Jerry C. Deren
Portfolio Manager-Equities at Tiedemann Advisors LLC
Network origin in Jerry C. Deren first degree
Entity | Entity type | Industry | |
---|---|---|---|
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities.
25
| Subsidiary | Investment Managers | 25 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jerry C. Deren via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Tiedemann Trust Co.
Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE. | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
ALTI GLOBAL, INC. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
Tiedemann Wealth Management Holdings LLC
Tiedemann Wealth Management Holdings LLC Investment ManagersFinance Tiedemann Wealth Management Holdings LLC provides investment advice and management services. The company was founded on January 22, 2008 and is headquartered in New York, NY. | Investment Managers | President Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard Kennedy School of Government | College/University | Corporate Officer/Principal Graduate Degree | |
The Presidio Group LLC (California)
The Presidio Group LLC (California) Investment Banks/BrokersFinance The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
Toniic LLC
Toniic LLC Miscellaneous Commercial ServicesCommercial Services Toniic LLC is a private company that serves around 500 high net worth individuals, family offices, and foundation asset owners who are focused on deepening their impact across the spectrum of capital and personal resources. The company is based in San Francisco, CA. The company operates in more than 25 countries around the world. | Miscellaneous Commercial Services | Chief Executive Officer | |
Sovereign Financial Services LLC
Sovereign Financial Services LLC Investment ManagersFinance Part of BrightSphere Investment Group, Inc., Sovereign Financial Services LLC is a company that provides equity consulting and asset management services. The company is based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Farmers New World Life Insurance Co.
Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Life/Health Insurance | Corporate Officer/Principal | |
Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Investment Managers | Chief Executive Officer | |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Market Strategist | |
Wake Forest University | College/University | Undergraduate Degree | |
P.R.I.M.E. Finance Foundation
P.R.I.M.E. Finance Foundation Investment ManagersFinance P.R.I.M.E. Finance Foundation provides financial and advisory services. The non-profit company is based in The Hague, Netherlands. | Investment Managers | Director/Board Member | |
US SIF
US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Miscellaneous Commercial Services | Director/Board Member | |
Vistage Worldwide, Inc.
Vistage Worldwide, Inc. Miscellaneous Commercial ServicesCommercial Services Vistage Worldwide, Inc. engages in the provision of business and executive coaching services. It offers programs such as chief executives, small business owners, key executives, and professional service providers. The company was founded by Robert Nourse, Fred Chaney and Bill Hall in 1957 and is headquartered in San Diego, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Acdi/Voca
Acdi/Voca Miscellaneous Commercial ServicesCommercial Services Acdi/Voca provides business consulting services. It promotes broad-based economic growth and the development of civil society in emerging democracies and developing countries. The firm provides programs for agribusiness, enterprise development, financial services, community development, and food security. The company was founded in 1953 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
One World Impact Investments LLC
One World Impact Investments LLC Investment ManagersFinance One World Impact Investments LLC (One World Impact Investments) is a venture capital firm founded in 2015 by Scott Saslow and Angelina Mertens. The firm is headquartered in Palo Alto, California. | Investment Managers | Consultant / Advisor | |
CGAP, Inc.
CGAP, Inc. Finance/Rental/LeasingFinance CGAP, Inc. operates as a mortgage broker. It specializes in residential and commercial mortgages. The company was founded in 2013 and is headquartered in Kew Gardens, NY. | Finance/Rental/Leasing | Consultant / Advisor | |
Unesco, Inc.
Unesco, Inc. Miscellaneous Commercial ServicesCommercial Services Unesco, Inc. provides program management services. It offers planning, architecture, engineering, construction, operating costs and longevity services. The company is headquartered in St. Paul, MN. | Miscellaneous Commercial Services | Consultant / Advisor | |
MFX Solutions, Inc.
MFX Solutions, Inc. Regional BanksFinance MFX Solutions, Inc. provides hedging products and risk management education to entrepreneurs in low-income countries. Its products includes currency forward contracts, cross currency swaps, currency options, spot transactions and currency delivery and portfolio risk management. The company was founded in 2005 and is headquartered in Washington, DC. | Regional Banks | Director/Board Member | |
Metropolitan State University of Denver | College/University | Undergraduate Degree | |
Planet Finance Maroc | Private Equity Investor | ||
Microfinance Information Exchange, Inc.
Microfinance Information Exchange, Inc. Data Processing ServicesTechnology Services Microfinance Information Exchange, Inc. provides financial data solutions. The private company is based in Washington. | Data Processing Services | Director/Board Member | |
The World Bank | Supranational | Consultant / Advisor | |
Seattle University | College/University | Graduate Degree | |
AMERICAN TOWER CORPORATION | Real Estate Investment Trusts | Director/Board Member | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Smith College
Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree | |
Nstxl | Chairman | ||
Ingauge | Chief Executive Officer | ||
Limestone Capital Advisors LLC
Limestone Capital Advisors LLC Investment ManagersFinance Limestone Capital Advisors LLC (Limestone Ventures) is a venture capital firm founded in 1999 by Bob Inman and Greg Carlisle. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
LVTC Financial & Insurance Advisor SL
LVTC Financial & Insurance Advisor SL Investment ManagersFinance LVTC Financial & Insurance Advisor SL is a Spanish company that offers life insurance recommendations that are tailored to the individual's needs. The company is based in Pontevedra, Spain. The company's services are 100%% online, making it convenient for customers to access their services from anywhere. The company was founded by Antonio C. Casal, Villar Alejandro Marino, and they have been the CEOs since incorporation. | Investment Managers | Chief Executive Officer | |
Washington & Lee University | College/University | Undergraduate Degree | |
Goizueta Business School-Emory | College/University | Masters Business Admin | |
Edlavitch Jewish Community Center of Washington, DC, Inc. | Director/Board Member | ||
George Washington University | College/University | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
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 | |
Temple University (Pennsylvania) | College/University | Graduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
Bessemer Trust Co. (Private Equity)
Bessemer Trust Co. (Private Equity) Investment ManagersFinance Bessemer Trust Co (Private Equity) (Bessemer Trust Co) is a private equity firm, a subsidiary of Bessemer Group, Inc. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Vernal Point Advisors LLC
Vernal Point Advisors LLC Investment ManagersFinance Vernal Point Advisors LLC provides investment advice. The firm's services include investment advisory, strategic planning, administrative, executive and support services. The company was founded by Paul Morelli and is headquartered in San Francisco, CA. | Investment Managers | Chief Investment Officer |
Statistics
International
United States | 48 |
Netherlands | 2 |
Morocco | 2 |
Spain | 2 |
Sectoral
Finance | 23 |
Consumer Services | 18 |
Commercial Services | 6 |
Technology Services | 2 |
Government | 2 |
Operational
Corporate Officer/Principal | 37 |
Portfolio Manager-Equities | 22 |
Undergraduate Degree | 22 |
Director/Board Member | 20 |
Chief Executive Officer | 8 |
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