Brandon Rockwell Thomas
Oprichter bij ENVESTNET, INC.
Oorsprong van het eerstegraads netwerk van Brandon Rockwell Thomas
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
| Public Company | Packaged Software | 61 | |
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.
46
| Subsidiary | Investment Managers | 46 |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman.
6
| Subsidiary | Investment Managers | 6 |
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.
4
| Subsidiary | Investment Managers | 4 |
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.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brandon Rockwell Thomas via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | Treasurer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal 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 | Corporate Officer/Principal Corporate Officer/Principal | |
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE. | Electronics Distributors | Founder Chief Operating Officer | |
Tamarac, Inc.
 Tamarac, Inc. Investment ManagersFinance Tamarac, Inc. provides portfolio management technology. The firm provides web-based rebalancing and trade order management solutions for financial advisors. It offers advisor, investment strategy management platform that automates portfolio rebalancing, cash management, and directed trading. It also provides supporting and consulting services. The company was founded by Clive Matthew Springer in 2000 and is headquartered in Seattle, WA. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin 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 | Doctorate Degree Graduate Degree | |
| Stanford University | College/University | Corporate Officer/Principal Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| YODLEE INC | Data Processing Services | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Skadden, Arps, Slate, Meagher & Flom LLP
 Skadden, Arps, Slate, Meagher & Flom LLP Miscellaneous Commercial ServicesCommercial Services Skadden, Arps, Slate, Meagher & Flom LLP provides legal advisory services. Its practice areas include mergers and acquisitions, finance, litigation, corporate finance, insurance, tax, labor and employment, political law, private equity, corporate, antitrust, white collar crime, international, regulatory, and legislation. The company was founded by Marshall Skadden, John Slate, and Les Arps in 1948 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
ADAM Investment Services, Inc.
 ADAM Investment Services, Inc. Investment ManagersFinance Part of Envestnet, Inc., ADAM Investment Services, Inc. provides investment management and advisory services. The company is based in Atlanta, GA. ADAM Investment Services was acquired by Portfolio Management Consultants, Inc. on September 25, 1997. | Investment Managers | President President | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Graduate Degree Graduate Degree | |
| 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 Masters Business Admin Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin 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 | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
Prima Capital Advisors LLC
 Prima Capital Advisors LLC Investment ManagersFinance Prima Capital Advisors LLC (Prima) is a registered investment advisory firm headquartered in Scarsdale, New York. The firm was founded by Gregory White in 2002. PCA provides investment advisory services to public pension systems, insurance companies, a sovereign wealth fund and an institutional client. In addition, the firm advises PMIT, a privately offered pooled investment vehicle, as well as some securitization trusts, which issue securities backed by various types of real estate debt investments. Investors in PMIT include public and corporate pension systems, charitable foundations, and high net worth individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Colorado Boulder | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Colorado Denver | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Internet Software/Services | Director/Board Member Director/Board Member | |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Wellesley College | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Cincinnati USA Regional Chamber of Commerce
 Cincinnati USA Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Cincinnati USA Regional Chamber of Commerce operates as a chamber of commerce association. The private company is based in Cincinnati, OH and has subsidiaries in the United States. Jill P. Meyer has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Director/Board Member | |
Foros Securities LLC
 Foros Securities LLC Investment Banks/BrokersFinance Foros Securities LLC (FSL) is a broker/dealer headquartered in New York City and was founded in 2009. The firm is a subsidiary of Foros Advisors LLC, itself a subsidiary Foros Group LLC, and their ultimate parent is the Haile-Manas Family Trust. FSL provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Analyst-Equity | |
Commodity Marketing Co.
 Commodity Marketing Co. Wholesale DistributorsDistribution Services Commodity Marketing Co. engages in agricultural commodity trading. It offers specialty agricultural commodities used in bird, pet, and animal food manufacturing. The firm also offers reliable delivery, consistent quality, strategic warehousing, and custom packaging services. The company is headquartered in Alpharetta, GA. | Wholesale Distributors | Comptroller/Controller/Auditor | |
Urban League of Greater Southwestern Ohio, Inc.
 Urban League of Greater Southwestern Ohio, Inc. Miscellaneous Commercial ServicesCommercial Services The Urban League of Greater Southwestern Ohio, Inc. is a non-profit organization that promotes personal empowerment to transform generations. The private company is based in Cincinnati, OH. | Miscellaneous Commercial Services | Chairman | |
| Securities Industry Institute | College/University | Undergraduate Degree | |
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 |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Brazilië | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 17 |
| Commercial Services | 4 |
| Distribution Services | 3 |
| Technology Services | 3 |
Operationeel
| Director/Board Member | 299 |
| Corporate Officer/Principal | 166 |
| Independent Dir/Board Member | 157 |
| Undergraduate Degree | 89 |
| President | 42 |
Sterkste connecties
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 69 |
| Anil Arora | 23 |
| Yves Sisteron | 23 |
| Gregory Smith | 23 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
| James Fox | 20 |
| Wendy Lane | 18 |
| Barbara Turner | 17 |
| Paul Koontz | 16 |
| Charles M. Roame | 15 |
| Lee Chertavian | 14 |
| Matt Hersh | 13 |
| Ross Chapin | 13 |
- Beurs
- Insiders
- Brandon Rockwell Thomas
- Bedrijfsconnecties