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Provenance du réseau au premier degré de Joel Scott Isaacson
Entité | Type d'entité | Industrie | |
---|---|---|---|
National Association of Personal Financial Advisors
19
| Non-Profit Organization | 19 | |
AHRC New York City Foundation, Inc.
9
| Non-Profit Organization | 9 | |
Joel Isaacson & Co. LLC
![]() Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals.
8
| Subsidiary | Investment Managers | 8 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Joel Scott Isaacson via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
ROYALE ENERGY, INC. | Integrated Oil | Director/Board Member | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan Stanley Investment Management (Japan) Co. Ltd.
![]() Morgan Stanley Investment Management (Japan) Co. Ltd. Investment ManagersFinance Morgan Stanley Investment Management (Japan) Co. Ltd. (MSIM-Japan) is the investment management subsidiary of Morgan Stanley Japan Holdings Co. Ltd., itself a subsidiary of US-based Morgan Stanley (NYSE: MS). Formerly known as Morgan Stanley Asset & Investment Trust Management Co. Ltd., established in 1987, the firm changed their name to Morgan Stanley Investment Management (Japan) Co. Ltd. in 2012. MSIM-Japan is based in Tokyo and provides investment advisory and asset management services to public and private pension funds and financial institutions. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal | |
Morgan Stanley Real Estate Funds
![]() Morgan Stanley Real Estate Funds Investment Trusts/Mutual FundsMiscellaneous Part of Morgan Stanley, Morgan Stanley Real Estate Funds operates investment funds. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Orrick, Herrington & Sutcliffe LLP
![]() Orrick, Herrington & Sutcliffe LLP Miscellaneous Commercial ServicesCommercial Services Orrick, Herrington & Sutcliffe LLP engages in the provision of legal services. Its practices include: antitrust and competition; banking and finance; capital markets; copyright, trademark and false advertising; cyber, privacy and data innovation; employment law and litigation; energy; financial services litigation; global compliance and regulatory, infrastructure; intellectual property; patents; public finance; real estate; securities litigation; supreme court and appellate; tax advocacy; technology transactions; trials; and white collar, investigations, securities litigation and compliance. The company was founded by John R. Garboe in 1863 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Sales & Marketing | |
The College for Financial Planning, Inc. | College/University | Graduate 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 | |
Hofstra University | College/University | Undergraduate Degree | |
Union College (New York) | College/University | Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree | |
William Paterson University | College/University | Undergraduate Degree | |
Baruch College | College/University | Graduate Degree | |
Georgetown University | College/University | Director/Board Member | |
Barnard College | College/University | Undergraduate Degree | |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Hirshhorn Museum & Sculpture Garden | Director/Board Member | ||
Deutsche Bank Corp.
![]() Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Sales & Marketing | |
Room To Read
![]() Room To Read Miscellaneous Commercial ServicesCommercial Services Room to Read provides educational resources. The fir focuses on literacy and gender equality in education. It works with local communities, partner organizations and governments and develop literacy skills and a habit of reading among primary school children, and support girls to complete secondary school with the relevant life skills. The company was founded by Dinesh Shrestha, Erin Ganju and John Wood in 1999 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Union Graduate College | College/University | Masters Business Admin | |
Teaching Matters, Inc.
![]() Teaching Matters, Inc. Miscellaneous Commercial ServicesCommercial Services Teaching Matters, Inc. is a non-profit professional development organization based in New York, NY. The private company's vision is to ensure that every child has equitable access to great teaching. | Miscellaneous Commercial Services | Director/Board Member | |
Keats, Connelly & Associates LLC
![]() Keats, Connelly & Associates LLC Miscellaneous Commercial ServicesCommercial Services Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Founder | |
National Advisors Trust Co.
![]() National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013. | Major Banks | Director/Board Member | |
Asia Society
![]() Asia Society Miscellaneous Commercial ServicesCommercial Services Asia Society is an educational organization that aims to promote mutual understanding and strengthen partnerships among people, leaders, and institutions. The non-profit company is based in New York, NY and has subsidiaries in Hong Kong. The company was founded by Tom W. Su and Luis Juan L. Virata. | Miscellaneous Commercial Services | Director/Board Member | |
OBEROI REALTY LIMITED | Real Estate Development | Director/Board Member | |
BNY Mellon, NA
![]() BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
Barnett Financial, Inc.
