Jennifer Dorgan
Corporate Officer/Principal at Dynasty Financial Partners LLC
Network origin in Jennifer Dorgan 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.
17
| Subsidiary | Investment Managers | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jennifer Dorgan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Dynasty Financial Partners, Inc.
Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Information Technology Services | Chairman Director/Board Member Chief Operating Officer Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO General Counsel Director/Board Member | |
New York University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Lincoln Center for the Performing Arts, Inc.
Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Corporate Officer/Principal | |
US Securities & Exchange Commission | Investment Banks/Brokers | Chairman | |
University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree | |
AETNA | Managed Health Care | Chief Executive Officer | |
Financial Services Volunteer Corps | Chairman | ||
The Tokarz Group Advisers LLC
The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Corporate Officer/Principal | |
Dow Jones & Co., Inc.
Dow Jones & Co., Inc. Publishing: NewspapersConsumer Services Dow Jones & Co., Inc publishes financial information and news. It offers news through newspapers, newswires, websites, apps, newsletters, magazines, proprietary databases, conferences and more. The firm?s premier brands include The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and SmartMoney. The company was founded by Edward Davis Jones, Charles Henry Dow and Charles Milford Bergstresser in 1882 and is headquartered in New York, NY. | Publishing: Newspapers | Director/Board Member | |
The Aspen Institute, Inc.
The Aspen Institute, Inc. Miscellaneous Commercial ServicesCommercial Services The Aspen Institute operates an institution that fosters leadership skills and open-minded dialogue. It conducts seminars, policy programs, conferences and leadership development initiatives, the Institute and its international partners seek to promote nonpartisan inquiry. The company was founded in 1949 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
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 | Chief Executive Officer | |
Ogilvy & Mather Advertising, Inc.
Ogilvy & Mather Advertising, Inc. Advertising/Marketing ServicesCommercial Services Part of WPP Plc, Ogilvy & Mather Advertising, Inc. is a company that provides advertising services. The company is based in New York, NY. Devika Bulchandani has been the CEO of the company since 2022. | Advertising/Marketing Services | Chief Executive Officer | |
The Advertising Council, Inc.
The Advertising Council, Inc. Miscellaneous Commercial ServicesCommercial Services The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
ScotiaMcLeod, Inc. (Investment Management)
ScotiaMcLeod, Inc. (Investment Management) Investment ManagersFinance ScotiaMcLeod, Inc. (Investment Management) (ScotiaMcLeod-IM) is the investment management division of ScotiaMcLeod, Inc., a broker/dealer headquartered in Vancouver, Canada. The firm is a subsidiary of The Bank of Nova Scotia (NYSE, TSE: BNS). ScotiaMcLeod-IM provides investment management services to private individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
University of Guelph | College/University | Undergraduate Degree | |
Richardson Wealth (USA) Ltd. (Investment Management)
Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Investment Managers | Chief Executive Officer | |
Perella Weinberg Partners LP
Perella Weinberg Partners LP Investment Banks/BrokersFinance Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients. | Investment Banks/Brokers | Chairman | |
Fairfield University | College/University | Undergraduate Degree | |
Bates College | College/University | Undergraduate Degree | |
Trapeze, Inc. | Founder | ||
Washington & Lee University | College/University | Undergraduate Degree | |
Fordham University School of Law | College/University | Graduate Degree | |
BARCLAYS PLC | Investment Banks/Brokers | General Counsel | |
Emory University | College/University | Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree | |
Gf Investments LLC | Corporate Officer/Principal | ||
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Optician Medical, Inc. | Director/Board Member | ||
Levinson Capital Management LLC | Corporate Officer/Principal | ||
Glick Family Investments | Chief Investment Officer | ||
American European Group Insurance Co. | Director/Board Member | ||
Canary Wharf Group Plc
Canary Wharf Group Plc Real Estate DevelopmentFinance Canary Wharf Group Plc. provides real estate development services. It develops, constructs, manages and leases office and retail space in east London. The firm deals with the construction of buildings and retail & banqueting centers. The company was founded in 1994 and is headquartered in London, the United Kingdom. | Real Estate Development | Director/Board Member | |
CANARY WHARF GROUP INVESTMENT HOLDGS PLC | Real Estate Development | Director/Board Member | |
CLIPPER REALTY INC. | Real Estate Investment Trusts | Founder | |
Richardson Wealth (USA) Ltd.
Richardson Wealth (USA) Ltd. Investment Banks/BrokersFinance Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients. | Investment Banks/Brokers | Chief Executive Officer | |
ClearBridge Investments LLC
ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Investment Managers | Portfolio Manager-Equities | |
London School of Economics & Political Science | College/University | Undergraduate Degree | |
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. | Miscellaneous Commercial Services | Director/Board Member | |
PAGAYA TECHNOLOGIES LTD. | Packaged Software | Director/Board Member | |
Manhattan Institute For Policy Research, Inc.
Manhattan Institute For Policy Research, Inc. Miscellaneous Commercial ServicesCommercial Services Manhattan Institute For Policy Research, Inc. develops and disseminate new ideas for greater economic choice and individual responsibility. It focuses on economic growth, education, energy and environment, health care, legal reform, public sector, race and urban policy. The company was founded by Antony Fisher and William J. Casey in 1977 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
AMERICAN INTERNATIONAL GROUP, INC. | Multi-Line Insurance | Chairman | |
HESS CORPORATION | Integrated Oil | Director/Board Member |
Statistics
International
United States | 42 |
Canada | 6 |
United Kingdom | 5 |
Sectoral
Finance | 19 |
Consumer Services | 15 |
Commercial Services | 7 |
Technology Services | 3 |
Health Services | 2 |
Operational
Director/Board Member | 48 |
Chairman | 20 |
Corporate Officer/Principal | 18 |
Chief Executive Officer | 11 |
Undergraduate Degree | 10 |
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