Brett Schneider
Analyst-Equity at Sentinel Pension Advisors, Inc.
Network origin in Brett Schneider first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Sentinel Pension Advisors, Inc.
 Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brett Schneider via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Investment Managers | Analyst-Equity | |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
 Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Investment Managers | Analyst-Equity | |
| Gordon College | College/University | Undergraduate Degree | |
| Southern New Hampshire University | College/University | Masters Business Admin | |
| University of New Hampshire | College/University | Undergraduate Degree | |
Sentinel Benefits Group, Inc.
 Sentinel Benefits Group, Inc. Investment ManagersFinance Sentinel Benefits Group, Inc. provides employee benefit outsourcing solutions. Its offerings includes employee benefits and retirement plan administration, open architecture retirement plan recordkeeping, investment advisory services, defined benefit and cash balance plan services, actuarial consulting, employee stock ownership plans, and group benefits brokerage. The company was founded by Jim Carnevale, Anthony Carnevale, and John Carnevale in 1987 and is headquartered in Wakefield, MA. | Investment Managers | Chief Executive Officer | |
| Krannert School of Management | College/University | Undergraduate Degree | |
Take Command Insurance Agency, Inc.
 Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Life/Health Insurance | Founder |
Statistics
International
| United States | 9 |
Sectoral
| Finance | 5 |
| Consumer Services | 5 |
Operational
| Portfolio Manager-Equities | 4 |
| Analyst-Equity | 3 |
| Undergraduate Degree | 3 |
| Chief Executive Officer | 2 |
| Founder | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Matthew McPhail | 5 |
| Sam Mitchell | 3 |
| David Alexander Batchelder | 3 |
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