Network origin in Brad Wilson first degree
Entity | Entity type | Industry | |
---|---|---|---|
Lafayette College
36
| College/University | Other Consumer Services | 36 |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.
35
| Subsidiary | Investment Managers | 35 |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA.
8
| Extinct | Regional Banks | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brad Wilson via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
ROSS STORES, INC. | Apparel/Footwear Retail | Sales & Marketing | |
Frontier Capital Management Co. LLC
Frontier Capital Management Co. LLC Investment ManagersFinance Frontier Capital Management Co. LLC (Frontier) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Guy Scott in 1980 and is a subsidiary of FCMC Holdings LLC, ultimately owned by Affiliated Manager's Group, Inc. (NYSE: AMG). Frontier is an investment manager that specializes in growth and value equity portfolios for institutions. | Investment Managers | Corporate Officer/Principal | |
General Atlantic LLC
General Atlantic LLC Investment ManagersFinance General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York. | Investment Managers | Compliance Officer | |
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Analyst-Equity | |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Analyst-Equity Investment Committee Member | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Cuttone & Co LLC
Cuttone & Co LLC Investment Banks/BrokersFinance Cuttone & Co., Inc. is the broker/dealer subsidiary of DriveWealth Holdings, Inc., which is owned by DriveWealth LLC. The firm was founded in 1984 by Donato A. Cuttone. Headquartered in New York City, Cuttone & Co. provides advanced institutional trading technology and execution services which includes institutional direct market access, custom algorithmic trading strategies, prime brokerage, options execution, and fixed income trading. They provide execution and consulting services to institutional asset managers, hedge funds, family offices, professional traders, and other broker dealers. | Investment Banks/Brokers | Trading-Equity | |
AMPHION INNOVATIONS PLC | Financial Conglomerates | Public Communications Contact Comptroller/Controller/Auditor | |
Meridian Equity Partners, Inc.
Meridian Equity Partners, Inc. Investment Banks/BrokersFinance Meridian Equity Partners, Inc. (MEP) is a registered, agency-only broker/dealer headquartered in New York City. The firm was founded in 2004 by Jon Acquafredda and Columb Lytle. MEP provides best-of-breed strategic solutions to the investment community for Equity, Option and Electronic Execution. The firm is a full-service trading on the NYSE floor and has access to all markets and liquidity pools. Their options desk specializes in accessing liquidity through their counterparty network, and also caters to high frequency and quantitative traders. | Investment Banks/Brokers | Corporate Officer/Principal | |
Legato Capital Management LLC
Legato Capital Management LLC Investment ManagersFinance Legato Capital Management LLC (Legato) is a privately held, 100% employee-owned SEC-registered investment advisor and fund of funds manager headquartered in San Francisco, California. The firm was founded by Victor Hymes and Adam Lawlor in 2004. Legato provides its manager-of-managers advisory services to institutional clients, such as public and private pension plans and charitable organizations, through separate account or private investment fund structures. | Investment Managers | Portfolio Manager-Equities | |
University of Virginia | College/University | Graduate Degree Undergraduate 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 Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Boston University | College/University | Corporate Officer/Principal Undergraduate Degree | |
IHS Herold, Inc.
IHS Herold, Inc. Investment ManagersFinance IHS Herold, Inc. is an investment research firm headquartered in Norwalk, Connecticut. The firm was founded in 1948 and is a subsidiary of IHS Markit, Inc., which is owned by S&P Global, Inc. (NYSE: SPGI). IHS Herold typically offers research, advisory and strategic planning advice on company evaluations, company strategies and associated company and industry transactions for energy-related domestic and foreign equity securities. | Investment Managers | Analyst-Equity | |
Salzinger & Co., Inc.
Salzinger & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Salzinger & Co. Inc., provides consulting and strategy services. It develops business plans, analysis of financial strategies and investments, creates strategic alliances and joint ventures. The company was founded by Steve Salzinger in 2007 and is headquartered in Scardale, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Redwood Partners (Ventures)
Redwood Partners (Ventures) Investment ManagersFinance Redwood Technology Ventures (Redwood Technology Ventures) is a venture capital subsidiary of Redwood Partners Ltd. founded in 1994 by Michael Flannery. The firm is headquartered in New York. | Investment Managers | Trading-Equity | |
Schick-Wilkinson Sword, Inc.
Schick-Wilkinson Sword, Inc. Household/Personal CareConsumer Non-Durables Schick-Wilkinson Sword, Inc. manufactures and markets shaving products. The company was founded in 1921 and is headquartered in Milford, CT. | Household/Personal Care | Corporate Officer/Principal | |
Boston College | College/University | Graduate Degree Graduate Degree Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Doctorate Degree Graduate Degree Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
Ipreo Holdings LLC
Ipreo Holdings LLC Packaged SoftwareTechnology Services Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
IHS Global Insight (USA), Inc.
IHS Global Insight (USA), Inc. Investment ManagersFinance IHS Global Insight (USA), Inc. (IHS Global Insight USA) is an investment research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 and is owned by S&P Global, Inc. (NYSE: SPGI). IHS Global Insight USA provides economic and financial analysis, market forecasting and market intelligence to a variety of clients in the industry, finance and government sectors. The firm provides coverage for over 170 industries in over 200 countries. Their coverage area includes North and South America, Europe, Africa, the Middle East and Asia. Research focuses on the following industries: agriculture, automotive, commerce/transportation, construction, consumer goods, energy, healthcare and pharmaceuticals, lending and payment services, manufacturing, steel, technology, telecommunications and travel/tourism. | Investment Managers | Analyst-Equity | |
Bernstein Global Wealth Management
Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
The State University of New York | College/University | Undergraduate Degree | |
Brooklyn Law School | College/University | Graduate Degree | |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Consumer Edge Research LLC
Consumer Edge Research LLC Investment ManagersFinance Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 49 |
Canada | 2 |
Sectoral
Finance | 33 |
Consumer Services | 13 |
Technology Services | 3 |
Retail Trade | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 89 |
Portfolio Manager-Equities | 74 |
Undergraduate Degree | 72 |
Analyst-Equity | 71 |
Director/Board Member | 36 |
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