![Jonathan Mark](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Jonathan Mark first degree
Entity | Entity type | Industry | |
---|---|---|---|
JPMorgan Investment Advisors, Inc.
67
| Extinct | Investment Managers | 67 |
Pinnacle Associates Ltd.
![]() Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients.
38
| Private Company | Investment Managers | 38 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jonathan Mark 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 | Analyst-Equity Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Portfolio Manager-Fixed Income Head-Equity Investments Head-Equity Investments Chief Operating Officer Portfolio Manager-Fixed Income Analyst-Equity Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Corporate Officer/Principal Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Chief Investment Officer Analyst-Equity Corporate Officer/Principal Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income President Director of Finance/CFO Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Investment Management of Virginia LLC
![]() Investment Management of Virginia LLC Investment ManagersFinance Investment Management of Virginia LLC (IMVA) is an investment management firm headquartered in Richmond, Virginia. The firm was founded in 1982 as Scott & Stringfellow Capital Management, Inc., in 1982. They were acquired by Pinnacle Associates Ltd. in 2023. IMVA provides professional money management services to high net-worth individuals, foundations, and institutions. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Fiera Capital, Inc.
![]() Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
VSS Fund Management LLC
![]() VSS Fund Management LLC Investment ManagersFinance VSS Fund Management LLC (Veronis Suhler Stevenson) is a subsidiary of Veronis Suhler Stevenson LLC, a private equity firm founded in the year 1981 by John J. Veronis and John S Suhler. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Riverstone Holdings LLC
![]() Riverstone Holdings LLC Investment ManagersFinance Riverstone Holdings LLC operates as an energy focused investment manager. It conducts buyout and growth capital investments in the exploration and production, midstream, oilfield services, power, and renewable sectors of the energy industry. The company was founded by David Matthew Leuschen and Pierre Fernard Lapeyre, Jr. in 2000 and is headquartered in New York, NY. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
David Lerner Associates, Inc.
![]() David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin Masters Business Admin | |
Dartmouth College | College/University | 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 Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Wayne State University (Michigan) | College/University | Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal | |
Regent Investors Services, Inc.
![]() Regent Investors Services, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Regent Investors Services, Inc. is an asset management concern. The company is located in the US. Regent Investors Services was acquired by AllianceBernstein LP from Xerox Corp. on July 29, 1993. | Investment Managers | Chairman Corporate Officer/Principal | |
DOAR Communications, Inc.
![]() DOAR Communications, Inc. Miscellaneous Commercial ServicesCommercial Services DOAR Communications, Inc. provides litigation and trial consulting services. The firm provides services for antitrust litigation, labor and employment white collar criminal defense, general litigation, commercial litigation, environmental litigation and healthcare litigation sectors. The company was founded in 1988 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree Graduate Degree 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 Graduate Degree Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Pace University | College/University | Masters Business Admin Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Franklin University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree Graduate Degree | |
Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Undergraduate Degree Masters Business Admin | |
Magellan GP LLC
![]() Magellan GP LLC Oil & Gas PipelinesIndustrial Services Part of Magellan Midstream Partners LP, Magellan GP LLC is a company based in Tulsa, OK. Aaron L. Milford has been the CEO of the company since 2004. | Oil & Gas Pipelines | Director/Board Member |
Statistics
International
United States | 49 |
Sectoral
Consumer Services | 26 |
Finance | 21 |
Miscellaneous | 2 |
Commercial Services | 2 |
Industrial Services | 2 |
Operational
Corporate Officer/Principal | 144 |
Portfolio Manager-Equities | 99 |
Undergraduate Degree | 87 |
Director/Board Member | 60 |
Analyst-Equity | 55 |
Most connected contacts
Insiders | |
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Scott Troeller | 23 |
Bill Morgan | 15 |
Kevin S. Waldman | 15 |
Henrik Jones | 14 |
Jim Derryberry | 14 |
James Rice | 13 |
Healy Jones | 13 |
Stuart Nagae | 13 |
Gloria Fu | 13 |
Anthony Ramsey Malloy | 12 |
Aziz Nahas | 9 |
Mike Delfino | 9 |
Adam Bhaijee | 9 |
David Andrew Russell | 9 |
Alan K. Creech | 8 |
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