![Austin R. Hagaman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Austin R. Hagaman
Portfolio Manager-Equities at Pinnacle Wealth Management Advisory Group LLC
Network origin in Austin R. Hagaman first degree
Entity | Entity type | Industry | |
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Providence College
24
| College/University | Other Consumer Services | 24 |
Pinnacle Wealth Management Advisory Group LLC
![]() Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Austin R. Hagaman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CBRE GROUP, INC. | Real Estate Development | Corporate Officer/Principal | |
Trammell Crow Co. LLC
![]() Trammell Crow Co. LLC Real Estate DevelopmentFinance Trammell Crow Co. provides commercial real estate services. The company delivers brokerage, project management, and building management services through its global services group. The company operates in Canada, Europe, Asia-Pacific, and Latin/South America. The company was founded in 1948 and is headquartered in Dallas, TX. | Real Estate Development | Director/Board Member | |
Penn Capital Management Co LLC
![]() Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Moody, Lynn, Lieberson & Walker LLC
![]() Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Investment Managers | Analyst-Equity | |
Pinnacle Associates Ltd.
![]() Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
H. M. Payson & Co.
![]() H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Analyst-Fixed Income | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Market Strategist | |
General Catalyst LLC
![]() General Catalyst LLC Investment ManagersFinance General Catalyst LLC (General Catalyst) is a venture capital firm founded in 2000 by Joel Cutler, David Fialkow, Bill Fitzgerald, David Orfao and John Simon. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Private Equity Investor | |
Rice University | College/University | Undergraduate Degree | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Trammell Crow Corporate Services, Inc.
![]() Trammell Crow Corporate Services, Inc. Real Estate DevelopmentFinance Part of CBRE Group, Inc., Trammell Crow Corporate Services, Inc. provides commercial real estate development and management services. The company is based in Dallas, TX. | Real Estate Development | Chief Executive Officer | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Veritas Capital Fund Management LLC
![]() Veritas Capital Fund Management LLC Investment ManagersFinance Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York. | Investment Managers | Comptroller/Controller/Auditor | |
Providence Equity Partners LLC
![]() Providence Equity Partners LLC Investment ManagersFinance Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island. | Investment Managers | Private Equity Investor Director/Board Member | |
Coastline Trust Co.
![]() Coastline Trust Co. Investment ManagersFinance Founded in 2004, Coastline Trust Co. is a boutique trust and investment company based in Providence, Rhode Island. | Investment Managers | Portfolio Manager-Equities | |
Babson College | College/University | Masters Business Admin | |
PricewaterhouseCoopers International Ltd.
![]() PricewaterhouseCoopers International Ltd. Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Mane Global Capital Management LP
![]() Mane Global Capital Management LP Investment ManagersFinance Mane Global Capital Management LP (Mane Global) is an independent registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Rami R. Abdel-Misih in 2021. Mane Global serves as the investment adviser, with discretionary trading authority, to (i) private, pooled investment vehicles and (ii) a separately managed account for an institutional client. The Funds are generally open to investment by, among others, institutions, pension plans, endowments, high net-worth individuals, financially sophisticated individuals, and other sophisticated investors. | Investment Managers | Analyst-Equity | |
Cambridge Trust Co. (Investment Management)
![]() Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Portfolio Manager-Equities | |
ALPS Advisors, Inc.
![]() ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisors, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Corporate Officer/Principal | |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Managers | Corporate Officer/Principal | |
Blue Owl GPSC Advisors LLC (Private Equity)
![]() Blue Owl GPSC Advisors LLC (Private Equity) Investment ManagersFinance Blue Owl GPSC Advisors LLC (Blue Owl GPSC Advisors) is a private equity subsidiary of Blue Owl Capital founded in 2011 by Jeffry Brown. The firm is headquartered in New York, New York. | Investment Managers | Private Equity Analyst | |
Tamridge Capital LLC
![]() Tamridge Capital LLC Investment ManagersFinance Tamridge Capital LLC is an independent investment advisory firm headquartered in San Francisco, California. The firm was founded by Josh Fisher in 2021. Tamridge Capital provides investment advice to various types of clients. | Investment Managers | Analyst-Equity | |
Pivotal, Inc.
