Richard Steinmeier
Corporate Officer/Principal at LPL FINANCIAL HOLDINGS INC.
Net worth: 9 M $ as of 2024-05-30
Network origin in Richard Steinmeier first degree
Entity | Entity type | Industry | |
---|---|---|---|
The Wharton School of the University of Pennsylvania
474
| College/University | Other Consumer Services | 474 |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.
369
| Private Company | Miscellaneous Commercial Services | 369 |
Stanford University
46
| College/University | Other Consumer Services | 46 |
Public Company | Investment Banks/Brokers | 42 | |
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.
29
| Non-Profit Organization | Miscellaneous Commercial Services | 29 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Richard Steinmeier via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income | |
JOHNSON & JOHNSON | Pharmaceuticals: Major | Director/Board Member Director/Board Member | |
MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
INTUIT INC. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
BP PLC | Integrated Oil | Director/Board Member | |
UVEST Financial Services Group, Inc.
UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance/Rental/Leasing | President President | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
T. ROWE PRICE GROUP INC. | Investment Managers | Director/Board Member Director/Board Member | |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Chairman Director/Board Member | |
Griffin Capital Securities, Inc.
Griffin Capital Securities, Inc. Investment Banks/BrokersFinance Griffin Capital Securities, Inc. provides securities brokerage services. The private company is based in Newport Beach, CA. Mark M. Goldberg has been the CEO of the company since 2017. | Investment Banks/Brokers | Chief Executive Officer | |
Touradji Capital Management LP
Touradji Capital Management LP Investment ManagersFinance Touradji Capital Management LP (Touradji) is an independent registered investment advisor and hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by Paul Touradji in 2005. Touradji provides investment advisory services to private pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Director of Research - Fxd Inc Director of Research - Equity Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
Brown University | 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 Graduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Vanderbilt University | College/University | Director/Board Member Undergraduate Degree | |
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 Analyst-Fixed Income | |
Bain Capital Private Equity LP
Bain Capital Private Equity LP Investment ManagersFinance Bain Capital Private Equity LP (Bain Capital Private Equity) is a private equity firm, a subsidiary of Bain Capital LP founded in 1984. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Private Equity Investor | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Doctorate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
New York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
Barnard College | College/University | Undergraduate Degree Undergraduate Degree | |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
The District of Columbia Bar
The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Transom Capital Group LLC
Transom Capital Group LLC Investment ManagersFinance Transom Capital Group LLC (Transom Capital) is an independent private equity firm founded in 2008 by Russ William Roenick. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor Founder | |
McKinsey & Co., Inc. (United Kingdom)
McKinsey & Co., Inc. (United Kingdom) Investment ManagersFinance Part of McKinsey & Co., Inc., McKinsey & Co., Inc. (United Kingdom) is a consulting firm that helps UK manufacturers embrace new technologies for digital transformation and leadership. The company is based in London, UK. Ruben Schaubroeck, McKinsey Digital's new lead for the UK, Belgium, and Netherlands offices, spoke with Thomas Farrar, a manager of communications in the firm's UK office, about the importance of speed and pace for CEOs in this new growth journey. The British company works with organizations that pursue sustainability, inclusion, and economic growth, all at the same time, to achieve strategic foresight and built-in agility in the face of the COVID-19 pandemic and the new trading relationship with the EU. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Teach For All, Inc.
Teach For All, Inc. Miscellaneous Commercial ServicesCommercial Services Teach For All, Inc. operates charitable organizations to support children''s education. It develops collective leadership in classrooms and communities around the world. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Financial Services Institute, Inc. | Chairman Director/Board Member Director/Board Member Director/Board Member | ||
Private Advisor Group LLC
Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Trading-Equity Founder | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard Law School | College/University | Graduate Degree Graduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
UTI ASSET MANAGEMENT COMPANY LIMITED | Investment Managers | Director/Board Member Director/Board Member | |
BKW Handel AG | Chairman | ||
JConnelly Inc.
JConnelly Inc. Advertising/Marketing ServicesCommercial Services JConnelly Inc. is a communications and marketing agency working with brands to help them expand awareness, connect and engage with clients and stakeholders, influence change, amplify online presence and build community. It specializes in media relations, video production and distribution, social and digital media, advertising, corporate communications support, branding, content development and distribution, marketing, graphic design, crisis communications and risk management, and reputation management. The company was founded in 2003 and is headquartered in New York, NY. | Advertising/Marketing Services | Chief Executive Officer Chief Executive Officer | |
Hover Energy LLC
Hover Energy LLC Alternative Power GenerationUtilities Hover Energy LLC provides renewable energy services. The company is headquartered in Dallas, TX. | Alternative Power Generation | Director/Board Member | |
Institute For Portfolio Alternatives | Director/Board Member |
Statistics
International
United States | 47 |
United Kingdom | 3 |
India | 2 |
Switzerland | 2 |
Sectoral
Finance | 20 |
Consumer Services | 17 |
Commercial Services | 8 |
Technology Services | 3 |
Health Technology | 2 |
Operational
Director/Board Member | 451 |
Corporate Officer/Principal | 217 |
Chairman | 83 |
Chief Executive Officer | 75 |
Undergraduate Degree | 75 |
Most connected contacts
Insiders | |
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Robin Smith | 46 |
Richard Schifter | 46 |
David Fisher | 43 |
Charles Beeler | 37 |
Edward Bernard | 32 |
Harvey Golub | 27 |
William Glavin | 26 |
H. Eberhart | 25 |
Corey Thomas | 25 |
Brian S. Hamburger | 22 |
Mark M. Goldberg | 21 |
James Sellers Riepe | 20 |
Ian Davis | 19 |
Samuel Georg Friedrich Leupold | 19 |
Thomas Nevens | 19 |
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