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Jason J. Steuerwalt
Analyst-Fixed Income at Litman Gregory Wealth Management LLC
Network origin in Jason J. Steuerwalt first degree
Entity | Entity type | Industry | |
---|---|---|---|
Hall Capital Partners LLC
![]() Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.
93
| Private Company | Investment Managers | 93 |
Litman Gregory Wealth Management LLC
![]() Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans.
15
| Subsidiary | Investment Managers | 15 |
iM Global Partner Fund Management LLC
![]() iM Global Partner Fund Management LLC Investment ManagersFinance iM Global Partner Fund Management LLC (iMGPFM) is a SEC-registered investment advisor headquartered in El Segundo, California. Formerly known as Litman Gregory Fund Advisors LLC, the firm is a wholly owned subsidiary of iM Global Partner US LLC, ultimately owned by Eurazeo SA (EPA: RF) in France. iMGPFM provides investment management services to (i) registered open-end mutual funds, (ii) third-party distributors, and (iii) financial professionals.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason J. Steuerwalt via their personal network
Company | Sector | Related people | Main position |
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Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
![]() Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
ALIGN TECHNOLOGY, INC. | Medical Specialties | Corporate Officer/Principal | |
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 | Comptroller/Controller/Auditor Comptroller/Controller/Auditor | |
University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Stanford University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
Santa Clara University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Offit Capital Advisors LLC
![]() Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Investment Managers | Founder Chief Executive Officer Portfolio Manager-Equities | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Public Communications Contact Corporate Officer/Principal Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
St. Mary's College of California | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Wellesley College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
Sonoma State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Hall Capital Partners LLC (Private Equity)
![]() Hall Capital Partners LLC (Private Equity) Investment ManagersFinance Founded in 1996, Hall Capital Partners LLC /Private Equity/ is a private equity firm headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Yale University | College/University | Masters Business Admin Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
King's College London | College/University | Graduate Degree Undergraduate Degree | |
Swarthmore College | College/University | Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Masters Business Admin | |
The California State University | College/University | Undergraduate Degree | |
Andre-Boudin Bakeries, Inc.
![]() Andre-Boudin Bakeries, Inc. Food: Specialty/CandyConsumer Non-Durables Andre-Boudin Bakeries, Inc. provides bakery items including specially bread products. It offers sourdough, sculpted, hearth, and specialty breads. The firm also provides catering services for events. The company was founded by Isidore Boudin in 1849 and is headquartered in San Francisco, California. | Food: Specialty/Candy | Comptroller/Controller/Auditor | |
University of Amsterdam | College/University | Undergraduate Degree | |
Union College (New York) | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Graduate Degree | |
Top Tier Capital Partners LLC
![]() Top Tier Capital Partners LLC Investment ManagersFinance Top Tier Capital Partners LLC (TTCP) is a venture capital firm founded in 1999 by Philip Paul and David York. The firm is headquartered in San Francisco, California with additional office in London. | Investment Managers | Director of Finance/CFO |
Statistics
International
United States | 45 |
France | 2 |
Hong Kong | 2 |
United Kingdom | 2 |
Netherlands | 2 |
Sectoral
Consumer Services | 33 |
Finance | 12 |
Commercial Services | 4 |
Health Technology | 2 |
Consumer Non-Durables | 2 |
Operational
Corporate Officer/Principal | 161 |
Undergraduate Degree | 96 |
Portfolio Manager-Equities | 63 |
Analyst-Equity | 55 |
Masters Business Admin | 37 |
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