Charles Wert
Chief Executive Officer bij COLISEUM ACQUISITION CORP.
Oorsprong van het eerstegraads netwerk van Charles Wert
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
192
| Extinct | Major Banks | 192 |
| Holding Company | Packaged Software | 19 | |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.
14
| Operating Division | Investment Managers | 14 |
| Public Company | Financial Conglomerates | 14 | |
| Public Company | Financial Conglomerates | 5 | |
AdMY Technology Group, Inc.
 AdMY Technology Group, Inc. Financial ConglomeratesFinance AdMY Technology Group, Inc. operates as a blank check company. The firm was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was incorporated on January 25, 2021 and is headquartered in Las Vegas, NV.
5
| Private Company | Financial Conglomerates | 5 |
4
| Extinct | Financial Conglomerates | 4 |
4
| Subsidiary | Finance/Rental/Leasing | 4 |
Fiduciary Resolutions, Inc.
1
| Private Company | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Charles Wert via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| EMC CORPORATION | Computer Peripherals | General Counsel Corporate Officer/Principal Chief Executive Officer Director/Board Member Director/Board Member Comptroller/Controller/Auditor | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
| EVERCORE INC. | Investment Banks/Brokers | Corporate Officer/Principal Chief Investment Officer | |
BackOffice Associates LLC
 BackOffice Associates LLC Data Processing ServicesTechnology Services BackOffice Associates LLC provides information governance and data modernization solutions. Its products include data stewardship platform, SAP accelerators, DBMoto and quadrate. The firm offers enterprise data which includes data quality, data migration and data governance solutions. The company was founded by Thomas R. Kennedy in 1996 and is headquartered in Needham, MA. | Data Processing Services | Director/Board Member Chairman | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Graduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| VMWARE, INC. | Packaged Software | Corporate Officer/Principal Chairman | |
GI Manager LP
 GI Manager LP Investment ManagersFinance GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst Private Equity Investor | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
| Lafayette College | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Director/Board Member Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Investment Committee Member Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities Investment Committee Member | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| DMY TECHNOLOGY GROUP, INC. VI | Financial Conglomerates | Chairman Chief Executive Officer Director/Board Member Director/Board Member | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| PIVOTAL SOFTWARE, INC. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
Bridge Growth Partners LLC
 Bridge Growth Partners LLC Investment ManagersFinance Bridge Growth Partners LLC (Bridge Growth Partners) is a private equity firm founded in 2013 by Joseph M. Tucci, Alok Singh and Sander Morton Levy. The firm headquartered in New York. | Investment Managers | Founder Consultant / Advisor Consultant / Advisor | |
| New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| THE LOVESAC COMPANY | Home Furnishings | Chairman Director/Board Member | |
| AF ACQUISITION CORP. | Financial Conglomerates | Director/Board Member Director of Finance/CFO | |
Mistral Capital Management LLC
 Mistral Capital Management LLC Investment ManagersFinance Mistral Capital Management LLC (Mistral Capital Management) is a private equity and venture capital firm founded in 2007 by Andrew Heyer. The firm is headquartered in New York. | Investment Managers | Chief Executive Officer Private Equity Analyst | |
| St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
EMC Corporation of Canada
 EMC Corporation of Canada Computer PeripheralsElectronic Technology EMC Corp. of Canada manufactures computer data storage systems. Its products include RAID systems and network attached storage file servers. The firm also provides consulting, integration, support, and training services. The company is headquartered in Toronto, Canada. | Computer Peripherals | General Counsel Chief Executive Officer | |
| Columbia Business School | College/University | Director/Board Member Masters Business Admin | |
| HAYMAKER ACQUISITION CORP. 4 | Financial Conglomerates | Chief Executive Officer Director of Finance/CFO | |
Eaton Vance WaterOak Advisors
 Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Portfolio Manager-Equities Market Strategist |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Bermuda | 2 |
| Israël | 2 |
| Canada | 2 |
Sectoraal
| Finance | 22 |
| Consumer Services | 19 |
| Electronic Technology | 4 |
| Commercial Services | 4 |
| Technology Services | 4 |
Operationeel
| Director/Board Member | 316 |
| Corporate Officer/Principal | 199 |
| Independent Dir/Board Member | 103 |
| Undergraduate Degree | 86 |
| Portfolio Manager-Equities | 84 |
Sterkste connecties
| Insiders | |
|---|---|
| Andrew Heyer | 56 |
| Constance K. Weaver | 32 |
| Harry You | 31 |
| William Green | 30 |
| Christopher Bradley | 27 |
| Niccolo de Masi | 26 |
| Maribeth Rahe | 25 |
| Joseph Tucci | 25 |
| Ciara Burnham | 24 |
| Raghav V. Nandagopal | 24 |
| Alan Weber | 23 |
| Frances Sevilla-Sacasa | 21 |
| Evelyn Dilsaver | 20 |
| Paul Dacier | 20 |
| James Lanzone | 20 |
- Beurs
- Insiders
- Charles Wert
- Bedrijfsconnecties
