Christopher Dodds
Net worth: 42 M $ as of 30/03/2026
Net worth: 42 M $ as of 30/03/2026
| Entity | Entity type | Industry | |
|---|---|---|---|
| PUB | Investment Banks/Brokers | 55 | |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Operates as a state chartered commercial bank
13
| SUB | Regional Banks | 13 |
| HOL | Specialty Stores | 5 | |
Conifer Financial Services LLC
Conifer Financial Services LLC Investment ManagersFinance Provides investment services
5
| SUB | Investment Managers | 5 |
Cynosure Group /Private Equity/
Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group invests in companies located in North America. The firm focuses on financial services, consumer services, and business / industrial service sectors. It participates in buyout and late-stage transactions with an investment size of USD 25 - 75 million. It takes control and minority interest in companies.
1
| SUB | Investment Managers | 1 |
Exxon Corp.
Exxon Corp. Oil Refining/MarketingEnergy Minerals Operates petroleum refineries
0
| EXT | Oil Refining/Marketing | 0 |
| PUB | Investment Banks/Brokers | 0 | |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm
0
| HOL | Investment Managers | 0 |
Expesite LLC
Expesite LLC Packaged SoftwareTechnology Services Provides project management software solutions
0
| SUB | Packaged Software | 0 |
US Trust Corp.
US Trust Corp. Regional BanksFinance Provides integrated wealth management solutions
0
| EXT | Regional Banks | 0 |
Clemson University
Clemson University Other Consumer ServicesConsumer Services Functions as a College/University
0
| COL | Other Consumer Services | 0 |
Gulf Oil LP
Gulf Oil LP Specialty StoresRetail Trade Operates as gasoline stations
0
| SUB | Specialty Stores | 0 |
American Hawaii Cruises, Inc.
American Hawaii Cruises, Inc. Hotels/Resorts/Cruise linesConsumer Services Operates ocean cruise ships
0
| SUB | Hotels/Resorts/Cruise lines | 0 |
University of Pittsburgh
University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University
0
| COL | Other Consumer Services | 0 |
Baron Capital, Inc.
Baron Capital, Inc. Financial ConglomeratesFinance Provides fund managment services
0
| SUB | Financial Conglomerates | 0 |
The Carlyle Group LP (Corporate Private Equity)
The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group focuses on companies located across the globe. The firm targets companies operating across a broad range of sectors and industries. It provides financing for buyouts and growth stage capital requirements.[[ [[Carlyle Group reorganized its operating segments on January 8, 2021, by combining Corporate Private Equity and Real Assets into a single segment called - The Carlyle Group (Global Private Equity).
0
| EXT | Investment Managers | 0 |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns.
0
| EXT | Investment Managers | 0 |
| SUB | Information Technology Services | 0 | |
Crown Oak Advisors LLC
Crown Oak Advisors LLC Investment ManagersFinance Provides investment advice
0
| PVT | Investment Managers | 0 |
Multi-company connection
| Company | Sector | Related people | Main position |
|---|---|---|---|
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis. | Investment Managers | Chairman Analyst-Fixed Income | |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Major Banks | Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo & Co.
Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services | Major Banks | Director/Board Member Sales & Marketing Corporate Officer/Principal | |
Schwab Annuity Portfolios
Schwab Annuity Portfolios Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
Schwab Capital Trust | Chairman Director/Board Member Director/Board Member | ||
Charles Schwab Family of Funds
Charles Schwab Family of Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
Schwab Investments
Schwab Investments Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
Transamerica Corp.
Transamerica Corp. Life/Health InsuranceFinance Provides life insurance, retirement and investment services | Life/Health Insurance | Corporate Officer/Principal Chief Executive Officer | |
eBay, Inc.
eBay, Inc. Internet RetailRetail Trade Operates as an online marketplace and mobile app for the sale of goods & services | Internet Retail | Director/Board Member Chief Tech/Sci/R&D Officer | |
Avantax, Inc.
Avantax, Inc. Investment ManagersFinance Provides wealth management and tax planning services | Investment Managers | Chairman Chief Executive Officer | |
Citigroup, Inc.
Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Provides banking services | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Wit Capital Group, Inc.
