Benjamin Brigeman
Chairman at Cetera Financial Group, Inc.
Profile
Benjamin L.
Brigeman was the founder and had founded MGO One Seven LLC in 2016, where he held the title of Chairman.
He is currently Chairman at Cetera Financial Group, Inc. since 2018, Director at AqGen Island Holdings, Inc., Director at Gc Lighthouse Holdings, Inc., and Director at GC Two Holdings, Inc. He also holds the title of SAB Financial Services at Genstar Capital Management LLC since 2017 and Executive Vice President at Schwab Investor Services since 2005.
Mr. Brigeman's former positions include Board of Director at Institutional Shareholder Services, Inc. from 2017 to 2021, Board of Director at Ascensus LLC from 2016 to 2021, Board of Director at Foreside Financial Group LLC, Senior Vice President at KeyCorp from 1984 to 1996, Executive Vice President-Investor Services at The Charles Schwab Corp.
from 1996 to 2012, Senior Vice President at Schwab Retirement Plan Services, Inc. from 2000 to 2005, and Board Member at Surgical Theater LLC from 2013 to 2015.
Mr. Brigeman's education includes an undergraduate degree and an MBA from the University of Akron.
Benjamin Brigeman active positions
Companies | Position | Start |
---|---|---|
Schwab Investor Services | Corporate Officer/Principal | 01/01/2005 |
AqGen Island Holdings, Inc.
AqGen Island Holdings, Inc. Financial ConglomeratesFinance AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY. | Director/Board Member | - |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Chairman | 01/10/2018 |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Director/Board Member | - |
Gc Lighthouse Holdings, Inc.
Gc Lighthouse Holdings, Inc. Financial ConglomeratesFinance Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny. | Director/Board Member | - |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Consultant / Advisor | 01/06/2017 |
Former positions of Benjamin Brigeman
Companies | Position | End |
---|---|---|
Ascensus LLC
Ascensus LLC Investment ManagersFinance Ascensus LLC provides recordkeeping services, third-party administrator, and government savings facilitator services. The company offers health savings, education and training, professional development, and trust and custody services. It serves banks, credit unions and financial institutions, employers, financial advisors, governments, individuals, institutional partners, and third party administrators. The company was founded in 1980 and is headquartered in Dresher, PA. | Director/Board Member | 01/08/2021 |
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. | Director/Board Member | 01/02/2021 |
MGO One Seven LLC
MGO One Seven LLC Investment ManagersFinance Part of MGO/OS Holdings LLC, MGO One Seven LLC is an SEC-registered investment advisor that provides a comprehensive business management platform to financial advisors. The company is based in Beachwood, OH. One Seven is dedicated to a holistic understanding of clients' personal goals and forging a path to help achieve them. The company's independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. One Seven builds relationships that build legacies around the things people truly care about - through a holistic commitment to personal and financial growth. The company was founded in 2016 by Benjamin L. Brigeman and Ronald Scott Gross, who has been the CEO since 2016. | Founder | 01/01/2020 |
░░░░░░░░ ░░░░░░░ ░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
░░░░░░░ ░░░░░░ | ░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ |
Training of Benjamin Brigeman
University of Akron | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
KEYCORP | Finance |
CHARLES SCHWAB | Finance |
Private companies | 12 |
---|---|
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Finance |
Schwab Retirement Plan Services, Inc. | |
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. | Finance |
Ascensus LLC
Ascensus LLC Investment ManagersFinance Ascensus LLC provides recordkeeping services, third-party administrator, and government savings facilitator services. The company offers health savings, education and training, professional development, and trust and custody services. It serves banks, credit unions and financial institutions, employers, financial advisors, governments, individuals, institutional partners, and third party administrators. The company was founded in 1980 and is headquartered in Dresher, PA. | Finance |
Schwab Investor Services | |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Finance |
Foreside Financial Group LLC
Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Technology Services |
Surgical Theater LLC
Surgical Theater LLC Medical SpecialtiesHealth Technology Surgical Theater LLC provides a pre-operative and intra-operative surgery preparation. Its products include Surgical Planner and Surgical Navigation Advanced Platform (SNAP). The company was founded by Moty Avisar and Alon Geri in 2010 and is headquartered in Mayfield Village, OH. | Health Technology |
AqGen Island Holdings, Inc.
AqGen Island Holdings, Inc. Financial ConglomeratesFinance AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY. | Finance |
MGO One Seven LLC
MGO One Seven LLC Investment ManagersFinance Part of MGO/OS Holdings LLC, MGO One Seven LLC is an SEC-registered investment advisor that provides a comprehensive business management platform to financial advisors. The company is based in Beachwood, OH. One Seven is dedicated to a holistic understanding of clients' personal goals and forging a path to help achieve them. The company's independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. One Seven builds relationships that build legacies around the things people truly care about - through a holistic commitment to personal and financial growth. The company was founded in 2016 by Benjamin L. Brigeman and Ronald Scott Gross, who has been the CEO since 2016. | Finance |
Gc Lighthouse Holdings, Inc.
Gc Lighthouse Holdings, Inc. Financial ConglomeratesFinance Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny. | Finance |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Finance |
- Stock Market
- Insiders
- Benjamin Brigeman