Stephan Klee
Directeur/Bestuurslid bij COASTAL FINANCIAL CORPORATION
Vermogen: 266 528 $ op 31-05-2024
Oorsprong van het eerstegraads netwerk van Stephan Klee
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Richard Ivey School of Business
61
| College/University | Other Consumer Services | 61 |
Portage Ventures
 Portage Ventures Investment ManagersFinance Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada.
53
| Subsidiary | Investment Managers | 53 |
| Public Company | Regional Banks | 23 | |
Sagard Holdings, Inc.
 Sagard Holdings, Inc. Investment ManagersFinance Part of Power Corp. of Canada, Sagard Holdings, Inc. is a Canadian company that provides asset management services. The company is based in Toronto, Canada. Paul Guy Desmarais has been the CEO of the company since 2016.
16
| Subsidiary | Investment Managers | 16 |
Coastal Community Bank (Washington)
 Coastal Community Bank (Washington) Regional BanksFinance Part of Coastal Financial Corp. (Washington), Coastal Community Bank is a community bank located in Everett, WA. Coastal Community Bank offers a range of personal and business banking services, including home loans, business loans, checking accounts, savings accounts, investments, credit cards, and more. The bank also provides financial planning and retirement account options. Coastal Community Bank is committed to helping local businesses and nonprofits succeed and offers a suite of business banking services, including treasury management, credit card processing, and SBA loans. The bank prioritizes security and offers various tools and resources to help customers protect themselves from fraud and identity theft. The company was founded by Andrew P. Skotdal and the CEO is Eric M. Sprink.
13
| Subsidiary | Regional Banks | 13 |
ING Bank FSB
 ING Bank FSB Major BanksFinance ING Bank FSB has Electric OrangeSM checking, an easy-to-use checking account that also pays a great interest rate. The Orange Savings Account lets you save with no fees, no minimums and a great rate. The Orange Mortgage has low closing costs, a simple, no-hassle application, and great rates that can save the customer thousands on their mortgage. And the firm added ShareBuilder, an online brokerage designed to make investing easy and affordable for everyone. ING DIRECT's CEO of Savings, Arkadi Kuhlmann, inspires Americans to become savers and get their money working for them. The firm's unique approach to banking is backed by ING (NYSE:ING), a global financial institution of Dutch origin offering banking, insurance and asset management to over 85 million private, corporate and institutional clients in more than 50 countries. ING DIRECT is a member of the FDIC (Federal Deposit Insurance Corporation). ING DIRECT (the operating name of ING Bank, fsb) is headquartered in Wilmington, Delaware with innovative ING DIRECT Cafés in multiple locations across the U.S. where the customer can experience what Orange is all about! Open an account and the customer will be joining more than 7.5 million Customers who save their money with ING DIRECT in the US, and the 21 million Customers served by ING DIRECT divisions in Canada, Australia, France, Spain, Italy, United Kingdom, Austria and Germany.
8
| Extinct | Major Banks | 8 |
Tangerine Bank
 Tangerine Bank Regional BanksFinance Tangerine Bank provide commercial banking services. It offers saving accounts, chequing accounts, investment fund, tangerine mortgage, RPS loan and home equity line of credit. The company was founded on April 27, 1997 and is headquartered in Toronto, Canada
4
| Subsidiary | Regional Banks | 4 |
ZenBanx Holding Ltd.
 ZenBanx Holding Ltd. Information Technology ServicesTechnology Services ZenBanx Holding Ltd. provides multi-currency mobile banking services. The Zenbanx account enables customers to hold balances denominated in up to nine currencies offered in a single account and conveniently and securely exchange among currencies and transfer funds domestically or internationally for a flat rate-all from their mobile. The company was founded by Arkadi Kuhlmann in 2012 and is headquartered in Claymont, DE.
2
| Subsidiary | Information Technology Services | 2 |
| Public Company | Finance/Rental/Leasing | 2 | |
ING Direct Bancorp
 ING Direct Bancorp Financial ConglomeratesFinance ING Direct Bancorp used to operate as a bank holding company. The company was headquartered in Wilmington, DE.
1
| Extinct | Financial Conglomerates | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Stephan Klee via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Sagard Private Equity
 Sagard Private Equity Investment ManagersFinance Sagard Private Equity (Sagard) is a private equity subsidiary of Sagard Holdings ULC founded in 2021. The firm is headquartered in Canada with offices in New York and Denver. | Investment Managers | Consultant / Advisor Consultant / Advisor Consultant / Advisor Consultant / Advisor Consultant / Advisor President Consultant / Advisor Investor Relations Contact Private Equity Investor Consultant / Advisor Consultant / Advisor General Counsel Sales & Marketing | |
| Queen's University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| POWER CORPORATION OF CANADA | Multi-Line Insurance | Corporate Officer/Principal Director of Finance/CFO Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal Director/Board Member General Counsel | |
| McGill University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| PERCEPTION CAPITAL CORP. III | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Empower Annuity Insurance Company of America
 Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Sales & Marketing Director/Board Member | |
Koho Financial, Inc.
