Daniel Lew
Chief Investment Officer bij DSS Wealth Management, Inc.
Oorsprong van het eerstegraads netwerk van Daniel Lew
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The Trustees of Columbia University in The City of New York
450
| College/University | Other Consumer Services | 450 |
New York University
348
| College/University | Other Consumer Services | 348 |
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management.
71
| Extinct | Financial Conglomerates | 71 |
SunAmerica Asset Management LLC
 SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs.
33
| Subsidiary | Investment Managers | 33 |
Citizens Advisers, Inc.
 Citizens Advisers, Inc. Investment ManagersFinance Founded in 1982, Citizens Advisers is a privately-owned Portsmouth, New Hampshire corporation. Citizens was one of the first providers of socially responsible funds available to investors and offers a family of no-load mutual funds. They also offer separate account management.
4
| Extinct | Investment Managers | 4 |
DSS Wealth Management, Inc.
 DSS Wealth Management, Inc. Investment ManagersFinance DSS Wealth Management, Inc., part of DSS, Inc., is a company headquartered in West Henrietta, NY. The firm provides investment advice. It was founded in 2021. Frank D. Heuszel has been the CEO since the company founding.
3
| Subsidiary | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Daniel Lew via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Global Med Technologies, Inc.
 Global Med Technologies, Inc. Packaged SoftwareTechnology Services Global Med Technologies, Inc. provides healthcare information technology services. It develops regulated and non-regulated products and services for the healthcare industry. The company was founded in 1989 and is headquartered in Napa, CA. | Packaged Software | Director/Board Member Director/Board Member | |
| DSS, INC. | Commercial Printing/Forms | Chairman Chief Executive Officer | |
| ZENSUN ENTERPRISES LIMITED | Real Estate Development | Director/Board Member Chairman | |
eVision International, Inc.
 eVision International, Inc. Investment Banks/BrokersFinance eVision International, Inc. provides financing, transaction processing, and the design, development, and marketing of information management software products for the healthcare industry. It operates eFinance, eMedical, eServices, and eCommunications divisions. The company was founded on September 14, 1988 and is headquartered in Denver, CO. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Analyst-Equity | |
Credit Agricole Securities (USA), Inc.
 Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| VALUE EXCHANGE INTERNATIONAL, INC. | Packaged Software | Director/Board Member Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Director/Board Member Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Doctorate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin 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 | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Corporate Officer/Principal Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
| Boston College | College/University | Graduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
| SHARING SERVICES GLOBAL CORPORATION | Medical Distributors | Director/Board Member Chairman Director/Board Member | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
HWH International, Inc. (Maryland)
 HWH International, Inc. (Maryland) Miscellaneous Commercial ServicesCommercial Services HWH International, Inc. operates as a lifestyle business through a membership model. It enables home-based people in the new GIG economy to create lasting wealth. Its segments include HWH Marketplace, Hapi Café, Hapi Travel Destinations, and Hapi Wealth Builder. HWH Marketplace offers discounted sale of certain products, manufactured by affiliate company, Sharing Services Global Corp., to members. Hapi Café offers location-based social experiences where members can build a sense of community with like-minded customers with a potential interest in the same products. Hapi Travel Destinations aims to offer exclusive access to unpublished rates and discounts on air travel, cruises, car rentals, hotels, and resorts for members. Hapi Wealth Builder is exploring options of providing services to members through educational materials and seminars aimed at various types of investing opportunities. The company is headquartered in Bethesda, MD. | Miscellaneous Commercial Services | Director/Board Member Chairman | |
| ALSET INTERNATIONAL LIMITED | Homebuilding | Director/Board Member Chief Executive Officer | |
| GIGWORLD INC. | Packaged Software | Director of Finance/CFO Chairman | |
Decentralized Sharing Systems, Inc.
 Decentralized Sharing Systems, Inc. Information Technology ServicesTechnology Services Part of DSS, Inc., Decentralized Sharing Systems, Inc. provides system services. The American company was founded in 2019. The CEO is Frank D. Heuszel. | Information Technology Services | Director/Board Member Chief Executive Officer | |
American Medical REIT, Inc.
