity | |
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 Consultant / Advisor | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Market Strategist Analyst-Equity | |
Sectoral Asset Management, Inc.
Sectoral Asset Management, Inc. Investment ManagersFinance Sectoral Asset Management, Inc. (Sectoral) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2000 by Jérôme G. Pfund and Michael J. Sjöström. They are a wholly-owned subsidiary of Sectoral Asset Management Holding Ltd. in Hong Kong. Sectoral manages public and private equity healthcare strategies for investors around the world. Their clients include sovereign wealth funds, private banks, and family offices. In addition, they have long-standing sub-advisory relationships with institutional investors in Europe and Asia. | Investment Managers | Chief Investment Officer Economist | |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Credit Suisse Securities (Canada), Inc
Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Queen's University | College/University | Graduate Degree Undergraduate Degree | |
Concordia University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
Stony Brook University | College/University | Undergraduate Degree | |
Kansas State University | College/University | Graduate Degree Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
University of Western Ontario | College/University | Masters Business Admin Masters Business Admin | |
INSEAD | College/University | Masters Business Admin Masters Business Admin | |
University of Tennessee | College/University | Undergraduate Degree Graduate Degree | |
Clairvest Group, Inc. (Private Equity)
Clairvest Group, Inc. (Private Equity) Investment ManagersFinance Clairvest Group, Inc. (Private Equity) (Clairvest Group) is a private equity arm of Clairvest Group, Inc. founded in 1987. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor | |
HEC Montréal | College/University | Graduate Degree Masters Business Admin | |
The Boston Consulting Group of Canada Ltd. | Corporate Officer/Principal | ||
DoubleDutch, Inc.
DoubleDutch, Inc. Packaged SoftwareTechnology Services DoubleDutch, Inc. develops mobile engagement applications for events, conferences, and trade shows. It offers platform, integrations, security, and live engagement marketing. The company was founded by Lawrence Stockton Coburn, Mathew Spolin, and Pankaj Prasad in January 2011 and is headquartered in San Francisco, CA. | Packaged Software | Corporate Officer/Principal | |
Echelon Wealth Partners, Inc.
Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity | |
Fourth Street Performance Partners, Inc.
Fourth Street Performance Partners, Inc. Investment ManagersFinance Fourth Street Performance Partners, Inc. provides investment advice. Its services include asset management, asset allocation studies, performance and risk analysis, trustee education, defined benefit and defined contribution services. The company was founded by Kenneth P. Dorger and Neil Heppler in 2006 and is headquartered in Covington, KY. | Investment Managers | Corporate Officer/Principal | |
Montage Investments LLC
Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Investment Managers | Chief Executive Officer Market Strategist | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
DAFENG PORT HESHUN TECHNOLOGY COMPANY LIMITED | Wholesale Distributors | Chief Executive Officer | |
RBC Social Finance
RBC Social Finance Investment ManagersFinance RBC Social Finance is a venture capital subsidiary of Royal Bank of Canada founded in 2012. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Mariner Wealth Advisors-NYC LLC
Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Investment Managers | Economist Portfolio Manager-Equities | |
Mariner Wealth Advisors LLC
Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | Chief Executive Officer Founder | |
Harvard Business School | College/University | Masters Business Admin Undergraduate Degree | |
Diggs, Inc.
Diggs, Inc. Internet RetailRetail Trade Diggs, Inc. is a company that engineers pet products, including the popular revol dog crate, with a focus on safety, happiness, and health. Diggs is based in Long Island City, NY and aims to improve the lives of pets and their owners through thoughtful design. The company's products are designed with premium materials and intuitive features, taking inspiration from baby product standards and interior design trends. The company was founded in 2016 by Zel Crampton, who has been the CEO since then. | Internet Retail | Director/Board Member | |
Open Farm, Inc.
Open Farm, Inc. Food: Specialty/CandyConsumer Non-Durables Open Farm, Inc. is a Canadian pet food company that is committed to providing high-quality, natural pet food made from quality ingredients. The company is based in Toronto, Canada. The company's recipes are designed to give pets exactly what they need and nothing more, with even stricter quality than what we feed ourselves. The company offers human-grade pet food for cats and dogs, and encourage pet owners to switch to their natural pet food for healthier options. The company was founded by Jacqueline Prehogan, Derek Beigleman, Isaac Langleben. Isaac Langleben has been the CEO since incorporation. | Food: Specialty/Candy | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 23 |
Kanada | 22 |
Vereinigtes Königreich | 2 |
Frankreich | 2 |
Hong Kong | 2 |
Sektoral
Finance | 25 |
Consumer Services | 15 |
Distribution Services | 3 |
Health Technology | 2 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 103 |
Undergraduate Degree | 87 |
Analyst-Equity | 69 |
Director/Board Member | 66 |
Portfolio Manager-Equities | 45 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Marty Bicknell | 29 |
Sean Macdonald Driscoll | 17 |
Fraser Buchan | 14 |
Noah Russell Billick | 12 |
Stefan Quenneville | 12 |
Shunichiro Matsumoto | 10 |
Isaac Matzner | 10 |
Jan Alan Alfheim | 9 |
Florencia Herra Vega | 9 |
Marc Askenasi | 9 |
Bram Walters | 8 |
Ken Powell | 8 |
Jeff Krumpelman | 8 |
Matthew McLeod | 8 |
Mark Belcarz | 7 |
- Börse
- Insiders
- Josh Goldman
- Unternehmensverbindungen