Peter A. Goldman
No más puestos en curso
Origen de la red de primer grado Peter A. Goldman.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.
57
| Subsidiary | Investment Managers | 57 |
Siena College
18
| College/University | Other Consumer Services | 18 |
Rensselaer Polytechnic Institute
11
| College/University | Other Consumer Services | 11 |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.
5
| Subsidiary | Financial Conglomerates | 5 |
IBM Corp. /Personal Computing Division/
1
| Corporate Assets | Computer Processing Hardware | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Peter A. Goldman a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Sales & Marketing Human Resources Officer Corporate Officer/Principal Public Communications Contact Public Communications Contact Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Sales & Marketing General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of San Francisco | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
| Schwab Investor Services | Human Resources Officer Corporate Officer/Principal | ||
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal Human Resources Officer | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
| The White House | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree Undergraduate Degree | |
| WELLS FARGO & COMPANY | Major Banks | Sales & Marketing Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
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 | Undergraduate Degree Undergraduate Degree | |
Check Capital Management, Inc.
 Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Golden Gate University | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Pace University | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| SVB FINANCIAL GROUP | Regional Banks | Director/Board Member Human Resources Officer | |
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 | |
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | President Corporate Officer/Principal | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree | |
| McGill University | College/University | Undergraduate Degree Graduate Degree | |
Betterment Holdings, Inc.
 Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member Director/Board Member | |
Silicon Valley Bank
 Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Director/Board Member Human Resources Officer | |
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 | Analyst-Equity Corporate Officer/Principal | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
| GE AEROSPACE | Industrial Machinery | Human Resources Officer Corporate Officer/Principal | |
Montana Board of Investments
 Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Investment Managers | Portfolio Manager-Equities | |
| Geneva College | College/University | Undergraduate Degree | |
| University of Colorado Health Sciences Center | College/University | Undergraduate Degree | |
Waud Capital Partners LLC
 Waud Capital Partners LLC Investment ManagersFinance Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US. | Investment Managers | Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
Arizona State Retirement System
 Arizona State Retirement System Investment ManagersFinance The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers. | Investment Managers | Corporate Officer/Principal |
Estadísticas
Internacional
| Estados Unidos | 49 |
| Israel | 2 |
| Canadá | 2 |
Sectorial
| Finance | 23 |
| Consumer Services | 22 |
| Government | 3 |
| Commercial Services | 3 |
| Technology Services | 2 |
Operativa
| Corporate Officer/Principal | 206 |
| Director/Board Member | 141 |
| Undergraduate Degree | 86 |
| Independent Dir/Board Member | 42 |
| Sales & Marketing | 39 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Donna Wells | 24 |
| Ronald Renaud | 24 |
| Charles Goldman | 23 |
| William E. Redmond | 21 |
| Jody Bilney | 19 |
| Kirsten Wolberg | 19 |
| John S. Clendening | 19 |
| Omkaram Nalamasu | 17 |
| Mary Finn | 14 |
| Frank Kelly | 12 |
| Jay L. Allen | 12 |
| Wayne Linsley | 11 |
| Michael Boardman | 11 |
| Tani Girton | 11 |
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- Insiders
- Peter A. Goldman
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