Caryn Westman
Founder at United Capital Financial Partners, Inc.
Network origin in Caryn Westman first degree
Entity | Entity type | Industry | |
---|---|---|---|
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.
19
| Subsidiary | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Caryn Westman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Abel/Noser Corp.
Abel/Noser Corp. Investment Banks/BrokersFinance Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
Reflexis Systems, Inc.
Reflexis Systems, Inc. Packaged SoftwareTechnology Services Reflexis Systems, Inc. provides integrated real-time store execution and workforce management solutions. Its solutions include small and midsized retailer, real time execution, store execution, labor operations and mobility and reporting. The company was founded by Prashanth R. Palakurthi in 2001 and is headquartered in Dedham, MA. | Packaged Software | Director/Board Member | |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Chief Executive Officer Chairman Founder Chairman | |
Pax8, Inc.
Pax8, Inc. Data Processing ServicesTechnology Services Pax8, Inc. provides cloud services to the information technology channels. The firm simplifies cloud buying through billing, provisioning, automation, industry PSA integrations, and pre & post- sales support. The company was founded by John Street and Klaus Dimmler in 2012 and is headquartered in Greenwood Village, CO. | Data Processing Services | Director/Board Member | |
AMP LIMITED | Investment Managers | Director of Finance/CFO | |
Dartmouth College | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Director/Board Member Corporate Officer/Principal | |
Kohlberg Kravis Roberts & Co. LP
Kohlberg Kravis Roberts & Co. LP Investment ManagersFinance Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
CCP Equity Partners, LLC
CCP Equity Partners, LLC Investment ManagersFinance CCP Equity Partners (CCP Equity Partners) is an independent private equity firm founded in 1985. The firm is headquartered in Harford, Connecticut. | Investment Managers | Private Equity Analyst | |
The World Bank Group
The World Bank Group SupranationalGovernment Promotes private investments in developing countries | Supranational | Corporate Officer/Principal | |
AMP Bank Ltd.
AMP Bank Ltd. Major BanksFinance AMP Bank Ltd. provides banking services. The company is headquartered in Sydney, Australia. | Major Banks | Director/Board Member | |
Battery Ventures
Battery Ventures Investment ManagersFinance Battery Ventures is a private equity and venture capital firm is founded in 1983. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Deer Management Co. LLC
Deer Management Co. LLC Investment ManagersFinance Deer Management Co. LLC (Bessemer Venture Partners) is a venture capital firm founded in 1911. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Analyst Private Equity Investor | |
Quantum
Quantum Personnel ServicesCommercial Services Part of Grupo Start People, Quantum provides quantum technology, software, and services to help organizations make their unstructured data smarter. With over 40 years of innovation, Quantum's platform can orchestrate, protect, and enrich data across its lifecycle, providing enhanced intelligence and actionable insights. Quantum is trusted by leading organizations in cloud services, entertainment, government, research, education, transportation, and enterprise IT. Quantum was acquired by Grupo Start People on April 03, 2001. | Personnel Services | Chairman | |
AMP Group Finance Services Ltd.
AMP Group Finance Services Ltd. Miscellaneous Commercial ServicesCommercial Services AMP Group Finance Services Ltd. engages in the provision of financial support services for its parent company. It raises finance and enters into derivative transactions for the AMP Ltd. in Australia. The company was founded on November 1, 1999 and is headquartered in Sydney, Australia. | Miscellaneous Commercial Services | Chairman | |
Fairfield University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Doctorate Degree | |
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 | |
Monmouth University | College/University | Undergraduate Degree | |
Zopa Ltd.
Zopa Ltd. Finance/Rental/LeasingFinance Zopa Ltd. engages in provision of online financial credit and lending services. Its concept allows savers to bypass banks and agree loans and interest rates directly with borrowers, drawing an interest rate return that usually beats savings accounts. The company was founded by Giles Edward Charles Andrews, David Nicholson, Richard Duvall, James Alexander, Timothy Parlett and Simon J. Deane-Johns in 2004 and is headquartered in London, the United Kingdom. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
EVERBANK FINANCIAL CORP | Regional Banks | Director/Board Member | |
Bard College | College/University | Undergraduate Degree | |
National Arbitration & Mediation LLC
National Arbitration & Mediation LLC Miscellaneous Commercial ServicesCommercial Services National Arbitration & Mediation LLC provides alternative dispute resolution services. It offers arbitration, mediation, trial preparation, patented risk management system, state-of-the-art technology, and video conferencing services. The company was founded by Roy Israel in 1992 and is headquartered in Garden City, NY. | Miscellaneous Commercial Services | Director/Board Member | |
NSI Holdings, Inc.
NSI Holdings, Inc. Financial ConglomeratesFinance NSI Holdings, Inc. operates as an investment holding company. The company was founded on May 6, 1997 and is headquartered in Chambersburg, PA. | Financial Conglomerates | Director/Board Member | |
Sageview Capital MGP LLC
Sageview Capital MGP LLC Financial ConglomeratesFinance Part of Sageview Management LLC, Sageview Capital MGP LLC provides investment services. The company is based in Greenwich, CT. | Financial Conglomerates | President | |
Grocon Pty Ltd.
Grocon Pty Ltd. Engineering & ConstructionIndustrial Services Grocon Pty Ltd. provides development and construction services. The firm offers market trend analysis, risk management and feasibility analysis services. The company is headquartered in Melbourne, Australia. | Engineering & Construction | Director of Finance/CFO | |
TrialPay, Inc.
