Jerry Orosco
Portfolio Manager-Equities at Corient Private Wealth LLC
Network origin in Jerry Orosco first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The University of Texas at Austin
731
| College/University | Other Consumer Services | 731 |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
32
| Subsidiary | Investment Managers | 32 |
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jerry Orosco via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| ARAB BANKING CORPORATION (B.S.C.) | Regional Banks | Corporate Officer/Principal | |
Teacher Retirement System of Texas
 Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
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 | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Masters Business Admin Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| The College of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
Natural Gas Partners LLC
 Natural Gas Partners LLC Investment ManagersFinance Natural Gas Partners LLC (NGP) is a private equity firm, a subsidiary of NGP Energy Capital Management, LLC founded in 1988 by David Russell Albin and Kenneth Alfredo Hersh. The firm is headquartered in Dallas, Texas. | Investment Managers | Investment Committee Member Private Equity Investor | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Vinson & Elkins LLP
 Vinson & Elkins LLP Miscellaneous Commercial ServicesCommercial Services Vinson & Elkins LLP provides legal services. It maintains civil practice, covering areas such as litigation, public policy, transaction, and energy law. The firm serves the clients including companies from the aviation, energy, financial services, health care, and technology industries. The company was founded in 1917 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Baylor University | College/University | Masters Business Admin | |
| National Chiao Tung University | College/University | Masters Business Admin | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| National Tsing-Hua University | College/University | Undergraduate Degree | |
| CAIRO AMMAN BANK | Major Banks | Director/Board Member | |
Az Investment LLC
 Az Investment LLC Financial ConglomeratesFinance Az Investment LLC provides investment services. The private company is based in Amman, Jordan. Tarek Mufleh Mohammad Akel has been the CEO of the Jordanian company since 2013. | Financial Conglomerates | Chief Executive Officer | |
| DARAT JORDAN HOLDINGS COMPANY | Real Estate Development | Director/Board Member | |
The World Bank Group
 The World Bank Group SupranationalGovernment Promotes private investments in developing countries | Supranational | Corporate Officer/Principal | |
International Finance Corp.
 International Finance Corp. SupranationalGovernment International Finance Corp. (IFC) operates as a global development institution. It is an organization that fosters sustainable economic growth in developing countries by financing private sector investment, mobilizing capital in the international financial markets and providing advisory services to businesses and governments. The firm operates through three segments: Investment Services, Treasury Services and Advisory Services. The Investment Services segment offers loans, equities, debt securities, trade and supply chain finance and client risk management services. The Treasury Services segment consists of the borrowing, liquid asset management, asset and liability management, and client risk management activities. The company was founded in 1956 and is headquartered in Washington, DC. | Supranational | Corporate Officer/Principal | |
| ARAB BANKING CORPORATION (JORDAN) | Major Banks | Corporate Officer/Principal | |
Society for Marketing Professional Services
 Society for Marketing Professional Services Miscellaneous Commercial ServicesCommercial Services The Society for Marketing Professional Services provides marketing and business development services. It offers members professional development, leadership opportunities and marketing resources for their careers and is a network of marketing and business development professionals from architectural, engineering, planning, interior design, construction and specialty consulting firms. The organization was founded in 1973 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | President | |
Trilogy, Inc.
 Trilogy, Inc. Packaged SoftwareTechnology Services Part of Juniper Networks, Inc., Trilogy, Inc. develops flexible and customizable IPSec security software. The company is based in Concord, MA. The company was founded by Oliver Tavakoli. Joseph A. Liemandt has been the CEO of the company since 1989. Trilogy was acquired by Funk Software, Inc., part of Juniper Networks, Inc. from December 01, 2005 on January 28, 2002. | Packaged Software | Corporate Officer/Principal | |
| Tennessee Technological University | College/University | Undergraduate Degree | |
| XINTEC INC. | Semiconductors | Chief Tech/Sci/R&D Officer | |
| UNITED RENEWABLE ENERGY CO., LTD. | Semiconductors | Chief Tech/Sci/R&D Officer | |
| BIRD GLOBAL, INC. | Other Transportation | Director/Board Member |
Statistics
International
| United States | 37 |
| Taiwan | 5 |
| Jordan | 5 |
| Bahrain | 2 |
| Ireland | 2 |
Sectoral
| Consumer Services | 19 |
| Finance | 13 |
| Commercial Services | 10 |
| Electronic Technology | 4 |
| Government | 3 |
Operational
| Corporate Officer/Principal | 146 |
| Director/Board Member | 106 |
| Undergraduate Degree | 96 |
| Graduate Degree | 62 |
| Portfolio Manager-Equities | 60 |
Most connected contacts
| Insiders | |
|---|---|
| Brian Mitts | 49 |
| Steven Sterin | 22 |
| Rob A. Newbold | 22 |
| Brian A. Minnehan | 17 |
| Christopher G. Carter | 15 |
| Wei Ming Chen | 14 |
| James Whittenburg | 13 |
| Tom Wilkinson | 11 |
| Shahid A. Ghauri | 11 |
| Rafael A. Colorado | 10 |
| Tarek Akel | 9 |
| Henry Lartigue | 9 |
| Aasim Hasan | 9 |
| Todd Bartee | 9 |
| Stephen S. Coats | 9 |
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