Julie Kessler
Portfolio Manager-Equities at Corient Private Wealth LLC
Network origin in Julie Kessler first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
32
| Subsidiary | Investment Managers | 32 |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
9
| Subsidiary | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Julie Kessler via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Chief Investment Officer Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| DePaul University | College/University | Chairman Masters Business Admin Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Masters Business Admin Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Texas Tech University | College/University | Undergraduate Degree | |
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree | |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
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 | Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree | |
| Loyola University of Chicago | College/University | Masters Business Admin | |
| Drexel University | College/University | Masters Business Admin | |
| Western State College of Colorado | College/University | Undergraduate Degree | |
| Drew University | College/University | Undergraduate Degree | |
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
| St. Joseph University | College/University | Undergraduate Degree | |
| Rutgers Business School | College/University | Masters Business Admin | |
| The College of New Jersey | College/University | Undergraduate Degree | |
| Florida International University | College/University | Undergraduate Degree | |
| University of the Incarnate Word | College/University | Undergraduate Degree | |
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Movies/Entertainment | Director/Board Member | |
| Universidad Pontificia Catolica del Peru | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| Baruch College | College/University | Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree | |
PineBridge Investments LLC
 PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles. | Investment Managers | Analyst-Fixed Income | |
| Bowling Green State University | College/University | Graduate Degree | |
| University of Toledo (Ohio) | College/University | Undergraduate Degree | |
USI, Inc. (Connecticut)
 USI, Inc. (Connecticut) Pulp & PaperProcess Industries USI, Inc. manufactures laminating equipment, film and supplies. It offers 3D printers, super saver kits, laminating, customer banner printing and binding machines. The company was founded in 1975 and is headquartered in Madison, CT. | Pulp & Paper | Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Corporate Officer/Principal | |
| Occidental College | College/University | Undergraduate Degree | |
| Spertus Institute for Jewish Learning & Leadership | College/University | Chairman | |
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 |
Statistics
International
| United States | 48 |
| Lebanon | 2 |
| Peru | 2 |
| France | 2 |
Sectoral
| Consumer Services | 36 |
| Finance | 15 |
| Process Industries | 2 |
Operational
| Portfolio Manager-Equities | 49 |
| Undergraduate Degree | 33 |
| Corporate Officer/Principal | 23 |
| Masters Business Admin | 18 |
| Analyst-Equity | 13 |
Most connected contacts
| Insiders | |
|---|---|
| Henry Lartigue | 9 |
| Jim Sonneborn | 8 |
| Franklin Ruben | 7 |
| Charlie Gofen | 6 |
| Paul Platkin | 5 |
| Alfredo la Rosa | 5 |
| Blake McWherter | 5 |
| Jim Ciprich | 5 |
| Jonathan Vree | 5 |
| John Ptak | 5 |
| Duke Laflamme | 5 |
| Mary Pat Burke | 5 |
| Sagar Shah | 5 |
| Bill Gofen | 5 |
| Joe Glossberg | 5 |
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