Cris Moran
Lid van de Investeringscommissie bij EP Wealth Advisors LLC
Oorsprong van het eerstegraads netwerk van Cris Moran
Entiteit | Type entiteit | Industrie | |
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State University of New York at Binghamton
74
| College/University | Other Consumer Services | 74 |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
17
| Subsidiary | Investment Managers | 17 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Cris Moran via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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MORGAN STANLEY | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Brahman Capital Corp.
Brahman Capital Corp. Investment ManagersFinance Brahman Capital Corp. is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded in 1989 by Mitchell A. Kuflik and Robert J. Sobel. The firm provides investment advice to long/short and long-only private investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
LINCOLN ELECTRIC HOLDINGS, INC. | Industrial Machinery | Corporate Officer/Principal | |
DUN & BRADSTREET CORP | Data Processing Services | Private Equity Investor | |
CAN Capital, Inc.
CAN Capital, Inc. Finance/Rental/LeasingFinance CAN Capital, Inc. provides working capital and data services. The firm offers capital to businesses through its subsidiaries that include Merchant Cash Advances by CAN Capital Merchant Services, Inc. and business loans through CAN Capital Asset Servicing, Inc. The company was founded by Gary A. Johnson and Barbara Johnson in 1998 and is headquartered in Kennesaw, GA. | Finance/Rental/Leasing | 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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Graduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
Pencom Systems, Inc.
Pencom Systems, Inc. Personnel ServicesCommercial Services Pencom Systems, Inc. provides information technology staffing services. It also provides recruitment of full-time personnel, staffing on a consulting basis, on-site recruiting, and executive placement. The company was founded by Wade Saadi in 1973 and is headquartered in New York, NY. | Personnel Services | Private Equity Investor | |
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 | Masters Business Admin Undergraduate Degree | |
Arnold Worldwide LLC
Arnold Worldwide LLC Advertising/Marketing ServicesCommercial Services Arnold Worldwide provides advertising, marketing, and promotional services. It offers services to data mining, public relations, design, and direct marketing services. The company was founded in 2000 and is headquartered in Boston, MA. | Advertising/Marketing Services | Corporate Officer/Principal | |
Providence Equity Partners LLC
Providence Equity Partners LLC Investment ManagersFinance Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island. | Investment Managers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
Watershed Asset Management LLC
Watershed Asset Management LLC Investment ManagersFinance Founded in 2002 by Meridee Moore, Watershed Asset Management LLC is a registered investment and hedge fund manager located in San Francisco, California. The firm manages capital for a variety of institutional and private investors. The firm offers investment advisory services to a limited number of private fund clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Doctorate Degree Graduate Degree | |
St. Bonaventure University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Hospital for Special Surgery
Hospital for Special Surgery Hospital/Nursing ManagementHealth Services Hospital for Special Surgery provides healthcare services. Its services include orthopedic, rheumatology, and rehabilitation specific surgery services. The company was founded by James A. Knight and Robert M. Hartley in 1863 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
Federal Emergency Management Agency | General Government | Corporate Officer/Principal Public Communications Contact | |
The Lincoln Electric Co.
The Lincoln Electric Co. Industrial MachineryProducer Manufacturing The Lincoln Electric Co. designs, develops, and manufactures arc welding products, robotic welding systems, and plasma and oxyfuel cutting equipment. The firm's products include welders, wire feeders, welding consumables, fume extraction systems, guns and torches, fixed table systems, and electrodes, gas and medical equipment and accessories. It also provides welder and generator for construction contractors, maintenance crews, farmers, and ranchers. The company was founded by John C. Lincoln in 1895 and is headquartered in Cleveland, OH. | Industrial Machinery | Comptroller/Controller/Auditor | |
Greater Cleveland Sports Commission
Greater Cleveland Sports Commission Movies/EntertainmentConsumer Services Greater Cleveland Sports Commission is a non-profit organization governed by a group of trustees representing private, public and non-profit institutions. It offers an array of services and assistance including sponsorship, event management, marketing, graphic design, merchandising, media relations, facility and site selection, volunteer recruitment and management, and fundraising. The organization was founded in 2000 and is headquartered in Cleveland, OH. | Movies/Entertainment | Director/Board Member | |
THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
N.R. Evans (Holdings) Ltd.
N.R. Evans (Holdings) Ltd. Air Freight/CouriersTransportation N.R. Evans (Holdings) Ltd. operates as a temperature controlled distribution company. It offers direct to retail store deliveries, frozen product distribution, ambient distribution, multi temperature vehicles, European distribution, hanging meat deliveries, and bespoke delivery vehicles services. The company was founded by Neil Evans and is headquartered in Llanelli, the United Kingdom. | Air Freight/Couriers | Director/Board Member | |
NFT Distribution Operations Ltd.
NFT Distribution Operations Ltd. TruckingTransportation NFT Distribution Operations Ltd. provides chilled transport and distribution and warehousing. Its services include food distribution, UK food imports, primary retail distribution, and secondary retail distribution and logistics services. The company was founded in 1979 and is headquartered in Derbyshire, the United Kingdom. | Trucking | Chairman | |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
SapientNitro USA, Inc.
