Dmitriy Katsnelson
Portefeuillebeheerder-Aandelen bij Wealthspire Advisors LLC
Oorsprong van het eerstegraads netwerk van Dmitriy Katsnelson
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Maryland
101
| College/University | Other Consumer Services | 101 |
Drexel University
47
| College/University | Other Consumer Services | 47 |
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations.
14
| Subsidiary | Investment Managers | 14 |
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
6
| Extinct | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dmitriy Katsnelson via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
| ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Lazard Frères & Co. LLC
 Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Trading-Equity Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
ProShare Advisors LLC
 ProShare Advisors LLC Investment ManagersFinance ProShare Advisors LLC (PSA) is an independent, SEC-registered investment advisor and ETF fund manager headquartered in Bethesda, Maryland. The firm was founded in 2006 by Michael Sapir and Louis Mayberg. PSA provides investment advisory and management services to the ProShares Trust, an open-end series management investment company. The firm also regularly develops customized solutions such as portfolio diversification strategies, risk management solutions, tactical portfolio alignment, exposure adjustments and liquidity management. Their clients include hedge funds, asset managers, consultants, pensions, foundations and endowments and insurance companies. | Investment Managers | Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
ClearBridge LLC
 ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
ProFund Advisors LLC
 ProFund Advisors LLC Investment ManagersFinance ProFund Advisors LLC is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded by Louis Mayberg and Michael Sapir in 1997. They provide a diverse lineup of mutual funds that offer trading flexibility to all shareholders. | Investment Managers | Portfolio Manager-Equities | |
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 | Undergraduate Degree Graduate Degree Graduate Degree | |
| Stanford University | College/University | Doctorate Degree Undergraduate Degree Doctorate Degree Masters Business Admin | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Private Equity Investor | |
| The Johns Hopkins University | College/University | Corporate Officer/Principal Undergraduate Degree Graduate Degree | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal Corporate Officer/Principal | ||
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree 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 | Graduate Degree Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| St. John's University | College/University | Graduate Degree Undergraduate Degree | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
| Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
First Annapolis Consulting LLC
 First Annapolis Consulting LLC Miscellaneous Commercial ServicesCommercial Services First Annapolis Consulting LLC provides management consulting, mergers and acquisitions advisory services. It services include partnership finance, M&A advisory, strategic sourcing and portfolio management. The company was founded by William Westerwelt, Jr. and Frederick White in 1991 and is headquartered in Annapolis, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Law School | College/University | Graduate Degree | |
| Lubin School of Business | College/University | Masters Business Admin | |
| State University of New York at Buffalo | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| Northwestern University School of Law | College/University | Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Graduate Degree | |
Cummings & Lockwood
 Cummings & Lockwood Miscellaneous Commercial ServicesCommercial Services Cummings & Lockwood provides legal services to its clients. Its areas of practice include creditor's rights, criminal defense, health law, wealth management and estate planning, labor and employment law, and tax. The company was founded by by Homer Cummings and Charles Lockwood in 1909 and is headquartered in Stamford, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Iowa | College/University | Undergraduate Degree | |
| Robert H. Smith School of Business | College/University | Masters Business Admin | |
AutoTech Management LLC
 AutoTech Management LLC Investment ManagersFinance AutoTech Management LLC (AutoTech Management) is venture capital firm founded in 2015 by Quin Garcia & Alexei Andreev. The firm is headquartered in Menlo Park, California. | Investment Managers | Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin | |
MicroVest Capital Management LLC
 MicroVest Capital Management LLC Investment ManagersFinance MicroVest Capital Management LLC (MicroVest Capital) is a private equity subsidiary of DAI Global LLC founded in 2003 by Gill Crawford and W. Bowman Cutter. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Director of Finance/CFO | |
AIPCF VI Software Blocker Ltd.
 AIPCF VI Software Blocker Ltd. Financial ConglomeratesFinance Part of AIP LLC, AIPCF VI Software Blocker Ltd. functions as an investment holding British company. The company is based in London, UK. Founded in 2016. | Financial Conglomerates | Director/Board Member | |
T. Rowe Price Investment Services, Inc.
 T. Rowe Price Investment Services, Inc. Investment ManagersFinance Part of T. Rowe Price Group, Inc., T. Rowe Price Investment Services, Inc. is a company based in Berwyn, PA. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 25 |
| Finance | 16 |
| Commercial Services | 6 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 132 |
| Undergraduate Degree | 96 |
| Director/Board Member | 46 |
| Analyst-Equity | 41 |
| Masters Business Admin | 35 |
Sterkste connecties
| Insiders | |
|---|---|
| Steven Meltzer | 18 |
| Richard J. Roby | 15 |
| Michael Moriarty | 13 |
| Plutarchos Sakellaris | 12 |
| Louis Tedesco | 10 |
| Charles J. Milligan | 10 |
| David Greenwald | 8 |
| Michael Gualtieri | 8 |
| Charles Simon | 8 |
| Bimal Shah | 8 |
| Mike LaMena | 7 |
| Jordan Steffy | 7 |
| Yibing Shan | 7 |
| Michael Antonov | 7 |
| Michael Nicholas Delgass | 7 |
- Beurs
- Insiders
- Dmitriy Katsnelson
- Bedrijfsconnecties
