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Marc Edelman Koven
Compliance Officer at Cypress Wealth Services LLC
Network origin in Marc Edelman Koven first degree
Entity | Entity type | Industry | |
---|---|---|---|
Integrated Wealth Management, Inc.
![]() Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses.
11
| Private Company | Investment Managers | 11 |
Cypress Wealth Services LLC
![]() Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals.
3
| Private Company | Investment Managers | 3 |
California State University-San Bernardino
1
| College/University | Other Consumer Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Marc Edelman Koven via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Silicon Valley Group, Inc.
![]() Silicon Valley Group, Inc. Industrial MachineryProducer Manufacturing Part of ASML Holding NV, Silicon Valley Group, Inc. designs, manufactures, markets, and services semiconductor processing equipment. The company is based in San Jose, CA. The company was founded by Ellen D. Levy. Silicon Valley Group was acquired by ASML Holding NV on May 22, 2001 for $1,199.10 million. | Industrial Machinery | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
American Medical Association
![]() American Medical Association Miscellaneous Commercial ServicesCommercial Services American Medical Association engages in promoting the art and science of medicine and the betterment of public health. It offers services to physicians, residents, medical students, and patients. The company was founded by Nathan Smith Davis in 1847 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
World Equity Group, Inc.
![]() World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
The California State University | College/University | Undergraduate Degree | |
Concordia College (New York) | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
Westmont College | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
State University of New York at Binghamton | College/University | Undergraduate Degree | |
Palm Springs Art Museum | Corporate Officer/Principal | ||
National Council of Jewish Women, Inc.
![]() National Council of Jewish Women, Inc. Miscellaneous Commercial ServicesCommercial Services National Council of Jewish Women, Inc. engages in promoting social justice for women, children, and families. It involves in combatting sex trafficking and promoting equal pay for women, voting rights, advocating for a fair and independent judiciary, immigrant rights and protecting reproductive health, and rights and justice. The company was founded by Hannah G. Solomon in 1893 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Desert AIDS Project
![]() Desert AIDS Project Medical/Nursing ServicesHealth Services Desert AIDS Project, Inc. provides medical care and support services to people living with HIV/AIDS. It provides high quality primary and HIV-specialty care with access to their HIV Health Center, Riverside County's first HIV-specialty dental clinic, and case management system. They also provide assistance meeting basic needs such as food and housing, mental health and substance abuse programs, and a full-service community center offering a computer lab, wellness programs, health education, and other social support services. The company was founded in 1984 and is headquartered in Palm Springs, CA. | Medical/Nursing Services | Director/Board Member | |
National Association for Women Business Owners | Corporate Officer/Principal | ||
Pence Capital Management LLC
![]() Pence Capital Management LLC Investment ManagersFinance Pence Capital Management LLC is an investment advisory firm founded in 2015. The private company is based in Newport Beach, CA. The company provides investment advice to its clients. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Investment Management)
![]() Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Keystone Wealth Services LLC
![]() Keystone Wealth Services LLC Investment ManagersFinance Keystone Wealth Services LLC, dba Cypress Private Wealth (Cypress), is an independent registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded in 2019 and is owned by Mark W. Thatcher and Shattuck (Shad) F. Lamm. Cypress offers investment advisory services to high net worth individuals, families, trusts, estates, and businesses. | Investment Managers | Compliance Officer | |
Temple Sinai
![]() Temple Sinai Miscellaneous Commercial ServicesCommercial Services Temple Sinai operates as a dynamic Jewish community. It offers Friday night erev shabbat services, shabbat morning minyan, family services, tot shabbat, healing services, and festivals. The company was founded by Rabbi Raymond Zwerin in 1967 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
United States | 26 |
Sectoral
Finance | 11 |
Consumer Services | 9 |
Commercial Services | 4 |
Producer Manufacturing | 2 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 23 |
Portfolio Manager-Equities | 14 |
Undergraduate Degree | 10 |
Chief Executive Officer | 1 |
Founder | 1 |
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