Joseph Velli
Director/Board Member at ASSETMARK FINANCIAL HOLDINGS, INC.
Net worth: 11 M $ as of 30/03/2024
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Blase Golisano | M | 82 | 53 years | |
| Martin Mucci | M | 64 | 22 years | |
| Michael Kim | M | 54 | 14 years | |
| Jim Edward Minnick | M | 75 |
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. | 25 years |
| John Gibson | M | 58 | 11 years | |
| Stuart Irving | M | 52 |
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. | 26 years |
| Christopher Morris | M | 75 |
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. | 44 years |
| Paul Reynolds | M | 66 |
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. | 6 years |
| Joseph Doody | M | 71 | 14 years | |
| Robert Schrader | M | 52 | 10 years | |
| Michael Patsalos-Fox | M | 71 |
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. | 12 years |
| Jeff Dale Lovell | M | 71 |
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. | 25 years |
| Simon Jones | M | 67 |
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. | 19 years |
| Pamela Joseph | F | 65 | 19 years | |
| John Klein | M | 82 |
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. | 26 years |
| Lucy Newcombe | F | - | 19 years | |
| Tiffany Fuller | F | 53 |
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. | 10 years |
| Maureen Breakiron-Evans | F | 69 |
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. | 15 years |
| Lisa Gay | F | 61 |
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. | 6 years |
| Abi Cleland | F | 50 |
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. | 6 years |
| Ravi Kumar Singisetti | M | 53 | 2 years | |
| Carrie Hansen | F | 53 | 24 years | |
| Gary Zyla | M | 52 | 13 years | |
| John Dineen | M | 61 |
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. | 7 years |
| Zein Abdalla | M | 65 |
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 years |
| Christopher DeSalvo | M | 56 | 5 years | |
| Jonathan Chadwick | M | 58 |
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. | 8 years |
| Stephen Rohleder | M | 66 | 2 years | |
| John Nelson Fox | M | 80 |
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. | 17 years |
| Rohit Bhagat | M | 60 | 7 years | |
| Sun Ying | M | 48 | 8 years | |
| Abraham Schot | M | 62 | 1 years | |
| Bradley Schaufenbuel | M | - | 5 years | |
| Jean-Louis Labrecque | M | - |
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. | - |
| Kevin Price | M | 64 | 3 years | |
| Timothy D Rampe | M | - |
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. | 6 years |
| Nicholas Oldfield | M | 52 | 21 years | |
| Lindsay B Strait | F | - |
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. | 5 years |
| Eric Branderiz | M | 59 | 1 years | |
| Thomas Bonadio | M | 75 | 7 years | |
| John Hahn | M | - | - | |
| Irene Edwards | F | - |
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. | 7 years |
| Sandra Wijnberg | F | 68 | 5 years | |
| Chris DeSalvo, | - | - | 5 years | |
| Esi Minta-Jacobs | F | 51 | 19 years | |
| Steve Allan | M | - | 3 years | |
| John Nendick | M | 66 | 3 years | |
| John Kim | M | 56 | 3 years | |
| Alaina Kleinman | F | - | 3 years | |
| Marji Hendler | F | - |
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. | 12 years |
| Prasad Sankaran | M | - | 2 years | |
| Christopher Simmons | M | 55 | 2 years | |
| Robert Telesmanic | M | 57 | 21 years | |
| Spencer Hurst | M | - |
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. | 8 years |
| Michael Gioja | M | 66 | 16 years | |
| Archie Deskus | F | 58 | 4 years | |
| Vinita Kundanlal Bali | F | 67 | 4 years | |
| Dominic Horsley | M | - | 18 years | |
| Bryan D. Lin | M | 54 | 5 years | |
| Ingrid Mazul | F | - |
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 years |
| Balu Ganesh Ayyar | M | 63 | 5 years | |
| Brad Armstrong | M | 43 |
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. | 15 years |
| Carty Chock | M | - |
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 years |
| Bryan Hodge | M | - | 22 years | |
| James P. Palermo | M | 68 |
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. | 19 years |
| Jason Barg | M | - |
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. | 14 years |
| Joseph Tucci | M | 76 | 24 years | |
| Tara Reid | F | - | 16 years | |
| Darren Murphy | M | - | - | |
| Steven Grenfell | M | - |
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. | 3 years |
| Tom Hutchins | M | - |
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. | 13 years |
| David Flaschen | M | 68 | 25 years | |
| Patricia Guinn | F | 69 | 5 years | |
| Leo Mackay | M | 62 | 12 years | |
| Bill Neuman | M | - |
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. | 3 years |
| Stephanie Schaeffer | F | 54 | 24 years | |
| Theresa Payton | F | 57 | 1 years | |
| Bob M. Belke | M | 54 |
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. | 24 years |
| Kara Wilson | F | 54 | 7 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Francisco D'Souza | M | 55 | 32 years | |
| John Morphy | M | 76 | 16 years | |
| Thomas Renyi | M | 78 |
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. | 36 years |
| Karen Peetz | F | 68 |
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.
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. | 18 years |
| George Chrisafis | M | - |
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.
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. | 9 years |
| Phillip Horsley | M | 85 | 35 years | |
| Michael E. Foley | M | 71 | 4 years | |
| Malcolm Frank | M | 58 | 16 years | |
| Peter R. Knitzer | M | 65 |
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. | 1 years |
| Lonny C. Ostrander | M | - | 26 years | |
| Robert V. Burton | M | - |
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. | 4 years |
| Penelope Jane Maclagan | F | 72 | 35 years | |
| Greg Framke | M | 64 | 13 years | |
| Stephen Willard | M | 63 |
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. | 14 years |
| Robert Druskin | M | 76 | 3 years | |
| Rodger Lawson | M | 77 | 8 years | |
| Rajeev Kumar Mehta | M | 57 | 22 years | |
| Timothy Keaney | M | 62 |
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. | 14 years |
| Rebecca Saeger | F | 69 |
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. | 8 years |
| Natalie Wolfsen | F | 54 | 9 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 84 | 84.85% |
| Australia | 14 | 14.14% |
| Germany | 7 | 7.07% |
| United Kingdom | 7 | 7.07% |
| Canada | 1 | 1.01% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Joseph Velli
- Personal Network