SapientNitro USA, Inc. Miscellaneous Commercial ServicesCommercial Services SapientNitro seamlessly and consistently combines communications, brand and transactional expertise to conceive, build and execute integrated, multi-channel brand experiences that lead to tangible business results. They spark and nurture the relationship between consumers and brands, ensuring that they are both long lasting and mutually beneficial. But, with today’s consumer, that’s no easy task. They're complicated. Highly emotional. They won't sit still. They want to feel valued. They want to be in a relationship, provided they get to call all of the shots. And enabling and empowering every moment of their complicated, emotional, impulsive lives is technology. Meet client's next customer. Maybe. Making this introduction requires a delicate interplay of medium, message and moment, crafted in a culture imbued with multi-disciplinary innovation, and driven by a technology-centric mindset. It is a new kind of conversation spoken in a language of unique skills across a collaborative platform. SapientNitro is strategically, creatively and technologically fluent in that language. | Miscellaneous Commercial Services | Private Equity Investor | |
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Investment Managers | Analyst-Fixed Income | |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Investment Committee Member | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
New York University School of Law | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Radian Capital LLC
Radian Capital LLC Investment ManagersFinance Radian Capital LLC (Radian Capital) is a private equity firm founded in 2016 by Jordan Bettman and Weston Gaddy. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Lincoln Electric Company of Canada LP
Lincoln Electric Company of Canada LP Industrial MachineryProducer Manufacturing Part of Lincoln Electric Holdings, Inc., Lincoln Electric Company of Canada LP is a Canadian company that provides training systems for welding learners to advance their proficiency in welding. The company is based in Toronto, Canada. The company offers equipment, electrodes, welding training systems, curriculum, and resources to help welders hone their skills faster and for less money. With a century of involvement in welding training, research, instruction, participation in industry groups, code development, and support of educator, trade, and youth organizations, Lincoln Electric Company of Canada offers the industry's most comprehensive group of resources available for the welding education market today. | Industrial Machinery | Director of Finance/CFO | |
Weartech International Ltd.
Weartech International Ltd. Industrial MachineryProducer Manufacturing Part of Lincoln Electric Holdings, Inc., Weartech International Ltd. is a British company that manufactures hardfacing electrodes. The company is based in London, UK. Founded in 2000. | Industrial Machinery | Director/Board Member | |
Mendoza College of Business | College/University | Masters Business Admin | |
Palletforce Holdings Ltd.
Palletforce Holdings Ltd. Wholesale DistributorsDistribution Services Part of EmergeVest Ltd, Palletforce Holdings Ltd. is a holding British company that operates in the distribution of palletised goods. The company is based in Burton upon Trent, UK and was founded in 2015. | Wholesale Distributors | Director/Board Member | |
Downton (London) Ltd.
Downton (London) Ltd. Other TransportationTransportation Part of C.M. Downton (Haulage Contractors) Ltd., Downton (London) Ltd. is a transportation services provider. The company is based in Gloucester, UK and was founded in 2013. | Other Transportation | Director/Board Member | |
C.M. Downton (Haulage Contractors) Ltd.
C.M. Downton (Haulage Contractors) Ltd. TruckingTransportation C.M. Downton (Haulage Contractors) Ltd. engages in the provision of logistics services. It offers distribution, warehousing, fleet engineering and depot network services. The company was founded by Conrad Michael Downton in 1955 and is headquartered in Gloucester, the United Kingdom. | Trucking | Director/Board Member | |
Allport Group Ltd.
Allport Group Ltd. Wholesale DistributorsDistribution Services Part of EV Cargo Global Forwarding Ltd., Allport Group Ltd. is a British company that operates, sells and leases commercial vehicles. The company is based in Cowley, UK and was founded in 2004. | Wholesale Distributors | Director/Board Member | |
N.R. Evans & Son Ltd.
N.R. Evans & Son Ltd. TruckingTransportation Part of Project Cresta Ltd., N.R. Evans & Son Ltd. is a British company that provides road haulage and warehouse services. The company is based in Alfreton, UK. N.R. Evans & Son was founded in 1985. | Trucking | Director/Board Member | |
Homecrest Midco Ltd.
Homecrest Midco Ltd. Financial ConglomeratesFinance Homecrest Midco Ltd. functions as an investment holding British company. The private company is based in Somercotes, UK. and has subsidiaries in United Kingdom. | Financial Conglomerates | Director/Board Member | |
Homecrest Bidco Ltd.
Homecrest Bidco Ltd. Financial ConglomeratesFinance Part of Homecrest Midco Ltd., Homecrest Bidco Ltd. functions as an investment holding British company. The company is based in Somercotes, UK. | Financial Conglomerates | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 36 |
Verenigd Koninkrijk | 11 |
Canada | 3 |
Sectoraal
Finance | 18 |
Consumer Services | 13 |
Transportation | 6 |
Producer Manufacturing | 5 |
Commercial Services | 5 |
Operationeel
Corporate Officer/Principal | 137 |
Director/Board Member | 119 |
Undergraduate Degree | 90 |
Portfolio Manager-Equities | 34 |
Founder | 31 |
Sterkste connecties
Insiders | |
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Heath Brian Zarin | 27 |
Devin Mathews | 24 |
John Leone | 21 |
Zhao Hua Chang | 17 |
Atul Varma | 15 |
Matt Furman | 14 |
Ryan Parker | 13 |
Keith M. Hladek | 11 |
Elliot Karathanasis | 11 |
Joseph Marinucci | 10 |
Robert Mendola | 10 |
Rachel Nachas Schatten | 10 |
Jon Ferguson | 9 |
Michael Cohn | 9 |
Christian B. Fabi | 9 |
- Beurs
- Insiders
- Cris Moran
- Bedrijfsconnecties