Oorsprong van het eerstegraads netwerk van Harvey A. Rowen
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.
34
| Subsidiary | Investment Managers | 34 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Harvey A. Rowen via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
| RAYTHEON | Aerospace & Defense | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
| Prudential-Bache Capital Return Futures Fund LP | Corporate Officer/Principal | ||
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| Golden Gate University | College/University | Graduate Degree Graduate Degree | |
| Syracuse University | College/University | 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 | Masters Business Admin Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin | |
| Princeton University | College/University | Graduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin | |
| University of California San Diego | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Oregon | College/University | Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree | |
| Willamette University | College/University | Masters Business Admin | |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Bank of the West (California)
 Bank of the West (California) Regional BanksFinance Bank of the West operates as a state chartered commercial bank. It offers retail banking, small and medium enterprise banking, pacific rim banking, commercial banking, wealth management, and personal finance. The company was founded in 1874 and is headquartered in San Francisco, CA. | Regional Banks | Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Corporate Officer/Principal | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Friends of the Children
 Friends of the Children Services to the Health IndustryHealth Services Friends of the Children operates as a non-profit organization. It provides learning services. The company was founded by Duncan Campbell in 1993 and is headquartered in Portland, OR. | Services to the Health Industry | Corporate Officer/Principal | |
Trillium Family Services
 Trillium Family Services Miscellaneous Commercial ServicesCommercial Services Trillium Family Services is an organization that advocates for a whole person-whole health approach to make mental health more accessible. The non-profit company is based in Portland, OR. The company's mission is to build brighter futures with children and families. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
I. Gornitzky & Co.
 I. Gornitzky & Co. Miscellaneous Commercial ServicesCommercial Services I. Gornitzky & Co. is an Israeli law firm that specializes in all areas of commercial law. The private company is based in Tel Aviv, Israel. The firm was established in 1938. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The Interdisciplinary Center Herzliya | College/University | Graduate Degree | |
Brownson, Rehmus & Foxworth, Inc.
 Brownson, Rehmus & Foxworth, Inc. Investment ManagersFinance Brownson, Rehmus & Foxworth, Inc. (BRF) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Frederick O. Brownson in 1969. BRF provides personalized financial counseling and non-discretionary investment advisory services on a fee-only basis to individuals, high net worth individuals, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. | Investment Managers | Corporate Officer/Principal | |
Harris myCFO LLC
 Harris myCFO LLC Investment ManagersFinance Harris myCFO LLC provides investment advisory services. It acts as an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. The company was founded in and is headquartered in | Investment Managers | Corporate Officer/Principal | |
| Reichman University | College/University | Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Israël | 5 |
Sectoraal
| Finance | 21 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Electronic Technology | 2 |
| Consumer Durables | 2 |
Operationeel
| Corporate Officer/Principal | 64 |
| Portfolio Manager-Equities | 50 |
| Undergraduate Degree | 34 |
| Portfolio Manager-Fixed Income | 18 |
| Masters Business Admin | 14 |
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