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  2. Osaic - Wikipedia

    en.wikipedia.org/wiki/Osaic

    Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...

  3. Forvis, LLP - Wikipedia

    en.wikipedia.org/wiki/Forvis,_LLP

    The firm undertook its second largest merger in 2001, combining with Olive LLP to create BKD, LLP, which was the eighth-largest U.S. accounting firm at the time. That year also marked a name change for BKD Investment Advisors, founded in 1998, to BKD Wealth Advisors, LLC.

  4. Steve Cohen (businessman) - Wikipedia

    en.wikipedia.org/wiki/Steve_Cohen_(businessman)

    In 2003, the New York Times wrote that "SAC is one of the biggest hedge funds and is known for frequent and rapid trading." [ 13 ] In 2006, The Wall Street Journal reported that, while Cohen was once a rapid-fire trader who never held trading positions for extended periods, he now held an increasing number of equities for longer periods.

  5. Willett Advisors - Wikipedia

    en.wikipedia.org/wiki/Willett_Advisors

    Willett Advisors LLC (Willett) is an investment firm based in New York City that serves as the family office of Bloomberg L.P. owner and former mayor of New York City, Michael Bloomberg. It is currently managed by Quadrangle Group co-founder Steven Rattner .

  6. List of hedge funds - Wikipedia

    en.wikipedia.org/wiki/List_of_hedge_funds

    Rank Firm Headquarters AUM as of June 2024 (millions of USD) 1 Bridgewater Associates: Westport, CT: $89,600 2 Man Group: London, UK: $77,500 3 Elliott Investment Management

  7. Steven Rattner - Wikipedia

    en.wikipedia.org/wiki/Steven_Rattner

    Steven Lawrence Rattner (born July 5, 1952) is an American investor, media commentator, and former journalist. He is currently chairman and chief executive officer of Willett Advisors, the private investment firm that manages billionaire former New York mayor Michael Bloomberg's personal and philanthropic assets.

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