Steven Solomon
Director/Board Member at CHOC Foundation
Network origin in Steven Solomon first degree
Entity | Entity type | Industry | |
---|---|---|---|
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.
87
| Operating Division | Investment Managers | 87 |
CHOC Foundation
CHOC Foundation Miscellaneous Commercial ServicesCommercial Services The CHOC Foundation exists to generate community awareness and resources for the Children's Hospital of Orange County (CHOC) and Children's Hospital at Mission, supporting specific strategies that underscore the hospitals' local and national leadership in prevention, treatment and research programs. CHOC Foundation's fundraising activities are guided by six philanthropic aspirations: to provide medical care for all children; to treat chronic and catastrophic illnesses; to emphasize illness and injury prevention; to support the well being of children; to achieve medical breakthroughs; and to serve as a community leader and partner in the care of children.
40
| Foundation/Endowment | Miscellaneous Commercial Services | 40 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven Solomon via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Fixed Income | |
Children's Hospital of Orange County
Children's Hospital of Orange County Hospital/Nursing ManagementHealth Services Children's Hospital of Orange County provides medical care services for children. Its services include wellness and primary care, specialty services and mental health. The company was founded on October 5, 1964 and is headquartered in Orange, CA. | Hospital/Nursing Management | Chief Executive Officer Corporate Secretary Chairman Director/Board Member Corporate Officer/Principal Director/Board Member | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Trading-Equity | |
Radnor Capital Management, Inc.
Radnor Capital Management, Inc. Investment ManagersFinance Part of Bank of America Corp., Radnor Capital Management, Inc. provides investment management services. The company is based in Wayne, PA. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
Massachusetts Institute of Technology | College/University | Doctorate Degree Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree Graduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity | |
Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
Xavier University | College/University | Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Radnor Capital Management LLC
Radnor Capital Management LLC Investment ManagersFinance Radnor Capital Management LLC (RCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Pierce Archer and Douglas Pyle in 2012. RCM provides independent, tax- and fee-sensitive investment counseling and individualized portfolio management to high-net-worth individuals, families, non-profit organizations and other institutional accounts. | Investment Managers | Founder Portfolio Manager-Equities | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Paul Merage School of Business | College/University | Masters Business Admin | |
Atlantic Trust Group, Inc.
Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Investment Managers | Corporate Officer/Principal | |
TORRID HOLDINGS INC. | Internet Retail | Chief Operating Officer | |
University of California, Riverside | College/University | Undergraduate Degree | |
University of Redlands | College/University | Masters Business Admin | |
Tufts University | College/University | Undergraduate Degree | |
CU Cooperative Systems, Inc.
CU Cooperative Systems, Inc. Packaged SoftwareTechnology Services CU Cooperative Systems, Inc. provides electronic fund transfer network services. It offers payment processing services, such as debit analytics and rewards, fraud and risk management, member support, alternative payments, and transaction processing, credit performance and usage, fraud and risk management, client support, and transaction processing, ATM processing, innovations, and managed services. The firm provides E-commerce solutions, such as mobile banking access, check imaging, and online services; and call center services, including member, lending, and outbound call services. The company was founded in October 1981 and is headquartered in Rancho Cucamonga, CA. | Packaged Software | Director/Board Member | |
University of Denver | College/University | Undergraduate Degree | |
JACK HENRY & ASSOCIATES, INC. | Packaged Software | Director/Board Member | |
Rachio, Inc.
Rachio, Inc. Packaged SoftwareTechnology Services Rachio, Inc. provides water sprinkler controller technology solutions. Its mobile application enables homeowners to activate and deactivate water sprinklers even when they are not at home. The company was founded by Franz Garsombke and Chris Klein and is headquartered in Denver, CO. | Packaged Software | Chief Executive Officer | |
Orange County's Credit Union
Orange County's Credit Union Savings BanksFinance Orange County's Credit Union offers a range of financial services, including checking and savings accounts, mobile banking, retirement accounts, and various loan options, such as auto, small business, and home loans. The private company is based in Santa Ana, CA. The company also provides credit cards with features like a competitive low rate and no annual fee. Membership is open to individuals who live or work in certain counties in California. Kathy Jumper has been the CEO of the company since 2023. | Savings Banks | Chief Executive Officer | |
Western CUNA Management School | Director/Board Member | ||
Pasadena Federal Credit Union
Pasadena Federal Credit Union Savings BanksFinance Pasadena Federal Credit Union is a federally chartered credit union. The private company is based in Pasadena, CA. | Savings Banks | Chief Executive Officer | |
Filene Research Institute
Filene Research Institute Miscellaneous Commercial ServicesCommercial Services Filene Research Institute provides scientific analysis about issues affecting the future of consumer finance and credit union. The private company is based in Madison. | Miscellaneous Commercial Services | Director/Board Member | |
WRAP TECHNOLOGIES, INC. | Medical Specialties | Director/Board Member | |
THE HOME DEPOT, INC. | Home Improvement Chains | Corporate Officer/Principal | |
Orange County Group, Inc. | Chief Executive Officer | ||
WALMART INC. | Specialty Stores | Corporate Officer/Principal | |
Federal Home Loan Bank of San Francisco
Federal Home Loan Bank of San Francisco Regional BanksFinance Federal Home Loan Bank of San Francisco provides financing, community development grants and other banking services. Its services include grant programs such as affordable housing program, wish program, credit programs like community investment programs and community works. The company is headquartered in San Francisco, CA. | Regional Banks | Director/Board Member | |
Bryn Mawr College | College/University | Undergraduate Degree | |
ONE STOP SYSTEMS, INC. | Computer Processing Hardware | Director/Board Member | |
THE GYMBOREE CORPORATION | Apparel/Footwear Retail | Corporate Officer/Principal | |
Digital Federal Credit Union
Digital Federal Credit Union Savings BanksFinance Digital Federal Credit Union operates as a financial cooperative society, it offers deposits & lending, savings, checking, money market, insurance, e-service, saving, and IRA accounts services. It has branch in Massachusetts and New Hampshire. The company was founded in 1979 and is headquartered in Marlborough, MA. | Savings Banks | Chief Executive Officer |
Statistics
International
United States | 50 |
Sectoral
Finance | 22 |
Consumer Services | 17 |
Retail Trade | 5 |
Technology Services | 4 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 124 |
Director/Board Member | 82 |
Portfolio Manager-Equities | 75 |
Undergraduate Degree | 62 |
Analyst-Equity | 26 |
Most connected contacts
Insiders | |
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Brian Moynihan | 39 |
Alexa Willson | 13 |
Emile Haddad | 13 |
Terry Scot Adams | 13 |
Shruti Miyashiro | 12 |
Kimberly Sentovich | 11 |
Thomas M. Galvin | 10 |
Tim R. Anderson | 10 |
Doug Pyle | 9 |
Tim McGee | 9 |
Robert Wagner | 8 |
Jennifer Lee Byrne | 8 |
Christopher Furman | 7 |
Frank A. Salem | 7 |
Saaj Nomoto | 7 |
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