Ursprung des Netzwerks ersten Grades von Matthew Canner
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
28
| Holding Company | Investment Managers | 28 |
Algonquin Advisors LLC
 Algonquin Advisors LLC Investment ManagersFinance Algonquin Advisors LLC is an investment management firm headquartered in Greenwich, Connecticut. The firm was founded by George Hubbard in 1998. They were acquired by Cerity Partners LLC in 2020. Algonquin Advisors provides investment services to a select group of wealthy individuals, families, foundations, and other entities with investable assets.
2
| Subsidiary | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Matthew Canner
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Chief Investment Officer | |
| Thomas Jefferson University | College/University | Director/Board Member | |
eVestment Alliance LLC
 eVestment Alliance LLC Data Processing ServicesTechnology Services eVestment Alliance LLC engages in the development of cloud-based financial and investment application. Its products and service capabilities include manager research and selection, ongoing manager monitoring, private markets due diligence, risk analysis, portfolio construction and modeling, liquidity analysis, data aggregation, capital raising, competitive analysis, holdings analysis, peer group comparisons, and professional marketing materials. The company was founded by Karen Minnick, Matt Crisp, James Minnick, and Heath Wilson in 2000 and is headquartered in Atlanta, GA. | Data Processing Services | Corporate Officer/Principal | |
Palladium Partners LLC
 Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Investment Managers | Trading-Equity | |
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Managers | Chief Investment Officer Analyst-Fixed Income Director of Investments Portfolio Manager-Equities Analyst-Equity | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree | |
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 Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree | |
| Bellarmine University | College/University | Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
| Davidson College | College/University | Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree | |
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 Undergraduate Degree | |
| Nova Southeastern University, Inc. | College/University | Graduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Southern Illinois University | College/University | Doctorate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| University of Western Kentucky | College/University | Chairman | |
| University of Louisville | College/University | Undergraduate Degree | |
| Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
Securities Investor Protection Corp.
 Securities Investor Protection Corp. Insurance Brokers/ServicesFinance The Securities Investor Protection Corporation either acts as trustee or works with an independent court-appointed trustee in a missing asset case to recover funds. The statute that created SIPC provides that customers of a failed brokerage firm receive all non-negotiable securities that are already registered in their names or in the process of being registered. Recovered funds are used to replenish SIPC's reserve in the event that the reserve is tapped in the early stages of a liquidation proceeding. | Insurance Brokers/Services | Director/Board Member | |
| ING Nederlanden Asigurari de Viata SA | Private Equity Investor | ||
ARGI Financial Group LLC
 ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Investment Managers | Chief Investment Officer | |
Permit Capital Advisors LLC
 Permit Capital Advisors LLC Investment ManagersFinance Permit Capital Advisors LLC (PCA) is a wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2011 and is a subsidiary of Cerity Partners LLC. PCA manages client assets and serves an ultra-high-net-worth clientele. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Permit Capital LLC
 Permit Capital LLC Investment ManagersFinance Permit Capital LLC is an independent registered alternative asset management firm headquartered in West Conshohocken, Pennsylvania. It was founded by Richard B. Worley in 2002. The firm structures and manages private investment funds. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Shore Capital Partners LLC
 Shore Capital Partners LLC Investment ManagersFinance Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
HowardSimon LLC
 HowardSimon LLC Financial ConglomeratesFinance HowardSimon LLC provides financial, retirement administration, payroll, and HR management services. The company is based in Riverwoods, IL. The company was founded in 1981 by Howard Simon. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| 100 Women In Finance Foundation | Chairman Director/Board Member | ||
100 Women In Hedge Funds
 100 Women In Hedge Funds Miscellaneous Commercial ServicesCommercial Services 100 Women In Hedge Funds is an association of women from finance and alternative investments industries. The non-profit company is based in New York, NY. The company was founded in 2001 by Dana Hall, Sarah Dyer Dana. The CEO is Amanda Pullinger. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Pedago LLC
 Pedago LLC Other Consumer ServicesConsumer Services Pedago LLC provides revolutionizes online education services. The company was founded by Tom Adams and is headquartered in Washington, DC. | College/University | Masters Business Admin | |
| Kellogg School of Management | College/University | Graduate Degree | |
Cerity Partners Equity Holding LLC
 Cerity Partners Equity Holding LLC Investment ManagersFinance Part of Cerity Partners LLC, Cerity Partners Equity Holding LLC is a company that provides estate, financial & tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals. The company is based in New York, NY. The company was founded by Kurt P. Miscinski, who has been the CEO since incorporation. | Investment Managers | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 44 |
| Indien | 2 |
| Rumänien | 2 |
Sektoral
| Consumer Services | 23 |
| Finance | 20 |
| Technology Services | 2 |
| Commercial Services | 2 |
Operativ
| Director/Board Member | 47 |
| Corporate Officer/Principal | 29 |
| Portfolio Manager-Equities | 28 |
| Undergraduate Degree | 26 |
| Investment Committee Member | 17 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Diana Cantor | 34 |
| Mimi Drake | 25 |
| Max Rakhlin | 11 |
| Adam Landau | 9 |
| Jasien Bill | 7 |
| Darin Andrew Morgan | 7 |
| Eric Minnick | 7 |
| Jeff Blanchard | 7 |
| Kevin Donald Dorwin | 7 |
| Ben Pace | 6 |
| Dan Cupkovic | 6 |
| Rich Golinski | 6 |
| Indu Chhachhi | 5 |
| Brad Fry | 4 |
| Larry Weissman | 4 |
- Börse
- Insiders
- Matthew Canner
- Unternehmensverbindungen
