Jonathan Phillips
Director/Board Member at STREAMLINE HEALTH SOLUTIONS, INC.
Net worth: 608 002 $ as of 2024-03-30
Network origin in Jonathan Phillips first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.
67
| Subsidiary | Investment Banks/Brokers | 67 |
Rush University Medical Center
 Rush University Medical Center Medical/Nursing ServicesHealth Services Rush University Medical Center engages in the provision of health care services. The company was founded in 1972 and is headquartered in Chicago, IL.
57
| Subsidiary | Medical/Nursing Services | 57 |
| Public Company | Information Technology Services | 49 | |
DePauw University
24
| College/University | Other Consumer Services | 24 |
Ophthalmic Imaging Systems, Inc.
 Ophthalmic Imaging Systems, Inc. Medical SpecialtiesHealth Technology Ophthalmic Imaging Systems, Inc. manufactures ophthalmic digital imaging systems. Its principal activity is to design, develop, manufacture and market digital imaging system, image enhancement and analysis software and related products and services used by the practitioners in the ocular healthcare field. The current flagship product in the Group's angiography line is its digital imaging systems. Its products include WinStation systems, Digital Fundus Imager, Digital Slit Lamp Imager and Slit Lamps. Retina specialists and general ophthalmologists use the WinStation systems. The company was founded on July 14, 1986 and is headquartered in Sacramento, CA.
12
| Extinct | Medical Specialties | 12 |
Wellvana Health, LLC
 Wellvana Health, LLC Packaged SoftwareTechnology Services Wellvana San Antonio LLC creates a clinically integrated network that includes collaborating independent physicians. It provides professional services, infrastructure, technology tools and other resources to enhance management of participating clinical practices. The company was founded by Charlie Martin, Saleh Jaafar, Devin C. Carty, Michael Platek and Jairo Melo in 2018 and is headquartered in Nashville, TX.
10
| Holding Company | Packaged Software | 10 |
First Trust Portfolios LP
 First Trust Portfolios LP Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The private company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000.
9
| Subsidiary | Investment Banks/Brokers | 9 |
Upfront Healthcare Services, Inc.
 Upfront Healthcare Services, Inc. Internet Software/ServicesTechnology Services Upfront Healthcare Services, Inc. develops and offers technology enabled tools and services for the healthcare industries. The firm specializes in visit value analytics and healthcare visit optimization. The company was founded in 2015 by Ben Albert and Carrie Kozlowski and is headquartered Chicago, IL.
8
| Holding Company | Internet Software/Services | 8 |
PeopleStrategy, Inc.
 PeopleStrategy, Inc. Packaged SoftwareTechnology Services PeopleStrategy, Inc. provides human capital management solutions. It offers payroll processing, retirement planning, and managed services. The company was founded by Randy Cooper in 2002 and is headquartered in Edison, NJ.
7
| Holding Company | Packaged Software | 7 |
Conversio Health LLC
 Conversio Health LLC Medical DistributorsDistribution Services Conversio Health LLC provides integrated care management services focused on treating patients with complex, chronic respiratory conditions. Its services include care coordination, medication adherence, diabetic testing and other medical supplies services. The company was founded in 2012 and is headquartered in The Woodlands, TX.
7
| Holding Company | Medical Distributors | 7 |
Cordata Healthcare Innovations, Inc.
 Cordata Healthcare Innovations, Inc. Packaged SoftwareTechnology Services Cordata Healthcare Innovations LLC provides healthcare technology solutions. It offers spine and oncology solutions. The firm also offers nurse navigation, spine center, breast center, oncology, neurosurgery, orthopedic surgery, software development services. The company was founded by Gary M. Winzenread in 2014 and is headquartered in Cincinnati, OH.
7
| Holding Company | Packaged Software | 7 |
PatientBond LLC
 PatientBond LLC Information Technology ServicesTechnology Services PatientBond LLC provides next generation patient and member engagement solutions. It clients include hospitals, health systems, urgent care, physical therapy, health insurance, coaches and employers. The company was founded in 2011 and is headquartered in Elmhurst, IL.
6
| Subsidiary | Information Technology Services | 6 |
Isommune LLC
 Isommune LLC BiotechnologyHealth Technology Isommune LLC engages in commercial physical research. The company is headquartered in Avila Beach, CA.
5
| Private Company | Biotechnology | 5 |
Infectious Disease Connect, Inc.
 Infectious Disease Connect, Inc. Specialty TelecommunicationsCommunications Infectious Disease Connect, Inc. engages in the provision of telemedicine services to hospitals. It offers IL?M Insight which provides virtual stewardship and tele-infection prevention and control. The company was founded by Rima Abdel-Massih and John Mellors in 2013 and is headquartered in Pittsburgh, PA.
4
| Holding Company | Specialty Telecommunications | 4 |
First Trust Capital Partners LLC
 First Trust Capital Partners LLC Investment ManagersFinance First Trust Capital Partners LLC (First Trust Capital Partners) is a private equity/venture capital firm founded in 2006. The firm is headquartered in Wheaton, Illinois.
4
| Holding Company | Investment Managers | 4 |
Lincor, Inc.
 Lincor, Inc. Packaged SoftwareTechnology Services Lincor, Inc. provides health solutions services. The company was founded by Dan Byrne and Enda Murphy and is headquartered in Brentwood, TN.
4
| Holding Company | Packaged Software | 4 |
Healthcare Growth Partners LLC
 Healthcare Growth Partners LLC Investment ManagersFinance Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jonathan Phillips via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CERNER CORPORATION | Packaged Software | President Corporate Officer/Principal | |
| CVS HEALTH CORPORATION | Drugstore Chains | Chief Operating Officer Corporate Officer/Principal | |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | General Counsel Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Analyst-Equity Investment Committee Member | |
Vanguard Health Systems, Inc.
