James Fox
Chief Executive Officer at ENVESTNET, INC.
Net worth: 2 M $ as of 2024-04-29
Network origin in James Fox first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The State University of New York
85
| College/University | Other Consumer Services | 85 |
| Public Company | Packaged Software | 52 | |
Suffolk University
23
| College/University | Other Consumer Services | 23 |
The BISYS Group, Inc.
 The BISYS Group, Inc. Data Processing ServicesTechnology Services The BISYS Group, Inc. provides data technology outsourcing services to financial institutions and corporate clients in the US, Western Europe, Bermuda, and the Cayman Islands. It operates through three units: Investment, Insurance & Education, and Information Services. The firm's customers include commercial banks, investment counselors, insurance companies, thrift institutions, and mutual, hedge and private equity funds. The company is located in New York, NY.
15
| Extinct | Data Processing Services | 15 |
Rock of Ages Corp.
 Rock of Ages Corp. Construction MaterialsNon-Energy Minerals Rock of Ages Corp. manufactures and distributes granite blocks and memorials. It offers mausoleums and columbarium, traditional memorials, cremation memorials, civic memorials, raw blocks, and precision products. The company was founded by George B. Milne in 1885 and is headquartered in Graniteville, VT.
11
| Holding Company | Construction Materials | 11 |
FundQuest, Inc.
 FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations
6
| Extinct | Investment Managers | 6 |
Madison CF UK Ltd.
 Madison CF UK Ltd. Finance/Rental/LeasingFinance Part of Madison Cf Luxembourg SARL, 118 118 Money is a British financial services company that provides guidance and tools for managing finances and choosing loans and credit cards. The private company is based in Cardiff, UK and was founded in 2013. 118 118 Money is authorized and regulated by the Financial Conduct Authority.
6
| Subsidiary | Finance/Rental/Leasing | 6 |
KGB, Inc.
1
| Private Company | 1 | |
Gomez, Inc.
 Gomez, Inc. Information Technology ServicesTechnology Services Gomez, Inc. provided solution for optimizing the performance, availability, and quality of web and mobile applications. The company was founded by Julio Gomez, Alexander D. Stein and John M. Robb in 1997 and was headquartered in Lexington, MA.
1
| Extinct | Information Technology Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Fox via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| SUNGARD DATA SYSTEMS INC. | Packaged Software | Chief Executive Officer Compliance Officer | |
| GARTNER, INC. | Internet Software/Services | Director/Board Member Investor Relations Contact | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Cadaret, Grant & Co., Inc.
 Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Institutional Sales | |
SunGard Corp.
 SunGard Corp. Information Technology ServicesTechnology Services SunGard Corp. provides software and information technology services. The firm offers solutions to asset finance, asset management, collateral management, compliance and tax, corporate liquidity, energy trading and operations, fund administration, hedge fund management, insurance, market date, post-trade processing, private equity, reconciliations, retail, private and corporate banking, risk management and analytics, securities finance, trading and connectivity, wealth and retirement administration, sungard k-12 and sungard public sector. It also provides consulting, management and professional services. The company was founded in 1982 and is headquartered in Wayne, PA. | Information Technology Services | Chief Executive Officer Compliance Officer | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
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 | Undergraduate Degree Graduate Degree | |
Greenberg Traurig LLP
 Greenberg Traurig LLP Miscellaneous Commercial ServicesCommercial Services Greenberg Traurig LLP provides legal services. The firm specializes in business aviation, futures and derivatives, financial regulatory and compliance, financial services litigation, project and infrastructure finance, public finance, restructuring, bankruptcy, and structured finance. The company was founded by Larry J. Hoffman, Mel Greenberg and Robert H. Traurig in 1967 and is headquartered in Miami, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
| YODLEE INC | Data Processing Services | Director/Board Member Chief Executive Officer | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| City University of New York | College/University | Masters Business Admin Undergraduate Degree | |
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 Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Masters Business Admin | |
| Syracuse University | College/University | Masters Business Admin | |
| Hofstra University | College/University | Graduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
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 Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
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 | Graduate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Vermont | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Director/Board Member Chief Executive Officer Founder Founder Analyst-Equity Portfolio Manager-Equities | |
Roswell Park Comprehensive Cancer Center
 Roswell Park Comprehensive Cancer Center Hospital/Nursing ManagementHealth Services Roswell Park Comprehensive Cancer Center operates as a cancer research and treatment center. The firm?s donation services include endowment campaign, capital campaign, planned giving, honor memorial gifts, Gatwick society, and give blood. Its services include treatment services, before your first visit, the day you arrive, Roswell guide, hospital resources, drug profiles, and community resources. The company was founded in 1898 and is headquartered in Buffalo, NY. | Hospital/Nursing Management | Corporate Officer/Principal | |
The Florida Bar
 The Florida Bar Miscellaneous Commercial ServicesCommercial Services The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Paul Revere Life Insurance Co.
