Christopher Dodds
Directeur/Membre du Conseil chez CHARLES SCHWAB
Fortune : 34 M $ au 30/04/2024
Profil
Mr. Christopher V.
Dodds is a Co-Founder & Managing Member at Crown Oak Advisors LLC, an Independent Director at Conifer Financial Services LLC and a Senior Advisor at Cynosure Group /Private Equity/.
He is on the Board of Directors at The Charles Schwab Corp.
and Conifer Financial Services LLC.
Mr. Dodds was previously employed as an Independent Director by Investment Technology Group, Inc., an Officer by American Hawaii Cruises, Inc., a Board Member by Avalon Advisors LLC, a Senior Vice President-Sales by Expesite LLC, a Treasurer by Exxon Corp., a Treasurer by Gulf Oil LP, and a Senior Advisor by The Carlyle Group LP (Corporate Private Equity).
He also served on the board at The TCW Group, Inc., Cost Plus, Inc., Baron Capital, Inc., Coinbase Global, Inc. and US Trust Corp.
He has an M.B.A.
in Finance from the University of Pittsburgh and a B.S.
in Management from Clemson University.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
CHARLES SCHWAB CORP
0,03% | 28/05/2024 | 452 011 ( 0,03% ) | 34 M $ | 30/04/2024 |
Postes actifs de Christopher Dodds
| Sociétés | Poste | Début |
|---|---|---|
| CHARLES SCHWAB | Directeur/Membre du Conseil | 01/01/2014 |
Cynosure Group /Private Equity/
 Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah. | Consultant / Advisor | - |
Crown Oak Advisors LLC
 Crown Oak Advisors LLC Investment ManagersFinance Crown Oak Advisors LLC is a private company based in Piedmont, CA. Crown Oak Advisors LLC was founded in 2020 by Christopher Vincent Dodds, Andrew Warren Dodds. | Fondateur | 01/01/2020 |
Conifer Financial Services LLC
 Conifer Financial Services LLC Investment ManagersFinance Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA. | Directeur/Membre du Conseil | - |
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. | Directeur/Membre du Conseil | 01/01/2007 |
Anciens postes connus de Christopher Dodds
| Sociétés | Poste | Fin |
|---|---|---|
| INVESTMENT TECHNOLOGY GROUP | Directeur/Membre du Conseil | 31/12/2015 |
US Trust Corp.
 US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Directeur/Membre du Conseil | 12/04/2011 |
| COST PLUS, INC. | Directeur/Membre du Conseil | 14/05/2009 |
Gulf Oil LP
 Gulf Oil LP Specialty StoresRetail Trade Gulf Oil LP operates as a wholesaler of refined petroleum products. It offers heating oil, diesel fuel, kerosene, premium dieselect, and gasoline products. It also produces a line of lubricants, including motor oils and specialty products, such as turbine oils, transformer oils, roll oils, textile oils, paper machine lubricants, steam cylinder lubricants, zinc-free oils, two-cycle oils, antifreeze products, and chain saw oils. The company was founded in 1901 and is headquartered in Framingham, MA. | Treasurer | - |
| ░░░░░ ░░░░░ | ░░░░░░░░░ | - |
Formation de Christopher Dodds
| University of Pittsburgh | Masters Business Admin |
| Clemson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| CHARLES SCHWAB | Finance |
| COINBASE GLOBAL, INC. | Finance |
| Entreprise privées | 15 |
|---|---|
| Exxon Corp. | Energy Minerals |
Virtu ITG Holdings LLC
 Virtu ITG Holdings LLC Investment Banks/BrokersFinance Virtu ITG Holdings LLC engages in the provision of financial technology services. It operates through the following segments: Executive Services, Workflow Services, Workflow Technology, and Analytics. The Execution Services segment includes liquidity matching through POSIT, self-directed trading using algorithms, portfolio trading and single stock sales trading desks providing execution expertise, and futures and options trading. The Workflow Technology segment offers trade order and execution management software applications in addition to network connectivity. The Analytics segment covers tools enabling portfolio managers and traders to improve pre-trade, real-time and post-trade execution performance; portfolio construction and optimization decisions; and securities valuation. The company was founded by Chris A. Hynes on July 22, 1983 and is headquartered in New York, NY. | Finance |
World Market LLC
 World Market LLC Specialty StoresRetail Trade World Market LLC retails casual home furnishings and entertaining products in the United States. It offers home decorative items such as furniture, rugs, pillows, lamps, window coverings, frames, baskets, furniture products, tabletop, and kitchen accessories. The company was founded in 1958 and is headquartered in Alameda, CA. | Retail Trade |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Finance |
Baron Capital, Inc.
 Baron Capital, Inc. Financial ConglomeratesFinance Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds | Finance |
American Hawaii Cruises, Inc.
 American Hawaii Cruises, Inc. Hotels/Resorts/Cruise linesConsumer Services Part of Delaware North Cos., Inc., American Hawaii Cruises, Inc. is a company that operates ocean cruise ships. The company is located in the US. American Hawaii Cruises was acquired by American Classic Voyages Co. from American Global Lines, Inc. on August 11, 1993 for $32.50 million. | Consumer Services |
Gulf Oil LP
Gulf Oil LP Specialty StoresRetail Trade Gulf Oil LP operates as a wholesaler of refined petroleum products. It offers heating oil, diesel fuel, kerosene, premium dieselect, and gasoline products. It also produces a line of lubricants, including motor oils and specialty products, such as turbine oils, transformer oils, roll oils, textile oils, paper machine lubricants, steam cylinder lubricants, zinc-free oils, two-cycle oils, antifreeze products, and chain saw oils. The company was founded in 1901 and is headquartered in Framingham, MA. | Retail Trade |
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. | Finance |
US Trust Corp.
US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Finance |
Expesite LLC
 Expesite LLC Packaged SoftwareTechnology Services Expesite LLC engages in the provision of project management software solutions. It is SaaS company which offers a collaborative software platform for real estate development, construction, and facilities management through its suite of vision products. The company was founded in 1999 and is headquartered in Columbus, OH. | Technology Services |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Finance |
Cynosure Group /Private Equity/
Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah. | Finance |
Crown Oak Advisors LLC
Crown Oak Advisors LLC Investment ManagersFinance Crown Oak Advisors LLC is a private company based in Piedmont, CA. Crown Oak Advisors LLC was founded in 2020 by Christopher Vincent Dodds, Andrew Warren Dodds. | Finance |
Conifer Financial Services LLC
Conifer Financial Services LLC Investment ManagersFinance Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA. | Finance |