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Josh Miller
Director/Board Member at Boston Estate Planning Council
Network origin in Josh Miller first degree
Entity | Entity type | Industry | |
---|---|---|---|
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.
18
| Subsidiary | Investment Managers | 18 |
State University of New York College at Oswego
9
| College/University | Other Consumer Services | 9 |
Suffolk University Law School
8
| College/University | Other Consumer Services | 8 |
Boston Estate Planning Council
7
| Private Company | 7 | |
The Arts & Business Council of Greater Boston
2
| Private Company | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Josh Miller via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Gibson, Dunn & Crutcher LLP
![]() Gibson, Dunn & Crutcher LLP Miscellaneous Commercial ServicesCommercial Services Gibson, Dunn & Crutcher LLP provides legal services. It offers services to labor, employment, entertainment and media law, toxic torts and other environmental services. The company was founded in 1890 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | 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 | |
Toys "R" Us, Inc.
![]() Toys "R" Us, Inc. Specialty StoresRetail Trade Toys "R" Us, Inc. engages in the distribution and retail of toys and baby products. The firm's products include Hello Kitty City Cruiser, Bugaboo Cameleon and Bugaboo Donkey Strollers, Buckyballs high-powered magnet sets and Hug and Tugs, Puppy and Monkey. It offers a selection of private label merchandise under names such as Babies "R" Us, Journey Girls, Imaginarium, Fast Lane, You and Me, Just Like Home, True Heroes, Totally Me!, Dream Dazzlers, and Fao Schwarz. The company was founded by Charles P. Lazarus in February 1948 and is headquartered in Wayne, NJ. | Specialty Stores | General Counsel | |
PROPHASE LABS, INC. | Pharmaceuticals: Other | Director/Board Member | |
Ohio Public Employees Retirement System
![]() Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Analyst-Equity | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
HINGHAM INSTITUTION FOR SAVINGS | Savings Banks | Director/Board Member Compliance Officer | |
Northern Trust Investments, Inc.(Investment Management)
![]() Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin | |
Reed Smith LLP
![]() Reed Smith LLP Miscellaneous Commercial ServicesCommercial Services Reed Smith LLP provides legal services. It also provides appellate advocacy, business immigration, class-action defense, commercial litigation, corporate and securities, financial, insurance recovery, employment, real estate, restructuring, bankruptcy and tax controversy services. The company was founded in 1877 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | 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 | |
Rothstein, Kass & Co. LLC
![]() Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Babson College | College/University | Undergraduate Degree | |
Bentley University | College/University | Masters Business Admin Graduate Degree Graduate Degree Corporate Officer/Principal Graduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Dickinson College | College/University | Undergraduate Degree | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Pillsbury Winthrop Shaw Pittman LLP
![]() Pillsbury Winthrop Shaw Pittman LLP Miscellaneous Commercial ServicesCommercial Services Pillsbury Winthrop Shaw Pittman LLP provides legal services. It offers services in education, aviation, communications, consumer and retails, corporate and securities, hospital and intellectual property. The company was founded in 1868 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Massachusetts Society of Certified Public Accountants, Inc.
![]() Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Family Firm Institute, Inc. | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
WAYNE SERVICES LEGACY, INC. | Specialty Stores | General Counsel | |
Tru Kids, Inc.
![]() Tru Kids, Inc. Recreational ProductsConsumer Durables Tru Kids, Inc. is a private company that offers a wide range of toys and accessories for children. Tru Kids is based in Parsippany, NJ. The company's online store, Toys"R"Us, features popular brands such as Pixar, Marvel, LEGO Creator, and Harry Potter. In addition to selling toys, the company provides free printable coloring pages and offers various play activities and creative ideas for kids. | Recreational Products | Corporate Secretary | |
Ithaca Holdings LLC
![]() Ithaca Holdings LLC Movies/EntertainmentConsumer Services Ithaca Holdings LLC provides film and television production services. The company is headquartered in Santa Monica, CA. | Movies/Entertainment | General Counsel | |
Susquehanna Polling & Research, Inc.
