Mark Lipson
Presidente en SOURCE CAPITAL, INC. .
Fortuna: 277 336 $ al 30/04/2024
Origen de la red de primer grado Mark Lipson.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
US Trust
17
| Extinct | Investment Managers | 17 |
FPA New Income, Inc.
14
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 14 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY
11
| Subsidiary | Major Banks | 11 |
FPA Capital Fund, Inc.
11
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 11 |
FPA Perennial Fund, Inc.
10
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 10 |
FPA Paramount Fund, Inc.
10
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 10 |
Investment Managers Series Trust III
10
| Umbrella Fund | Investment Trusts/Mutual Funds | 10 |
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
9
| Private Company | Financial Conglomerates | 9 |
FPA Crescent Fund
8
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 8 |
FPA Flexible Fixed Income Fund
7
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 7 |
Bragg Capital Trust
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Mark Lipson a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
First Pacific Advisors LP
 First Pacific Advisors LP Investment ManagersFinance First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies. | Investment Managers | Director/Board Member Portfolio Manager-Equities Portfolio Manager-Equities Corporate Secretary | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| REXEL | Wholesale Distributors | Director/Board Member | |
Glenmede Investment Management LP
 Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm is a successor to Glenmede Advisers and presently a division of Glenmede Trust Co. NA, which was created in 1956 by four children of Joseph N. Pew, the founder of Sun Oil Company. Their ultimate parent is Glenmede Corp. Founded in 2007, GIM provides a discretionary investment service to institutional investors. In addition, the firm serves as sub-advisor to high-net-worth individuals who are wealth management clients of Glenmede Trust. GIM also offers its investment advisory services to clients of Wrap Sponsors. | Investment Managers | Investment Committee Member | |
| DEUTSCHE BANK AG | Regional Banks | Corporate Officer/Principal | |
Barclays Bank Plc
 Barclays Bank Plc Major BanksFinance Barclays Bank Plc provides commercial banking services. It offers personal, premier, business and corporate banking products and services to its customers. The banks services include current accounts, savings, investments, mortgages, loans, insurance, credit cards and online banking services. The company was founded on October 4, 1971 and is headquartered in London, the United Kingdom. | Major Banks | Director/Board Member | |
| ANGLOGOLD ASHANTI LIMITED | Precious Metals | Director/Board Member | |
| GULF KEYSTONE PETROLEUM LIMITED | Integrated Oil | Director/Board Member | |
Prudential Capital Plc
 Prudential Capital Plc Finance/Rental/LeasingFinance Prudential Capital Plc provides financial services. The frim offers bridging finance, investment management, securities lending and cash management services. The company was founded on November 4, 1988 and is headquartered in London, the United Kingdom. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Doctorate Degree | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Compliance Officer | |
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 | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Bessemer Group, Inc.
 The Bessemer Group, Inc. Financial ConglomeratesFinance The Bessemer Group, Inc. provides personalized client and financial counseling services. It offers trust, custody, tax and estate planning, strategic philanthropy and financial advisory services. The company is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member Chief Executive Officer Director/Board Member | |
| Stanford University | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree | |
Paramount Pictures Corp.
 Paramount Pictures Corp. Movies/EntertainmentConsumer Services Paramount Pictures Corp. is a producer and distributor of filmed entertainment. Its labels include Paramount Pictures, Paramount Vantage, Paramount Classics, Insurge Pictures, MTV Films and Nickelodeon Movies. The company was founded in 1912 and is headquartered in Hollywood, CA. | Movies/Entertainment | General Counsel Director of Finance/CFO | |
| Boston University | College/University | Masters Business Admin 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 Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Portfolio Manager-Equities Director/Board Member | |
| University of Vermont | College/University | Director/Board Member Undergraduate Degree | |
Motion Picture & Television Fund
 Motion Picture & Television Fund Miscellaneous Commercial ServicesCommercial Services Motion Picture & Television Fund offers assistance and care to those in the motion picture and television industries. The company was founded by Charlie Chaplin, Mary Pickford, Douglas Fairbanks, and David Wark Griffith in 1921 and is headquartered in Woodland Hills, CA. | Miscellaneous Commercial Services | Chairman Director/Board Member | |
| The California State University | College/University | Undergraduate Degree Masters Business Admin | |
| FPA International Value Fund | Investment Trusts/Mutual Funds | Treasurer Director/Board Member | |
| ANGLOGOLD ASHANTI PLC | Precious Metals | Director/Board Member | |
Pro Mujer, Inc.
