Jeff Scanga
Portefeuillebeheerder-Aandelen bij Pathstone Family Office LLC
Oorsprong van het eerstegraads netwerk van Jeff Scanga
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Central Florida
52
| College/University | Other Consumer Services | 52 |
Rollins College (Florida)
23
| College/University | Other Consumer Services | 23 |
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice.
12
| Subsidiary | Investment Managers | 12 |
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.
6
| Subsidiary | Investment Managers | 6 |
Water Oak Advisors LLC
 Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments.
5
| Extinct | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeff Scanga via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
DePrince, Race & Zollo, Inc.
 DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Investment Managers | Director of Research - Equity Corporate Officer/Principal Analyst-Equity | |
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 | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
Coburn & Meredith, Inc.
 Coburn & Meredith, Inc. Investment Banks/BrokersFinance Founded in 1934, Coburn & Meredith, Inc. is a broker-dealer located in Simsbury, Connecticut. The firm clears through Pershing LLC, a division of the Bank of New York. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Coburn & Meredith is a member of the SIPC and FINRA | Investment Banks/Brokers | Corporate Officer/Principal | |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| NUVIBE, INC. | Agricultural Commodities/Milling | Chief Executive Officer | |
Cascadia Capital LLC
 Cascadia Capital LLC Investment Banks/BrokersFinance Cascadia Capital LLC provides investment banking services. The firm?s services include mergers & acquisitions, corporate finance, strategic advisory services and private capital. The company was founded by Michael Butler, Kevin Cable and Kirk Van Alstyne in 1999 and is headquartered in Seattle, WA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| LOUD BEVERAGE GROUP INC. | Information Technology Services | Chief Executive Officer | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| CURRENCY EXCHANGE INTERNATIONAL, CORP. | Regional Banks | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
Northcoast Research Partners LLC
 Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Analyst-Equity | |
Vericimetry Advisors LLC
 Vericimetry Advisors LLC Investment ManagersFinance Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors. | Investment Managers | Analyst-Equity | |
| BRANDED LEGACY INC | Apparel/Footwear | President | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
CNL Hospitality Corp.
 CNL Hospitality Corp. Financial ConglomeratesFinance CNL Hospitality Corp. invests in and develops hotels. The company develops hotels in various areas of the United States. It is a subsidiary of CNL Financial Group, Inc. and provides its services to CNL Hotels & Resorts, Inc. The company is located in Orlando, FL | Financial Conglomerates | Comptroller/Controller/Auditor Corporate Officer/Principal | |
ACON Investments LLC
 ACON Investments LLC Investment ManagersFinance ACON Investments LLC (ACON Investments) is a private equity firm founded in 1996 by Kenneth R. Brotman, Bernard W. Aronson and Jonathan J. Ginns. The firm is headquartered in Washington D.C., the United States with additional offices in Dallas, Los Angeles, New York, Bogota, Madrid, Mexico City and Sao Paulo. | Investment Managers | Corporate Officer/Principal | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
| Florida Gulf Coast University | College/University | Undergraduate Degree | |
| Florida International University | College/University | Graduate Degree | |
| Florida State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
| University of Connecticut | College/University | Masters Business Admin | |
| University of Florida | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Vassar College | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Masters Business Admin | |
| CONSUMER AUTOMOTIVE FINANCE, INC. | Finance/Rental/Leasing | Chief Executive Officer | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
| Jones College | College/University | Masters Business Admin | |
| UNR HOLDINGS INC | Real Estate Development | Director/Board Member Director/Board Member | |
Legacy Family Office LLC
 Legacy Family Office LLC Investment ManagersFinance Legacy Family Office LLC provides investment advice. Its services include planning and trustee oversight, integrated tax and financial planning, investment advisory and risk management. The company is headquartered in Estero, FL. | 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 Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| Crummer Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| UCF College of Business Administration | College/University | Undergraduate Degree Undergraduate Degree | |
MODA Midstream LLC
 MODA Midstream LLC Oil Refining/MarketingEnergy Minerals MODA Midstream LLC provides terminal, storage and distribution solutions to refiners and petrochemicals. The firm offers deepwater vessel loading and unloading, storage, blending, processing, and pipeline operations services. The company was founded by Jonathan Z. Ackerman, Javier del Olmo B., Bo McCall, and Kenneth F. Owen in 2015 and is headquartered in Houston, TX. | Oil Refining/Marketing | Corporate Officer/Principal | |
Pathstone Holdings LLC
 Pathstone Holdings LLC Investment ManagersFinance Pathstone Holdings LLC provides wealth management and investment services to individuals & families, family offices, and select institutions. The company is headquartered in Englewood, NJ. | Investment Managers | Founder Founder President | |
PFO-FSA
 PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Investment Managers | Chief Executive Officer Chief Executive Officer President | |
CleanCapital Holdings LLC
 CleanCapital Holdings LLC Financial ConglomeratesFinance CleanCapital LLC provides financial technology platform solution. Its proprietary technology platform identifies, screens, and manages clean energy projects enabling project owners an opportunity to exit portfolios while providing accredited investors, including institutional investors, family offices, and investment funds, unique access to the clean energy investment market. The company was founded by Jonathan Powers, Thomas Byrne, Marc A. Garrett and Kevin Johnson in 2015 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
Elev8 Hemp LLC
 Elev8 Hemp LLC Food: Specialty/CandyConsumer Non-Durables Elev8 Hemp LLC provides hemp infused products. It offers hemp coffee, flavored water, and hemp edibles. The company is headquartered in Dover, DE. | Food: Specialty/Candy | Founder | |
venVelo
 venVelo Investment ManagersFinance venVelo (venVelo) is a venture capital firm founded in 2011 by Allen H Kupetz and Peter McAlindon. The firm is headquartered in Orlando, Florida. | Investment Managers | Director/Board Member Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Israël | 2 |
Sectoraal
| Finance | 30 |
| Consumer Services | 15 |
| Consumer Non-Durables | 3 |
| Process Industries | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 107 |
| Undergraduate Degree | 94 |
| Director/Board Member | 47 |
| Analyst-Equity | 43 |
| Masters Business Admin | 39 |
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