Dan Zibinskas
Portfolio Manager-Equities at Harbor Advisory Corp.
Network origin in Dan Zibinskas first degree
Entity | Entity type | Industry | |
---|---|---|---|
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions.
6
| Subsidiary | Investment Managers | 6 |
Harbor Advisory Corp.
Harbor Advisory Corp. Investment ManagersFinance Founded in 1972, Harbor Advisory Corporation is a registered investment advisor firm located in Portsmouth, New Hampshire
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Zibinskas via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Cigna Holding Co.
Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Life/Health Insurance | Corporate Officer/Principal | |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Knight Capital Group, Inc.
Knight Capital Group, Inc. Investment Banks/BrokersFinance Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ. | Investment Banks/Brokers | Corporate Officer/Principal | |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Corporate Officer/Principal | |
Harvard Management Co., Inc.
Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Investment Trusts/Mutual Funds | Analyst-Equity | |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal | |
WhaleRock Point Partners LLC
WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock Point Partners LLC (WhaleRock) is an independent, SEC-registered investment advisor headquartered in Providence, Rhode Island. The firm was founded by Bradley Dorman and Richard Cavanagh in 2006 as WhaleRock Capital Partners LLC. WhaleRock advises, protects and invests the assets of families, endowments, foundations and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Brown University | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin | |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bentley University | College/University | Graduate Degree | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Colby College | College/University | Undergraduate Degree | |
State University of New York College at Geneseo | College/University | Undergraduate Degree | |
Rochester Institute of Technology
Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin | |
St. Louis University | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Dennison Manufacturing Co.
Dennison Manufacturing Co. Pulp & PaperProcess Industries Part of Avery Dennison Corp., Dennison Manufacturing Co. is a company that manufactures paper products. The company is based in Chestnut Hill, MA. | Pulp & Paper | Corporate Officer/Principal | |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Portfolio Manager-Equities | |
Beaumont Capital Management LLC
Beaumont Capital Management LLC Investment ManagersFinance Beaumont Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded in 2019 as a spun off from Beaumont Financial Partners LLC. In 2022, BCM was acquired by Algorithmic Investment Models LLC (AIM). Both BCM and AIM are owned by a holding company, Algorithmic Research + Trading LLC (ART) but continue to exist as separate legal entities and conduct business as usual. BCM provides investment advice to individuals and other types of clients. | Investment Managers | Chief Executive Officer Trading-Equity | |
Beaumont Financial Advisors LLC
Beaumont Financial Advisors LLC Investment ManagersFinance Founded in 2022, Beaumont Financial Advisors LLC is a financial advisory firm that provides comprehensive financial expertise to clients. The company is based in Needham, MA and offers a knowledge center to help clients make informed decisions by providing up-to-date information on current and future market trends. Part of Focus Financial Partners, Inc., the company's business philosophy is reflected in the word "partner" in its name. | Investment Managers | Chief Investment Officer Independent Dir/Board Member |
Statistics
International
United States | 29 |
Sectoral
Finance | 17 |
Consumer Services | 11 |
Miscellaneous | 2 |
Process Industries | 2 |
Operational
Corporate Officer/Principal | 12 |
Portfolio Manager-Equities | 10 |
Analyst-Equity | 9 |
Undergraduate Degree | 8 |
Investment Committee Member | 8 |
Most connected contacts
Insiders | |
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Dan Stanzler | 10 |
Phil Dubuque | 6 |
Bob S. Alimena | 5 |
Jack DeGan | 4 |
Dave Haviland | 4 |
Brendan Dennis Ryan | 4 |
John Philip Genco | 4 |
Weld Rollins Butler | 2 |
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