Allison Winn Kaplan
Corporate Officer/Principal at Investment Management Consultants Association
Network origin in Allison Winn Kaplan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
American University
87
| College/University | Other Consumer Services | 87 |
Investment Management Consultants Association
38
| Non-Profit Organization | 38 | |
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.
13
| Subsidiary | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Allison Winn Kaplan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Glass, Lewis & Co. LLC
 Glass, Lewis & Co. LLC Investment ManagersFinance Glass, Lewis & Co. LLC (Glass Lewis) is an independent investment research firm headquartered in San Francisco, California. The firm was founded in 2003 by Kevin J. Cameron & Gregory P. Taxin. Glass Lewis provides investment research and advice on proxy votes to institutional investor and?publicly listed?companies. Their clients include pension plans, mutual funds, and asset managers. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree | |
| Boston University | College/University | Graduate Degree Undergraduate Degree | |
Institutional Shareholder Services, Inc.
 Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
Phillips & Co.
 Phillips & Co. Real Estate DevelopmentFinance Phillips & Co. provides real estate services. The company sells property in the Greenford, Northolt, Southall, Wembley, Harrow borders, and surrounding areas. It was founded in 1975 and is headquartered in Greenford, LO | Real Estate Development | 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 | Compliance Officer Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
| George Mason University | College/University | Corporate Officer/Principal Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| University of Ottawa | College/University | Graduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Government Finance Officers Association
 Government Finance Officers Association Miscellaneous Commercial ServicesCommercial Services The Government Finance Officers Association (GFOA) is a professional organization that represents over 22,000 public finance officers throughout the United States and Canada. The GFOA is based in Chicago, IL and has more than 21,000 members from cities, counties, towns, school districts, state, provincial, the federal government, and other special districts in the United States and Canada. The GFOA's mission is to advance excellence in government finance by providing best practice guidance, leadership, professional development, resources and tools, networking opportunities, award programs, and advisory services. The organization is dedicated to the sound management of government financial resources and provides professional development opportunities to more than 12,000 state and local finance professionals each year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Breathe California, Golden Gate Public Health Partnership
 Breathe California, Golden Gate Public Health Partnership Miscellaneous Commercial ServicesCommercial Services Breathe California, Golden Gate Public Health Partnership offers local services that address lung health issues. This includes programs to: help kids manage their asthma, prevent teens from using tobacco, assist smokers who want to quit, and offer support to emphysema and lung cancer patients. The firm also advocates for key clean air and public health policies, and support innovative lung health research. The company was founded in 1908 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Chairman | |
Strategic Alliance Enterprises, Inc.
 Strategic Alliance Enterprises, Inc. Oil & Gas ProductionEnergy Minerals Strategic Alliance Enterprises, Inc. provides oil and gas exploration services. The private company is based in Southfield, MI. | Oil & Gas Production | Corporate Officer/Principal | |
Borak Real Estate Pvt Ltd.
 Borak Real Estate Pvt Ltd. Real Estate DevelopmentFinance Borak Real Estate Pvt Ltd. is a private company based in Banani, Bangladesh. Borak Real Estate Ltd. (BREL) is a Bangladeshi real estate company. The CEO of the company is Mohammad Noor Ali. | Real Estate Development | Director/Board Member | |
| UNIQUE HOTEL & RESORTS PLC | Hotels/Resorts/Cruise lines | Director/Board Member | |
National Association of The Remodeling Industry
 National Association of The Remodeling Industry Miscellaneous Commercial ServicesCommercial Services The National Association of the Remodeling Industry (NARI) is a platform for advocacy and a source for industry intelligence. The non-profit company is based in Des Plaines, IL. NARI connects homeowners with professional members and provides tips and tricks for a positive remodeling experience. The CEO of the company is Fred Ulreich. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Window & Door Dealers Alliance | Corporate Officer/Principal Corporate Officer/Principal | ||
| Financial Services Institute, Inc. | Corporate Officer/Principal Director/Board Member | ||
Power Home Remodeling Group LLC
 Power Home Remodeling Group LLC HomebuildingConsumer Durables Power Home Remodeling Group LLC provides remodeling services. Its services includes window and door design, siding system, roofing, and insulation technology. The company was founded by Adam Kaliner and Jeff Kaliner in 1992 and is headquartered in Chester, PA. | Homebuilding | Chief Executive Officer Chief Executive Officer | |
Veris Wealth Partners LLC
 Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Investment Managers | Chief Executive Officer Founder | |
The Stanton Group
 The Stanton Group Electronics/AppliancesConsumer Durables The Stanton Group engages in the manufacture of audio products for club, mobile disc jockeys (DJs) and turntablists. Its product range includes turntables, cartridges, CD players, DJ mixers, accessories, and SC system controller. The company was founded by Walter O. Stanton in 1946 and is headquartered in Hollywood, FL. | Electronics/Appliances | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| MAXIMUS Consulting Services, Inc. | Consultant / Advisor | ||
| Unique Group of Cos. Ltd. | Director/Board Member | ||
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Nasdaq CXC Ltd.
 Nasdaq CXC Ltd. Investment Banks/BrokersFinance Nasdaq CXC Ltd. operates an alternative trading system to trade TSX-listed senior equities in Canada. It offers strict price/time priority, post-trade attribution, market-agnostic smart routing, advanced order types, trade reporting, risk management tools, historical market data and direct connectivity services. The company was founded in 2007 and is headquartered in Toronto, Canada. | Investment Banks/Brokers | Chairman | |
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. | Investment Managers | Founder Founder President | |
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 | Chairman Chief Executive Officer Chief Executive Officer President |
Statistics
International
| United States | 43 |
| Canada | 6 |
| Bangladesh | 4 |
Sectoral
| Finance | 19 |
| Consumer Services | 15 |
| Commercial Services | 11 |
| Consumer Durables | 3 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 198 |
| Director/Board Member | 119 |
| Undergraduate Degree | 88 |
| Graduate Degree | 38 |
| Analyst-Equity | 37 |
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