Joshua David Mayer
Directeur/Bestuurslid bij Advisor Credit Exchange LLC
Oorsprong van het eerstegraads netwerk van Joshua David Mayer
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
| Public Company | Packaged Software | 54 | |
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA.
6
| Holding Company | Internet Software/Services | 6 |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA.
4
| Holding Company | Financial Conglomerates | 4 |
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE.
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| Subsidiary | Electronics Distributors | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joshua David Mayer via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Director/Board Member Investment Committee Member Chief Executive Officer Corporate Officer/Principal Chief Operating Officer | |
| YODLEE INC | Data Processing Services | Director/Board Member Director/Board Member Chief Executive Officer Chief Executive Officer | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Corporate Officer/Principal Graduate Degree Graduate Degree | |
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Fidelity Investments, Inc.
 Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Foundation Capital LLC
 Foundation Capital LLC Investment ManagersFinance Foundation Capital LLC (Foundation Capital) is a venture capital firm founded in 1995 by Bill Elmore, Kathryn Gould, and Jim Anderson. The firm is headquartered in Palo Alto, California. | Investment Managers | Founder Private Equity Investor | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
Tamarac, Inc.
 Tamarac, Inc. Investment ManagersFinance Tamarac, Inc. provides portfolio management technology. The firm provides web-based rebalancing and trade order management solutions for financial advisors. It offers advisor, investment strategy management platform that automates portfolio rebalancing, cash management, and directed trading. It also provides supporting and consulting services. The company was founded by Clive Matthew Springer in 2000 and is headquartered in Seattle, WA. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Treasurer Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member Director/Board Member | |
| Sallus Retirement LLC | Director/Board Member Chief Executive Officer | ||
| Dartmouth College | College/University | Undergraduate Degree | |
Blackstone Alternative Alpha Fund
 Blackstone Alternative Alpha Fund Investment Trusts/Mutual FundsMiscellaneous Blackstone Alternative Alpha Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek to earn long-term risk-adjusted returns. The company was founded on April 1, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Michigan State University | College/University | Undergraduate Degree | |
Institutional Capital Network, Inc.
 Institutional Capital Network, Inc. Packaged SoftwareTechnology Services Institutional Capital Network, Inc. engages in the development of online investment platform. It provides investors with access to private fund managers and allows them to invest in funds. The company was founded by John Robertshaw, Daniel J. Vene, Philip B. Pool, Jr., and Nick Veronis in 2013 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Investment Managers | Director/Board Member | |
| Tiburon Partners LP | Corporate Officer/Principal | ||
Executive Leadership Council, Inc.
 Executive Leadership Council, Inc. Miscellaneous Commercial ServicesCommercial Services Executive Leadership Council, Inc. operates as a preeminent member organization for the development of global black leaders. It increase the number of successful black executives both domestically and internationally by adding value to their development, leadership, and philanthropic endeavors throughout the life-cycle of their careers thereby strengthening their companies, organizations and communities. The company was founded in 1986 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Investment Managers | Director/Board Member | |
| The Investment Management Institute | Director/Board Member | ||
| LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Director/Board Member | |
DPL Financial Partners LLC
 DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Insurance Brokers/Services | Director/Board Member | |
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 | |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member | |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| SA Funds – Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
| Anira Advisory Group Roosevelt Fund LP | Director/Board Member | ||
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Wheelhouse Analytics LLC
 Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Packaged Software | Chief Executive Officer | |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Miscellaneous Commercial Services | Chief Executive Officer | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Cigna Group Insurance | Corporate Officer/Principal | ||
Coates Analytics Group LP
 Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates. | Packaged Software | Founder | |
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| University of South Florida | College/University | Undergraduate Degree | |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | Packaged Software | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Brazilië | 2 |
Sectoraal
| Finance | 18 |
| Consumer Services | 12 |
| Technology Services | 8 |
| Commercial Services | 5 |
| Electronic Technology | 3 |
Operationeel
| Director/Board Member | 365 |
| Independent Dir/Board Member | 164 |
| Corporate Officer/Principal | 134 |
| Undergraduate Degree | 52 |
| Chief Executive Officer | 29 |
Sterkste connecties
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 68 |
| Bill Elmore | 51 |
| Gregory Smith | 24 |
| Yves Sisteron | 23 |
| Anil Arora | 23 |
| Gayle Crowell | 21 |
| Luis Aguilar | 21 |
| James Fox | 20 |
| Patrick Hackett | 20 |
| Barbara Turner | 18 |
| Wendy Lane | 18 |
| Paul Koontz | 16 |
| Charles M. Roame | 15 |
| Matt Hersh | 13 |
- Beurs
- Insiders
- Joshua David Mayer
- Bedrijfsconnecties
