Network origin in Dan Spier first degree
Entity | Entity type | Industry | |
---|---|---|---|
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Spier via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
San Francisco State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Graduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Graduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Equities | |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Corporate Officer/Principal | |
Miller Investment Management LP
Miller Investment Management LP Investment ManagersFinance Miller Investment Management LP (Miller) is an independent, SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded by H. Scott Miller in 1998. Miller provides investment advisory and supervisory services to institutional clients (such as pension and profit-sharing plans, business entities, charitable organizations, foundations, endowments, trusts and public funds), privately placed pooled investment vehicles or Private Funds organized as limited partnerships, and individuals. | Investment Managers | Corporate Officer/Principal | |
University of Delaware | College/University | Undergraduate Degree | |
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Investment Managers | Corporate Officer/Principal | |
University of California | College/University | Graduate Degree | |
Rotman School of Management | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Graduate Degree | |
Miami University | College/University | Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Haas School of Business | College/University | Undergraduate Degree | |
University of Chicago Institute of Politics | College/University | Undergraduate Degree | |
Aon Investments USA, Inc.
Aon Investments USA, Inc. Investment ManagersFinance Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients. | Investment Managers | Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree | |
Tribeca Investment Partners Pty Ltd.
Tribeca Investment Partners Pty Ltd. Investment ManagersFinance Tribeca Investment Partners Pty Ltd. (Tribeca) is a specialist investment and advisory firm headquartered in Sydney, Australia. Formerly known as Jenkins Investment Management Pty Ltd., the firm was founded by David Aylward in 1998 and is owned by Alcyon Investments Pty Ltd. Tribeca offers sophisticated investors with unique and bespoke access to investment strategies and opportunities not available to all market participants. | Investment Managers | Portfolio Manager-Equities | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree |
Statistics
International
United States | 25 |
Canada | 2 |
United Kingdom | 2 |
Australia | 2 |
Sectoral
Consumer Services | 17 |
Finance | 10 |
Commercial Services | 3 |
Operational
Portfolio Manager-Equities | 15 |
Undergraduate Degree | 11 |
Corporate Officer/Principal | 9 |
Graduate Degree | 5 |
Analyst-Equity | 4 |
Most connected contacts
Insiders | |
---|---|
Paul O. Solli | 5 |
Pete Hand | 4 |
Kevin Bogert | 4 |
Jia Ling Lu | 3 |
Tao Tao Cai | 3 |
Ben Schneider | 3 |
Bill Tantalla | 3 |
Jonathan Chow | 3 |
Jon Liu | 2 |
Maryam Beria | 2 |
Petar Lalovic | 2 |
Robert Pastor Quimjian | 2 |
Jameel Gould | 2 |
Eric Su | 2 |
Christopher Vinyard | 2 |
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