Mark Douglas Petrie
Director/Board Member at Aspiriant Holdings S5 LLC
Network origin in Mark Douglas Petrie first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of California, Irvine
67
| College/University | Other Consumer Services | 67 |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.
35
| Private Company | Investment Managers | 35 |
Hokanson Associates, Inc.
 Hokanson Associates, Inc. Investment ManagersFinance Founded in 1987, Hokanson Associates is a registered investment advisor located in Solana Beach, California.
12
| Extinct | Investment Managers | 12 |
Aspiriant Holdings S5 LLC
 Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA.
7
| Private Company | Financial Conglomerates | 7 |
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans
7
| Extinct | Investment Managers | 7 |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA.
6
| Private Company | Investment Trusts/Mutual Funds | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark Douglas Petrie via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| PEPSICO, INC. | Food: Specialty/Candy | Corporate Officer/Principal Corporate Officer/Principal | |
| FLEX LTD. | Electronic Production Equipment | Consultant / Advisor Corporate Officer/Principal | |
| Rochester Christian University | College/University | Graduate Degree Graduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Chief Operating Officer Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Corporate Officer/Principal Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Graduate 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 | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| The California State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin | |
Aspiriant Risk-Managed Real Asset Fund
 Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Purdue University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Arizona | College/University | Corporate Officer/Principal Undergraduate Degree | |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| California State University-Fullerton | College/University | Graduate Degree Masters Business Admin | |
| Pepperdine University | College/University | Masters Business Admin Masters Business Admin | |
| Golden Gate University | College/University | Graduate Degree Graduate Degree | |
University of California Irvine Alumni Association
 University of California Irvine Alumni Association Miscellaneous Commercial ServicesCommercial Services University of California Irvine Alumni Association operates as a alumni association. The company is headquartered in Irvine, CA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Trice Imaging, Inc.
 Trice Imaging, Inc. Packaged SoftwareTechnology Services Trice Imaging, Inc. develops medical image-sharing tools for healthcare industry. It offers Tricefy DICOM Viewer which features zooming and panning of images, simple tagging and search, and the ability to add comments to studies. The company was founded by Martin Westin, Asa Nordgren, and Melin Johanna Wollert and is headquartered in Del Mar, CA. | Packaged Software | Director/Board Member | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
| GREAT AMERICAN FOOD CHAIN, INC. (THE) | Internet Software/Services | Director/Board Member | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Theranica Bio-Electronics Ltd.
 Theranica Bio-Electronics Ltd. Medical SpecialtiesHealth Technology Theranica Bio-Electronics Ltd. develops wearable medical devices. Its product is Nerivio Migra. The company was founded by Alon Ironi, Ronen Jashek, Rotislav Barabash, and Shimon Eckhouseand in 2016 and is headquartered in Netanya, Israel. | Medical Specialties | Director/Board Member | |
| University of California, Hastings | College/University | Graduate Degree | |
Westmount Asset Management LLC
 Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Investment Managers | President | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
Tele911, Inc.
 Tele911, Inc. Medical/Nursing ServicesHealth Services Tele911, Inc. is an innovative telehealth company that partners with local fire departments and EMS agencies to provide real-time telehealth consultations with emergency physicians. The company is based in Pasadena, CA. Tele911 developed a technology platform that allows for integrated clinical workflows to ensure efficient triage, treatment-in-place, and delivery of patient care in the appropriate setting, supporting the needs of local EMS agencies, health systems, and local and national payor and risk-bearing organizations. The company was founded in 2020 by leaders in emergency medicine, including Dr. Marc Eckstein, Christopher Maloney, and Donald Jones. The CEO is Ramon Lizardo. | Medical/Nursing Services | Founder |
Statistics
International
| United States | 47 |
| France | 2 |
| Israel | 2 |
Sectoral
| Consumer Services | 26 |
| Finance | 14 |
| Commercial Services | 4 |
| Technology Services | 3 |
| Consumer Non-Durables | 2 |
Operational
| Corporate Officer/Principal | 161 |
| Director/Board Member | 117 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 55 |
| Masters Business Admin | 39 |
Most connected contacts
| Insiders | |
|---|---|
| Donald Jones | 46 |
| Sean Cross | 21 |
| Paul Grayson | 21 |
| Fang Yi Liu | 18 |
| Christian Henry | 17 |
| Adam M. McAfee | 15 |
| Farha Aslam | 15 |
| Ned Brines | 15 |
| Ken Anderson | 13 |
| Heather Wood | 12 |
| Karen Blodgett | 12 |
| Kirby Black | 11 |
| Neil Charles Hokanson | 10 |
| Kathleen Clark-Bracco | 10 |
| Mavis Yee | 9 |
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