 American Medical REIT, Inc. Real Estate Investment TrustsFinance Part of DSS, Inc., American Medical REIT, Inc. acts as a Real Estate Investment Trust/REIT. The company is based in Greenwood Village, CO. The CEO of the company is Frank D. Heuszel. | Real Estate Investment Trusts | Chairman Chief Executive Officer | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Impact BioMedical, Inc.
 Impact BioMedical, Inc. Electronic Equipment/InstrumentsElectronic Technology Impact BioMedical, Inc. is a holding company which engages in research and development that advances drug discovery and development for the prevention, inhibition, and treatment of neurological, oncology and immuno-related diseases. The company was founded on October 16, 2018 and is headquartered in Rochester, NY. | Electronic Equipment/Instruments | Chairman Director/Board Member | |
| Barnard College | College/University | Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin | |
Loeb & Loeb LLP
 Loeb & Loeb LLP Miscellaneous Commercial ServicesCommercial Services Loeb & Loeb LLP operates as a multiservice law firm. It specializes in practice areas such as advanced media and technology, bankruptcy, restructuring and creditors' rights, capital markets, corporate, employment and labor, entertainment, finance, intellectual property, litigation, private equity, real estate, tax, and trusts and estates. The company was founded by Edwin Loeb and Joseph Loeb in 1909 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
PineBridge Investments LLC
 PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC (PBI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PBI provides investment management/advisory services to US registered investment companies, privately offered pooled investment vehicles (which includes CLOs) and separate advisory accounts for sophisticated institutional and individual clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Forest City Ratner Cos. LLC
 Forest City Ratner Cos. LLC Real Estate Investment TrustsFinance Forest City Ratner Cos. provides real estate services. It operates retail, hotel and urban entertainment projects. The company deals with projects located in New York City, Philadelphia, Pennsylvania, North Bergen, New Jersey, Stamford, Connecticut and Providence, Rhode Island. Forest City Ratner was founded in 1985 and is headquartered in Brooklyn, NY. | Real Estate Investment Trusts | Chief Operating Officer Corporate Officer/Principal | |
DSS Digital, Inc.
 DSS Digital, Inc. Packaged SoftwareTechnology Services DSS Digital, Inc. provides software services. Its services include mobile and SharePoint development, Technology consulting and office 365 implementations. The firm offers AuthenSuite, Authentishare, CloudZone 365 and SensorShield products. The company was founded in 1998 and is headquartered in Rochester, NY. | Packaged Software | Chairman Chief Executive Officer | |
American Pacific Bancorp, Inc.
 American Pacific Bancorp, Inc. Regional BanksFinance Part of Alset EHome International, Inc., American Pacific Bancorp, Inc. operates as a bank holding company with interests in commercial, digital and investment banking. The company is based in Bethesda, MD. The CEO of the company is Frank D. Heuszel. American Pacific Bancorp was acquired by Alset, Inc. on March 15, 2021 for $28.65 million. | Regional Banks | Chairman Chief Executive Officer |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Hongkong | 4 |
| Frankrijk | 2 |
| Singapore | 2 |
Sectoraal
| Finance | 22 |
| Consumer Services | 15 |
| Technology Services | 6 |
| Commercial Services | 5 |
| Process Industries | 2 |
Operationeel
| Director/Board Member | 428 |
| Corporate Officer/Principal | 212 |
| Undergraduate Degree | 97 |
| Graduate Degree | 57 |
| Chairman | 50 |
Sterkste connecties
| Insiders | |
|---|---|
| Heng Fai Chan | 244 |
| Ben Horowitz | 33 |
| Jay Mahendra Mehta | 30 |
| Len Blavatnik | 28 |
| Robert Trapp | 28 |
| Frank Heuszel | 21 |
| Rick Patterson | 20 |
| Lofton Holder | 18 |
| Max Holmes | 17 |
| Nikos Theodosopoulos | 16 |
| Petru Ion Vãduva | 15 |
| Jacqueline Barton | 15 |
| Oded Levy | 14 |
| E. Walter van Valkenburg | 13 |
| Steve J. Dobi | 12 |
- Beurs
- Insiders
- Daniel Lew
- Bedrijfsconnecties
