Steve Block
Gestor de Cartera-Acciones en Phocas Financial Corp. .
Origen de la red de primer grado Steve Block.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
University of Michigan
426
| College/University | Other Consumer Services | 426 |
University of California San Diego
118
| College/University | Other Consumer Services | 118 |
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS)
6
| Extinct | Investment Managers | 6 |
Phocas Financial Corp.
 Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors.
6
| Private Company | Investment Managers | 6 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Steve Block a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| AETNA | Managed Health Care | Corporate Officer/Principal | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Receivables Performance Management LLC
 Receivables Performance Management LLC Miscellaneous Commercial ServicesCommercial Services Receivables Performance Management LLC engages in the provision of billing and collection services. Its services include telemarketing, outsourcing and pre-collection, early age reactivation, and small balance portfolio. The firm serves industries bankcard and financial, telecommunications, utilities, retail, healthcare, commercial, state and local government, small balance accounts, and national legal services industries. The company was founded by Howard L. George in August 2002 and is headquartered in Lynnwood, WA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
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 | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Doctorate Degree Corporate Officer/Principal Graduate Degree | |
| Wayne State University (Michigan) | College/University | Masters Business Admin Graduate Degree | |
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 Analyst-Equity | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Michigan Law School | College/University | Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
Deloitte Consulting LLP
 Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Augustana College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
National Academy of Sciences
 National Academy of Sciences Miscellaneous Commercial ServicesCommercial Services National Academy of Sciences operates as a private, nongovernmental institution that advises on issues related to science and technology. It provides independent, objective analysis and advice and conducts other activities to solve complex problems and inform public policy decisions. The firm also encourages education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science. The company was founded on March 3, 1863 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Doctorate Degree Undergraduate Degree | |
American Association for Cancer Research
 American Association for Cancer Research Miscellaneous Commercial ServicesCommercial Services American Association for Cancer Research prints and publishes scientific journals including clinical cancer research, molecular cancer therapeutics, molecular cancer research, cancer epidemiology, and biomarkers and prevention. The company was founded on May 7, 1907 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| BLACKROCK TCP CAPITAL CORP. | Financial Conglomerates | Compliance Officer Chief Investment Officer | |
American Society for Clinical Investigation
 American Society for Clinical Investigation BiotechnologyHealth Technology American Society for Clinical Investigation engages as a medical honor society. It focuses on physician-scientists in research, clinical care, and medical education. The company was founded by Samuel J. Meltzer in 1908 and is headquartered in Ann Arbor, MI. | Biotechnology | Corporate Officer/Principal Corporate Officer/Principal | |
| Rensselaer Polytechnic Institute | College/University | Undergraduate Degree Undergraduate Degree | |
American Academy of Arts & Sciences
 American Academy of Arts & Sciences Miscellaneous Commercial ServicesCommercial Services The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA. | Miscellaneous Commercial Services | Private Equity Investor Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Graduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Doctorate 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 Corporate Officer/Principal | |
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
DraftKings Holdings, Inc.
 DraftKings Holdings, Inc. Internet Software/ServicesTechnology Services DraftKings Holdings, Inc. operates as a digital sports entertainment and gaming company. It operates through the Business-to-Consumer (B2C) and Business-to-Business (B2B) segments. The B2C segment focuses on providing users with daily fantasy sports, sports betting, and online casino products. The B2B segment develops, designs, and licenses sports betting and casino gaming software for its Sportsbook and casino gaming products. The company was founded by Jason D. Robins, Matthew Kalish and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA. | Internet Software/Services | Director of Finance/CFO | |
| Silver Oak Partners | Corporate Officer/Principal | ||
DAL Group LLC
 DAL Group LLC Finance/Rental/LeasingFinance Part of DJSP Enterprises, Inc., DAL Group LLC is an American company that provides mortgage processing services. Stephen J. Bernstein has been the CEO of the company since 2010. DAL Group was acquired by Chardan 2008 China Acquisition Corp. on January 15, 2010 for $64.50 million. | Finance/Rental/Leasing | Chief Executive Officer | |
CentralSquare Technologies LLC
 CentralSquare Technologies LLC Packaged SoftwareTechnology Services CentralSquare Technologies LLC develops public safety and administration software solutions. It offers CentralSquare, where citizens interact with government, whether it be at city hall, police or fire station, or a hospital. The company was founded in 1981 and is headquartered in Lake Mary, FL. | Packaged Software | Director/Board Member | |
KPMG US LLP
 KPMG US LLP Miscellaneous Commercial ServicesCommercial Services KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Serent Capital Management Co. LLC
 Serent Capital Management Co. LLC Investment ManagersFinance Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
| DJSP ENTERPRISES, INC. | Finance/Rental/Leasing | Chief Executive Officer | |
Minute Key, Inc.
