![Avery Sheffield](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Avery Sheffield
Portfolio Manager-Equities at Rockefeller & Co. LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Casey Collins Clark | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 5 years |
Jimmy C. Chang | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 6 years |
Greg Fleming | M | 61 |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 6 years |
Michael Duk Hee Seo | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 6 years |
David Peter Harris | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 6 years |
Jose Garza | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 3 years |
Thomas Robertson | M | 81 |
The Wharton School of the University of Pennsylvania
| 17 years |
Victor Lee | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 6 years |
Rose Sojung Lee | F | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 2 years |
Jeffrey R. Nathan | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 1 years |
Trey Sindall | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 6 years |
Stacy Rasgon | M | - |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 16 years |
Bob Brackett | M | - |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 14 years |
David Vernon | M | - |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 14 years |
Tim Skiendzielewski | M | 43 |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 1 years |
Rolando Morillo | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | - |
Adam D. Compton | M | 59 |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 4 years |
Jason Kotik | M | 55 |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 2 years |
Jason Stern | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 4 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Jake Viet Tran | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 4 years |
Nicolas Rodriguez-Brizuela | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Jennifer Rowland | F | - |
The Wharton School of the University of Pennsylvania
| 5 years |
Xiaohan Zhu | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Steven Finn | M | 38 |
The Wharton School of the University of Pennsylvania
| 4 years |
Joshua Paul Sonneland | M | - |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 13 years |
Mario Miranda | M | - |
The Wharton School of the University of Pennsylvania
| 11 years |
Eli Simon | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
Amanuel M. Lakew | M | - |
The Wharton School of the University of Pennsylvania
| 13 years |
William Ogrodnick | M | - |
The Wharton School of the University of Pennsylvania
| 10 years |
Zain Akbari | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
David Portnoy | M | - |
The Wharton School of the University of Pennsylvania
| 10 years |
Brian McNamara | M | - |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | 2 years |
Bill Pecoriello | M | - |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 13 years |
Mit Ratilal Shah | M | - |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.
The Wharton School of the University of Pennsylvania
| 5 years |
Lee Kalowski | M | 43 |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.
The Wharton School of the University of Pennsylvania
| 3 years |
Steven David Wislo | M | - |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.
The Wharton School of the University of Pennsylvania
| 6 years |
Rama Sekhar | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
NICOLAS ZYLBERSTEIN | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Allison Williams | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Sally Mahloudji | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Ruchira Shukla | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Caroline Jones | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Vaibhav Saraiya | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Jing Yang | F | 45 |
The Wharton School of the University of Pennsylvania
| 2 years |
Ian Ferry | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Jason Morganroth | M | - |
The Wharton School of the University of Pennsylvania
| 3 years |
BRIAN CARGO | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Luke Thomas | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Ita Ekpoudom | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Sonika Chandra | F | 50 |
The Wharton School of the University of Pennsylvania
| 2 years |
Evaristus Tolulope Sokenu | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Andrew B. Hirsekorn | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Su-Jin Lim | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Andrew Zloto | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Joshua Barenbaum | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Arliadi Hadid Mahadi | M | 50 |
The Wharton School of the University of Pennsylvania
| 2 years |
Kevin yu | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Neha Santiago | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Jack Zhou | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Hesham Wahby | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Fuld Jackie | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Lauren Taylor Wolfe | F | 45 |
The Wharton School of the University of Pennsylvania
| 2 years |
-Jackson Ethan Monreal | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Kevin Au | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Papantoniou Antonios | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Kim Eddie /barclays/ | - | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Gustavo A. Giraldo | M | 52 |
The Wharton School of the University of Pennsylvania
| 2 years |
Thomas Slater | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Frank Zhang | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Erica Son | F | 35 |
The Wharton School of the University of Pennsylvania
| 4 years |
Dan Park | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Muhammad Mian | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Ryan Stuckert | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Noah Kaye | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Franky Lee | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Aaron Li | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Kevin | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
Vaibhav Pavan Morarka | M | 39 |
The Wharton School of the University of Pennsylvania
| 2 years |
Teresa Y. Baik | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Casey Anderson | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Nicolas Bañados Lyon | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Emily Zovko | F | - |
The Wharton School of the University of Pennsylvania
| 14 years |
Alex Verba | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Adam D. Wyden | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Shaun Rader | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Jesslyne Widjaja | F | 39 |
The Wharton School of the University of Pennsylvania
| 2 years |
David Yale Brill | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Ariel Garcia | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Abhiraj R. Modi | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Jenny Claydon | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Christina Scalzo | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Peter Notz | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Mark Ludwig | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Hilary Fleischer | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Wayne Hu | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Alfred Chu | M | 49 |
The Wharton School of the University of Pennsylvania
| 2 years |
Tom Clarkson | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
Colin Donnelly | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
M Aubrey | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Avery Sheffield
- Personal Network