Network origin in Charissa Gorman first degree
Entity | Entity type | Industry | |
---|---|---|---|
Pathstone Holdings LLC
Pathstone Holdings LLC Investment ManagersFinance Pathstone Holdings LLC provides wealth management and investment services to individuals & families, family offices, and select institutions. The company is headquartered in Englewood, NJ.
4
| Holding Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charissa Gorman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Founder Chief Executive Officer President | |
Harris myCFO LLC
Harris myCFO LLC Investment ManagersFinance Harris myCFO LLC provides investment advisory services. It acts as an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. The company was founded in and is headquartered in | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
PFO-FSA
PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Investment Managers | Chief Executive Officer President | |
Logical Design Solutions, Inc.
Logical Design Solutions, Inc. Information Technology ServicesTechnology Services Logical Design Solutions, Inc. provides management consulting and information technology solutions. It offers services in the areas of business building, rational flexing, and risk management aspects. The company was founded by Mimi Brooks in 1990 and is headquartered in Florham Park, NJ. | Information Technology Services | Public Communications Contact | |
Rebuilding Together, Inc.
Rebuilding Together, Inc. Other Consumer ServicesConsumer Services Rebuilding Together, Inc. operates as a leading national nonprofit in safe and healthy housing. It provides rehabilitation and home repair services. The company was founded in 1973 and is headquartered in Washington, DC. | Other Consumer Services | Director/Board Member | |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
Muhlenberg College | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Masters Business Admin | |
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
James Madison University | College/University | Undergraduate Degree | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
ACON Investments LLC
ACON Investments LLC Investment ManagersFinance ACON Investments LLC (ACON Investments) is a private equity firm founded in 1996 by Kenneth R. Brotman, Bernard W. Aronson and Jonathan J. Ginns. The firm is headquartered in Washington D.C., the United States with additional offices in Dallas, Los Angeles, New York, Bogota, Madrid, Mexico City and Sao Paulo. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 17 |
Sectoral
Finance | 10 |
Consumer Services | 6 |
Technology Services | 2 |
Industrial Services | 2 |
Operational
Corporate Officer/Principal | 8 |
President | 5 |
Director/Board Member | 4 |
Chief Executive Officer | 4 |
Investment Committee Member | 4 |
Most connected contacts
Insiders | |
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Matt Fleissig | 8 |
Steve Braverman | 6 |
Kelly Maregni | 6 |
Kevin Casey | 4 |
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