Thomas Olchon
Portefeuillebeheerder-Aandelen bij Evercore Wealth Management LLC
Oorsprong van het eerstegraads netwerk van Thomas Olchon
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.
33
| Subsidiary | Investment Managers | 33 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Thomas Olchon via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Chairman Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Chief Investment Officer Chief Investment Officer Chief Executive Officer Investment Committee Member | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| St. John's University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| The State University of New York | 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 | Undergraduate Degree Undergraduate Degree | |
| University of South Florida | College/University | Undergraduate Degree | |
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 | |
SunTrust Bank (Richmond Branch)
 SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal | |
| Florida International University | College/University | Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| EVERCORE INC. | Investment Banks/Brokers | Chief Investment Officer | |
The Children's Health Fund
 The Children's Health Fund Medical/Nursing ServicesHealth Services The Children's Health Fund is a non-profit organization, which engages in the provision of healthcare services for kids. It offers Blue Bus, a pediatric mobile medical clinic that offers curbside checkups and treatments. The firm also supports the Terra Firma project, a program the provides healthcare, mental health support, and legal assistance for unaccompanied immigrant minors. The company was founded by Irwin E. Redlener, Karen B. Redlener, and Paul Simon in 1987 and is headquartered in New York, NY. | Medical/Nursing Services | Director/Board Member | |
| Bucknell University | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree | |
| University of Denver | College/University | Graduate Degree | |
| Berkeley Law University of California | College/University | Graduate Degree | |
| McDonough School of Business | College/University | Masters Business Admin | |
| Graduate School of Business | College/University | Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree | |
Milken Family Foundation
 Milken Family Foundation Investment Trusts/Mutual FundsMiscellaneous The Milken Family Foundation is a philanthropic organization founded by Michael and Lowell Milken in 1982. The foundation is based in Santa Monica, CA. The foundation's mission is to unlock the power of human potential through innovations in education and to empower people to help themselves and those around them live productive, satisfying lives. The foundation has partnered with NAMI Westside LA to provide programmatic and operational support for mental health initiatives. The Lowell Milken Center, a division of the foundation, discovers, develops, and communicates the stories of unsung heroes who have made a profound and positive difference on the course of history. The non-profit company was founded by Michael Robert Milken. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
| Rice University | College/University | Masters Business Admin | |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree | |
| University of Illinois | College/University | Graduate Degree | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Corporate Officer/Principal | |
myCIO Wealth Partners LLC
 myCIO Wealth Partners LLC Investment ManagersFinance myCIO Wealth Partners LLC (myCIO) is a registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded in 2005 as the result of Ernst & Young's decision to exit the investment and wealth advisory industry due to the Sarbanes-Oxley Act. They are a subsidiary of Union Acquisition LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in 2015. myCIO provides financial consulting services to investment assets of individuals, families, endowments, defined contribution and defined benefit plans, and trusts. | Investment Managers | Corporate Officer/Principal | |
| Assumption College | College/University | Undergraduate Degree | |
Desautels Capital Management, Inc.
 Desautels Capital Management, Inc. Investment ManagersFinance Desautels Capital Management, Inc. operates as an investment management firm. The firm offers students in the honours investment management program and the masters of management in finance program. The company was founded in 2009 and is headquartered in Montréal, Canada. | Investment Managers | Corporate Officer/Principal | |
RBC Capital Markets LLC (Investment Management)
 RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Investment Managers | Corporate Officer/Principal | |
Flexpoint Ford LLC
 Flexpoint Ford LLC Investment ManagersFinance Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york. | Investment Managers | Private Equity Investor | |
| McGill University | College/University | Undergraduate Degree | |
Apax Partners, Inc.
 Apax Partners, Inc. Investment ManagersFinance Founded in 1976, Apax Partners, Inc. is a venture capital/private equity firm located in New York City. The firm is a subsidiary of London-based Apax Partners LLP | Investment Managers | Private Equity Analyst | |
The Connable Office, Inc.
 The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is an independent multi-family office headquartered in Kalamazoo, Michigan. It was founded in the late 1800s. The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. | Investment Managers | Corporate Officer/Principal | |
| Palm Beach Atlantic University, Inc. | College/University | Corporate Officer/Principal | |
| Ithaca College | College/University | Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Canada | 3 |
| Israël | 2 |
Sectoraal
| Consumer Services | 27 |
| Finance | 22 |
| Commercial Services | 2 |
| Health Services | 2 |
| Miscellaneous | 2 |
Operationeel
| Corporate Officer/Principal | 52 |
| Portfolio Manager-Equities | 37 |
| Undergraduate Degree | 30 |
| Masters Business Admin | 13 |
| Portfolio Manager-Fixed Income | 12 |
Sterkste connecties
| Insiders | |
|---|---|
| Jeff Maurer | 14 |
| Jewelle Bickford | 11 |
| Tom Mahowald | 10 |
| Michael Kirkbride | 8 |
| Jim Holihan | 8 |
| Tim Evnin | 7 |
| Gary Gildersleeve | 7 |
| John Apruzzese | 7 |
| Sean Saggi | 6 |
| Martha K. Pomerantz | 6 |
| Tim Barrett | 6 |
| Howard Cure | 6 |
| Brian D. Pollak | 6 |
| Steve Chung | 5 |
| Aldo Palles | 5 |
- Beurs
- Insiders
- Thomas Olchon
- Bedrijfsconnecties