Brian Presti
Chief Investment Officer bij TFC Financial Management, Inc.
Oorsprong van het eerstegraads netwerk van Brian Presti
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The Trustees of Columbia University in The City of New York
637
| College/University | Other Consumer Services | 637 |
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.
79
| Subsidiary | Investment Managers | 79 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.
34
| Private Company | Investment Managers | 34 |
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.
7
| Subsidiary | Investment Managers | 7 |
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations.
6
| Private Company | Investment Managers | 6 |
Harvest Capital Management, Inc.
 Harvest Capital Management, Inc. Investment ManagersFinance Founded in 1995 by Marshall Rowe, Harvest Capital Management, Inc. is a wealth management firm and registered investment advisor located in Concord, New Hampshire. The firm specializes in managing portfolios for high net-worth individuals.
2
| Extinct | Investment Managers | 2 |
D. L. Carlson Investment Group, Inc.
 D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors.
2
| Private Company | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brian Presti via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Mobil Corp.
 Mobil Corp. Oil & Gas ProductionEnergy Minerals Mobil Corp. operates primarily in the petroleum industry. The company is headquartered in The Woodlands, TX. | Oil & Gas Production | Director/Board Member Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Chief Administrative Officer Chief Administrative Officer Sales & Marketing Director/Board Member Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Undergraduate Degree | |
Neville, Rodie & Shaw, Inc.
 Neville, Rodie & Shaw, Inc. Investment ManagersFinance Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Investment Managers | Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| JPMORGAN CHASE & CO. | Major Banks | Director/Board Member Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal 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 Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
Skadden, Arps, Slate, Meagher & Flom LLP
 Skadden, Arps, Slate, Meagher & Flom LLP Miscellaneous Commercial ServicesCommercial Services Skadden, Arps, Slate, Meagher & Flom LLP provides legal advisory services. Its practice areas include mergers and acquisitions, finance, litigation, corporate finance, insurance, tax, labor and employment, political law, private equity, corporate, antitrust, white collar crime, international, regulatory, and legislation. The company was founded by Marshall Skadden, John Slate, and Les Arps in 1948 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Doctorate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Columbia Law School | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Lowenstein Sandler LLP
 Lowenstein Sandler LLP Miscellaneous Commercial ServicesCommercial Services Lowenstein Sandler LLP provides legal services. It offers services in the fields of bankruptcy, financial reorganization, creditors’ rights, corporate law, employment and labor, employee benefits, executive compensation, investment management, hedge funds, litigation, real estate, and more. The company was founded by Alan V. Lowenstein in 1961 and is headquartered in Roseland, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Medical School | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Schwab Investor Services | Human Resources Officer Corporate Officer/Principal | ||
| New York University | College/University | Graduate Degree Undergraduate Degree | |
American Academy of Arts & Sciences
 American Academy of Arts & Sciences Miscellaneous Commercial ServicesCommercial Services The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Director/Board Member Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Federal Reserve Bank of New York | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
| Hartwick College | College/University | Undergraduate Degree Undergraduate Degree | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Barnard College | College/University | Director/Board Member Undergraduate Degree | |
RLS Moscow LLC
 RLS Moscow LLC Air Freight/CouriersTransportation RLS Moscow LLC provides domestic and international freight forwarding, warehousing, and transportation services. It offers cargo storage & handling services, and operates its own network of distribution and cross-docking platforms in Russia. The company was founded in 1996 and is headquartered in Moscow, Russian Federation. | Air Freight/Couriers | Director/Board Member | |
| SHIFTCARBON INC. | Information Technology Services | Director/Board Member | |
| Yeshiva University | College/University | Undergraduate Degree | |
International Creative Management Partners LLC
 International Creative Management Partners LLC Media ConglomeratesConsumer Services International Creative Management Partners LLC operates as a talent and literary agency in the entertainment industry. It manages talents in the fields of motion picture, television, publishing, theater, brand entertainment, and lectures. The company was founded in 1975 and is headquartered in Los Angeles, CA. | Media Conglomerates | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Brazilië | 2 |
| Canada | 2 |
| Rusland | 2 |
Sectoraal
| Consumer Services | 23 |
| Finance | 14 |
| Commercial Services | 7 |
| Energy Minerals | 2 |
| Industrial Services | 2 |
Operationeel
| Director/Board Member | 242 |
| Corporate Officer/Principal | 206 |
| Undergraduate Degree | 97 |
| Independent Dir/Board Member | 66 |
| Graduate Degree | 50 |
Sterkste connecties
| Insiders | |
|---|---|
| Curt LaBelle | 31 |
| Charles Homcy | 29 |
| David Bonita | 27 |
| Merit Janow | 27 |
| David Tolley | 25 |
| Dawn Lepore | 25 |
| Amol Sarva | 21 |
| Gerald Lieberman | 19 |
| Scott Ostfeld | 16 |
| Helene L. Kaplan | 16 |
| Susan Y. Choe | 15 |
| Giorgio di Giorgio | 14 |
| Saurin Dinesh Shah | 14 |
| Chris Paldino | 13 |
| Steven Gutterman | 13 |
- Beurs
- Insiders
- Brian Presti
- Bedrijfsconnecties
