Network origin in Stephanie Young first degree
Entity | Entity type | Industry | |
---|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.
11
| Subsidiary | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stephanie Young via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Griffin Asset Management, Inc.
Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies. | Investment Managers | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Masters Business Admin | |
Wellesley College | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin | |
University of Maryland | College/University | Undergraduate Degree | |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree | |
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. | College/University | Undergraduate Degree | |
First Interstate BancSystem Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The Abbey Foundation of Oregon | Director/Board Member | ||
Lewis & Clark College (Oregon) | College/University | Undergraduate Degree | |
California Bank & Trust
California Bank & Trust Regional BanksFinance California Bank & Trust, Inc. provided banking services. The company was founded in 1972 and was headquartered in San Diego, CA. | Regional Banks | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
The Fedcap Group, Inc.
The Fedcap Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Fedcap Group, Inc. is a non-profit organization that promotes well-being. It offers an array of services through its four practice areas Education, Workforce Development, Occupational Health, and Economic Development. The company was founded by Michael Bertero, Ralph Rice, and Robert Boster in 1935 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chairman | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals. | Investment Managers | Portfolio Manager-Equities | |
Fedcap Rehabilitation Services, Inc.
Fedcap Rehabilitation Services, Inc. Miscellaneous Commercial ServicesCommercial Services Fedcap Rehabilitation Services, Inc. is a non-profit organization. It offers community and skills development programs and services through its practice areas; education, workforce development, occupational health, and economic development. The firm’s programs and services include youth and young adult services, community impact institute, mental health services, vocational evaluations and training, and veterans programs. The company was founded in 1935 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chairman | |
Temple Israel | Corporate Secretary | ||
Lynch & Mayer, Inc.
Lynch & Mayer, Inc. Investment ManagersFinance Lynch & Mayer, Inc. provides investment advice services. | Investment Managers | Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
Baruch College | College/University | Masters Business Admin | |
Santa Barbara Zoo | Treasurer | ||
Dream Foundation | Chairman | ||
University of California, Irvine | College/University | Undergraduate Degree | |
Concentric Wealth Management LLC
Concentric Wealth Management LLC Investment ManagersFinance Concentric Wealth Management LLC (Concentric) is an independent registered wealth management firm headquartered in Lafayette, California. The firm was founded in 2008 by Eric Flett and Stewart McGuire. Concentric provides integrated wealth management services, including financial planning and investment management, to individuals, trust and estates, pension and profit-sharing plans, and business entities. | Investment Managers | Chief Executive Officer | |
General Reinsurance Group
General Reinsurance Group Property/Casualty InsuranceFinance Part of Berkshire Hathaway, Inc., General Reinsurance Group is an insurance concern. The company is based in Stamford, CT. | Property/Casualty Insurance | Corporate Officer/Principal | |
Clarity Financial LLC
Clarity Financial LLC Investment ManagersFinance Clarity Financial LLC (dba RIA Advisors) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Connie Mack in 2009. RIA Advisors provides money management and financial planning services to individuals, families and business clients. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 43 |
Sectoral
Finance | 24 |
Consumer Services | 12 |
Commercial Services | 4 |
Miscellaneous | 2 |
Operational
Portfolio Manager-Equities | 22 |
Corporate Officer/Principal | 19 |
Undergraduate Degree | 10 |
Chairman | 5 |
Analyst-Equity | 5 |
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