Phil Kastenholz
Analyst-Equity bij Aspiriant LLC
Oorsprong van het eerstegraads netwerk van Phil Kastenholz
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Marquette University
67
| College/University | Other Consumer Services | 67 |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.
48
| Private Company | Investment Managers | 48 |
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010.
15
| Subsidiary | Investment Managers | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Phil Kastenholz via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member | |
Aspiriant Holdings S5 LLC
 Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer 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 Corporate Officer/Principal Corporate Officer/Principal | |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Aspiriant Holdings 4 LLC
 Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Quarles & Brady LLP
 Quarles & Brady LLP Miscellaneous Commercial ServicesCommercial Services Quarles & Brady LLP provides legal services. The firm offers data privacy and security, employee benefits, energy, environment and natural resources, real estate and tax services. The company was founded in 1892 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Doctorate Degree Masters Business Admin Graduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Stark & Roth LLC
 Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Golden Gate University | College/University | Graduate Degree Graduate Degree | |
Mason Wells Inc(Private Equity)
 Mason Wells Inc(Private Equity) Investment ManagersFinance Mason Wells Inc (Private Equity)(Mason Wells) is a private equity subsidiary of Marshall & Ilsley Corporation founded in 1998 by John Thomas Byrnes. The firm is headquartered in the Milwaukee, Wisconsin. | Investment Managers | Private Equity Investor Private Equity Investor | |
| University of Wisconsin-Milwaukee | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Aspiriant Risk-Managed Real Asset Fund
 Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Trading-Equity Trading-Equity | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
Deloitte Tax LLP
 Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Other Consumer Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Weatherhead School of Management | College/University | Masters Business Admin Masters Business Admin | |
Bank First NA (Manitowoc, Wisconsin)
 Bank First NA (Manitowoc, Wisconsin) Major BanksFinance Part of Bank First Corp., Bank First NA is a financial institution based in Manitowoc, WI. The company offers a range of banking services, including the use of CardValet to manage debit card transactions. Customers can use CardValet to turn their card on and off, set locations where the card can be used, restrict transactions, establish limits, and schedule alerts. Michael B. Molepske has been the CEO of the company since 2005. | Major Banks | Chairman Director/Board Member | |
State Bar of Wisconsin
 State Bar of Wisconsin Miscellaneous Commercial ServicesCommercial Services State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California San Diego | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
| BANK FIRST CORPORATION | Regional Banks | Chairman Director/Board Member | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
General Nutrition Centers, Inc.
 General Nutrition Centers, Inc. Food RetailRetail Trade General Nutrition Centers, Inc. engages in the retail of nutritional supplementary products. It provides vitamin, mineral, herbal and other specialty supplements and sports nutrition, diet and energy products. The company was founded in October 2003 and is headquartered in Pittsburgh, PA. | Food Retail | Corporate Officer/Principal | |
| The College of New Jersey | College/University | Undergraduate Degree | |
| St. Mary's College (Indiana) | College/University | Undergraduate Degree | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Investment Managers | Corporate Officer/Principal | |
| Best Buy | Real Estate Development | Corporate Officer/Principal | |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Trading-Equity | |
Fitch, Even, Tabin & Flannery LLP
 Fitch, Even, Tabin & Flannery LLP Miscellaneous Commercial ServicesCommercial Services Fitch, Even, Tabin & Flannery LLP engages in intellectual property and technology-related law. Its services include copyrights, entertainment and media, parent post-issuance proceedings and trade secrets. The company was founded in 1859 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Chicago-Kent College of Law | College/University | Graduate Degree | |
American Intellectual Property Law Association
 American Intellectual Property Law Association Miscellaneous Commercial ServicesCommercial Services The American Intellectual Property Law Association (AIPLA) is a professional organization that provides education, advocacy, and networking opportunities for intellectual property (IP) law practitioners. The organization is based in Arlington, VA and offers a variety of resources for its members, including access to committees focused on specific areas of IP law, continuing legal education (CLE) courses, and publications such as the quarterly journal and Innovate magazine. AIPLA also advocates for policies that support the protection of IP rights and provides resources for students and the public. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Verenigd Koninkrijk | 2 |
| Bulgarije | 2 |
Sectoraal
| Finance | 23 |
| Consumer Services | 19 |
| Commercial Services | 8 |
| Miscellaneous | 3 |
| Retail Trade | 2 |
Operationeel
| Corporate Officer/Principal | 133 |
| Undergraduate Degree | 99 |
| Director/Board Member | 64 |
| Portfolio Manager-Equities | 53 |
| Analyst-Equity | 44 |
Sterkste connecties
| Insiders | |
|---|---|
| Gregory Myers | 18 |
| Michael Higgins | 13 |
| Ken Anderson | 13 |
| Rachmat Harsono | 12 |
| Neil Charles Hokanson | 10 |
| Michael Nannizzi | 10 |
| Stephen Timothy Kochis | 9 |
| Bob Wagman | 9 |
| Bridget M. Freas | 8 |
| John Miller | 8 |
| Randy Rae | 8 |
| John David Allen | 8 |
| John Dowling Kirkpatrick | 7 |
| Carl David Forster | 7 |
| Judy Heun | 7 |
- Beurs
- Insiders
- Phil Kastenholz
- Bedrijfsconnecties
