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Jason Clark
Analyst-Equity bij Kovitz Investment Group Partners LLC
Oorsprong van het eerstegraads netwerk van Jason Clark
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Kovitz Investment Group Partners LLC
![]() Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
16
| Subsidiary | Investment Managers | 16 |
AFAM Capital, Inc.
![]() AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations.
10
| Extinct | Investment Managers | 10 |
University of West Florida
5
| College/University | Other Consumer Services | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jason Clark via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
BellSouth LLC
![]() BellSouth LLC Major TelecommunicationsCommunications BellSouth LLC operates as a telecommunications holding company. It provides wire line communication services including local exchange, network access, intra local access, and internet services. The firm also offers print and online directory advertising. The company was founded in 1983 and is headquartered in Atlanta, GA. | Major Telecommunications | Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal | |
Fifth Third Bank, NA (Cincinnati, Ohio)
![]() Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
Eagle Asset Management, Inc.
![]() Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Analyst-Fixed Income | |
Rothschild Investment Corp.
![]() Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Investment Managers | President Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
National Financial Partners Securities, Inc.
![]() National Financial Partners Securities, Inc. Miscellaneous Commercial ServicesCommercial Services National Financial Partners Securities, Inc. provides financial advisory services. Its financial planning, investment advisory products and services comprise funds of hedge and mutual fund wrap accounts, financial planning, securities transaction execution, investment consulting, traditional broker, and dealer services. The company is headquartered in New York, NY | Miscellaneous Commercial Services | President | |
Citigroup Alternative Investments LLC
![]() Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
MKP Capital Management LLC
![]() MKP Capital Management LLC Investment ManagersFinance MKP Capital Management LLC (MKP) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in New York City. The firm was founded in 1995 by Patrick McMahon and Chip Perkins. MKP provides discretionary investment advice to pooled investment vehicles that invest in a wide range of financial instruments. They also serve as the discretionary trading adviser to certain separate accounts structured as investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Susquehanna International Group LLP
![]() Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree | |
SIG Specialists, Inc.
![]() SIG Specialists, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of Philadelphia Trading, Inc., SIG Specialists, Inc. manages an equity fund. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Vector Securities LLC
![]() Vector Securities LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Vector Securities LLC is a company that provides investment banking services. The company is based in Deerfield, IL. Vector Securities was acquired by Prudential Securities on June 09, 1999. | Investment Banks/Brokers | Corporate Officer/Principal | |
Xavier University | College/University | Masters Business Admin | |
JPMorgan Alternative Asset Management, Inc.
![]() JPMorgan Alternative Asset Management, Inc. Investment ManagersFinance JPMorgan Alternative Asset Management, Inc. (JPMAAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul Zummo in 1994. They are wholly-owned by JPMorgan Asset Management Holdings Inc., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. The firm acts as investment manager for various domestic and foreign private pooled investment vehicles as well as investment manager for UCITS funds, and for certain separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree | |
Carleton College | College/University | Undergraduate Degree | |
DePaul University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Newman & Schimel LLC
![]() Newman & Schimel LLC Investment ManagersFinance Newman & Schimel LLC (dba Newman Schimel) is a full-service wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by Jack Newman and Bryan Schimel in 2006. In 2023, they were acquired by Kovitz Investment Group Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. Newman Schimel provides investment management and retirement planning services to high-net-worth and ultra-high net worth individuals, which includes professional athletes. | Investment Managers | Founder Founder | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Chicago Capital Partners Management LLC
![]() Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
INVENT VENTURES, INC. | Investment Managers | Director/Board Member | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
Great Lakes Advisors LLC
![]() Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Analyst-Equity | |
US Air Force | Sovereign | Corporate Officer/Principal | |
American Healthcare Holdings, Inc.
![]() American Healthcare Holdings, Inc. Medical/Nursing ServicesHealth Services American Healthcare Holdings, Inc. provides healthcare technology services. The firm specializes in family practice, urology, ob/gyn, emergency medicine, cardiology, ophthalmology, gastroenterology, plastic surgery, radiology, internal medicine, operative reports, ambulatory surgical center, pulmonology and pediatric fields. The company was founded by Jason M. Patchen in 2005 and is headquartered in Tampa, FL. | Medical/Nursing Services | Corporate Officer/Principal | |
University of Iowa | College/University | Undergraduate Degree | |
University of Chile | College/University | Graduate Degree | |
McCombs School of Business | College/University | Corporate Officer/Principal | |
Haas School of Business | College/University | Doctorate Degree | |
University of California, Berkeley | College/University | Graduate Degree | |
KAMedData.com, Inc.
![]() KAMedData.com, Inc. Miscellaneous Commercial ServicesCommercial Services KAMedData.com, Inc. provides health care technology, staffing and consulting services for hospitals. It offers technology solutions, consulting, recruiting and recruiting services. The company was founded by Niels K. Andersen and Gary Pablo in 2001 and is headquartered in Pensacola, FL. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
Pontificia Universidad Católica de Chile | College/University | Undergraduate Degree | |
Altafid PBC
![]() Altafid PBC Internet Software/ServicesTechnology Services Altafid PBC is a financial services company that is committed to having a positive impact on clients, partners, and society. The company is headquartered in an undisclosed location and has a presence in two other cities, including Los Angeles. The company is based in Austin, TX. As a public benefit corporation, Altafid is required to pursue one or more public benefits and act in the best interest of all stakeholders, not just shareholders. The company believes in achieving purpose as well as business profit and partners with top institutions of higher education to provide support for top students. The company was founded by Vito Antonio Sciaraffia, Asad Durrani, and Gonzalo Maturana, with Vito Antonio Sciaraffia serving as the CEO since incorporation. | Internet Software/Services | Chief Executive Officer | |
Columbia Business School | College/University | Masters Business Admin | |
IEEE Computer Society
![]() IEEE Computer Society Information Technology ServicesTechnology Services IEEE Computer Society operates a society of institute electrical and electronics engineers. It services include digital library, publication, and conferences and events. The company was founded in 1946 and is headquartered in Washington, DC. | Information Technology Services | Corporate Officer/Principal | |
Brett Professional Services, Inc.
![]() Brett Professional Services, Inc. Miscellaneous Commercial ServicesCommercial Services Brett & Sands Professional Services, Inc. provides accounting services. It offers legal, tax preparation and translation and interpretation services. The company was founded in 2007 by Leslie Brett and Ana Sands and is headquartered in Orange Beach, AL. | Miscellaneous Commercial Services | Founder | |
Lewis University | College/University | Undergraduate Degree | |
Harvard Law School | College/University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 45 |
Chili | 3 |
Sectoraal
Consumer Services | 20 |
Finance | 17 |
Commercial Services | 6 |
Technology Services | 4 |
Communications | 2 |
Operationeel
Corporate Officer/Principal | 35 |
Undergraduate Degree | 24 |
Portfolio Manager-Equities | 21 |
Analyst-Equity | 20 |
Founder | 9 |
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