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Don Clarke
Portefeuillebeheerder-Aandelen bij Crestwood Advisors Group LLC
Oorsprong van het eerstegraads netwerk van Don Clarke
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Skidmore College
37
| College/University | Other Consumer Services | 37 |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.
10
| Subsidiary | Investment Managers | 10 |
James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.
3
| Subsidiary | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Don Clarke via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
IBM | Packaged Software | Corporate Officer/Principal | |
LEVEL 3 PARENT LLC | Specialty Telecommunications | Sales & Marketing | |
NORTHPOINT COMMUNICATIONS GROUP INC. | Specialty Telecommunications | Corporate Officer/Principal | |
Baldwin Brothers LLC
![]() Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
Cigna Investments, Inc.
![]() Cigna Investments, Inc. Investment ManagersFinance Cigna Investments, Inc. (CII) is a SEC-registered investment advisor headquartered in Bloomfield, Connecticut. Formerly known as TimesSquare Capital Management, Inc., the firm was founded in 1982 and is a subsidiary of Cigna Investment Group, Inc., ultimately held by The Cigna Group (NYSE: CI), a global health services company. CII provides investment advisory services to institutional clients comprised of Cigna affiliated insurance companies, their respective general and separate accounts, other Cigna affiliated companies, pension plans, charitable organizations and private funds. | Investment Managers | Analyst-Fixed Income | |
CORNERSTONE ONDEMAND, INC. | Packaged Software | Chief Operating Officer | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Crestwood Advisors LLC
![]() Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity Analyst-Equity Chief Executive Officer Portfolio Manager-Equities | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Graduate Degree | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin | |
Boston University | College/University | Masters Business Admin Masters Business Admin | |
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 | |
Edgewater Networks, Inc.
![]() Edgewater Networks, Inc. Specialty TelecommunicationsCommunications Edgewater Networks, Inc. develops products that ensure the secure and reliable delivery of IP based voice, video and data for service providers and enterprises. It offers network edge orchestration, intelligent edge solutions, edgeView service control center, cloud2edge complete, SD-WAN, skype for business, quickconnect interoperability and professional services. The company was founded in October 2002 and is headquartered in San Jose, CA. | Specialty Telecommunications | Sales & Marketing | |
Kirkland & Ellis LLP
![]() Kirkland & Ellis LLP Miscellaneous Commercial ServicesCommercial Services Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Connecticut School of Business | College/University | Masters Business Admin | |
Intelligent.ly
![]() Intelligent.ly Miscellaneous Commercial ServicesCommercial Services Intelligent.ly provides training services for entrepreneurs and professionals. The American company was founded by Dave Balter, Sarah Hodges. | Miscellaneous Commercial Services | Founder | |
University of Delaware | College/University | Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
concept3D, Inc.
![]() concept3D, Inc. Packaged SoftwareTechnology Services concept3D, Inc. operates as a web, mobile, and geo location software development company. It offers campusbird, atlas3d, pro services, and simuwatt. The company was founded by Oliver Davis in 2006 and is headquartered in Boulder, CO. | Packaged Software | Director/Board Member | |
Broadlume, Inc.
![]() Broadlume, Inc. Packaged SoftwareTechnology Services Broadlume, Inc. provides online advertising campaign management software platform services. Its platform analyzes the advertising channels to find trends in the data and enables the user to customize the desktop dashboard with metrics to the business. The company was founded by Dan Pratt and Todd Daniel Saunders in 2015 and is headquartered in Harrison, NY. | Packaged Software | Director/Board Member | |
simuwatt, Inc.
![]() simuwatt, Inc. Packaged SoftwareTechnology Services simuwatt, Inc. develops software applications. It offers energy auditor, a cloud-based tablet and desktop software application that provides commercial building energy assessments while preserving the data to facilitate reporting, portfolio-wide tracking, and reuse. The company was founded by Oliver Davis, Tom O'Connor and Matt Brown in 2016 and is headquartered in Denver, CO. | Packaged Software | Founder | |
True Ventures LLC
![]() True Ventures LLC Investment ManagersFinance True Ventures LLC (True Ventures) is a venture capital firm founded in 2004 by John Burke and Philip Black. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
IBM Business Consulting Services AG | Corporate Officer/Principal | ||
Women in Technology International
![]() Women in Technology International Internet Software/ServicesTechnology Services Women in Technology International provide technology-based services to women. Its products and services include networking, WITI marketplace, career services, national conferences and regional events, publications and resources, small business programs, and research and bulletin boards. The firm also publishes FasTrack magazine. The company was founded by Carolyn Leighton in 1989 and is located in Los Angeles, CA. | Internet Software/Services | Corporate Officer/Principal | |
Brook Venture Partners LLC
![]() Brook Venture Partners LLC Miscellaneous Commercial ServicesCommercial Services Brook Venture Partners LLC specializes in expansion stage, mid venture, middle market, buyout, late venture stages and mezzanine investments. The company was founded by Frederic H. Morris and is headquartered in Wakefield, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
Roobrik, Inc.
