Ross Chapin
Director/Board Member chez Joshua Green Corp.
Profil
Ross Karl Chapin is the founder of Orca Bay Partners, which was founded in 1998.
He held the position of Managing Director in 2012.
Mr. Chapin's current job is as an Independent Director at Joshua Green Corp.
Mr. Chapin's former jobs include Chairman at 1838 Investment Advisors LP and Painewebber & Co., Inc., Director-Business Development at Parametric Portfolio Associates LLC, Director at EnvestnetPMC, Inc., Director at Flow Solutions, Inc., and Independent Director at Envestnet, Inc. from 2001 to 2023, where he held the position of Independent Director from 2020 to 2023.
Mr. Chapin's education includes an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from Denison University.
Mr. Chapin is also the founder of Capstan Partners.
Postes actifs de Ross Chapin
| Sociétés | Poste | Début |
|---|---|---|
Joshua Green Corp.
 Joshua Green Corp. Financial ConglomeratesFinance Joshua Green Corp. provides investment services for shipping, banking, and insurance sectors. It seeks investment opportunities in both privately owned companies, commercial, and retail real estate markets. The company was founded in 1930 and is headquartered in Seattle, WA. | Director/Board Member | - |
Anciens postes connus de Ross Chapin
| Sociétés | Poste | Fin |
|---|---|---|
| ENVESTNET, INC. | Chairman | 30/03/2020 |
Orca Bay Partners
 Orca Bay Partners Investment ManagersFinance Founded in 1998 by Ross Chapin, Stanley McCammon and John McCaw, Orca Bay Partners is a private equity investment firm located in Seattle, Washington | Founder | 03/10/2012 |
Flow Solutions, Inc.
 Flow Solutions, Inc. Industrial MachineryProducer Manufacturing Flow Solutions, Inc. provides products services & solutions for fluid Filtration, Separation, Monitoring & control. Flow Solutions services clients around the country through regional offices and warehouses in California, Washington, Utah, Idaho, Texas and Colorado. | Director/Board Member | 16/04/2007 |
EnvestnetPMC, Inc.
 EnvestnetPMC, Inc. Packaged SoftwareTechnology Services EnvestnetPMC, a provider of managed accounts and practice management technologies for financial advisors,it merge with Net Asset Management, a Los Angeles-based provider of Web-based managed account technology to financial institutions and advisory firms. The combined company will operate under the name EnvestNet Asset Management. | Director/Board Member | 23/01/2006 |
1838 Investment Advisors LP
 1838 Investment Advisors LP Investment ManagersFinance In the year 1838, Francis Drexel founded Drexel and Company in Philadelphia. 1838 Investment Advisors LLC is the successor to Drexel. 1838 manages portfolios for corporate and public employee benefit plans, Taft Hartley funds, hospitals, foundations, endowments, insurance organizations and high net worth individuals. 1838 is a subsidiary of MBIA, Inc. (NYSE: MBI) | Chairman | 16/08/2005 |
Formation de Ross Chapin
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Denison University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Entreprise privées | 10 |
|---|---|
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Finance |
1838 Investment Advisors LP
1838 Investment Advisors LP Investment ManagersFinance In the year 1838, Francis Drexel founded Drexel and Company in Philadelphia. 1838 Investment Advisors LLC is the successor to Drexel. 1838 manages portfolios for corporate and public employee benefit plans, Taft Hartley funds, hospitals, foundations, endowments, insurance organizations and high net worth individuals. 1838 is a subsidiary of MBIA, Inc. (NYSE: MBI) | Finance |
Wells Fargo Investments LLC
 Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |
EnvestnetPMC, Inc.
EnvestnetPMC, Inc. Packaged SoftwareTechnology Services EnvestnetPMC, a provider of managed accounts and practice management technologies for financial advisors,it merge with Net Asset Management, a Los Angeles-based provider of Web-based managed account technology to financial institutions and advisory firms. The combined company will operate under the name EnvestNet Asset Management. | Technology Services |
Joshua Green Corp.
Joshua Green Corp. Financial ConglomeratesFinance Joshua Green Corp. provides investment services for shipping, banking, and insurance sectors. It seeks investment opportunities in both privately owned companies, commercial, and retail real estate markets. The company was founded in 1930 and is headquartered in Seattle, WA. | Finance |
Orca Bay Partners
Orca Bay Partners Investment ManagersFinance Founded in 1998 by Ross Chapin, Stanley McCammon and John McCaw, Orca Bay Partners is a private equity investment firm located in Seattle, Washington | Finance |
Flow Solutions, Inc.
Flow Solutions, Inc. Industrial MachineryProducer Manufacturing Flow Solutions, Inc. provides products services & solutions for fluid Filtration, Separation, Monitoring & control. Flow Solutions services clients around the country through regional offices and warehouses in California, Washington, Utah, Idaho, Texas and Colorado. | Producer Manufacturing |
| Capstan Partners | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Finance |