![]() Susquehanna Polling & Research, Inc. Miscellaneous Commercial ServicesCommercial Services Susquehanna Polling & Research, Inc. operates as a public opinion polling American company. The company is based in Penbrook. | Miscellaneous Commercial Services | Director/Board Member | |
SPORTRADAR GROUP AG | Packaged Software | General Counsel | |
SFX ENTERTAINMENT INC | Media Conglomerates | General Counsel | |
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 | |
The National Association of Certified Valuators & Analysts
![]() The National Association of Certified Valuators & Analysts Miscellaneous Commercial ServicesCommercial Services The National Association of Certified Valuators & Analysts (NACVA) is a professional association that provides training from leading experts in consulting fields such as business valuation, financial litigation forensics, business fraud, and mergers and acquisitions. The non-profit company is based in Salt Lake City, UT. NACVA's recognized CVA designation is the most widely recognized business valuation credential and the only business valuation credential accredited by the National Commission for Certifying Agencies (NCCA). The certification process consists of a five-hour proctored exam and a case study. NACVA offers a range of support services, reference materials, software, and customized databases to enhance the professional capabilities and capacities of its members. The CEO of the company is Parnell Black. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Society of Appraisers
![]() American Society of Appraisers Miscellaneous Commercial ServicesCommercial Services American Society of Appraisers provides education, accreditation and publication for appraisers. It offers international organization of professional appraisers representing all appraisal disciplines: appraisal review and management, business valuation, gems and jewelry, machinery and technical specialties, personal property and real property. The company was founded in 1952 and is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Radius Bancorp, Inc.
![]() Radius Bancorp, Inc. Financial ConglomeratesFinance Radius Bancorp, Inc. engages in provision of banking services to individuals, commercial, middle market and small businesses, union organizations, pension funds, municipalities, and non-for-profit organization. It offers checking accounts, saving accounts, personal loans, and mortgages. The company was founded in 1987 and is headquartered in Boston, MA. | Financial Conglomerates | Director/Board Member | |
Glycosyn LLC
![]() Glycosyn LLC Pharmaceuticals: MajorHealth Technology Glycosyn LLC is a biotechnology-based company that develops efficient and cost-effective technologies for synthesizing and producing human milk oligosaccharides (HMOs). The private company is based in Medford, MA. HMOs are major health-giving components of human milk, and Glycosyn owns exclusive rights for methods of manufacturing HMOs as well as for their use in treating inflammatory bowel disease and irritable bowel syndrome, and as prebiotics. Glycosyn Health Initiatives (GHI) is a non-profit dedicated to bringing the benefits of HMOs to those who need them most in the developing world. The CEOs of the company are Howard Newburg, John R. Garrett. | Pharmaceuticals: Major | Chief Executive Officer | |
LendingClub Bank, NA
![]() LendingClub Bank, NA Regional BanksFinance LendingClub Bank, NA provides online banking services. The firm offers checking accounts, loans and insurance, credit cards, accounts, , lending, cash management, escrow services and deposit services for personal, business and institutions. The company was founded in 1987 and is headquartered in Boston, MA. | Regional Banks | Director/Board Member |
Statistics
International
United States | 45 |
Israel | 2 |
Switzerland | 2 |
Sectoral
Consumer Services | 17 |
Finance | 16 |
Commercial Services | 10 |
Retail Trade | 3 |
Health Technology | 3 |
Operational
Corporate Officer/Principal | 65 |
Undergraduate Degree | 42 |
Analyst-Equity | 40 |
Director/Board Member | 27 |
Portfolio Manager-Equities | 25 |
Most connected contacts
Insiders | |
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Steven Horowitz | 20 |
Howard Newburg | 12 |
Michael S. Tucci | 12 |
Jason Barr | 11 |
McMillan Price | 10 |
Phil Lorenz | 9 |
Molly Campbell | 8 |
Jason W. Gurda | 8 |
Jim Farrell | 8 |
Anthony Drenzek | 7 |
Kieran Caterina | 7 |
Mark Joseph McKevitt | 7 |
Dan Delany | 7 |
Jeff Miller | 7 |
Chris Lewis | 7 |
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