Oorsprong van het eerstegraads netwerk van Loren Pierson
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.
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| Holding Company | Investment Managers | 14 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Loren Pierson via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal | |
ADVENT SOFTWARE, INC. | Information Technology Services | Corporate Officer/Principal | |
FUJITSU LIMITED | Information Technology Services | Sales & Marketing | |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
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 | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal | |
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Director/Board Member | |
CPA.com
CPA.com Miscellaneous Commercial ServicesCommercial Services CPA.com engages in the provision of digital products and services for accounting professionals. Its client services include bill management, client accounting, human capital management, and sales and use tax. It also provides practice management solutions such as audit confirmations, workflow automation for companies and public accounting firms, financial statement Clearinghouse, learning management system, and Mail@CPA.com. The company was founded in 2001 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Dentrix Dental Systems, Inc.
Dentrix Dental Systems, Inc. Packaged SoftwareTechnology Services Dentrix Dental Systems, Inc. provides clinically-based dental practice management systems. Its products include practice management software for dental offices, imaging software, patient education software, blood pressure monitoring software, computer-based training software, voice recognition software and other products designed for the dental office experience. The company was founded in 1985 and is headquartered in American Fork, UT. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
SG2
SG2 Internet Software/ServicesTechnology Services Part of Experian Plc, SG2 is a French company that provides information technology services. The company is based in Cocheren, France. SG2 was acquired by GUS Plc on February 01, 1998 for $114.47 million. | Internet Software/Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
ContentGuard, Inc.
ContentGuard, Inc. Packaged SoftwareTechnology Services ContentGuard, Inc. produces digital content software solutions. The firm provides a universal method for specifying rights and issuing permissions (licenses) associated with works. The company was founded in 2000 and is headquartered in Kirkland, WA. | Packaged Software | Chief Operating Officer | |
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 | Undergraduate Degree | |
Davidson College | College/University | Undergraduate Degree | |
Middlebury College | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of the Pacific
University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Graduate Degree | |
Patterson Dental Supply, Inc.
Patterson Dental Supply, Inc. Medical SpecialtiesHealth Technology Patterson Dental Supply, Inc. provides consumable dental products and equipment. It offers clinical and laboratory equipment. The firm also offers convention and seminars, financial and technical services. The company was founded in 1877 and is headquartered in St. Paul, MN. | Medical Specialties | Corporate Officer/Principal Corporate Officer/Principal | |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer Director/Board Member | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer | |
AmeriLife Group LLC
AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL. | Investment Managers | Director/Board Member | |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
AssetMark Retirement Services, Inc.
AssetMark Retirement Services, Inc. Investment ManagersFinance AssetMark Retirement Services, Inc. provides financial services. Its services include wealth, retirement, and trust. The company was founded in 1994 and is headquartered in State College, PA. | Investment Managers | President | |
Rollins College, Inc. | College/University | Graduate Degree | |
Wonderful Citrus LLC
Wonderful Citrus LLC Agricultural Commodities/MillingProcess Industries Wonderful Citrus LLC engages in production, packing, and distribution of fresh citrus. It offers grapefruits, mandarins, lemons, limes, and oranges. Its products are sold through brands including Wonderful Halos, Wonderful Sweet Scarletts, Paramount Citrus, Texas Grown Red Grapefruit, Ultimate, Kashu Gold Oranges, Gold Buckle Oranges, Satin Oranges, Blue Goose Minneolas, and Belt Oranges. The company was founded by Lou Ghiz in 1950 and is headquartered in Delano, CA. | Agricultural Commodities/Milling | President | |
Douglass & Associates Ltd.
Douglass & Associates Ltd. Miscellaneous Commercial ServicesCommercial Services Douglass & Associates Ltd. provides legal services. The private company is based in Cordova, TN. The company was founded by Susan Douglass Quirk. | Miscellaneous Commercial Services | Founder | |
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 | |
Resource Planning Group Ltd.
Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Investment Managers | Chief Executive Officer | |
Terra Firma Financial LLC
Terra Firma Financial LLC Investment ManagersFinance Terra Firma Financial LLC provides investment advice. The private company is based in Alpharetta, GA. | Investment Managers | Corporate Officer/Principal | |
Towers Perrin Capital Corp. | Consultant / Advisor | ||
Harvard Business School | College/University | Masters Business Admin | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
Ibotta, Inc.
Ibotta, Inc. Packaged SoftwareTechnology Services Ibotta, Inc. is a performance marketing platform allowing brands to deliver digital promotions to hundreds of millions of consumers through a network of publishers called the Ibotta Performance Network (IPN). The IPN allows marketers to influence what people buy, and where and how often they shop - all while paying only when their campaigns directly result in a sale. The company was founded by Bryan W. Leach on October 31, 2011 and is headquartered in Denver, CO. | Packaged Software | Director of Finance/CFO | |
Wavemaker Three-Sixty Health
Wavemaker Three-Sixty Health Investment ManagersFinance Wavemaker Three-Sixty Health (Wavemaker 360) is an independent private equity/venture capital firm founded in 2018 by John G. Nackel. The firm is headquartered in Pasadena, California. | Investment Managers | Consultant / Advisor | |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member | |
GOODRX HOLDINGS, INC. | Internet Software/Services | Director of Finance/CFO | |
Gallagher Healthcare Ltd.
Gallagher Healthcare Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Gallagher Healthcare Holdings Ltd., Gallagher Healthcare Ltd. provides business support services. The company is based in Ayrshire, UK. Founded in 2004. | Miscellaneous Commercial Services | Private Equity Investor | |
SIH ACA Topco LP
SIH ACA Topco LP Information Technology ServicesTechnology Services SIH ACA Topco LP is a governance, risk, and compliance advisor in financial services. SIH ACA Topco is based in New York, NY and has subsidiaries in the United States. The company empowers clients to reimagine GRC and protect and grow their business by integrating advisory, managed services, and distribution solutions with their ComplianceAlpha® regulatory technology platform. The company has a team of former regulators and practitioners with a deep understanding of the regulatory landscape. The company was founded in 2002, and Patrick Michael Olson has been the CEO of the company since 2023. | Information Technology Services | Director/Board Member | |
REGIS ACQUISITION INC.
REGIS ACQUISITION INC. Investment ManagersFinance Part of Mercer Advisors, Inc., Regis Acquisition Inc. is a company that provides investment advice. The company is based in Denver, CO. The company was founded in 2003. The CEO is David Charles Welling. | Investment Managers | Chief Executive Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 46 |
Japan | 2 |
Frankrijk | 2 |
Canada | 2 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 17 |
Technology Services | 13 |
Consumer Services | 12 |
Commercial Services | 6 |
Miscellaneous | 2 |
Operationeel
Corporate Officer/Principal | 30 |
Director/Board Member | 28 |
President | 10 |
Chief Executive Officer | 9 |
Undergraduate Degree | 9 |
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