Origen de la red de primer grado Daniel Justin Grover.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.
125
| Subsidiary | Investment Managers | 125 |
Astera Financial Group LLC
 Astera Financial Group LLC Investment ManagersFinance Astera Financial Group LLC provides investment advice. The American company was founded by Brian Thomas Corley.
1
| Private Company | Investment Managers | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Daniel Justin Grover a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto 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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| FIRST REPUBLIC BANK | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal 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 | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The California State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
IEQ Capital LLC
 IEQ Capital LLC Investment ManagersFinance IEQ Capital LLC (IEQ) is a SEC-registered wealth management firm headquartered in Foster City, California. They are a holding firm of IEQ Midco III LLC, ultimately owned by IEQ Founders LLC. The firm was founded by Robert Skinner II in 2019. IEQ provides portfolio management and investment advisory services primarily to individuals, high-net worth individuals, or families, as well as trusts, foundations, endowments, non-profit organizations, and other business entities. | Investment Managers | Chief Executive Officer Chief Executive Officer Portfolio Manager-Equities | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Oregon | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Notre Dame | College/University | Graduate Degree Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 51 |
Sectorial
| Finance | 32 |
| Consumer Services | 20 |
Operativa
| Corporate Officer/Principal | 227 |
| Portfolio Manager-Equities | 123 |
| Undergraduate Degree | 92 |
| Masters Business Admin | 39 |
| Portfolio Manager-Fixed Income | 21 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Eric Scott Harrison | 13 |
| Maureen Anne Flanagan | 11 |
| Barbara Bruser | 11 |
| Reynolds Ospina | 10 |
| Paul Tramontano | 10 |
| Anne Blohm Golden | 9 |
| Rebecca Jo DeCesaro | 9 |
| Doug Reid | 9 |
| Jeffrey Kenneth Yandle | 9 |
| Thomas Edwin Moore | 9 |
| Michael Texido | 8 |
| Bart Zitnitsky | 8 |
| Mary Hayes | 8 |
| Sam Katzman | 8 |
| Alan Zafran | 8 |
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