Ted Angus
General Counsel bei ASSETMARK FINANCIAL HOLDINGS, INC.
Vermögen: 4 Mio $ am 30.04.2024
Ursprung des Netzwerks ersten Grades von Ted Angus
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Public Company | Investment Banks/Brokers | 63 | |
| Public Company | Financial Conglomerates | 26 | |
Brobeck, Phleger & Harrison LLP
19
| Extinct | Miscellaneous Commercial Services | 19 |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ted Angus
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| CISCO SYSTEMS, INC. | Information Technology Services | Human Resources Officer Director/Board Member | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Chairman Analyst-Fixed Income | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Director/Board Member Sales & Marketing Corporate Officer/Principal Corporate Officer/Principal | |
| AETNA | Managed Health Care | Director of Finance/CFO Corporate Officer/Principal | |
| EBAY INC. | Internet Retail | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| AVANTAX, INC. | Packaged Software | Chairman Chief Executive Officer Chief Executive Officer | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | President President President Chief Executive Officer Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Sales & Marketing Human Resources Officer Chief Tech/Sci/R&D Officer Public Communications Contact Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Sales & Marketing General Counsel Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree 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 | Masters Business Admin Undergraduate Degree Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Graduate Degree | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Chief Executive Officer | |
| GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Chief Executive Officer Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| HUATAI SECURITIES CO., LTD. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate 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 | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chief Executive Officer Director/Board Member | |
| University of California, Berkeley | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer President President Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
AssetMark Trust Co.
 AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The private company is based in Concord, CA. | Investment Managers | Director/Board Member Chairman Director/Board Member | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Coopers & Lybrand Consulting, Inc. | Comptroller/Controller/Auditor Corporate Officer/Principal | ||
| University of San Francisco | College/University | Graduate Degree Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Law School | College/University | Graduate Degree Graduate Degree | |
Huatai International Financial Holdings Co., Ltd.
 Huatai International Financial Holdings Co., Ltd. Financial ConglomeratesFinance Part of Huatai Securities Co., Ltd., Huatai International Financial Holdings Co., Ltd. functions as an investment holding Chinese company. The private company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Director/Board Member Director/Board Member | |
ClearPoint Investment Partners LLC
 ClearPoint Investment Partners LLC Investment ManagersFinance ClearPoint Investment Partners LLC (Clearpoint Investment Partner) is a private equity firm founded in 2014 by Carty Y.K. Chock and Ingrid Mazul. The firm is headquartered in San Mateo, California. | Investment Managers | Consultant / Advisor Private Equity Investor | |
| Schwab Investor Services | Human Resources Officer Corporate Officer/Principal | ||
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
| FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman Chief Executive Officer | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Franklin Templeton Trust
 Franklin Templeton Trust Investment Trusts/Mutual FundsMiscellaneous Franklin Templeton Trust is an open-end investment company, which engages in the investment in U.S. government securities, repurchase agreements, and portfolio maturity and quality. The company was founded on August 2, 2019 and is headquartered in San Mateo, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member |
Statistik
International
| Vereinigte Staaten | 48 |
| China | 2 |
| Hong Kong | 2 |
Sektoral
| Finance | 19 |
| Consumer Services | 19 |
| Technology Services | 4 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
Operativ
| Director/Board Member | 369 |
| Corporate Officer/Principal | 249 |
| Independent Dir/Board Member | 101 |
| Undergraduate Degree | 91 |
| Chairman | 72 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Thomas McInerney | 34 |
| Deborah McWhinney | 31 |
| Arun Sarin | 31 |
| Justin Somaini | 27 |
| David Fisher | 27 |
| Aliza Knox | 27 |
| Dawn Lepore | 25 |
| Paula Sneed | 25 |
| Rohit Bhagat | 25 |
| Joseph Velli | 23 |
| Alan Weber | 23 |
| Charles Goldman | 23 |
| William Aldinger | 22 |
| Yi Zhou | 21 |
| Evelyn Dilsaver | 21 |
