Network origin in Brett Kramer first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs.
8
| Private Company | Investment Managers | 8 |
Native American Fund Advisors LLC
 Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brett Kramer via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Corporate Officer/Principal | |
Strathspey Crown LLC
 Strathspey Crown LLC Investment ManagersFinance Strathspey Crown LLC (Strathspey Crown) is a private equity firm founded in 2012 by Robert Grant. The firm is headquartered in Newport Beach, California. | Investment Managers | Private Equity Investor | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
| Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ | Catalog/Specialty Distribution | Corporate Officer/Principal | |
| Brigham Young University | College/University | Graduate Degree | |
| Texas Tech University | College/University | Graduate Degree | |
| Oklahoma City University | College/University | Masters Business Admin | |
| Oklahoma State University | College/University | Undergraduate Degree | |
| University of Oklahoma | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Tulsa | College/University | Undergraduate Degree Graduate Degree | |
| Wayland Baptist University | College/University | Undergraduate Degree | |
| Sundance Group, Inc. | Director of Finance/CFO | ||
Mimosa Tree Capital Partners LLC
 Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners LLC (Mimosa tree capital partners) is a private equity firm founded in 1999 by Joel B. Kantor and P. Vincent LoVoi. The firm is headquartered in Tulsa, oklahoma. | Investment Managers | Founder | |
Avansic, Inc.
 Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Avansic, Inc. provides digital forensics services to the business and legal communities. The firm offers e-discovery and digital forensics services to attorneys, litigation support teams and business communities across the nation. It has offices in Dallas, Houston, Little Rock, New Orleans, St. Louis and Tulsa. The company was founded in 2004 by Gavin W. Manes and is headquartered in Tulsa, OK. | Miscellaneous Commercial Services | Director/Board Member | |
Woodward Financial Advisors, Inc.
 Woodward Financial Advisors, Inc. Investment ManagersFinance Woodward Financial Advisors, Inc. provides investment advice. The private company is based in Chapel Hill, NC. | Investment Managers | Corporate Officer/Principal | |
Monroe Operations LLC
 Monroe Operations LLC Medical/Nursing ServicesHealth Services Monroe Operations LLC provides rehabilitation treatment services to teens, young adults, and families struggling with mental health issues, eating disorders, and substance abuse. It offers a family-systems approach, providing gender-specific, individualized, and comprehensive holistic programs that encompass clinical therapy, academic support, and experiential practices. The firm offerings include residential treatment centers, Partial Hospitalization Programs, Intensive Outpatient Programs, and Therapeutic Day Schools. The company was founded by Jamison Monroe Jr. and is headquartered in Orange, CA. | Medical/Nursing Services | Director of Finance/CFO | |
Behavioral Health Industry News, Inc.
 Behavioral Health Industry News, Inc. Miscellaneous Commercial ServicesCommercial Services Behavioral Health Industry News, Inc. provides market research and management consultation services for the health and human service industry. The private company is based in Gettysburg, PA. The company was founded by Monica E. Oss. Monica E. Oss has been the CEO since incorporation. | Miscellaneous Commercial Services | Director of Finance/CFO | |
MBK Senior Living LLC
 MBK Senior Living LLC Medical/Nursing ServicesHealth Services MBK Senior Living LLC provides senior living solutions. The firm develops independent living, assisted living, and memory care services senior living communities throughout the Western United States. It offers wellness programs, dining, housekeeping, laundry, on-site salon/barber and fitness classes. The company was founded in 2004 and is headquartered in Irvine, CA. | Medical/Nursing Services | Comptroller/Controller/Auditor | |
| MIG Capital AG | Investment Managers | Comptroller/Controller/Auditor |
Statistics
International
| United States | 24 |
| Germany | 2 |
Sectoral
| Finance | 10 |
| Consumer Services | 10 |
| Commercial Services | 3 |
| Health Services | 3 |
| Retail Trade | 2 |
Operational
| Undergraduate Degree | 9 |
| Corporate Officer/Principal | 7 |
| Portfolio Manager-Equities | 6 |
| Analyst-Equity | 5 |
| Trading-Equity | 4 |
Most connected contacts
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