Joseph Velli
Director/Board Member at ASSETMARK FINANCIAL HOLDINGS, INC.
Net worth: 11 M $ as of 30/03/2024
Network origin in Joseph Velli first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Bank of New York Co., Inc.
 The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York.
74
| Extinct | Major Banks | 74 |
| Public Company | Information Technology Services | 65 | |
| Public Company | Data Processing Services | 57 | |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.
51
| Subsidiary | Investment Managers | 51 |
| Public Company | Information Technology Services | 39 | |
| Extinct | Investment Banks/Brokers | 31 | |
| Public Company | Investment Banks/Brokers | 29 | |
ConvergEx Group LLC
 ConvergEx Group LLC Investment Banks/BrokersFinance ConvergEx Group LLC provides global brokerage and trading related services. The firm's services include commission management, trading, prime services, clearing, capital markets, independent research consulting, and FIX services. The company was founded in October 2006 and is headquartered in New York, NY.
25
| Extinct | Investment Banks/Brokers | 25 |
| Public Company | Financial Conglomerates | 24 | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.
14
| Subsidiary | Investment Managers | 14 |
ClearPoint Investment Partners LLC
 ClearPoint Investment Partners LLC Investment ManagersFinance ClearPoint Investment Partners LLC (Clearpoint Investment Partner) is a private equity firm founded in 2014 by Carty Y.K. Chock and Ingrid Mazul. The firm is headquartered in San Mateo, California.
11
| Private Company | Investment Managers | 11 |
Cognizant Technology Solutions GmbH
 Cognizant Technology Solutions GmbH Information Technology ServicesTechnology Services Part of Cognizant Technology Solutions Corp., Cognizant Technology Solutions GmbH provides professional, information technology, business consulting and process services. The private company is based in Frankfurt, Germany.
9
| Subsidiary | Information Technology Services | 9 |
William Paterson University
8
| College/University | Other Consumer Services | 8 |
Computershare Ltd. (United Kingdom)
 Computershare Ltd. (United Kingdom) Investment ManagersFinance Part of Computershare Ltd., the British company operates a financial administration company. The private company is based in Bristol, UK. The company was founded in 1995. The CEO is Nazir Sarkar.
8
| Subsidiary | Investment Managers | 8 |
E*TRADE Bank
 E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA.
6
| Subsidiary | Regional Banks | 6 |
BNY Securities Group
3
| Subsidiary | 3 | |
9101-6394 Québec, Inc.
 9101-6394 Québec, Inc. Movies/EntertainmentConsumer Services 9101-6394 Québec, Inc. operates as a beach club. It offers locker rental, food, rental for wakeboards and equipment, and beverages. The company was founded in 1995 and is headquartered in Pointe-Calumet, Canada.
2
| Private Company | Movies/Entertainment | 2 |
Scivantage, Inc.
 Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ.
2
| Subsidiary | Packaged Software | 2 |
Cowen Execution Services LLC
 Cowen Execution Services LLC Investment Banks/BrokersFinance Cowen Execution Services LLC provides brokerage services. The company was founded in 2002 and is headquartered in New York, NY.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joseph Velli via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| WELLS FARGO & COMPANY | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Comptroller/Controller/Auditor Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Chief Operating Officer Chief Administrative Officer | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Columbia Business School | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
| SMART PARKING LIMITED | Other Consumer Services | Chairman Director/Board Member Director/Board Member | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Private Equity Analyst Private Equity Investor Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Computershare South Africa (Pty) Ltd.
 Computershare South Africa (Pty) Ltd. Investment Banks/BrokersFinance Computershare South Africa operates share registries and computer bureaus. The firm develops, provides, and markets computer software programs. It also offers issuer services, custodial services, employee equity schemes, customer engagement, and proxy solicitation. The company is headquartered in Johannesburg, South Africa. | Investment Banks/Brokers | Chairman Chairman Director/Board Member | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
The Depository Trust & Clearing Corp.
