Origen de la red de primer grado David Robert Zier.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.
57
| Extinct | Investment Managers | 57 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a David Robert Zier a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
| ADVANCE AUTO PARTS, INC. | Specialty Stores | Director/Board Member | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal | |
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Investment Committee Member Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Virginia | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Graduate Degree Graduate Degree Doctorate Degree Undergraduate Degree Graduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Proskauer Rose LLP
 Proskauer Rose LLP Miscellaneous Commercial ServicesCommercial Services Proskauer Rose LLP provides legal services. It offers legal services for corporate, health care, intellectual property, labor and employment, litigation, private client services, real estate, tax and, sector-related practices. The firm serves financial institutions, investment funds, not-for-profit institutions, governmental entities and other organizations across industries and borders. The company was founded by William R. Rose in 1875 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Rowe Colin
 Rowe Colin Insurance Brokers/ServicesFinance Part of Arthur J. Gallagher & Co., Rowe Colin is a British company that provides insurance services. The company is based in Middlesbrough, UK. Rowe Colin was acquired by Teesside Insurance Consultants Ltd. on March 19, 2003. | Insurance Brokers/Services | Corporate Officer/Principal | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | 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 | Undergraduate Degree Masters Business Admin | |
| Ithaca College | College/University | Undergraduate Degree | |
| Lafayette College | College/University | Undergraduate Degree | |
| University of Baltimore | College/University | Graduate Degree Graduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Roberts Wesleyan College | College/University | Corporate Officer/Principal | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin Masters Business Admin | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree Graduate Degree | |
| University of Oregon | College/University | Undergraduate Degree Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Monroe Community College | College/University | Chairman | |
Ipreo Holdings LLC
 Ipreo Holdings LLC Packaged SoftwareTechnology Services Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
The Blue Buffalo Co. Ltd.
 The Blue Buffalo Co. Ltd. Food: Specialty/CandyConsumer Non-Durables The Blue Buffalo Co. Ltd. manufactures and supplies dogs and cats food. Its products include life protection formula, wilderness, and organics. The firm also provides chicken and brown rice, lamb and brown rice, and fish and sweet potato recipes. The company was founded by Bill Bishop and is headquartered in Wilton, CT. | Food: Specialty/Candy | Director/Board Member | |
| Maryland State Bar Association | Corporate Officer/Principal | ||
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 | |
| THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
| Association for Professionals In Infection Control & Epid | Corporate Officer/Principal | ||
LVW Advisors LLC
 LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Investment Managers | Chief Executive Officer Founder Analyst-Equity Analyst-Equity Analyst-Equity | |
Connecticut Wealth Management LLC
 Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Investment Managers | Investment Committee Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
| SEI Investments Global Funds Services | Corporate Officer/Principal | ||
Legacy Advisors LLC
 Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Investment Managers | Chief Executive Officer | |
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Chief Investment Officer | |
| BLUE BUFFALO PET PRODUCTS INC | Food: Specialty/Candy | Director/Board Member | |
| Harvard Business School | College/University | Corporate Officer/Principal | |
| ROBINHOOD MARKETS, INC. | Investment Banks/Brokers | Director/Board Member | |
Uber, Inc.
 Uber, Inc. Specialty StoresRetail Trade UBER, Inc. retails outdoor sports products. The company was founded on February 2, 2007 and is headquartered in Fountain Valley, CA. | Specialty Stores | Corporate Officer/Principal |
Estadísticas
Internacional
| Estados Unidos | 48 |
| Canadá | 2 |
| Reino Unido | 2 |
Sectorial
| Consumer Services | 21 |
| Finance | 17 |
| Commercial Services | 5 |
| Retail Trade | 3 |
| Technology Services | 3 |
Operativa
| Corporate Officer/Principal | 91 |
| Undergraduate Degree | 46 |
| Portfolio Manager-Equities | 33 |
| Director/Board Member | 29 |
| Analyst-Equity | 17 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| A. Perfall | 24 |
| William Ramsey | 15 |
| Frances Frei | 12 |
| Ronald Gerard Albahary | 10 |
| Lori Ann van Dusen | 9 |
| Douglas Lawrence Wolford | 9 |
| Curtis J. Polk | 8 |
| Paul Daniel Gloth | 8 |
| Sisi C. Tran | 7 |
| Dean C. Graham | 7 |
| Mark Kelly | 6 |
| Chris Gibbons | 6 |
| Duncan Earl Rolph | 6 |
| David Charles Kahn | 6 |
| Jeff Wagner | 5 |
- Bolsa de valores
- Insiders
- David Robert Zier
- Conexiones Empresas