 Koho Financial, Inc. Investment Banks/BrokersFinance Koho Financial, Inc. provides banking services. The company was founded by Daniel Eberhard, Jonathan Franklin Bixby, Michael Robert Benna, and Joshua Bixby and is headquartered in Toronto, Canada. | Investment Banks/Brokers | Chairman Director/Board Member Director/Board Member Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| IGM FINANCIAL INC. | Investment Managers | Director of Finance/CFO Chief Executive Officer Director/Board Member Director/Board Member | |
| POWER FINANCIAL CORPORATION | Life/Health Insurance | Director/Board Member Director of Finance/CFO Comptroller/Controller/Auditor Corporate Officer/Principal | |
Mackenzie, Inc.
 Mackenzie, Inc. Investment ManagersFinance Mackenzie, Inc. provides investment services. The company is headquartered in Winnipeg, Canada. | Investment Managers | Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member | |
| GREAT-WEST LIFECO INC. | Multi-Line Insurance | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Sagard Holdings ULC
 Sagard Holdings ULC Investment ManagersFinance Part of Power Corp. of Canada, Sagard Holdings ULC is a Canadian company that provides alternative asset management services. The company is based in Montréal, Canada. Founded in 2000. | Investment Managers | Private Equity Investor Director/Board Member President | |
Empower Holdings, Inc.
 Empower Holdings, Inc. Investment ManagersFinance Empower Holdings, Inc. engages in the provision of insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1998 and is headquartered in Greenwood Village, CO. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
The Canada Life Assurance Co.
 The Canada Life Assurance Co. Multi-Line InsuranceFinance The Canada Life Assurance Co. provides insurance and financial services. It provides life insurance, critical illness, disability, and creditor insurance policy. The company was founded in 1847 and is headquartered in Toronto, Canada. | Multi-Line Insurance | Director/Board Member Director/Board Member Corporate Officer/Principal | |
The Great-West Life Assurance Co.
 The Great-West Life Assurance Co. Multi-Line InsuranceFinance The Great-West Life Assurance Co. provides insurance and financial services. The firm offers a portfolio of financial and benefit plan solutions for individuals, families and business owners. The company was founded on August 28, 1891 and is headquartered in Winnipeg, Canada. | Multi-Line Insurance | Director/Board Member Director/Board Member Director/Board Member | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| IMERYS | Construction Materials | Director/Board Member Director/Board Member Director/Board Member | |
Wealthsimple Financial Corp.
 Wealthsimple Financial Corp. Investment ManagersFinance Wealthsimple Financial Corp. is based in Toronto, Canada. Part of Power Corp. of Canada, Wealthsimple Financial Corp. is a Canadian company that provides digital-based investment advisory services. The company was founded by Michael Katchen, who has been the CEO since incorporation. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
| Portage Ventures III GP Inc | Chief Executive Officer Chairman | ||
London Life Insurance Co.
 London Life Insurance Co. Financial ConglomeratesFinance London Life Insurance Co. provides life insurance, investment planning, mortgages and other financial security advisory services. It offers savings, investment plans and retirement income plans. The company was founded by Edward Harris, William Woodruff, Colonel John Walker, James Magee and Joseph Jeffery in 1874 and is headquartered in London, Canada. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Portag3 Ventures II GP, Inc. | Chief Executive Officer Chairman | ||
Portage Ventures GP, Inc.
 Portage Ventures GP, Inc. Information Technology ServicesTechnology Services Portage Ventures GP, Inc. is an investment platform that specializes in providing fintech and financial services. The private company is based in Toronto, Canada. The Canadian company was founded in 2016 by Adam Felesky, Paul Guy Desmarais. Adam Felesky has been the CEO since 2016. | Information Technology Services | Chief Executive Officer Founder | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Diagram Ventures GP, Inc.
 Diagram Ventures GP, Inc. Investment ManagersFinance Diagram Ventures GP, Inc (Diagram Ventures) is a venture capital firm founded in 2016 by Francois Lafortune and Paul Desmaris. The firm is headquartered in Montréal, Québec. | Investment Managers | Founder Chief Executive Officer | |
| DIALOGUE HEALTH TECHNOLOGIES INC. | Packaged Software | Chairman Corporate Officer/Principal | |
| Stanford Graduate School of Business | College/University | Undergraduate Degree Masters Business Admin | |
Grayhawk Investment Strategies, Inc.
