Darin Andrew Morgan
Portfolio Manager-Equities at Cerity Partners LLC
Network origin in Darin Andrew Morgan first degree
Entity | Entity type | Industry | |
---|---|---|---|
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.
28
| Holding Company | Investment Managers | 28 |
Maryland Capital Management LLC
Maryland Capital Management LLC Investment ManagersFinance Maryland Capital Management LLC (MCM) is an independently-owned investment advisory and wealth management firm headquartered in Baltimore, Maryland. The firm was founded by L. J. Hartwig in 1978. MCM provides investment advice and portfolio management solutions to high net-worth and institutional investors.
11
| Extinct | Investment Managers | 11 |
Ascendant Wealth Management LLC
Ascendant Wealth Management LLC Investment ManagersFinance Founded in 2007, Ascendant Wealth Management LLC is a registered investment advisor located in Bonita Springs, Florida
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Darin Andrew Morgan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Thomas Jefferson University | College/University | Director/Board Member | |
Tufton Capital Management LLC
Tufton Capital Management LLC Investment ManagersFinance Tufton Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Hunt Valley, Maryland. The firm was founded by James D. Hardesty in 1995 as Hardesty Capital Management Corp. TCM provides investment management services to individuals, pension and profit-sharing plans, 401(k) plans, trusts, estates, charitable organizations and corporations. | Investment Managers | Analyst-Equity | |
Palladium Partners LLC
Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Investment Managers | Trading-Equity | |
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Managers | Chief Investment Officer Analyst-Fixed Income Director of Investments Portfolio Manager-Equities Analyst-Equity | |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree | |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Portfolio Manager-Equities Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Analyst-Equity | |
University of Missouri | College/University | Undergraduate Degree | |
Drexel University | College/University | Corporate Officer/Principal | |
Grove City College | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Graduate Degree 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 Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Southern Illinois University | College/University | Doctorate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Western Kentucky | College/University | Chairman | |
Williams College | College/University | Undergraduate Degree | |
Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
Sybase 365 LLC
Sybase 365 LLC Specialty TelecommunicationsCommunications Sybase 365 LLC provides mobile messaging and mobile commerce services. It delivers mobile messaging interoperability to the management and distribution of mobile content. The company was founded in 1999 and is headquartered in Dublin, CA. | Specialty Telecommunications | Sales & Marketing | |
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 | President Corporate Officer/Principal | |
ARGI Financial Group LLC
ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Investment Managers | Chief Investment Officer | |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Investment Managers | Corporate Officer/Principal | |
Robert H. Smith School of Business | College/University | Undergraduate Degree | |
Permit Capital Advisors LLC
Permit Capital Advisors LLC Investment ManagersFinance Permit Capital Advisors LLC (PCA) is a wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2011 and is a subsidiary of Cerity Partners LLC. PCA manages client assets and serves an ultra-high-net-worth clientele. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
100 Women In Hedge Funds
100 Women In Hedge Funds Miscellaneous Commercial ServicesCommercial Services 100 Women In Hedge Funds is an association of women from finance and alternative investments industries. The non-profit company is based in New York, NY. The company was founded in 2001 by Dana Hall, Sarah Dyer Dana. The CEO is Amanda Pullinger. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
100 Women In Finance Foundation | Chairman Director/Board Member | ||
Shore Capital Partners LLC
Shore Capital Partners LLC Investment ManagersFinance Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
HowardSimon LLC
HowardSimon LLC Financial ConglomeratesFinance HowardSimon LLC provides financial, retirement administration, payroll, and HR management services. The company is based in Riverwoods, IL. The company was founded in 1981 by Howard Simon. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Pedago LLC
Pedago LLC Other Consumer ServicesConsumer Services Pedago LLC provides revolutionizes online education services. The company was founded by Tom Adams and is headquartered in Washington, DC. | College/University | Masters Business Admin | |
EVOLUTION AB | Packaged Software | Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
AE Machines, Inc.
AE Machines, Inc. Packaged SoftwareTechnology Services AE Machines, Inc. is a start-up founded by Eric Minnick and his wife, Amy Laviers, that aims to make factory automation more accessible to industry and individuals. The American company's product, the AE Design Tool, empowers manufacturers to program and reprogram simple automated systems, even utilizing legacy hardware, without relying on large, expensive engineering teams. The tool allows users to build and program an automated cell with minimal training and shows how important people, including those already employed in factories today, will be in the factory of the future. The private company's approach has won them the Product Design of the Year award at the first annual Fourth Revolution Awards in Illinois. | Packaged Software | Chief Executive Officer |
Statistics
International
United States | 41 |
India | 2 |
Sweden | 2 |
Sectoral
Consumer Services | 20 |
Finance | 18 |
Technology Services | 4 |
Communications | 2 |
Commercial Services | 2 |
Operational
Director/Board Member | 48 |
Corporate Officer/Principal | 41 |
Portfolio Manager-Equities | 37 |
Undergraduate Degree | 34 |
Analyst-Equity | 17 |
Most connected contacts
Insiders | |
---|---|
Diana Cantor | 34 |
Mimi Drake | 25 |
Max Rakhlin | 11 |
Adam Landau | 9 |
Greg Heard | 7 |
Jeff Blanchard | 7 |
Eric Minnick | 7 |
Jasien Bill | 7 |
Kevin Donald Dorwin | 7 |
Rich Golinski | 6 |
Ben Pace | 6 |
Dan Cupkovic | 6 |
Indu Chhachhi | 5 |
Jeff Caples | 5 |
John Blair | 5 |
- Stock Market
- Insiders
- Darin Andrew Morgan
- Company connections