TrialPay, Inc. Internet Software/ServicesTechnology Services TrialPay, Inc. operates payment and promotions platform. It offers monetization and advertising solutions. The company was founded by Alastair Rampell, Terry Angelos, Mike Ghaffari and Eddie Lim in 2006 and is headquartered in Mountain View, CA. | Internet Software/Services | Director/Board Member | |
Grail Partners (Private Equity)
Grail Partners (Private Equity) Investment ManagersFinance Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California. | Investment Managers | Founder Private Equity Investor | |
Interactive Engagement Group LLC
Interactive Engagement Group LLC Miscellaneous Commercial ServicesCommercial Services Interactive Engagement Group LLC engages in the provision of television network operations. It offers arts, education and public affairs programming to viewers. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cadence Bancorp LLC
Cadence Bancorp LLC Financial ConglomeratesFinance Cadence Bancorp LLC operates as a bank holding company. It offers commercial and personal banking and mortgage finance services. The company is headquartered in Birmingham, AL. | Financial Conglomerates | Director/Board Member | |
DMT Development Systems Group, Inc.
DMT Development Systems Group, Inc. Packaged SoftwareTechnology Services DMT Development Systems Group, Inc. develops and offers lead generation and management, information integration and customer relations software for automotive industry. The company was founded in 1996 by Glen Demetrioff and is headquartered in Winnipeg, Canada. | Packaged Software | Director/Board Member | |
Everbank NA
Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Savings Banks | Director/Board Member | |
Estancia Capital Management
Estancia Capital Management Investment ManagersFinance Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona. | Investment Managers | Private Equity Investor | |
Snowden Capital Advisors LLC
Snowden Capital Advisors LLC Investment ManagersFinance Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants. | Investment Managers | Director/Board Member | |
Drivewyze, Inc.
Drivewyze, Inc. Packaged SoftwareTechnology Services Drivewyze, Inc. provides smart mobility services. It delivers highway safety and transportation management through products, systems and services. The firm serves commercial drivers and fleets. The company was founded in 2011 and is headquartered in Edmonton, Canada. | Packaged Software | Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
North Square Investments LLC
North Square Investments LLC Financial ConglomeratesFinance North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member | |
The WNET Group
The WNET Group BroadcastingConsumer Services The WNET Group is a nonprofit public media producer that creates inspiring media content and meaningful experiences for diverse audiences nationwide. The non-profit company is based in New York, NY and is the community-supported home of thirteen channels, including PBS stations, NPR stations, and news programs. The WNET Group's kids media and education team produces the PBS Kids series Cyberchase, interactive Mission US history games, and resources for families, teachers, and caregivers. The WNET Group brings arts, culture, education, news, documentary, entertainment, and DIY programming to more than five million viewers each month through these channels and streaming platforms. The company's award-winning productions include signature PBS series such as Nature, Great Performances, American Masters, and Amanpour and Company, as well as trusted local news programs such as MetroFocus and NJ Spotlight News with Briana Vannozzi. The company presents and distributes content that fosters lifelong learning, including multiplatform initiatives addressing poverty, jobs, economic opportunity, social justice, understanding, and the environment. Through Passport, station members can stream new and archival programming anytime, anywhere. The CEO of the company is Neal Shapiro. | Broadcasting | Director/Board Member | |
Memorial Sloan-Kettering Cancer Center (Investment Management)
Memorial Sloan-Kettering Cancer Center (Investment Management) Investment Trusts/Mutual FundsMiscellaneous Memorial Sloan-Kettering Cancer Center (Investment Management) (MSK-IM) is the investment management division of Memorial Sloan-Kettering Cancer Center, a non-profit organization headquartered in New York City. The firm was formed in 1960 to coordinate and guide the overall policy for Memorial Hospital and the Sloan Kettering Institute, and in 1980 these entities were unified into a single institution, with a single president and CEO. MSK-IM manages the investment portfolio of MSK. | Investment Trusts/Mutual Funds | Chairman | |
Specright, Inc.
Specright, Inc. Packaged SoftwareTechnology Services Specright, Inc. develops an enterprise software for data management. It allows companies to manage their packaging specification data in real-time. The firm offers real time analytics and reporting, bill of materials, ready-made dashboards, and standard packaging commodity templates. The company was founded by Matthew Wright in 2014 and is headquartered in Irvine, CA. | Packaged Software | Director/Board Member |
Statistics
International
United States | 41 |
Australia | 5 |
Canada | 3 |
Ireland | 2 |
Spain | 2 |
Sectoral
Finance | 24 |
Consumer Services | 14 |
Technology Services | 7 |
Commercial Services | 5 |
Government | 2 |
Operational
Director/Board Member | 87 |
Corporate Officer/Principal | 23 |
Undergraduate Degree | 15 |
Private Equity Investor | 13 |
Masters Business Admin | 11 |
Most connected contacts
Insiders | |
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Rob Stavis | 42 |
Scott Stuart | 27 |
Darlene DeRemer | 24 |
Eric Arnold | 12 |
Dana Alan Kurttila | 10 |
Charles Birnbaum | 10 |
Kenneth R. Jensen | 8 |
Robert Doede | 8 |
Joe Duran | 7 |
Mike Capelle | 6 |
Gordon Lefevre | 6 |
Patrick M. Bommarito | 5 |
Karen H. Marchak | 2 |
Leslie Dunham | 2 |
Jason Del Col | 2 |
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