Dan Bauer
Chief Investment Officer at AllSquare Wealth Management LLC
Network origin in Dan Bauer first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
647
| College/University | Other Consumer Services | 647 |
The College for Financial Planning, Inc.
8
| College/University | Other Consumer Services | 8 |
AllSquare Wealth Management LLC
 AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Bauer via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin 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 | Analyst-Equity Private Equity Analyst Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Toronto | College/University | Doctorate Degree Graduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Citigroup Global Markets Asia Ltd.
 Citigroup Global Markets Asia Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Asia Ltd. (CGMA) is a securities brokerage firm headquartered Hong Kong. They are a subsidiary of Citigroup Global Markets Hong Kong Holdings Ltd., ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Formerly known as Citi Smith Barney, the firm was reorganized in 2008 when Citigroup combined their brokerage and private banking businesses. CGMA offers stock trading services to various institutional investors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Analyst-Equity | |
Hack VC Management Company LLC
 Hack VC Management Company LLC Investment ManagersFinance Hack VC Management Company LLC (Hack VC) is a venture capital firm founded in 2015 by Ed Roman and Alexander Pack. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Founder | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| State University of New York at Albany | College/University | Undergraduate Degree Graduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
| Stanford University | College/University | Doctorate Degree Graduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
iCIMS, Inc.
 iCIMS, Inc. Packaged SoftwareTechnology Services iCIMS, Inc. engages in the provision of talent acquisition software solutions. It offers iCIMS Attract, iCIMS Nurture, iCIMS TextRecruit, iCIMS ARI, iCIMS Recruit, iCIMS Offer, iCIMS Preboard, and iCIMS UNIFi recruiting products. The firm specializes in candidate engagement, high volume recruiting, reporting and analytics, seamless integration, global recruiting, compliance, and data governance ad security. The company was founded by Colin N. Day in 2000 and is headquartered in Holmdel, NJ. | Packaged Software | Founder Director/Board Member | |
ABS Capital Partners, Inc.
 ABS Capital Partners, Inc. Investment ManagersFinance ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC. | Investment Managers | Private Equity Analyst Private Equity Investor | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Director/Board Member | |
| Saïd Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree | |
Tompkins Insurance Agencies, Inc.
 Tompkins Insurance Agencies, Inc. Insurance Brokers/ServicesFinance Tompkins Insurance Agencies, Inc. operates as an insurance agency. It engages in helping families and businesses with insurance strategies and solutions to protect their assets and manage risk. The firm offers personal insurance and commercial insurance services. The company is headquartered in Attica, NY. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
| TOMPKINS FINANCIAL CORPORATION | Regional Banks | Director/Board Member Director/Board Member | |
| Rochester Christian University | College/University | Masters Business Admin | |
Goldman Sachs Real Estate Principal Investment Area
 Goldman Sachs Real Estate Principal Investment Area Investment ManagersFinance Goldman Sachs Real Estate Principal Investment Area is a Private Equity firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1991. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Master Achieve (Thailand) Co., Ltd.
 Master Achieve (Thailand) Co., Ltd. Engineering & ConstructionIndustrial Services Master Achieve (Thailand) Co., Ltd. is engaged in distribution of refined petroleum products. The company was founded on November 25, 2010 and is headquartered in Bangkok, Thailand. | Engineering & Construction | Director/Board Member | |
| TPI Healthcare Co. Ltd. | Director/Board Member | ||
Dune Real Estate Partners LP
 Dune Real Estate Partners LP Investment ManagersFinance Dune Real Estate Partners is a real estate investment firm founded in 2004, Headquartered in New York. | Investment Managers | Private Equity Investor | |
| Ithaca College | College/University | Undergraduate Degree | |
Alesco Advisors LLC
 Alesco Advisors LLC Investment ManagersFinance Alesco Advisors LLC (Alesco) is an independent registered investment advisor headquartered in Pittsford, New York. The firm was founded Pittsfordby Jim Gould in 2000. Alesco provides investment management services primarily to institutions (such as foundations, endowments, for-profit organizations, retirement plans, trusts, and estates) and high net worth individuals. | Investment Managers | Analyst-Equity | |
| SÖKTAS TEKSTIL SANAYI VE TICARET | Textiles | Director/Board Member | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
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 | |
Ascendant Capital Partners LP
 Ascendant Capital Partners LP Investment ManagersFinance Ascendant Capital Partners LP is a real estate firm founded in 2019 by Gary E. Shugrue, Alexander Halpern and Russell Lewis Gimelstob. The firm is headquartered in Los Angeles, California. | Investment Managers | Chief Executive Officer | |
| Abundance Development Ltd. | Director/Board Member | ||
Synergy Group Worldwide Ltd.