![]() Pivotal, Inc. Packaged SoftwareTechnology Services Pivotal, Inc. is a nonprofit organization based in Silicon Valley that focuses on meeting the educational and career needs of foster youth. The private company is based in Silicon Valley and serves foster youth in the area. For over 30 years, the organization has been providing support to high school and college-aged students by offering a comprehensive set of services including one-on-one academic and employment coaching, college scholarships, tutoring, career readiness training, and paid summer internships. Pivotal helps young people from foster care get the support they need to earn a sustainable income and reach self-sufficiency. | Packaged Software | Corporate Officer/Principal | |
JPMorgan Asset Management Private Equity
![]() JPMorgan Asset Management Private Equity Investment ManagersFinance JPMorgan Asset Management Private Equity (JPMorgan Asset Mgmt) is a private equity subsidiary of JPMorgan Investment Management, Inc founded in 1900. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Reynders, McVeigh Capital Management LLC
![]() Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Investment Managers | Trading-Equity | |
Wells Fargo Securities, Inc.
![]() Wells Fargo Securities, Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Aberdeen Standard Investments Ltd.
![]() Aberdeen Standard Investments Ltd. Investment ManagersFinance Aberdeen Standard Investments Ltd (Aberdeen Standard Investments) is a private equity subsidiary of abrdn Holdings Ltd founded in 2017. The firm is headquartered in the Scotland, United Kingdom. | Investment Managers | Private Equity Investor | |
Hark Capital Management LLC
![]() Hark Capital Management LLC Investment ManagersFinance Hark Capital Management LLC (Hark capital) private equity subsidiary of P10 Holdings, Inc. founded in 2012 by Douglas Cruikshank, Rafael N. Castro and Rich S. Davis. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Guggenheim Real Estate LLC | Investment Managers | Private Equity Investor | |
Truist Advisory Services, Inc.
![]() Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Investment Managers | Corporate Officer/Principal | |
Tiger Infrastructure Partners LP
![]() Tiger Infrastructure Partners LP Investment ManagersFinance Tiger Infrastructure Partners LP (Tiger Infrastructure Partners) is a private equity firm founded in 2010 by Emil W. Henry. The firm is headquartered in New York City. | Investment Managers | Comptroller/Controller/Auditor | |
CrossHarbor Capital Partners LLC
![]() CrossHarbor Capital Partners LLC Investment ManagersFinance CrossHarbor Capital Partners (CrossHarbor Capital Partners) is a private equity firm founded in 1993 by Sam T. Byrne and Bill H. Kremer. The firm is headquartered in Boston, Massachusetts with additional offices in Chicago and Los Angeles. | Investment Managers | Private Equity Investor | |
University of Connecticut School of Business | College/University | Graduate Degree | |
Northpond Ventures LLC
![]() Northpond Ventures LLC Investment ManagersFinance Northpond Ventures LLC (Northpond Ventures) is a venture capital firm founded in 2018 by Sharon Kedar and Michael Pinchas Rubin. The firm is headquartered in Maryland. | Investment Managers | Director of Finance/CFO | |
ChromaCode, Inc.
![]() ChromaCode, Inc. Packaged SoftwareTechnology Services ChromaCode, Inc. develops software and manufactures laboratory instruments. It uses digital signal processing to improve clinical molecular analysis. The company was founded by Aditya Rajagopal, Alexander G. Dickinson, Axel Scherer, and Gregory J. Gosch in 2012 and is headquartered in Carlsbad, CA. | Packaged Software | Director/Board Member | |
Volition Capital LLC
![]() Volition Capital LLC Investment ManagersFinance Volition Capital LLC (Volition Capital) is a venture capital & private equity firm founded in 2010 by Larry Cheng, Roger Hurwitz, Geraldine Alias, Sean Cantwell and Rob Ketterson. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
New Jersey Performing Arts Center Corp.
![]() New Jersey Performing Arts Center Corp. Movies/EntertainmentConsumer Services The New Jersey Performing Arts Center operates a community-based cultural venue. It offers classes for faculty, parents, students, and the community. The company was founded in 1986 and is headquartered in Newark, NJ. | Movies/Entertainment | Director/Board Member |
Statistics
International
United States | 44 |
United Kingdom | 3 |
Sectoral
Finance | 37 |
Consumer Services | 6 |
Technology Services | 3 |
Miscellaneous | 2 |
Commercial Services | 2 |
Operational
Undergraduate Degree | 28 |
Corporate Officer/Principal | 25 |
Director/Board Member | 22 |
Private Equity Investor | 15 |
Portfolio Manager-Equities | 15 |
Most connected contacts
Insiders | |
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Ann Borowiec | 13 |
William Concannon | 12 |
Jim Ferrare | 7 |
Ryan Fause | 7 |
Drew Foster | 5 |
Carmine D'Avino | 5 |
Katherine Armstrong | 5 |
Patrick Smerkers | 5 |
Gregory McQuade | 4 |
Nicholas Fitzgerald | 4 |
Sara Casey | 4 |
Casey Tenney | 4 |
Jake Rue | 4 |
Adrian Wirt | 4 |
Bob Doctor | 4 |
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