 The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Chairman Director/Board Member | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon SA
 The Bank of New York Mellon SA Major BanksFinance The Bank of New York Mellon SA. engaged in the provision of financial services. It provided asset servicing, collateral management, and cash processing services. The company was founded in 1995 and was headquartered in Brussels, Belgium. | Major Banks | Director/Board Member Director/Board Member | |
| Coopers & Lybrand Consulting, Inc. | Comptroller/Controller/Auditor Corporate Officer/Principal | ||
| Rutgers State University of New Jersey | College/University | Director/Board Member Director/Board Member | |
Ciklum Ltd.
 Ciklum Ltd. Information Technology ServicesTechnology Services Ciklum Ltd. provides information technology outsourcing services. It offers building and retention of software development, custom software development, project management and consulting services. The company also offers Web, e-commerce, cloud computing and mobile technology solutions. It serves the agencies, financial and banking services, entertainment and gaming, media and publishing and travel and hospitality industries. Ciklum was founded by Torben Majgaard in 2002 and is headquartered in Kiev, Ukraine. | Information Technology Services | Director/Board Member Private Equity Investor | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Director/Board Member Undergraduate Degree | |
Kroll LLC
 Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
Recognize Partners LP
 Recognize Partners LP Investment ManagersFinance Recognize Partners LP (Recognize Partners) is a private equity firm founded in 2019 by Francisco D' Souza, Charles Phillips, David Wasserman and Rajeev Mehta. The firm is headquartered in New York, New York. | Investment Managers | Founder Founder | |
PlanMember Financial Corp.
 PlanMember Financial Corp. Financial ConglomeratesFinance PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| GTY TECHNOLOGY HOLDINGS INC. | Packaged Software | Chief Executive Officer Founder | |
| St. John Fisher College | College/University | Director/Board Member Undergraduate Degree | |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| MPHASIS LIMITED | Packaged Software | Director/Board Member Chief Executive Officer | |
| VMWARE, INC. | Packaged Software | Director of Finance/CFO Chairman | |
Xactus LLC
 Xactus LLC Information Technology ServicesTechnology Services Xactus LLC provides verification services for banks. The private company is based in Salisbury, MD and has subsidiaries in the United States. The CEO of the company is Perry Winter Steiner. | Information Technology Services | Director/Board Member Director/Board Member | |
Consolidated Information Services Solutions LLC
 Consolidated Information Services Solutions LLC Internet Software/ServicesTechnology Services Part of Lovell Minnick Holdings LLC, Consolidated Information Services Solutions LLC is a market leader in mortgage technology, credit reporting, and related products and solutions for mortgage originators. The private company is based in Broomall, PA. The company has over 4,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Consolidated Information Services Solutions prides itself on the best technology, solutions, and service in the industry. The CEO of the company is Jerry Haftmann. | Internet Software/Services | Director/Board Member Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
J.S. Held LLC
 J.S. Held LLC Miscellaneous Commercial ServicesCommercial Services J.S. Held LLC engages in the provision of property damage and construction consulting services. It offers construction, environmental health and safety, equipment, forensic architecture and engineering services, water and fire restoration, and forensic accounting and economics. The company was founded by Jerome S. Held in 1974 and is headquartered Jericho, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member |
Statistics
International
| United States | 41 |
| Bermuda | 2 |
| Canada | 2 |
| Australia | 2 |
| South Africa | 2 |
Sectoral
| Consumer Services | 19 |
| Finance | 15 |
| Technology Services | 8 |
| Commercial Services | 8 |
Operational
| Director/Board Member | 526 |
| Corporate Officer/Principal | 222 |
| Independent Dir/Board Member | 141 |
| Chairman | 95 |
| Undergraduate Degree | 80 |
Most connected contacts
| Insiders | |
|---|---|
| Ravi Kumar Singisetti | 35 |
| Vinita Kundanlal Bali | 31 |
| Sandra Wijnberg | 29 |
| David Flaschen | 27 |
| Jonathan Chadwick | 27 |
| Paul Reynolds | 26 |
| Kara Wilson | 26 |
| Jeff Dale Lovell | 25 |
| Rohit Bhagat | 25 |
| Joseph Tucci | 25 |
| Maureen Breakiron-Evans | 23 |
| Thomas Renyi | 22 |
| Karen Peetz | 22 |
| Thomas Bonadio | 22 |
| Archie Deskus | 19 |
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