Joshua Warren
Finanzdirektor/CFO bei ENVESTNET, INC.
Vermögen: 899 518 $ am 31.05.2024
Ursprung des Netzwerks ersten Grades von Joshua Warren
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Dartmouth College
298
| College/University | Other Consumer Services | 298 |
New York University School of Law
40
| College/University | Other Consumer Services | 40 |
| Public Company | Packaged Software | 24 | |
Institutional Capital Network, Inc.
 Institutional Capital Network, Inc. Packaged SoftwareTechnology Services Institutional Capital Network, Inc. engages in the development of online investment platform. It provides investors with access to private fund managers and allows them to invest in funds. The company was founded by John Robertshaw, Daniel J. Vene, Philip B. Pool, Jr., and Nick Veronis in 2013 and is headquartered in New York, NY.
18
| Holding Company | Packaged Software | 18 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Joshua Warren
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Graduate Degree Graduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Doctorate Degree Masters Business Admin | |
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 | Director of Research - Equity Analyst-Equity | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
Mental Health Association of New York City, Inc.
 Mental Health Association of New York City, Inc. Services to the Health IndustryHealth Services Mental Health Association of New York City, Inc. is a Non-Profit Organization, which addresses mental health needs in New York City and across the nation. It services include adults, parent & caregiver, veterans, call, chats, text and online. The company is headquartered in New York City, NY. | Services to the Health Industry | Director/Board Member Chairman | |
Icapital Registered Fund Adviser LLC
 Icapital Registered Fund Adviser LLC Investment ManagersFinance Part of Icapital RFA Holding LLC, Icapital Registered Fund Adviser LLC provides exposure to KKR, Vista, and Warburg Pincus private equity through their Idirect Private Markets Fund. The company is based in New York, NY. The fund offers a lower minimum investment than traditional private equity. The company was founded by Nick Veronis. The CEO is Lawrence Vito Calcano. | Investment Managers | Chief Executive Officer Founder | |
| Fairfield University | College/University | Director/Board Member Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Doctorate Degree | |
| Emory University | College/University | Doctorate Degree Graduate Degree | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Founder Founder | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| TRUIST FINANCIAL CORPORATION | Regional Banks | Director/Board Member | |
| Valmo Ventures | Chief Executive Officer | ||
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Progress Investment Management Co Inc
 Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California. | Investment Managers | Director/Board Member | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
The Cincinnati Women's Executive Forum
 The Cincinnati Women's Executive Forum Miscellaneous Commercial ServicesCommercial Services The Cincinnati Women's Executive Forum, also known as mycwef, is an organization that aims to connect top women executives and welcome new executive women to the region. The non-profit company is based in Cincinnati, OH. The organization is based on a few high impact, low effort gatherings each year, and minimal time commitment from most members. CWEF is governed by a volunteer board of directors with an executive committee and committee chairs. | Miscellaneous Commercial Services | Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
Executive Leadership Council, Inc.
 Executive Leadership Council, Inc. Miscellaneous Commercial ServicesCommercial Services Executive Leadership Council, Inc. operates as a preeminent member organization for the development of global black leaders. It increase the number of successful black executives both domestically and internationally by adding value to their development, leadership, and philanthropic endeavors throughout the life-cycle of their careers thereby strengthening their companies, organizations and communities. The company was founded in 1986 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Cincinnati State Technical & Community College | College/University | Director/Board Member | |
National Security Life & Annuity Co.
 National Security Life & Annuity Co. Multi-Line InsuranceFinance National Security Life & Annuity Co. provides insurance services. Its annuity products are designed to help provide solutions to your financial protection, asset accumulation and wealth distribution needs. The company was founded in 1973 and is headquartered in New York, NY. | Multi-Line Insurance | Director/Board Member | |
| DYNEX CAPITAL, INC. | Real Estate Investment Trusts | Director/Board Member | |
Meghalaya Partners LP
 Meghalaya Partners LP Investment ManagersFinance Meghalaya Partners LP is a hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 2015 and is a subsidiary of Meghalaya Partners LLC. Meghalaya Partners provides investment advice to private funds organized in a master-feeder structure and to one or more separate accounts. . | Investment Managers | Founder | |
| Yale Law School | College/University | Graduate Degree | |
Wachtell, Lipton, Rosen & Katz
 Wachtell, Lipton, Rosen & Katz Miscellaneous Commercial ServicesCommercial Services Wachtell, Lipton, Rosen & Katz provides advisory and legal services. It specializes in mergers and acquisitions, strategic investments, takeovers and takeover defense, corporate and securities law, and corporate governance. The company was founded in 1965 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Ohio National Life Insurance Co. (Invt Port)
 The Ohio National Life Insurance Co. (Invt Port) Investment ManagersFinance The Ohio National Life Insurance Co. (Invt Port) (Ohio National-IP) is the investment portfolio division The Ohio National Life Insurance Co., an insurance company headquartered in Cincinnati, Ohio. The firm is a subsidiary of Constellation Insurance, Inc., which is ultimately owned by Constellation Insurance Holdings, Inc. They offer a variety of insurance and financial products for individuals, groups and businesses. Ohio National-IP manages the investment portfolio. | Investment Managers | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 22 |
| Consumer Services | 16 |
| Miscellaneous | 10 |
| Commercial Services | 4 |
| Health Services | 2 |
Operativ
| Director/Board Member | 245 |
| Corporate Officer/Principal | 127 |
| Undergraduate Degree | 83 |
| Independent Dir/Board Member | 73 |
| Private Equity Investor | 51 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Valerie Mosley | 68 |
| Gregory Smith | 24 |
| Lawrence Calcano | 22 |
| Gayle Crowell | 21 |
| Luis Aguilar | 21 |
| James Fox | 20 |
| Glenn Jacobson | 19 |
| Wendy Lane | 18 |
| Barbara Turner | 18 |
| Agnes Scanlan | 16 |
| Fouad ElNaggar | 16 |
| John C. Baldwin | 15 |
| Charles Wyman | 11 |
| T. Coleman Andrews | 11 |
| John Robertshaw | 11 |
- Börse
- Insiders
- Joshua Warren
- Unternehmensverbindungen
