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Network origin in Dan Pomerantz first degree
Entity | Entity type | Industry | |
---|---|---|---|
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.
14
| Subsidiary | Investment Managers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Pomerantz via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
Folger Nolan Fleming Douglas Capital Management, Inc.
![]() Folger Nolan Fleming Douglas Capital Management, Inc. Investment ManagersFinance Folger Nolan Fleming Douglas Capital Management, Inc. (CMI) is a registered wealth management firm headquartered in Washington, DC. The firm was founded in 1978 as a division of Folger Nolan Fleming Douglas, Inc. (FNFD). In 2006, the firm became a wholly-owned, indirect subsidiary of FNFD, ultimately held by Folger Associates LP. CMI provides investment advice to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations and other non-profit, corporate, and business entities. | Investment Managers | Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
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 | Analyst-Fixed Income | |
HighMark Capital Management, Inc.
![]() HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Corporate Officer/Principal | |
Arvest Investments, Inc.
![]() Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
Fiera Capital, Inc.
![]() Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Corby Capital Markets, Inc.
![]() Corby Capital Markets, Inc. Investment Banks/BrokersFinance Corby Capital Markets, Inc. provides securities brokerage services. The private company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ballentine Partners LLC
![]() Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Investment Managers | Director of Research - Equity | |
IIFL, Inc. (United States)
![]() IIFL, Inc. (United States) Investment ManagersFinance Part of IIFL Finance Ltd., IIFL, Inc. is a company based in New York, NY that provides investment advice. | Investment Managers | Corporate Officer/Principal | |
Lyons Wealth Management LLC
![]() Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Investment Managers | Analyst-Equity | |
Pacific Investment Management Co. LLC
![]() Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Analyst-Equity | |
George Washington University | College/University | Masters Business Admin | |
Fiduciary Trust International of California
![]() Fiduciary Trust International of California Financial ConglomeratesFinance Fiduciary Trust Investment of California provides investment management services, wealth transfer solutions, and client management services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
The Glenmede Trust Co., NA
![]() The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal | |
Pugh Capital Management, Inc.
![]() Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital Management, Inc. (Pugh Capital) is an independent, employee-owned SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Mary Pugh and Scott Greiwe in 1991. Pugh Capital offers discretionary investment advisory services that relate to fixed income investments to institutional investors. | Investment Managers | Analyst-Fixed Income | |
Babson College | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
California State University-Fullerton | College/University | Undergraduate Degree | |
Marist College | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
City National Bank (Los Angeles, California)
![]() City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Major Banks | Chief Investment Officer | |
Rollins College (Florida) | College/University | Undergraduate Degree | |
Crummer Graduate School of Business | College/University | Masters Business Admin | |
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities | |
Willamette University | College/University | Masters Business Admin | |
Standard Chartered Bank (Los Angeles Branch)
![]() Standard Chartered Bank (Los Angeles Branch) Regional BanksFinance Part of Standard Chartered Plc, Standard Chartered Bank (Los Angeles Branch) is a company based in Los Angeles, CA. | Regional Banks | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
University of Arkansas System | College/University | Undergraduate Degree | |
Capital Market Advisors Ltd. | Corporate Officer/Principal | ||
Claremont Graduate University | College/University | Graduate Degree | |
Western Michigan University | College/University | Masters Business Admin |
Statistics
International
United States | 48 |
Hong Kong | 2 |
Sectoral
Finance | 32 |
Consumer Services | 16 |
Commercial Services | 2 |
Operational
Portfolio Manager-Equities | 23 |
Corporate Officer/Principal | 22 |
Portfolio Manager-Fixed Income | 15 |
Undergraduate Degree | 13 |
Analyst-Equity | 7 |
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