Joel Rubenstein
Portfolio Manager-Equities at EFG Asset Management (North America) Corp.
Network origin in Joel Rubenstein first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of California, Los Angeles
385
| College/University | Other Consumer Services | 385 |
Mazama Capital Management, Inc.
 Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City
20
| Extinct | Investment Managers | 20 |
Anderson School of Management
16
| College/University | Other Consumer Services | 16 |
EFG Asset Management (Americas) Corp.
 EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities.
9
| Subsidiary | Investment Managers | 9 |
EFG Asset Management (North America) Corp.
 EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joel Rubenstein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
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 | |
Banque Lombard Odier & Cie SA (Investment Management)
 Banque Lombard Odier & Cie SA (Investment Management) Investment ManagersFinance Banque Lombard Odier & Cie SA (Investment Management) (Lombard Odier-IM) is the investment management division of Banque Lombard Odier & Cie, a subsidiary of Compagnie Lombard Odier SCmA in Switzerland. The firm was founded in 2002 when Lombard Odier & Cie and Darier Hentsch & Cie. merged. They are headquartered in Geneva with branches and representative offices throughout Switzerland, Europe, the Americas, Asia Pacific and the Middle East. Lombard Odier-IM provides private banking and asset management services to institutions, family-owned businesses and high-net worth individuals. They also provide a range of support services for independent intermediaries. | Investment Managers | Corporate Officer/Principal | |
William O'Neil + Co., Inc.
 William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
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 Undergraduate Degree Graduate Degree Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
Morrison & Foerster LLP
 Morrison & Foerster LLP Miscellaneous Commercial ServicesCommercial Services Morrison & Foerster LLP is a law firm that provides legal services on various industries, which include: litigation, financial services, intellectual property and technology, and transactional work, such as corporate, capital markets and real estate finance representations. The company was founded in 1883 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Oregon State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Oregon | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Doctorate Degree | |
Bridge City Capital LLC
 Bridge City Capital LLC Investment ManagersFinance Bridge City Capital LLC (Bridge City) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 2008 by Steve Brink, Alex Woodward and Jim Bradshaw. Bridge City actively manages long-only, small-cap growth portfolios for institutional clients. | Investment Managers | Founder Founder | |
Latham & Watkins LLP
 Latham & Watkins LLP Miscellaneous Commercial ServicesCommercial Services Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Principia College | College/University | Undergraduate Degree | |
Vifor Pharma Management AG
 Vifor Pharma Management AG Pharmaceuticals: MajorHealth Technology Vifor Pharma Management AG develops and manufactures pharmaceuticals products for the treatment of iron deficiency. It also offers a diversified portfolio of prescription medicines as well as over-the-counter products. The company operates in the following key business areas: iron deficiency with and without anemia, kidney disease, infectious diseases/OTX products and consumer healthcare, with a focus on non-prescription products. Vifor Pharma Management was founded by Caspar Friedrich Hausmann in 1872 and is headquartered in Glattbrugg, Switzerland. | Pharmaceuticals: Major | Director/Board Member | |
Ayogo Health, Inc.
 Ayogo Health, Inc. Packaged SoftwareTechnology Services Ayogo Health, Inc. provides online networking services to healthcare. It develops games and applications for management of chronic health conditions and patient adherence. The firm offers Empower, a digital tool for healthcare systems that uses behavior change to help healthcare consumers with chronic conditions. The company was founded by Michael Fergusson and Paul Prescod in 2011 and is headquartered in Vancouver, Canada. | Packaged Software | Director of Finance/CFO | |
| University of Fribourg | College/University | Director/Board Member | |
| Zurich Bar Association | Corporate Officer/Principal | ||
The State Bar of California
 The State Bar of California Miscellaneous Commercial ServicesCommercial Services The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Swiss Bankers Association
 Swiss Bankers Association Miscellaneous Commercial ServicesCommercial Services Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China. | Miscellaneous Commercial Services | Director/Board Member | |
| Swiss Finance Institute | College/University | Chairman | |
| The University of Colorado | College/University | Undergraduate Degree | |
New Access Capital Co. Ltd.
 New Access Capital Co. Ltd. Investment ManagersFinance New Access Capital Co. Ltd. (New Access Capital) is an independent private equity and venture capital firm headquartered in Shanghai, China. The firm was founded in 2003. | Investment Managers | Founder |
Statistics
International
| United States | 31 |
| Switzerland | 9 |
| Canada | 4 |
| Kazakhstan | 2 |
| France | 2 |
Sectoral
| Consumer Services | 18 |
| Finance | 14 |
| Commercial Services | 7 |
| Technology Services | 3 |
| Health Technology | 3 |
Operational
| Corporate Officer/Principal | 198 |
| Director/Board Member | 105 |
| Undergraduate Degree | 91 |
| Portfolio Manager-Equities | 49 |
| Founder | 39 |
Most connected contacts
| Insiders | |
|---|---|
| Stuart Peterson | 22 |
| Romeo Cerutti | 18 |
| Mark McClain | 18 |
| Ron Hirson | 17 |
| Montague Yort | 16 |
| Daniel P. Garcia | 16 |
| Muhammad Sirajuddin Syamsuddin | 15 |
| Erica Duignan | 14 |
| Steven Chao | 13 |
| Tracey McCormack | 13 |
| Brant Hill DeMuth | 12 |
| Daniel Holmes | 12 |
| Alex Manzo | 11 |
| James Geshwiler | 11 |
| Robert Fitzgerald | 11 |
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