Peter A. Goldman
Geen lopende functies
Oorsprong van het eerstegraads netwerk van Peter A. Goldman
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
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.
56
| Subsidiary | Investment Managers | 56 |
Siena College
18
| College/University | Other Consumer Services | 18 |
Rensselaer Polytechnic Institute
11
| College/University | Other Consumer Services | 11 |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.
5
| Subsidiary | Financial Conglomerates | 5 |
IBM Corp. /Personal Computing Division/
1
| Corporate Assets | Computer Processing Hardware | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Peter A. Goldman via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
CHARLES SCHWAB | Investment Banks/Brokers | Sales & Marketing Human Resources Officer Corporate Officer/Principal Public Communications Contact Public Communications Contact Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Sales & Marketing General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of San Francisco | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
MORGAN STANLEY | Investment Managers | General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
WELLS FARGO & COMPANY | Major Banks | Sales & Marketing Corporate Officer/Principal | |
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 Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chief Executive Officer Director/Board Member | |
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 | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Pace University | College/University | Masters Business Admin Masters Business Admin | |
Betterment Holdings, Inc.
Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member Director/Board Member | |
Silicon Valley Bank
Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Director/Board Member Human Resources Officer | |
SVB FINANCIAL GROUP | Regional Banks | Director/Board Member Human Resources Officer | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Schwab Investor Services | Human Resources Officer Corporate Officer/Principal | ||
Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Golden Gate University | College/University | Masters Business Admin Masters Business Admin | |
The White House | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | President Corporate Officer/Principal | |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
Forté Capital LLC
Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Graduate Degree Undergraduate Degree | |
Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
GE AEROSPACE | Industrial Machinery | Human Resources Officer Corporate Officer/Principal | |
McGill University | College/University | Undergraduate Degree Graduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Graduate Degree | |
AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal Human Resources Officer | |
GE Aerospace (United States)
GE Aerospace (United States) Aerospace & DefenseElectronic Technology GE Aviation Systems LLC provides aircraft operations and maintenance support services. It offers it services related to avionics systems, electrical power systems, digital solutions, aircraft structures, and propellers. It was established in April 2006 and is headquartered in Bingham Farms, MI. | Aerospace & Defense | Corporate Officer/Principal | |
The Nielsen Co. BV
The Nielsen Co. BV Miscellaneous Commercial ServicesCommercial Services The Nielsen Co. BV engages in the provision of information and measurement solutions. It delivers critical media and marketing information, analytics, and industry expertise. The company was founded by Arthur Charles Nielsen Sr. in 1923 and is headquartered in Diemen, the Netherlands. | Miscellaneous Commercial Services | Human Resources Officer | |
Montana Board of Investments
Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Investment Managers | Portfolio Manager-Equities | |
Waud Capital Partners LLC
Waud Capital Partners LLC Investment ManagersFinance Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US. | Investment Managers | Corporate Officer/Principal | |
The Tech Interactive
The Tech Interactive Other Consumer ServicesConsumer Services The Tech Interactive is a science and technology center located in downtown San Jose, CA. The non-profit company offers hands-on activities, experimental labs, and design challenge experiences to inspire innovation and problem-solving skills in people of all ages. The company is committed to providing immersive STEM experiences for learners and educators through their exhibits, IMAX films, and signature programs like The Tech Challenge. The Bowers Institute also offers online resources and workshops to teach educators about new advances in STEM teaching. The company was founded by Edwin V. Zschau and David S. Lee. | Other Consumer Services | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 49 |
Canada | 2 |
Nederland | 2 |
Sectoraal
Finance | 21 |
Consumer Services | 20 |
Commercial Services | 5 |
Technology Services | 2 |
Government | 2 |
Operationeel
Corporate Officer/Principal | 204 |
Director/Board Member | 138 |
Undergraduate Degree | 84 |
Independent Dir/Board Member | 42 |
Sales & Marketing | 39 |
Sterkste connecties
Insiders | |
---|---|
Deborah McWhinney | 31 |
Donna Wells | 24 |
Ronald Renaud | 24 |
Charles Goldman | 23 |
William E. Redmond | 21 |
Jody Bilney | 19 |
Kirsten Wolberg | 19 |
John S. Clendening | 19 |
Omkaram Nalamasu | 17 |
Mary Finn | 14 |
Frank Kelly | 12 |
Jay L. Allen | 12 |
Wayne Linsley | 11 |
Michael Boardman | 11 |
Rebecca Saeger | 11 |
- Beurs
- Insiders
- Peter A. Goldman
- Bedrijfsconnecties