Charlie Gofen
Director/Board Member at Children's Home + Aid
Network origin in Charlie Gofen first degree
Entity | Entity type | Industry | |
---|---|---|---|
Children's Home + Aid
Children's Home + Aid Other Consumer ServicesConsumer Services Children's Home + Aid provides children healthcare services. The firm offers adoption, foster care, counseling, treatment programs, child care and education services. The company was founded in 1883 and is headquartered in Chicago, IL.
42
| Non-Profit Organization | Other Consumer Services | 42 |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.
32
| Subsidiary | Investment Managers | 32 |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
19
| Subsidiary | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Gofen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Trading-Fixed Income | |
Van Kampen American Capital, Inc.
Van Kampen American Capital, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of Invesco Ltd., Van Kampen American Capital, Inc. is a closed-end investment company. The company is based in IL. Van Kampen American Capital was acquired by Morgan Stanley Group, Inc. from Clayton Dubilier & Rice LLC on October 31, 1996 for $745 million. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
CDW CORPORATION | Information Technology Services | Chief Executive Officer | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Cargill Investor Services, Inc.
Cargill Investor Services, Inc. Investment Banks/BrokersFinance Cargill Investor Services, Inc. provides trading and execution services. It also performs securities research, foreign exchange & risk management services, as well as outsourced facilities and technology management. The company has seven offices in the United States, Europe and Singapore. Cargill was founded in 1973 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
WBI Investments, Inc.
WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
Drexel University | College/University | Masters Business Admin | |
Colby College | College/University | Undergraduate Degree | |
Colorado State University | College/University | Undergraduate 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 | Masters Business Admin Masters Business Admin Masters Business Admin | |
DePaul University | College/University | Chairman Masters Business Admin Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Masters Business Admin Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Corporate Officer/Principal Masters Business Admin | |
Loyola University of Chicago | College/University | Masters Business Admin | |
Texas Tech University | College/University | Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Director/Board Member Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Madison Dearborn Partners LLC
Madison Dearborn Partners LLC Investment ManagersFinance Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois. | Investment Managers | Consultant / Advisor Private Equity Investor | |
The Chicago Network
The Chicago Network Miscellaneous Commercial ServicesCommercial Services The Chicago Network provides a forum to support and counsel for member careers and to raise awareness of professional, political and social issues faced by women. The company was founded in 1979 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Corporate Officer/Principal | |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
The Chicago Board of Education
The Chicago Board of Education Other Consumer ServicesConsumer Services The Chicago Board of Education operates as a local school board. It establishes policies, standards, goals and initiatives to ensure accountability and provide a high quality, world-class education. The company was founded in 1840 and is headquartered in Chicago, IL. | Other Consumer Services | Corporate Officer/Principal | |
National Heritage Insurance Co. | Corporate Officer/Principal | ||
Western State College of Colorado | College/University | Undergraduate Degree | |
Baruch College | College/University | Masters Business Admin | |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Chief Investment Officer |
Statistics
International
United States | 49 |
Sectoral
Consumer Services | 23 |
Finance | 22 |
Miscellaneous | 2 |
Technology Services | 2 |
Commercial Services | 2 |
Operational
Director/Board Member | 72 |
Portfolio Manager-Equities | 56 |
Corporate Officer/Principal | 48 |
Undergraduate Degree | 46 |
Analyst-Equity | 28 |
Most connected contacts
Insiders | |
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Christine Leahy | 15 |
Paul Mastrapa | 15 |
Diane Offereins | 12 |
Neil Novich | 11 |
Henry Lartigue | 9 |
Paul R. Wood | 9 |
Dan Romanoff | 8 |
Mark B. Tresnowski | 8 |
Jim Sonneborn | 8 |
Franklin Ruben | 7 |
Pratik Doshi | 7 |
Mark David Coe | 6 |
John Laurel Nelson | 6 |
Jim Ciprich | 5 |
John Ptak | 5 |
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