John Myers
Portefeuillebeheerder-Aandelen bij Corient Private Wealth LLC
Oorsprong van het eerstegraads netwerk van John Myers
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
32
| Subsidiary | Investment Managers | 32 |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
19
| Subsidiary | Investment Managers | 19 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met John Myers via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Chief Investment Officer Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| DePaul University | College/University | Chairman Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Masters Business Admin Corporate Officer/Principal | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
| Drew University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin | |
USI, Inc. (Connecticut)
 USI, Inc. (Connecticut) Pulp & PaperProcess Industries USI, Inc. manufactures laminating equipment, film and supplies. It offers 3D printers, super saver kits, laminating, customer banner printing and binding machines. The company was founded in 1975 and is headquartered in Madison, CT. | Pulp & Paper | Corporate Officer/Principal | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Deloitte Corporate Finance LLC
 Deloitte Corporate Finance LLC Investment ManagersFinance Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop. | Investment Managers | 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 | Analyst-Equity | |
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
| Texas Tech University | College/University | Undergraduate Degree | |
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree | |
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. | Regional Banks | Corporate Officer/Principal | |
The Chicago Board of Education
 The Chicago Board of Education Other Consumer ServicesConsumer Services The Chicago Board of Education operates as a local school board. It establishes policies, standards, goals and initiatives to ensure accountability and provide a high quality, world-class education. The company was founded in 1840 and is headquartered in Chicago, IL. | Other Consumer Services | Corporate Officer/Principal | |
Cargill Investor Services, Inc.
 Cargill Investor Services, Inc. Investment Banks/BrokersFinance Cargill Investor Services, Inc. provides trading and execution services. It also performs securities research, foreign exchange & risk management services, as well as outsourced facilities and technology management. The company has seven offices in the United States, Europe and Singapore. Cargill was founded in 1973 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Trading-Fixed Income | |
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 | Analyst-Equity | |
| University of Toledo (Ohio) | College/University | Undergraduate Degree | |
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Movies/Entertainment | Director/Board Member | |
Livian & Co. LLC
 Livian & Co. LLC Investment ManagersFinance Livian & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael M. Livian in 2010. Livian & Co. provides investment consulting as well as discretionary portfolio management services. Their typical clients are high net worth investors with a liquid net worth between one and fifty million US dollars. | Investment Managers | Analyst-Equity | |
| Rutgers Business School | College/University | Masters Business Admin | |
| The College of New Jersey | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business (Singapore) | College/University | Masters Business Admin | |
UBS Investment Bank Nederland BV
 UBS Investment Bank Nederland BV Investment Banks/BrokersFinance Part of UBS Group AG, UBS Investment Bank Nederland BV is a Dutch company that provides brokerage services. The company is based in Amsterdam, Netherlands. Carsten N. Kengeter has been the CEO of the company since 2008. | Investment Banks/Brokers | Analyst-Fixed Income | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Saltspring Capital LLC
 Saltspring Capital LLC Investment ManagersFinance Saltspring Capital LLC (Saltspring Capital) is a private equity firm founded in 2016 by Nathan Dey. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal | |
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Investment Managers | Portfolio Manager-Equities | |
| Florida International University | College/University | Undergraduate Degree | |
| University of the Incarnate Word | College/University | Undergraduate Degree | |
| Universidad Pontificia Catolica del Peru | College/University | Undergraduate Degree | |
| Bowling Green State University | College/University | Graduate Degree | |
| St. Joseph University | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Singapore | 2 |
| Nederland | 2 |
| Peru | 2 |
| Libanon | 2 |
Sectoraal
| Consumer Services | 29 |
| Finance | 22 |
| Process Industries | 2 |
Operationeel
| Portfolio Manager-Equities | 56 |
| Undergraduate Degree | 40 |
| Corporate Officer/Principal | 30 |
| Analyst-Equity | 28 |
| Masters Business Admin | 22 |
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