Joseph Velli
Directeur/Bestuurslid bij ASSETMARK FINANCIAL HOLDINGS, INC.
Vermogen: 11 M $ op 30-06-2024
Oorsprong van het eerstegraads netwerk van Joseph Velli
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The Bank of New York Co., Inc.
 The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York.
74
| Extinct | Major Banks | 74 |
| Public Company | Information Technology Services | 64 | |
| Public Company | Data Processing Services | 57 | |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.
51
| Subsidiary | Investment Managers | 51 |
| Public Company | Information Technology Services | 39 | |
| Extinct | Investment Banks/Brokers | 31 | |
| Public Company | Investment Banks/Brokers | 29 | |
ConvergEx Group LLC
 ConvergEx Group LLC Investment Banks/BrokersFinance ConvergEx Group LLC provides global brokerage and trading related services. The firm's services include commission management, trading, prime services, clearing, capital markets, independent research consulting, and FIX services. The company was founded in October 2006 and is headquartered in New York, NY.
25
| Extinct | Investment Banks/Brokers | 25 |
| Public Company | Financial Conglomerates | 24 | |
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.
14
| Subsidiary | Investment Managers | 14 |
ClearPoint Investment Partners LLC
 ClearPoint Investment Partners LLC Investment ManagersFinance ClearPoint Investment Partners LLC (Clearpoint Investment Partner) is a private equity firm founded in 2014 by Carty Y.K. Chock and Ingrid Mazul. The firm is headquartered in San Mateo, California.
11
| Private Company | Investment Managers | 11 |
Cognizant Technology Solutions GmbH
 Cognizant Technology Solutions GmbH Information Technology ServicesTechnology Services Part of Cognizant Technology Solutions Corp., Cognizant Technology Solutions GmbH provides professional, information technology, business consulting and process services. The company is based in Frankfurt, Germany.
9
| Subsidiary | Information Technology Services | 9 |
William Paterson University
8
| College/University | Other Consumer Services | 8 |
Computershare Ltd. (United Kingdom)
 Computershare Ltd. (United Kingdom) Investment ManagersFinance Part of Computershare Ltd., the British company operates a financial administration company. The company is based in Bristol, UK. The company was founded in 1995. The CEO is Nazir Sarkar.
8
| Subsidiary | Investment Managers | 8 |
E*TRADE Bank
 E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA.
6
| Subsidiary | Regional Banks | 6 |
BNY Securities Group
3
| Subsidiary | 3 | |
9101-6394 Québec, Inc.
 9101-6394 Québec, Inc. Movies/EntertainmentConsumer Services 9101-6394 Québec, Inc. operates as a beach club. It offers locker rental, food, rental for wakeboards and equipment, and beverages. The company was founded in 1995 and is headquartered in Pointe-Calumet, Canada.
2
| Private Company | Movies/Entertainment | 2 |
Scivantage, Inc.
 Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ.
2
| Subsidiary | Packaged Software | 2 |
Cowen Execution Services LLC
 Cowen Execution Services LLC Investment Banks/BrokersFinance Cowen Execution Services LLC provides brokerage services. The company was founded in 2002 and is headquartered in New York, NY.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joseph Velli via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| CISCO SYSTEMS, INC. | Telecommunications Equipment | Corporate Officer/Principal Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Director/Board Member | |
Ciklum Ltd.
 Ciklum Ltd. Information Technology ServicesTechnology Services Ciklum Ltd. provides information technology outsourcing services. It offers building and retention of software development, custom software development, project management and consulting services. The company also offers Web, e-commerce, cloud computing and mobile technology solutions. It serves the agencies, financial and banking services, entertainment and gaming, media and publishing and travel and hospitality industries. Ciklum was founded by Torben Majgaard in 2002 and is headquartered in Kiev, Ukraine. | Information Technology Services | Director/Board Member Private Equity Investor | |
| University of Bradford | College/University | Graduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
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 | Chief Operating Officer Corporate Officer/Principal 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 | Private Equity Analyst Private Equity Investor Corporate Officer/Principal | |
The Depository Trust & Clearing Corp.
 The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Chairman Director/Board Member | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| SMART PARKING LIMITED | Other Consumer Services | Chairman Director/Board Member Director/Board Member | |
| Columbia Business School | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
Computershare Voucher Services Ltd.
 Computershare Voucher Services Ltd. Other Consumer ServicesConsumer Services Computershare Voucher Services' Childcare Voucher scheme was launched in 1999 They have been providing Childcare Vouchers for over 10 years and today they employ a team of over 200 members of staff dedicated to the administration, management and development of Childcare Vouchers. More than 14,000 organizations offer their scheme Each month around 110,000 working parents are requesting Childcare Vouchers through more than 14,000 organizations. Many of the UK's leading businesses, including FTSE 350 companies and many SMEs rely on it to provide their Childcare Vouchers. Many public sector bodies including police forces, councils, NHS trusts and government departments also trust it to provide an efficient Childcare Voucher service. | Other Consumer Services | Chairman Chief Executive Officer Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Computershare South Africa (Pty) Ltd.