 The Paul Revere Life Insurance Co. Life/Health InsuranceFinance The Paul Revere Life Insurance Co. provides life and annuity insurance. The company is headquartered in Worcester, MA. | Life/Health Insurance | Corporate Officer/Principal | |
Diabetes Research Institute Foundation, Inc.
 Diabetes Research Institute Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Diabetes Research Institute Foundation provides diabetes research services. They provide an array of diabetes management and education activities for patients and their families. They have evolved into a coalition of caring parents, business leaders, families, celebrities, scientists, clinicians and individuals who support the Diabetes Research Institute's efforts. The company was founded by David Sherr in 1971 and is headquartered in Miami, FL. | Miscellaneous Commercial Services | Director/Board Member | |
LiRo Engineers, Inc.
 LiRo Engineers, Inc. Engineering & ConstructionIndustrial Services LiRo Engineers, Inc. provides engineering/design, construction and environmental services. The firm experts in civil, structural, traffic, environmental, and utility engineering, they are equally expert in diagnosing and addressing programmatic concerns budget, schedule, community issues, operations and maintenance, life-cycle cost, end-user requirements, contractual and procurement constraints, and project delivery systems. | Engineering & Construction | Director of Finance/CFO | |
The LiRo Group
 The LiRo Group Engineering & ConstructionIndustrial Services The LiRo Group engages in the provision of construction and engineering solutions. It offers program and construction management, resident and construction engineering and inspection, environmental, civil and structural engineering, mechanical, electrical, and telecom engineering, architecture and sustainable design, disaster preparedness and response services, survey, and applied technologies. The company was founded by Rocco L. Trotta in 1984 and is headquartered in Syosset, NY. | Engineering & Construction | Director of Finance/CFO | |
| Stephen M. Ross School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| Credit Life Insurance Co. | Corporate Officer/Principal | ||
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The private company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Internet Software/Services | Director/Board Member Director/Board Member | |
| The Equitable Life | Corporate Officer/Principal |
Statistics
International
| United States | 51 |
Sectoral
| Consumer Services | 22 |
| Finance | 15 |
| Technology Services | 6 |
| Commercial Services | 6 |
| Industrial Services | 3 |
Operational
| Director/Board Member | 396 |
| Corporate Officer/Principal | 178 |
| Independent Dir/Board Member | 175 |
| Undergraduate Degree | 88 |
| President | 43 |
Most connected contacts
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 69 |
| Hazem Ben-Gacem | 47 |
| Russel Fradin | 26 |
| Gregory Smith | 23 |
| Yves Sisteron | 23 |
| Anil Arora | 23 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
| Wendy Lane | 18 |
| Carl A. Florio | 18 |
| Barbara Turner | 17 |
| Charles M. Roame | 15 |
| Thomas F. Mann | 14 |
| Mark David Mayhew | 13 |
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