 Grayhawk Investment Strategies, Inc. Investment ManagersFinance Grayhawk Investment Strategies, Inc. (Grayhawk) is an independent, Canadian investment management firm headquartered in Calgary, Alberta. The firm was founded by Michael G. Kaumeyer in 2015. Grayhawk provides investment management services to Canadian families. | Investment Managers | Chairman Director/Board Member | |
Integrate.ai, Inc.
 Integrate.ai, Inc. Packaged SoftwareTechnology Services Integrate.ai, Inc. provides platform for to train AI-enabled solutions that drive customer engagement and revenue growth. The company was founded by Steve Irvine in January 2017 and is headquartered in Toronto, Canada. | Packaged Software | Director/Board Member Director/Board Member | |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolios for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Director/Board Member | |
Wealthsimple, Inc.
 Wealthsimple, Inc. Investment ManagersFinance Wealthsimple, Inc. is an independent asset management firm headquartered in Toronto, Canada. It was co-founded by Michael Katchen in 2014. The firm manages assets of various clients. | Investment Managers | Director/Board Member Director/Board Member | |
| Portag3 Ventures GP Inc. | Director/Board Member Director/Board Member | ||
Conquest Planning, Inc.
 Conquest Planning, Inc. Information Technology ServicesTechnology Services Conquest Planning, Inc. is a FinTech company that is developing an innovative solution for the financial services industry. The company was founded by Mark Evans in 2018 and is headquartered in Winnipeg, Canada. | Information Technology Services | Director/Board Member Director/Board Member | |
| University of Toronto | College/University | Graduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Doctorate Degree Undergraduate Degree | |
Jarislowsky, Fraser Ltd.
 Jarislowsky, Fraser Ltd. Investment ManagersFinance Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Clark Germany GmbH
 Clark Germany GmbH Internet Software/ServicesTechnology Services Clark Germany GmbH provides a digital insurance platform. It involves in choosing the insurance, creating the profile and managing the contracts online. The company was founded by Steffen Glomb, Chris Lodde, Christopher Oster and Marco Adelt in June 2015 and is headquartered in Frankfurt, Germany. | Internet Software/Services | Director/Board Member Director/Board Member | |
Flybits, Inc.
 Flybits, Inc. Packaged SoftwareTechnology Services Flybits, Inc. design and develops cloud-based and context-as-a-service solutions. It provides instant access in the cloud to everything needed to transform mobile experiences from generic and static to personalized and dynamic. The company was founded by Hossein Rahnama in 2013 and is headquartered in Toronto, Canada. | Packaged Software | Director/Board Member Consultant / Advisor | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
Software Platform Partners Corp.
 Software Platform Partners Corp. Finance/Rental/LeasingFinance Software Platform Partners Corp. intends to focus on enterprise software and related companies. It provides investors an opportunity to invest in a public company that intends to capitalize on the growth in this sector. The company was founded on June 29, 2017 and is headquartered in Toronto, Canada. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
| Outremont Technologies, Inc. | Director/Board Member Director/Board Member | ||
Empower Retirement LLC
 Empower Retirement LLC Investment ManagersFinance Empower Retirement LLC engages in the provision of retirement plans. It offers advisory services, financial wellness, enhanced benefit services, and retirement solutions. The company was founded in 2014 and is headquartered in Greenwood Village, CO. | Investment Managers | Director/Board Member Director/Board Member | |
Great-West Lifeco U.S. Holdings LP
 Great-West Lifeco U.S. Holdings LP Insurance Brokers/ServicesFinance Part of Power Corp. of Canada, Great-West Lifeco U.S. Holdings LP is a company that provides insurance services. The company is based in Boston, MA. | Insurance Brokers/Services | Director/Board Member Director/Board Member |
Statistieken
Internationaal
| Canada | 35 |
| Verenigde Staten | 15 |
| Frankrijk | 2 |
| Duitsland | 2 |
Sectoraal
| Finance | 29 |
| Consumer Services | 12 |
| Technology Services | 7 |
| Non-Energy Minerals | 2 |
Operationeel
| Director/Board Member | 478 |
| Corporate Officer/Principal | 174 |
| Undergraduate Degree | 79 |
| Chairman | 77 |
| Consultant / Advisor | 76 |
Sterkste connecties
| Insiders | |
|---|---|
| Paul Desmarais | 61 |
| Marshall Lux | 50 |
| George Hutton | 37 |
| Adam Felesky | 36 |
| Asiff Hirji | 35 |
| Amaury-Daniel de Sèze | 34 |
| Andrew R. Dale | 33 |
| Steven Freiberg | 32 |
| Jeffrey Carney | 30 |
| Gregory Tretiak | 27 |
| Greg Fleming | 26 |
| Ray Muzyka | 25 |
| Hugues le Bret | 25 |
| Brian Walsh | 24 |
| Arielle Malard de Rothschild | 22 |
- Beurs
- Insiders
- Stephan Klee
- Bedrijfsconnecties