 Synergy Group Worldwide Ltd. Financial ConglomeratesFinance Synergy Group Worldwide Ltd. operates as an investment holding company. The company was founded on August 8, 2008 and is headquartered in British Virgin Islands. | Financial Conglomerates | Director/Board Member | |
| Mpplication Group Ltd. | Director/Board Member | ||
| University of Arizona | College/University | Undergraduate Degree | |
Quadriga Asset Managers SGIIC SA
 Quadriga Asset Managers SGIIC SA Investment ManagersFinance Part of Auriga Capital Markets SL, Quadriga Asset Managers SGIIC SA is a Spanish financial management company that offers the best solutions for different investment needs. The company, based in Madrid, Spain, was founded in 2015 by José García and María Vázquez Ferrándiz. Quadriga Asset Managers provides a discretionary absolute return strategy with weekly liquidity, focusing on liquid opportunities in all asset classes, with an overlap of Iberian special situations and deep value investment opportunities. The company also offers the Belgravia Lynx investment strategy, which invests solely in pan-European equities and aims to maintain a volatility lower than that of the Stoxx 600. Quadriga Academy, under the umbrella of Quadriga Asset Managers, provides fundamental investment terms, types of funds, and updates on regulations to help clients and the general public better understand investment terms. | Investment Managers | Portfolio Manager-Equities | |
Synergy Lighting Ltd.
 Synergy Lighting Ltd. Wholesale DistributorsDistribution Services Synergy Lighting Ltd. distributes air conditioning units and lamps, while also providing energy-saving consulting services. The private company is based in Hong Kong, Hong Kong. Man Fai Wong has been the CEO of the Chinese company since 2009. | Wholesale Distributors | Chief Executive Officer | |
Watermark Lodging Trust, Inc.
 Watermark Lodging Trust, Inc. Hotels/Resorts/Cruise linesConsumer Services Watermark Lodging Trust, Inc. is a self-managed non-traded real estate investment trust with a portfolio of lodging assets. Its investment activities include hotels and resorts, resort residential products, recreational uses, and mixed-use projects. The firm's premier portfolio is focused on Luxury and Upper Upscale properties. It seeks to achieve the mission through asset quality and performance, capital deployment and scale, and organizational excellence. The company was founded in March 2008 and is headquartered in Chicago, IL. | Hotels/Resorts/Cruise lines | Director/Board Member | |
International School Bangkok
 International School Bangkok Other Consumer ServicesConsumer Services International School Bangkok operates as a school. The private company is based in Nonthaburi, Thailand. | Other Consumer Services | Director/Board Member | |
Merck Millipore Corp.
 Merck Millipore Corp. Miscellaneous Commercial ServicesCommercial Services Merck Millipore Corp. provides biotechnological research and development services. It offers for antibodies, organic compounds, proteins and enzymes complexes, inhibitors, capsule filter, cartridge filters, kits and assays, housings, inorganic compounds, amino acid derivatives, filter discs and membranes, cell lines, test methods and kits, cell culture media and reagents, water purification systems, and filters and holders and accessories for health care. The company was founded in 1954 and is headquartered in Darmstadt, Germany. | Miscellaneous Commercial Services | Human Resources Officer | |
| EVERCOMMERCE INC. | Packaged Software | Investor Relations Contact |
Statistics
International
| United States | 37 |
| Hong Kong | 4 |
| Thailand | 4 |
| Canada | 2 |
| Ireland | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 17 |
| Commercial Services | 3 |
| Technology Services | 3 |
| Industrial Services | 2 |
Operational
| Director/Board Member | 159 |
| Corporate Officer/Principal | 122 |
| Undergraduate Degree | 98 |
| Graduate Degree | 60 |
| Analyst-Equity | 47 |
Most connected contacts
| Insiders | |
|---|---|
| Ashutosh Agrawal | 28 |
| Arif Patrick Rachmat | 27 |
| M. Kallmeyer | 21 |
| John Alexander | 19 |
| Brent Stone | 19 |
| Richard Yeh | 18 |
| Nitawan Leophairatana | 18 |
| Gregory G. Gatta | 16 |
| Craig Yunker | 15 |
| Jennifer McNealey | 13 |
| Stephen Hagan | 11 |
| Colin Day | 11 |
| Jonathan Joseph Goodman | 10 |
| Marshall Stocker | 9 |
| Geoffrey William Coates | 9 |
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