![]() Roobrik, Inc. Internet Software/ServicesTechnology Services Roobrik, Inc. provides elderly care services. The company was founded by Nathaniel O'Keefe and Judith Conaway in August 2013 and is headquartered in Greeensboro, NC. | Internet Software/Services | Director/Board Member | |
Progress Ventures, Inc.
![]() Progress Ventures, Inc. Investment ManagersFinance Progress Ventures Inc (Progress Ventures) is a venture capital subsidiary of Progress Partners Inc founded in 2008 by Nick M. MacShane and Sam Thompson. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Founder | |
LISNR, Inc.
![]() LISNR, Inc. Packaged SoftwareTechnology Services LISNR, Inc. provides mobile application services. It develops data-over-audio communications standard for second-screen experiences. The firm offers SmartTones, a communication protocol that sends data over audio; and gives brands and content creators with a platform that delivers second-screen experiences and proximity-based messaging. The company was founded by Rodney Williams, Chris Ostoich, Joseph A. Glick, Christopher Ridenour and Nikki Ridenour in 2012 and is headquartered in Cincinnati, OH. | Packaged Software | Director/Board Member | |
Progress Partners, Inc.
![]() Progress Partners, Inc. Investment ManagersFinance Progress Partners, Inc. provides financial advisory services. The firm specializes in digital media, sell-side M&A, mergers & acquisitions, buy-side M&A, private equity, software, corporate strategy. The company was founded by Nicholas Morse MacShane in 2002 and is headquartered in Washington, DC. | Investment Managers | Founder | |
Saylent Technologies, Inc.
![]() Saylent Technologies, Inc. Packaged SoftwareTechnology Services Saylent Technologies, Inc. provides banking technology solutions. It offers banking technology software and expert services which include card360 detailed analytics identify usage patterns by cardholder, minimize underperforming or at-risk segments, and enable targeted marketing programs that change behavior; account360 is a relationship product and pricing platform that creates actionable insights empowering customer to influence customer/member behaviors and increase revenues; and finsights360 speed time to value with expert data analysis, turn-key marketing campaigns, and customized services. The company was founded by Tyson Nargassans and Sharon Lee Nargassans in 2006 and is headquartered in Franklin, MA. | Packaged Software | Chief Executive Officer | |
Jurassic Capital
![]() Jurassic Capital Investment ManagersFinance Jurassic Capital (Jurassic Capital) is a private equity firm founded in 2019. The firm is headquartered in Durham, North Carolina. | Investment Managers | Consultant / Advisor | |
CureMint, Inc.
![]() CureMint, Inc. Packaged SoftwareTechnology Services CureMint, Inc. provides dental procurement software helping dental organizations. The company was founded in 2017 and is headquartered in Durham, NC. | Packaged Software | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 40 |
Duitsland | 2 |
Israël | 2 |
Brazilië | 2 |
Zwitserland | 2 |
Sectoraal
Finance | 13 |
Technology Services | 11 |
Consumer Services | 10 |
Commercial Services | 7 |
Communications | 5 |
Operationeel
Corporate Officer/Principal | 79 |
Director/Board Member | 52 |
Undergraduate Degree | 47 |
Portfolio Manager-Equities | 28 |
Analyst-Equity | 28 |
Sterkste connecties
Insiders | |
---|---|
J. Quadracci | 16 |
Robert Adams | 16 |
Dave Balter | 15 |
Christopher Young | 12 |
Kirsten Helvey | 12 |
Jeffrey Thomas Cerutti | 11 |
Peter Corsi | 10 |
William Shepro | 9 |
Michael B. Neiberg | 9 |
Rob Ix | 8 |
Michael Arthur Eckton | 8 |
Mark Josephson | 8 |
Mike Costello | 7 |
Oliver Davis | 7 |
Tyson Nargassans | 7 |
- Beurs
- Insiders
- Don Clarke
- Bedrijfsconnecties