Wit Capital Group, Inc. Investment ManagersFinance Provides on-line investment banking and brokerage services | Investment Managers | Director/Board Member Director/Board Member | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Investment Managers | President President Chief Executive Officer | |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital invests in private and public middle market companies located across the globe. The firm targets companies operating in the fields of financial services, healthcare, software and industrial sectors. It provides financing for corporate carve-outs and buyouts capital transactions. The firm takes a seat on the board of directors and also makes control investments. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Charles Schwab Trust Co. /Old/
Charles Schwab Trust Co. /Old/ Regional BanksFinance Charles Schwab Trust Co. /Old/ is a company based in San Francisco, CA. | Regional Banks | Director/Board Member Director/Board Member President | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Investment Banks/Brokers | Chief Executive Officer Sales & Marketing Human Resources Officer Director of Finance/CFO General Counsel Chief Executive Officer Public Communications Contact Corporate Officer/Principal Investor Relations Contact Director/Board Member Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Director/Board Member Chief Investment Officer Corporate Officer/Principal Comptroller/Controller/Auditor | |
Securities Industry Association
Securities Industry Association Miscellaneous Commercial ServicesCommercial Services Operates an association for the investment industry | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Schwab Strategic Trust
Schwab Strategic Trust Investment Trusts/Mutual FundsMiscellaneous Exchange Traded Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
Michigan State University
Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Director/Board Member Masters Business Admin Doctorate Degree Undergraduate Degree | |
Clayton Dubilier & Rice LLC
Clayton Dubilier & Rice LLC Investment ManagersFinance Clayton, Dubilier, & Rice invests in middle market companies located across the globe primarily in North America and Western Europe. The firm focuses on consumer & retail services, financial services, healthcare and Industrials & business services. It provides equity financing for acquisitions, carve-outs, buyouts, corporate partnerships, family partnerships and growth capital transactions. It also acquires controlling interest. | Investment Managers | Private Equity Investor Private Equity Investor | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Undergraduate Degree | |
California State University-East Bay
California State University-East Bay Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Yale University
Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Graduate Degree | |
California Polytechnic State University (San Luis Obispo)
California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
Charles & Helen Schwab Foundation
Charles & Helen Schwab Foundation Miscellaneous Commercial ServicesCommercial Services Provides social activity services | Miscellaneous Commercial Services | Chairman Director/Board Member Director/Board Member | |
US Trust Corp.
US Trust Corp. Regional BanksFinance Provides integrated wealth management solutions | Regional Banks | Director/Board Member Director/Board Member Chief Operating Officer | |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services Operates as a bar association | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| NASDAQ, INC. | Investment Banks/Brokers | Director/Board Member Chief Tech/Sci/R&D Officer | |
Schwab Investor Services | President Corporate Officer/Principal | ||
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services | Financial Conglomerates | Chief Operating Officer President President President Corporate Officer/Principal | |
Laudus Trust
Laudus Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
Visa U.S.A., Inc.
Visa U.S.A., Inc. Regional BanksFinance Provides digital payment services | Regional Banks | Chief Executive Officer Sales & Marketing | |
Women's Initiative
Women's Initiative Services to the Health IndustryHealth Services Women's Initiative is a not-for-profit agency that aims to build the entrepreneurial capacity of women to overcome economic and social barriers and achieve self-sufficiency. The company provides business planning and financing support to women-owned businesses, contributing to the economic growth of communities. Founded by April Miller Boise, Women's Initiative has helped start and expand over 1,600 businesses, creating 301 new jobs in 2006. The company targets low-income women, including minorities, immigrants, and welfare recipients, and offers classes in Spanish through their Alternativas para Latinas en Autosuficiencia (ALAS) program. The company is based in San Francisco, CA. | Services to the Health Industry | Chairman Chairman | |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Major Banks | Director/Board Member Corporate Officer/Principal Director/Board Member Director of Finance/CFO | |
Foreside Financial Group LLC
Foreside Financial Group LLC Miscellaneous Commercial ServicesCommercial Services Provides governance, risk and compliance advisory services related to financial industry | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Corporate Officer/Principal | |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Packaged Software | Chief Investment Officer Chief Executive Officer | |
Charles Schwab Trust Bank
Charles Schwab Trust Bank Savings BanksFinance Operates as a state chartered savings bank | Savings Banks | Chairman President |
International
| United States | 51 |
Sectoral
| Finance | 25 |
| Consumer Services | 13 |
| Miscellaneous | 6 |
| Commercial Services | 5 |
| Retail Trade | 2 |
Operational
| Director/Board Member | 341 |
| Corporate Officer/Principal | 180 |
| Independent Dir/Board Member | 80 |
| Chairman | 78 |
| Undergraduate Degree | 67 |
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Dawn Lepore | 25 |
| Charles Goldman | 23 |
| Evelyn Dilsaver | 23 |
| Joan Dea | 23 |
| William Aldinger | 22 |
| Chuck Schwab | 22 |
| Walter Bettinger | 21 |
| John S. Clendening | 20 |
| Jody Bilney | 19 |
| Frank Herringer | 19 |
| Joseph Martinetto | 18 |
| Linnet F. Deily | 17 |
| Marjorie Magner | 17 |
| John Coghlan | 16 |
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