![]() Barnett Financial, Inc. Investment ManagersFinance Barnett Financial, Inc. firm provides investment services. The company was founded in 1999 and is headquartered in Austin, TX. | Investment Managers | President | |
Locker Financial Services LLC
![]() Locker Financial Services LLC Investment ManagersFinance Locker Financial Services LLC provides investment advice. Its services include fee-only financial planning, asset management and investment advisory services and speaking availability. The company was founded by Lauren Locker in 1992 and is headquartered in Little Falls, NJ. | Investment Managers | Founder | |
Young Presidents Organization (Delhi) | Corporate Officer/Principal | ||
BGO US Real Estate LP
![]() BGO US Real Estate LP Investment ManagersFinance BGO US Real Estate LP (BGO) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Sonny Kalsi in 2010 as GreenOak Real Estate Advisors LP. The firm is a subsidiary of BentallGreenOak (US) LP, ultimately owned by Sun Life Financial, Inc. (TSE: SLF) in Canada. BGO offers investment advisory services to private funds. | Investment Managers | Chief Executive Officer | |
Cedar Financial Advisors LLC
![]() Cedar Financial Advisors LLC Investment ManagersFinance Part of The Vistria Group LP, Cedar Financial Advisors LLC is a company that provides investment advisory services. The company is based in Beaverton, OR. The company was founded in 2007 by Tim Kober. Cedar Financial Advisors was acquired by The Mather Group LLC on October 03, 2022. | Investment Managers | Founder | |
GreenOak Real Estate LP
![]() GreenOak Real Estate LP Investment ManagersFinance GreenOak Real Estate LP is a Private Equity firm, a subsidiary of BGO US Real Estate LP founded in 2010 by Karamjit Singh Kalsi. GreenOak Real Estate LP is headquartered in New York. | Investment Managers | Founder | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
The Jorge Posada Foundation.
![]() The Jorge Posada Foundation. Investment Trusts/Mutual FundsMiscellaneous The Jorge Posada Foundation is a grant-making foundation based in Miami, FL. The foundation operates to provide grants to various organizations and causes. | Investment Trusts/Mutual Funds | Director/Board Member | |
Alliance Baseball LLC
![]() Alliance Baseball LLC Internet Software/ServicesTechnology Services Alliance Baseball LLC provides online baseball research services. The company is headquartered in New York, NY. | Internet Software/Services | Chief Executive Officer | |
GO Center Plaza REIT LLC
![]() GO Center Plaza REIT LLC Real Estate Investment TrustsFinance GO Center Plaza REIT LLC operates in the real estate and finance industry. The company is headquartered in New York, NY. | Real Estate Investment Trusts | Director/Board Member | |
Alliance Omaha Soccer Holdings LLC
![]() Alliance Omaha Soccer Holdings LLC Movies/EntertainmentConsumer Services Alliance Omaha Soccer Holdings LLC engages in the operations of soccer league. The company was founded by Gary Michael Green and is headquartered in New York, NY. | Movies/Entertainment | Chief Executive Officer | |
BentallGreenOak
![]() BentallGreenOak Internet Software/ServicesTechnology Services BentallGreenOak is a leading real estate investment management advisor and provider of real estate services. BentallGreenOak has offices in 27 cities across thirteen countries, demonstrating their deep local knowledge, experience, and extensive networks in the regions where they invest and manage real estate assets. The private company is based in New York, NY and has subsidiaries in the United States. The company serves the interests of over 750 institutional clients with approximately $74 billion USD of assets under management. The company's expertise lies in the asset management of various property types, including office, industrial, multi-residential, retail, and hospitality, across the globe. The company is a part of SLC Management, the alternatives asset management business of Sun Life. The company was founded in 2019, and the CEOs are John Anthony Carrafiell and Karamjit Singh Kalsi. | Internet Software/Services | Chief Executive Officer | |
KeatsConnelly ULC
![]() KeatsConnelly ULC Miscellaneous Commercial ServicesCommercial Services KeatsConnelly ULC engages in the provision of cross-border financial planning services. The firm offers investment management, behavioral finance, cross-border investment services. The company was founded by Robert F. Keats in 2012 and is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | Founder | |
PowHERful Foundation | Director/Board Member | ||
Jorge Posada Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The Spence School
![]() The Spence School Other Consumer ServicesConsumer Services The Spence School provides educational services. It offers a day school services for girls in kindergarten. The company was founded by Clara Bebbe Spence in 1892 and is headquartered in New York, NY. | Other Consumer Services | Director/Board Member | |
BentallGreenOak (US) LP
![]() BentallGreenOak (US) LP Investment ManagersFinance BentallGreenOak (US) LP (BentallGreenOak) is a SEC-registered real estate investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 as Bentall Kennedy (US) LP and is a majority owned indirect subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada. BentallGreenOak acts as a real estate investment advisor for a select number of public, corporate and Taft-Hartley retirement systems and private real estate funds, as well as major university endowments and sovereign wealth funds. | Investment Managers | Chief Executive Officer |
Statistiques
Internationale
Etats-Unis | 45 |
Canada | 3 |
Inde | 3 |
Japon | 2 |
Sectorielle
Finance | 19 |
Consumer Services | 16 |
Commercial Services | 8 |
Miscellaneous | 4 |
Technology Services | 3 |
Opérationnelle
Corporate Officer/Principal | 51 |
Director/Board Member | 43 |
Undergraduate Degree | 20 |
Founder | 13 |
Chairman | 11 |
Relations les plus connectées
Insiders | |
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Sonny Kalsi | 20 |
John Lame | 15 |
Michael N. Rosen | 14 |
Jerry P. Boisseau | 9 |
Jeanne Sdroulas | 8 |
Kim McNeill Gardey | 8 |
Matthew R. Rapoport | 7 |
Robert Hockett | 7 |
Robert F. Keats | 6 |
Owen Hayes Malcolm | 5 |
Bart Boyer | 4 |
Paul Papapostolou | 4 |
Joshua Peltz | 4 |
Michael V. O'Brien | 3 |
Peter Craddock | 3 |
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