Network origin in Dennis Patrick Clark first degree
Entity | Entity type | Industry | |
---|---|---|---|
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting.
3
| Extinct | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dennis Patrick Clark via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of California, Berkeley | College/University | Doctorate Degree Graduate Degree | |
Barra LLC
Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Chief Executive Officer | |
Custom Healthcare Ltd.
Custom Healthcare Ltd. Pharmaceuticals: MajorHealth Technology Part of Cheremy Capital LLC, Custom Healthcare Ltd. is a pharmaceutical contract development and manufacturing organization (CDMO). Founded in 2001 and based in Hove, UK, the company covers the full spectrum of activities from process development through commercial manufacturing. The British company offers a wide range of industry-leading pharmaceutical CDMO services, from clinical to commercial, and are capable of taking compounds from clinical to commercial. Custom Healthcare holds licenses issued by the MHRA, including MIA, MIA(IMP), MS, WDA, and controlled drugs licenses (schedules II – V). The company's project management team ensures that a multidisciplinary team supports each project to deliver with excellence. | Pharmaceuticals: Major | Director/Board Member | |
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, TSX: RY) in Canada. The firm was created 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 individuals as well as to registered investment companies, a private fund and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Data Resources, Inc. | Corporate Officer/Principal | ||
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Ziploop, Inc.
Ziploop, Inc. Packaged SoftwareTechnology Services Ziploop, Inc. provides mobile shopping application services. The company was founded by Peter Jackson, Sandra Breber and Paul Martinelli in April 2013 and is headquartered in Orinda, CA. | Packaged Software | Director/Board Member | |
Quantal International, Inc.
Quantal International, Inc. Packaged SoftwareTechnology Services Quantal International, Inc. provides portfolio analytics services for the investment management industry. It offers investment strategy, portfolio risk profile, portfolio rebalancing, custom investment, and asset allocation solutions. The company was founded by Terry Marsh and Paul Pfleiderer in 1990 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
MSCI, INC. | Data Processing Services | Founder | |
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. | Investment Managers | Director/Board Member | |
Stretton Development Corp.
Stretton Development Corp. Packaged SoftwareTechnology Services Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA. | Packaged Software | Chief Executive Officer | |
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 | Corporate Officer/Principal | |
Home Value Protection, Inc.
Home Value Protection, Inc. Insurance Brokers/ServicesFinance Home Value Protection Inc. provides home insurance services. The company was founded by Eric Hutchinson, Daniel P. Sanford and Craig Schmeizer in 2009 and is headquartered in San Francisco, CA. | Insurance Brokers/Services | Director/Board Member | |
University of Sussex | College/University | Undergraduate Degree | |
Bellatore Financial, Inc.
Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Investment Managers | Investment Committee Member | |
Atkinson Graduate School of Management | College/University | Masters Business Admin |
Statistics
International
United States | 20 |
United Kingdom | 3 |
Sectoral
Finance | 9 |
Technology Services | 6 |
Consumer Services | 5 |
Health Technology | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 10 |
Director/Board Member | 5 |
Founder | 4 |
Chief Executive Officer | 3 |
Chairman | 3 |
Most connected contacts
Insiders | |
---|---|
Andrew T. Rudd | 14 |
Jim E. Blachman | 7 |
Kevin Michael Hauri | 4 |
- Stock Market
- Insiders
- Dennis Patrick Clark
- Company connections