Natalie Wolfsen
Chief Executive Officer chez Orion Advisor Technology LLC
Fortune : 13 M $ au 31/03/2024
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Eric Clarke | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 25 ans |
Charles Goldman | M | 62 |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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.
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 19 ans |
Ryan Bruce Beach | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 5 ans |
Jonathan Baum | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 8 ans |
Randy Lambert | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
Todd Crockett | M | 54 |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 9 ans |
Michael Katchen | M | - |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Alaina Kleinman | F | - | 3 ans | |
Julien Albertini | M | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | 11 ans |
Edward Kennedy | M | 62 |
American Association of People With Disabilities
| 7 ans |
Noreen Beaman | F | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
John Masi | M | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | 12 ans |
Christian T. Heck | M | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | 11 ans |
Mukesh Mehta | M | 57 | 11 ans | |
Lori Hardwick | F | 55 |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
Sun Ying | M | 48 | 8 ans | |
Matthew Brian Boersen | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
Peter Crawford | M | 55 | 23 ans | |
Siddharth Ramakrishnan | M | - |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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.
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 3 ans |
Bryan D. Lin | M | 54 | 5 ans | |
Paula Sneed | F | 76 | 22 ans | |
M. Burns | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 9 ans |
Liz Miller | F | 59 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
Ed Meigs | M | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | 13 ans |
Sean Slein | M | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | 13 ans |
Stefanie L. Bachhuber | F | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | 13 ans |
Tim Heier | M | - | 25 ans | |
Rhonda Goldberg | F | - |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Nazim Cetin | M | 47 |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Roberta S. Karmel | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
Alexander G. Rozman | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
Brian McLaughlin | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
David Zhang | M | - |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Xiaoning Jiao | F | 52 | 4 ans | |
Lei Wang | M | 51 | 4 ans | |
Lonie Haynes | M | - |
American Association of People With Disabilities
| - |
Aneri Jambusaria | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 3 ans |
Nancy Smith | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 3 ans |
James O’Sullivan | M | - |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
David McNatt | M | 49 |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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. | 9 ans |
Kyle Hiatt | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
Christine Griffin | F | 69 |
American Association of People With Disabilities
| - |
Neesha Hathi | F | 50 | 20 ans | |
Daniel Applegarth | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 14 ans |
Yi Zhou | M | 55 | 8 ans | |
Maxwell Motschwiller | M | - |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Anthony Salewski | M | 49 |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
Som Seif | M | - |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Christian Chan | M | - | 2 ans | |
Todd Patrick Clarke | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
Patrick Pichette | M | 61 |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Brett Huneycutt | M | - |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Keris Jän Myrick | F | - |
American Association of People With Disabilities
| - |
Joyce A. Bender | F | - |
American Association of People With Disabilities
| - |
Clara Jackson | F | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
Andrew Bahl | M | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | 13 ans |
Vernon Barback | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | - |
Nigel Murtagh | M | 60 | 24 ans | |
William K. Ris | M | - |
American Association of People With Disabilities
| - |
Ryan Donovan | M | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | 10 ans |
Paul Desmarais | M | 41 |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The private company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | - |
Richard Sherlock | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 3 ans |
Jonathan Craig | M | 52 | 24 ans | |
Ralph Boyd | M | 67 |
American Association of People With Disabilities
| - |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Dave Pottruck | M | 75 | 20 ans | |
David Fisher | M | 54 | - | |
Dawn Lepore | F | 70 | 17 ans | |
Jason Terrance Thomas | M | - |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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. | 7 ans |
Alicia Reese | F | - |
University of California, Los Angeles
| 4 ans |
Ricardo Oliveira | M | - |
University of California, Los Angeles
| 5 ans |
Richard Salmen | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 5 ans |
Jesse Draper | F | - |
University of California, Los Angeles
| 4 ans |
Rajeev R. Sharan | M | - |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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. | 5 ans |
Yu Hin Wang | M | 38 |
University of California, Los Angeles
| 8 ans |
Susan John | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
Nima Khajehnouri | M | - |
University of California, Los Angeles
| 4 ans |
Jack Brod | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
Mike Cheng | M | - |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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. | 7 ans |
Kamila McDonnough | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
Matt McGowan | M | - | 2 ans | |
Edward Fan | M | - |
University of California, Los Angeles
| 5 ans |
Jeffrey T. Brown | M | - | - | |
Jerry Chafkin | M | 65 | 15 ans | |
Joseph Velli | M | 66 | - | |
Patricia Guinn | F | 69 | - | |
Linnet F. Deily | F | 78 | 5 ans | |
Steven Scheid | M | 70 | 6 ans | |
Robert Wilson | M | 83 | 16 ans | |
Kevin M. Kuzio | M | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | 13 ans |
Rachel Benepe | F | - |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | - |
Brian Lowery | M | - |
University of California, Los Angeles
| 5 ans |
Davin Andrew Gibbins | M | - |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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. | 7 ans |
Jay L. Allen | M | 67 | - | |
Rohit Bhagat | M | 60 | - | |
Scott A. Henry | M | - |
University of California, Los Angeles
| 2 ans |
Dan Moisand | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
Hovhannes Adamyan | M | - |
University of California, Los Angeles
| 4 ans |
Tricia A. Fahnoe | F | - |
University of California, Los Angeles
| 2 ans |
Sean Foster | M | - |
University of California, Los Angeles
| 2 ans |
Matt Balaker | M | - |
University of California, Los Angeles
| 4 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 90 | 90,00% |
Canada | 10 | 10,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Natalie Wolfsen
- Réseau Personnel