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Robert Edward Paul
Portefeuillebeheerder-Aandelen bij Joel Isaacson & Co. LLC
Oorsprong van het eerstegraads netwerk van Robert Edward Paul
Entiteit | Type entiteit | Industrie | |
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Joel Isaacson & Co. LLC
![]() Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals.
8
| Subsidiary | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Robert Edward Paul via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Portfolio Manager-Equities | |
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 | |
City University of New York | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Masters Business Admin | |
Gustavus Adolphus College | College/University | Undergraduate Degree | |
Hofstra University | College/University | Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
Union College (New York) | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree | |
Baruch College | College/University | Graduate Degree | |
UHY Advisors, Inc.
![]() UHY Advisors, Inc. Miscellaneous Commercial ServicesCommercial Services UHY Advisors, Inc. provides tax, audit and financial accounting services. It offers tax, audit, advisory, and forensic, litigation and valuation services including audits of financial statements and employee benifit plans, internal audit, risk, compliance, management, technology consulting transaction, business valuation, family law and loss/damage determination services. The firm serves to the construction, dealerships, energy, financial, health care, governmental, real estate, staffing and technology industries. The company was founded in July 2000 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Union Graduate College | College/University | Masters Business Admin | |
National Association of Personal Financial Advisors | Director/Board Member | ||
BNY Mellon, NA
![]() BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
AHRC New York City Foundation, Inc. | Chairman |
Statistieken
Internationaal
Verenigde Staten | 21 |
Sectoraal
Consumer Services | 11 |
Finance | 8 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 9 |
Undergraduate Degree | 7 |
Portfolio Manager-Equities | 5 |
Director/Board Member | 3 |
Chief Executive Officer | 2 |
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