Oorsprong van het eerstegraads netwerk van Jacie Fogelberg
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
95
| Extinct | Major Banks | 95 |
Loyola University of Chicago
46
| College/University | Other Consumer Services | 46 |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.
12
| Subsidiary | Regional Banks | 12 |
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs.
9
| Subsidiary | Investment Managers | 9 |
American National Bank & Trust Co. of Chicago
5
| Extinct | Major Banks | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jacie Fogelberg via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| EMC CORPORATION | Computer Peripherals | Sales & Marketing | |
| BANK OF AMERICA CORPORATION | Major Banks | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| WASTE MANAGEMENT, INC. | Environmental Services | Corporate Officer/Principal | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Palisade Asset Management LLC
 Palisade Asset Management LLC Investment ManagersFinance Palisade Asset Management LLC LLC (Palisade) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm is a predecessor to Palisade Investment Advisor LLC, which was founded in 2002. Palisade provides investment management and wealth advisory services to high net worth and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree 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 | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
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 | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Head-Equity Investments | |
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 Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Illinois State Bar Association
 Illinois State Bar Association Miscellaneous Commercial ServicesCommercial Services The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Investment Managers | Human Resources Officer Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Peapack-Gladstone Bank (Investment Management)
 Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Louisiana State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Creighton University | College/University | Graduate Degree Undergraduate Degree | |
Tatum LLC
 Tatum LLC Miscellaneous Commercial ServicesCommercial Services Tatum LLC provides executive consulting services. It provides services to the healthcare, private equity, venture capital, public, not-for-profit, manufacturing, distribution, retail, financial and business services sectors. The company was founded by John Tatum and Doug Tatum in 1993 and is located in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Community Investment Corp.
 Community Investment Corp. Finance/Rental/LeasingFinance Community Investment Corp. provides financing for the acquisition, rehabilitation and preservation of rental housing. It offers property management training to help owners and managers market, manage and maintain rental property. The company was founded in 1974 and is headquartered in Chicago, IL. | Finance/Rental/Leasing | Director of Finance/CFO |
Statistieken
Internationaal
| Verenigde Staten | 48 |
Sectoraal
| Finance | 23 |
| Consumer Services | 18 |
| Commercial Services | 6 |
| Producer Manufacturing | 2 |
| Electronic Technology | 2 |
Operationeel
| Corporate Officer/Principal | 202 |
| Director/Board Member | 96 |
| Undergraduate Degree | 94 |
| Portfolio Manager-Equities | 92 |
| Masters Business Admin | 47 |
Sterkste connecties
| Insiders | |
|---|---|
| Brendan Anderson | 29 |
| Alan Weber | 23 |
| Frances Sevilla-Sacasa | 21 |
| Dhvani Shah | 16 |
| Simos Simeonidis | 15 |
| Todd Ricketts | 14 |
| John Babcock | 12 |
| Robert J. Wild | 12 |
| Fatma Arzu Ergene | 11 |
| Robert J. Paszczak | 11 |
| Jess Jankowski | 11 |
| Tim R. Anderson | 10 |
| Thomas M. Galvin | 10 |
| Raymond C. Anderson | 10 |
| Lawrence P. Fisher | 9 |
- Beurs
- Insiders
- Jacie Fogelberg
- Bedrijfsconnecties
