Ivan Gruhl
Chief Investment Officer at AVANTAX, INC.
Network origin in Ivan Gruhl first degree
Entity | Entity type | Industry | |
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The Leonard N Stern School of Business
93
| College/University | Other Consumer Services | 93 |
Public Company | Packaged Software | 14 | |
Avantax Planning Partners, Inc.
Avantax Planning Partners, Inc. Investment ManagersFinance Avantax Planning Partners, Inc. is a SEC-registered investment advisor headquartered in Dubuque, Iowa. Formerly known as Honkamp Krueger Financial Services, Inc. (HKFS), the firm was founded in 1995 by partners of Honkamp Krueger & Co., P.C., a CPA and business consulting firm. In 2020, HKFS was acquired by Blucora, Inc. and rebranded to Avantax Planning Partners in 2021. They are a direct subsidiary of Spirit Acquisitions LLC. Avantax Planning Partners provides investment advisory services to Tax Professionals across the nation.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ivan Gruhl via their personal network
Company | Sector | Related people | Main position |
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HESS CORPORATION | Integrated Oil | Corporate Officer/Principal Treasurer | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
First Reserve Management LP
First Reserve Management LP Investment ManagersFinance First Reserve Management LP (First Reserve) is a private equity firm founded in 1983. The firm is headquartered in Stamford, Connecticut. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Sales & Marketing Corporate Officer/Principal | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
New York University | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The LUISS University of Rome | College/University | Undergraduate Degree Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Bocconi | College/University | Undergraduate Degree Undergraduate Degree | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Associazione Italiana del Private Equity e Venture Capital
Associazione Italiana del Private Equity e Venture Capital Investment ManagersFinance Associazione Italiana del Private Equity e Venture Capital operates as an association to promote, develop and represent institutionally the venture capital and private equity activity in Italy. The firm is an organization composed of different entities which, throughout direct investment of their own funds or through the management and advisory of independent funds (closed-end funds) are private equity and venture capital investors with the objective of purchasing, managing and divesting in unquoted companies. The company was founded in May 1986 and is headquartered in Milan, Italy. | Investment Managers | Director/Board Member Director/Board Member | |
Fordham University School of Law | College/University | Graduate Degree Graduate Degree | |
HONEYWELL INTERNATIONAL INC. | Aerospace & Defense | Public Communications Contact Corporate Officer/Principal | |
Google LLC
Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Director/Board Member Private Equity Investor | |
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 | Graduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
iGlobe Partners, Pte Ltd.
iGlobe Partners, Pte Ltd. Investment ManagersFinance iGlobe Partners, Pte, Ltd (iGlobe Partners) is a Venture Capital firm founded in 2000 by Soo Boon Koh-Quek. The firm is headquartered in Singapore, with an additional offices in California, Shanghai and Auckland, New Zealand. | Investment Managers | Investment Committee Member Consultant / Advisor | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
RELEVANCE CAPITAL MANAGEMENT LLC
RELEVANCE CAPITAL MANAGEMENT LLC Investment ManagersFinance Relevance Capital Management LLC (Relevance Capital) is a venture capital firm founded in 2011 by Cameron Newton. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Consultant / Advisor | |
AL-MASHREQ INSURANCE PUBLIC SHAREHOLDING COMPANY | Property/Casualty Insurance | Director/Board Member | |
Kogod School of Business | College/University | Undergraduate Degree | |
Arab Chamber of Commerce & Industry | Director/Board Member | ||
Habesch-The Commercial Press Ltd. | Chief Executive Officer | ||
Chambre de Commerce et d'Industrie de Région Paris
Chambre de Commerce et d'Industrie de Région Paris Miscellaneous Commercial ServicesCommercial Services Chambre de Commerce et d''Industrie de Région Paris Île-de-France engages in the proision of training for students and youth. It also invests in innovation and educational research to develop ways of learning and transmitting knowledge. The company is headquartered in Paris, France. | Miscellaneous Commercial Services | Director/Board Member | |
BANK OF PALESTINE PLC | Regional Banks | Director/Board Member | |
McKinley, Inc.
McKinley, Inc. Real Estate DevelopmentFinance McKinley, Inc. operates as a real estate industry. It offers commercial, multi-family consulting, advisory and investments services. The company was founded in 1968 by Ambassador Ronald Weiser and is headquartered in Ann Arbor, MI. | Real Estate Development | Consultant / Advisor | |
JRF Asset Advisors LLC
JRF Asset Advisors LLC Investment ManagersFinance Part of Janover LLC, JRF Asset Advisors LLC is a company that provides investment advice. The company is based in Garden City, NY. | Investment Managers | Private Equity Investor | |
Onyx Bridge Wealth Group LLC
Onyx Bridge Wealth Group LLC Investment ManagersFinance Onyx Bridge Wealth Group LLC (Onyx Bridge) is an independent asset management firm headquartered in Tarrytown, New York. The firm was founded by Jared Cohen in 2019. Onyx Bridge provides investment management services to individual and institutional clients. | Investment Managers | Consultant / Advisor | |
INVOCARE | Other Consumer Services | Director/Board Member | |
Oncology Ventures LLC
Oncology Ventures LLC Investment ManagersFinance Oncology Ventures LLC (Oncology Ventures) is an venture capital fund founded in 1900 by Benjamin Freeberg. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO |
Statistics
International
United States | 39 |
Palestinian Territory, Occupied | 5 |
Italy | 4 |
Germany | 2 |
Singapore | 2 |
Sectoral
Finance | 26 |
Consumer Services | 18 |
Commercial Services | 3 |
Energy Minerals | 2 |
Electronic Technology | 2 |
Operational
Director/Board Member | 204 |
Corporate Officer/Principal | 189 |
Undergraduate Degree | 86 |
Masters Business Admin | 76 |
Independent Dir/Board Member | 57 |
Most connected contacts
Insiders | |
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Annie Koh | 30 |
Aliza Knox | 27 |
Mark Patterson | 27 |
Kathleen Corbet | 25 |
Robert Getz | 25 |
Maureen O'Connell | 24 |
John Eley | 20 |
Maurizio Perroni | 18 |
Sintawati Halim | 17 |
David Wachter | 17 |
Caryn Effron | 14 |
Ziad Makkawi | 14 |
Stephen J. Davis | 13 |
Jonathan I. Litt | 13 |
John Caron | 13 |
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