 Minute Key, Inc. Industrial MachineryProducer Manufacturing Minute Key, Inc. ngages in provision of automatic mechanical key duplication services. It manufactures and delivers self-service key duplication machines to duplicate house, office and padlock keys. Its technology utilizes robotics, electronics and software engineering to read the house or office key that is inserted into the machine and the key is accurately duplicated. The company was founded by Ari Freeman and Daniel Freeman in 2008 and is headquartered in Boulder, CO. | Industrial Machinery | Director/Board Member | |
Saudi Economic & Development Co. Ltd.
 Saudi Economic & Development Co. Ltd. Financial ConglomeratesFinance Saudi Economic & Development Co. Ltd. provides investment management services. The firm manages investments in real estates, equities and other businesses in Saudi Arabia. It also organizes financial and direct investments groups. The company was founded in 1976 and is headquartered in Jeddah, Saudi Arabia. | Financial Conglomerates | Corporate Officer/Principal | |
Avionté LLC
 Avionté LLC Packaged SoftwareTechnology Services Avionte LLC engages in the provision of staffing and recruiting software solutions. It offers front and back office, business intelligence, and reporting solutions. It also offers platforms for customer-relationship management, recruiting, onboarding, payroll, billing and business intelligence for clerical, light industrial, information technology, and professional staffing firms. The company was founded by Phi Ngo, Sandeep Acharya, John Long, and Samar Basnet in 2005 and is headquartered in Eagan, MN. | Packaged Software | Chairman | |
Addax Bank BSC (Private Equity)
 Addax Bank BSC (Private Equity) Investment ManagersFinance Addax Bank BSC /Private Equity/ (Addax Bank) is a private equity division of Addax Bank BSC founded im 2003. The firm is headquartered in Manama, Bahrain. | Investment Managers | Chief Investment Officer | |
Shearman & Sterling LLP
 Shearman & Sterling LLP Miscellaneous Commercial ServicesCommercial Services Shearman & Sterling LLP provides legal services. It specializes in appellate litigations, capital markets, corporate governance, environmental, finance, international arbitration, investment funds, litigation, mergers and acquisitions, privatization, real estate, and tax. The company was founded by Thomas Shearman in 1873 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Estadísticas
Internacional
| Estados Unidos | 46 |
| Arabia Saudita | 2 |
| Bahrein | 2 |
| Italia | 2 |
Sectorial
| Finance | 16 |
| Consumer Services | 15 |
| Commercial Services | 14 |
| Technology Services | 4 |
| Health Services | 2 |
Operativa
| Corporate Officer/Principal | 199 |
| Director/Board Member | 189 |
| Compliance Officer | 101 |
| Undergraduate Degree | 95 |
| Private Equity Investor | 54 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Charles Park | 98 |
| Roscoe Moore | 37 |
| Michael Leitner | 31 |
| Craig Thompson | 29 |
| Leonard Post | 25 |
| Ronald J. Lieberman | 20 |
| Kelli Turner | 18 |
| Barbara Weber | 16 |
| Jason Park | 14 |
| Jason Heltzer | 14 |
| Mike K. Jung | 14 |
| Kevin Frick | 14 |
| John Cochran | 13 |
| Adam Philip Graf | 12 |
| Adam Lilling | 12 |
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