 Vanguard Health Systems, Inc. Hospital/Nursing ManagementHealth Services Vanguard Health Systems, Inc. engages in the provision of hospital and health care services. It specializes in metropolitan hospital development, health and wellness, patient experience, and employee engagement. The company was founded by Charles N. Martin, Jr., Ronald P. Soltman, William Lawrence Hough and Joseph D. Moore on July 1, 1997 and is headquartered in Nashville, TN. | Hospital/Nursing Management | Founder Director of Finance/CFO Sales & Marketing | |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Public Communications Contact Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
BondWave LLC
 BondWave LLC Investment ManagersFinance BondWave LLC is a financial technology firm that specializes in fixed income solutions. The private company is based in Wheaton, IL. The company's platform, effi™, provides portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. Founded in 2001, the company serves a wide range of users, including traders, compliance professionals, and RIAs. Michael A. Ruvo has been the CEO of the company since 2014. | Investment Managers | General Counsel Director of Finance/CFO Chairman | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Corporate Secretary Director of Finance/CFO Chairman | |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
First Trust Global Equity Dividend Fund
 First Trust Global Equity Dividend Fund Investment ManagersFinance First Trust Global Equity Dividend Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 12, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Corporate Secretary Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
First Trust Global Resource Solution Fund
 First Trust Global Resource Solution Fund Investment ManagersFinance First Trust Global Resource Solution Fund is a closed-end management investment company. The fund's primary investment objective is to seek current income. Its secondary objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Corporate Secretary Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
First Trust Strategic Allocation Fund
 First Trust Strategic Allocation Fund Investment ManagersFinance First Trust Strategic Allocation Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL | Investment Managers | Corporate Secretary Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST MLP AND ENERGY INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| NANTHEALTH, INC. | Packaged Software | President Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
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 | Director/Board Member Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Yale University | College/University | Director/Board Member Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
| Federal Reserve Bank of Chicago | General Government | Director/Board Member Corporate Officer/Principal | |
The Martin Cos. LLC
 The Martin Cos. LLC Investment ManagersFinance The Martin Cos LLC (Martin Ventures) is a venture capital firm founded in 2007 by Charles N Martin. The firm is headquartered in Nashville, Tennessee. | Investment Managers | Founder Consultant / Advisor Chief Executive Officer Investment Committee Member | |
Intermedix Corp.
 Intermedix Corp. Packaged SoftwareTechnology Services Intermedix Corp. provides software technology for medical billing and emergency medical services. It offers clinical data exchange, practice management software, electronic health record, incident and resource management, mobile data tablet and patient tracking. Its services include practice management, revenue cycle management and training. The company was founded by Doug Shamon in 2002 and is headquartered in Chicago,IL. | Packaged Software | Corporate Officer/Principal Director of Finance/CFO | |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Director of Finance/CFO Chairman Corporate Officer/Principal | |
Chicago Horticultural Society
 Chicago Horticultural Society Miscellaneous Commercial ServicesCommercial Services Chicago Botanic Garden promotes understanding and conservation of plants. Its activities include educational & horticulture programs such as representing varied landscape elements and specialty collections, plant conservation, as well as art, culture, and humanities programs. The company was founded in 1963 and is headquartered in Glencoe, IL | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Chairman Director/Board Member | |
Streamline Health LLC
 Streamline Health LLC Packaged SoftwareTechnology Services Streamline Health, Inc. engages in healthcare industry. The firm offers technology-enabled services and analytics. The company is headquartered in Blue Ash, OH. | Packaged Software | Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
First Trust Exchange-Traded Fund VIII
 First Trust Exchange-Traded Fund VIII Investment Trusts/Mutual FundsMiscellaneous First Trust Exchange Traded Fund Viii operates as a exchange traded fund. The company is headquartered in Wheaton, IL. | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
HealthTech Partners, Inc.
 HealthTech Partners, Inc. Internet Software/ServicesTechnology Services HealthTech Partners, Inc. provides telemedicine solutions. It provides care for people with IDD, nursing facilities, payers, and home care. The company was founded by Masoor Khan and is headquartered in Maplewood, NJ. | Internet Software/Services | Director/Board Member Director/Board Member | |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL. | Financial Conglomerates | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Director of Finance/CFO Chairman Corporate Officer/Principal | |
First Digital Health Acquisition Corp.
 First Digital Health Acquisition Corp. Financial ConglomeratesFinance First Digital Health Acquisition Corp. engages in the health care business. The company was founded on March 24, 2021 and is headquartered in Nashville, TN. | Financial Conglomerates | Chief Executive Officer Chairman Director/Board Member |
Statistics
International
| United States | 50 |
Sectoral
| Miscellaneous | 25 |
| Finance | 10 |
| Technology Services | 7 |
| Consumer Services | 7 |
| Retail Trade | 2 |
Operational
| Director/Board Member | 320 |
| Corporate Officer/Principal | 184 |
| Chief Executive Officer | 104 |
| President | 94 |
| Chairman | 77 |
Most connected contacts
| Insiders | |
|---|---|
| Jennifer Steans | 44 |
| James Dykas | 44 |
| Dave Habiger | 42 |
| Sam Yagan | 38 |
| James Bowen | 38 |
| William Jardine | 33 |
| Daniel Lindquist | 31 |
| Devin Carty | 25 |
| Jan Berger | 22 |
| Dennis A. Carson | 21 |
| Darrel Hackett | 18 |
| Bob Watson | 18 |
| Justin Dearborn | 17 |
| R. Hoover | 17 |
| Susan Crown | 15 |
- Stock Market
- Insiders
- Jonathan Phillips
- Company connections
