Network origin in Becca Knauss first degree
Entity | Entity type | Industry | |
---|---|---|---|
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Becca Knauss via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
WISDOMTREE, INC. | Investment Trusts/Mutual Funds | Chief Investment Officer | |
Citadel Enterprise Americas LLC
Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Alternative Asset Management, Inc.
JPMorgan Alternative Asset Management, Inc. Investment ManagersFinance JPMorgan Alternative Asset Management, Inc. (JPMAAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul Zummo in 1994. They are wholly-owned by JPMorgan Asset Management Holdings Inc., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. The firm acts as investment manager for various domestic and foreign private pooled investment vehicles as well as investment manager for UCITS funds, and for certain separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Davidson College | College/University | Undergraduate Degree | |
Tufts University | College/University | Graduate Degree | |
New York University | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree | |
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 | Chief Operating Officer | |
GE Capital Americas | Financial Conglomerates | Corporate Officer/Principal | |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Investment Managers | Chief Investment Officer | |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Investment Managers | Chief Investment Officer | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Dynasty Wealth Management LLC
Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Investment Managers | Director of Investments Chief Investment Officer | |
Certuity LLC
Certuity LLC Investment ManagersFinance Certuity LLC is a SEC-registered investment advisor and wealth management firm headquartered in North Palm Beach, Florida. The firm was founded by John Krambeer in 2004 as Camden Capital LLC. They are a subsidiary of Certuity Holdings LLC. Certuity provides investment advisory, legacy planning, family office and investment consulting services to high to ultra-high net worth families and individuals, business owners, attorneys, trusts, private foundations, endowments, family offices, other business entities and pooled investment vehicles. | Investment Managers | Chief Investment Officer | |
Premia Global Advisors LLC
Premia Global Advisors LLC Investment ManagersFinance Premia Global Advisors LLC (Premia) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Miguel Sosa in 2016. The firm offers comprehensive wealth management and financial solutions for retail and institutional clients primarily in the US, Latin America and the Caribbean. | Investment Managers | Chief Investment Officer | |
Investment Management Consultants Association | Director/Board Member |
Statistics
International
United States | 22 |
Sectoral
Finance | 13 |
Consumer Services | 8 |
Miscellaneous | 2 |
Operational
Chief Investment Officer | 8 |
Corporate Officer/Principal | 7 |
Undergraduate Degree | 4 |
Head of Private Banking | 2 |
Chief Operating Officer | 2 |
Most connected contacts
Insiders | |
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Michael Moriarty | 13 |
Scott David Welch | 8 |
Janessa Biller | 3 |
Jim DiPisa | 2 |
Kara Valentine | 2 |
Paul Metzger | 1 |
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