 Computershare South Africa (Pty) Ltd. Investment Banks/BrokersFinance Computershare South Africa operates share registries and computer bureaus. The firm develops, provides, and markets computer software programs. It also offers issuer services, custodial services, employee equity schemes, customer engagement, and proxy solicitation. The company is headquartered in Johannesburg, South Africa. | Investment Banks/Brokers | Chairman Chairman Director/Board Member | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Coopers & Lybrand Consulting, Inc. | Comptroller/Controller/Auditor Corporate Officer/Principal | ||
J.S. Held LLC
 J.S. Held LLC Miscellaneous Commercial ServicesCommercial Services J.S. Held LLC engages in the provision of property damage and construction consulting services. It offers construction, environmental health and safety, equipment, forensic architecture and engineering services, water and fire restoration, and forensic accounting and economics. The company was founded by Jerome S. Held in 1974 and is headquartered Jericho, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Rutgers State University of New Jersey | College/University | Director/Board Member Director/Board Member | |
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 | Director/Board Member Undergraduate Degree | |
United Way of Greater Rochester, Inc.
 United Way of Greater Rochester, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Greater Rochester, Inc. provides community services. The firm offers leadership programs, events, volunteering and day of caring, leadership development programs and sponsorship opportunities. The company was founded in 1918 and is headquartered in Rochester, NY. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Recognize Partners LP
 Recognize Partners LP Investment ManagersFinance Recognize Partners LP (Recognize Partners) is a private equity firm founded in 2019 by Francisco D' Souza, Charles Phillips, David Wasserman and Rajeev Mehta. The firm is headquartered in New York. | Investment Managers | Founder Founder | |
| Catholic Family Center | Chairman Director/Board Member | ||
AssetMark Trust Co.
 AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The company is based in Concord, CA. | Investment Managers | Chairman Director/Board Member | |
| University of Rochester Simon Business School | College/University | Masters Business Admin Masters Business Admin | |
Accommodations Plus, Inc.
 Accommodations Plus, Inc. Hotels/Resorts/Cruise linesConsumer Services Accommodations Plus, Inc. provides short-term corporate housing. The company is headquartered in Kirkland, WA. | Hotels/Resorts/Cruise lines | Director/Board Member Director/Board Member | |
| St. John Fisher College | College/University | Director/Board Member Undergraduate Degree | |
Consolidated Information Services Solutions LLC
 Consolidated Information Services Solutions LLC Internet Software/ServicesTechnology Services Part of Lovell Minnick Holdings LLC, Consolidated Information Services Solutions LLC is a market leader in mortgage technology, credit reporting, and related products and solutions for mortgage originators. The company is based in Broomall, PA. The company has over 4,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Consolidated Information Services Solutions prides itself on the best technology, solutions, and service in the industry. The CEO of the company is Jerry Haftmann. | Internet Software/Services | Director/Board Member Director/Board Member | |
United Way of New York City
 United Way of New York City Services to the Health IndustryHealth Services United Way of New York City diagnoses community challenges, design solutions to expand educational, income, and health opportunities. The company was founded in 2004 and is headquartered in New York, NY. | Services to the Health Industry | Chairman Director/Board Member | |
Xactus LLC
 Xactus LLC Information Technology ServicesTechnology Services Xactus LLC provides verification services for banks. The private company is based in Salisbury, MD and has subsidiaries in the United States. The CEO of the company is Perry Winter Steiner. | Information Technology Services | Director/Board Member Director/Board Member | |
Council of the Americas, Inc.
 Council of the Americas, Inc. Miscellaneous Commercial ServicesCommercial Services Council of the Americas, Inc. is a non-profit organization, which engages in the management of professional membership organization. It aims to promote economic and social development, open markets, rule of law, and democracy. The firm is composed of companies representing the sectors of banking and finance, consulting services, consumer products, energy and mining, manufacturing, media, technology, and transportation. The company was founded by David Rockefeller Sr. in 1965 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
Lessor A/S
 Lessor A/S Information Technology ServicesTechnology Services Lessor A/S offers software solutions for payroll, time and attendance registration, security planning, and human resources. It focuses on platform and applications for payroll and personnel solutions serving both small and large enterprises. The company was founded in 1972 and is headquartered in Allerod, Denmark. | Information Technology Services | Director/Board Member Director/Board Member | |
| VMWARE, INC. | Data Processing Services | Director of Finance/CFO Chairman | |
| University of London | College/University | Doctorate Degree Undergraduate Degree | |
The Bank of New York Mellon SA
 The Bank of New York Mellon SA Major BanksFinance The Bank of New York Mellon SA. engaged in the provision of financial services. It provided asset servicing, collateral management, and cash processing services. The company was founded in 1995 and was headquartered in Brussels, Belgium. | Major Banks | Director/Board Member Director/Board Member | |
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 | Chief Executive Officer Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 40 |
| Verenigd Koninkrijk | 4 |
| Oekraïne | 2 |
| Australië | 2 |
| Zuid-Afrika | 2 |
Sectoraal
| Consumer Services | 22 |
| Finance | 10 |
| Commercial Services | 9 |
| Technology Services | 7 |
| Electronic Technology | 2 |
Operationeel
| Director/Board Member | 546 |
| Corporate Officer/Principal | 217 |
| Independent Dir/Board Member | 138 |
| Chairman | 99 |
| Undergraduate Degree | 80 |
Sterkste connecties
| Insiders | |
|---|---|
| Ravi Kumar Singisetti | 35 |
| Bruce van Saun | 32 |
| Vinita Kundanlal Bali | 31 |
| Sandra Wijnberg | 29 |
| Jonathan Chadwick | 27 |
| David Flaschen | 27 |
| Kara Wilson | 27 |
| Paul Reynolds | 26 |
| Joseph Tucci | 25 |
| Jeff Dale Lovell | 25 |
| Rohit Bhagat | 25 |
| Maureen Breakiron-Evans | 23 |
| Karen Peetz | 22 |
| Thomas Renyi | 22 |
| Thomas Bonadio | 22 |
- Beurs
- Insiders
- Joseph Velli
- Bedrijfsconnecties