 Pro Mujer, Inc. Finance/Rental/LeasingFinance Pro Mujer, Inc. is a non profit organization, which engages in the provision of financial services for charity. The company was founded by Emerita Lynne Patterson and Carmen Velasco in 1990 and is headquartered in Manhasset, NY. | Finance/Rental/Leasing | Director/Board Member | |
| Pro Mujer UK | Chairman | ||
Citigroup Global Markets Ltd. (Investment Management)
 Citigroup Global Markets Ltd. (Investment Management) Investment ManagersFinance Citigroup Global Markets Ltd. (Investment Management) (CGML-IM) is the investment management division of UK-based Citigroup Global Markets Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. The firm was founded in 1983 as Stockrobe Ltd. Headquartered in London, CGML-IM provides consumers, corporations, governments and institutions with a broad range of financial services and products. | Investment Managers | Corporate Officer/Principal | |
| Power Funding Associates | Corporate Officer/Principal | ||
Niagara Mohawk Holdings, Inc.
 Niagara Mohawk Holdings, Inc. Electric UtilitiesUtilities Niagara Mohawk Holdings, Inc. (LSE: NG. NYSE:NGG) is an international electricity and gas company and one of the largest investor-owned energy companies in the world. Their core business is the delivery of electricity and natural gas. They are committed to serving customers well, delivering energy safely and reliably, and keeping costs low. The company was founded in 1998 and is headquartered in Syracuse, NY. | Electric Utilities | Director/Board Member | |
| Georgetown University Law Center | College/University | Graduate Degree | |
Barclays International
 Barclays International Major BanksFinance Part of Barclays PLC, Barclays International is a British company that provides banking services. The company is based in London, UK. The CEOs of the company are James Edward Staley, Alisa Copeman. | Major Banks | Director/Board Member | |
| Pro Mujer International | Director/Board Member | ||
| University of Michigan | College/University | Undergraduate Degree | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Investment Managers | Corporate Officer/Principal | |
| Sewanee-The University of the South | College/University | Undergraduate Degree | |
Ocean Conservancy, Inc.
 Ocean Conservancy, Inc. Miscellaneous Commercial ServicesCommercial Services Ocean Conservancy, Inc. engages in the provision of wildlife services. The firm protects the ocean from global challenges. It creates science based solutions for a healthy ocean and the wildlife and communities that depend on it. The company was founded in 1972 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Secretary | |
| California State University-Los Angeles | College/University | Undergraduate Degree | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
Nantucket Electric Co.
 Nantucket Electric Co. Electric UtilitiesUtilities Nantucket Electric Co. engages in providing electricity services. The company is headquartered in Waltham, MA. | Electric Utilities | Director/Board Member |
Estadísticas
Internacional
| Estados Unidos | 37 |
| Reino Unido | 9 |
| Francia | 2 |
| Sudafrica | 2 |
| Bermudas | 2 |
Sectorial
| Finance | 22 |
| Consumer Services | 15 |
| Commercial Services | 4 |
| Non-Energy Minerals | 3 |
| Utilities | 3 |
Operativa
| Director/Board Member | 197 |
| Corporate Officer/Principal | 103 |
| Independent Dir/Board Member | 60 |
| Undergraduate Degree | 33 |
| President | 25 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Alan Rappaport | 67 |
| Alfred Osborne | 41 |
| Maria Richter | 25 |
| A. Pisano | 22 |
| James Atwood | 18 |
| Natica von Althann | 15 |
| Alexa Willson | 13 |
| Martha Demski | 13 |
| Robert Goldrich | 13 |
| Eric Sayre Ende | 12 |
| Sandra Brown | 12 |
| Maureen Anne Flanagan | 11 |
| Edwin Setzler | 10 |
| Allan Michael Rudnick | 10 |
| Karen Richards | 9 |
- Bolsa de valores
- Insiders
- Mark Lipson
- Conexiones Empresas
