Charlie Sloan
President at Oak Family Advisors LLC
Network origin in Charlie Sloan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The University of Chicago
379
| College/University | Other Consumer Services | 379 |
Northern Illinois University
88
| College/University | Other Consumer Services | 88 |
Oak Family Advisors LLC
 Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.
3
| Subsidiary | Investment Managers | 3 |
Bufka & Rodgers LLC
 Bufka & Rodgers LLC Investment ManagersFinance Bufka & Rodgers LLC (BR) was founded in April 1987 in Schaumberg, Illinois. BR manages assets for clients including employee benefit plans, endowments, religious organizations and individual investors of substantial means.
2
| Extinct | Investment Managers | 2 |
Mid-Continent Capital LLC
 Mid-Continent Capital LLC Investment ManagersFinance Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Sloan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree Undergraduate Degree | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Graduate Degree Doctorate Degree Graduate Degree Masters Business Admin | |
| DePaul University | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Economist Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Corporate Officer/Principal Graduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Iowa State University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Tsinghua University | College/University | Undergraduate Degree Masters Business Admin | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Market Strategist | |
| Emory University | College/University | Undergraduate Degree Graduate Degree | |
| Miami University | College/University | Masters Business Admin Undergraduate Degree | |
Key Venture Partners
 Key Venture Partners Investment ManagersFinance Key Venture Partners (Key Venture Partners) is a venture capital firm, subsidiary of KeyCorp founded in 1998. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Investment Officer | |
| PT GOTO GOJEK TOKOPEDIA TBK | Packaged Software | Director/Board Member | |
| PT Batu Hitam Perkasa | Director/Board Member | ||
| PT Adimitra Baratama Niaga | Director/Board Member | ||
| PT ELANG MAHKOTA TEKNOLOGI TBK | Broadcasting | Director/Board Member | |
PT Bursa Efek Indonesia
 PT Bursa Efek Indonesia Investment Banks/BrokersFinance PT Bursa Efek Indonesia, also known as IDX, is the only stock exchange in Indonesia with over 850 listed companies and a total market capitalization of more than US$ 650 billion. The private company is based in South Jakarta, Indonesia and has subsidiaries in Indonesia. The Indonesian company continuously provides trusted infrastructures to establish a fair, orderly, and efficient capital market in Indonesia. IDX promotes a sustainable capital market through various initiatives and works closely with all stakeholders to establish innovative products, improve transparency, and guarantee investor protection. | Investment Banks/Brokers | Director/Board Member | |
T Perkebunan Kaltim Utama I
 T Perkebunan Kaltim Utama I Agricultural Commodities/MillingProcess Industries Part of PT Toba Bara Sejahtra, T Perkebunan Kaltim Utama I operates as a palm oil grower and cultivator. The company is based in Jakarta Selatan, Indonesia. | Agricultural Commodities/Milling | Chairman | |
| Indonesian Coal Mining Association | Chairman | ||
Byun & Co. Pte Ltd.
 Byun & Co. Pte Ltd. Miscellaneous Commercial ServicesCommercial Services Byun & Co. Pte Ltd. provides financial consulting services. The private company is based in Singapore, Singapore. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 37 |
| Indonesia | 8 |
| China | 2 |
| United Kingdom | 2 |
| Singapore | 2 |
Sectoral
| Consumer Services | 20 |
| Finance | 19 |
| Commercial Services | 4 |
| Technology Services | 3 |
| Process Industries | 2 |
Operational
| Director/Board Member | 201 |
| Corporate Officer/Principal | 163 |
| Undergraduate Degree | 93 |
| Masters Business Admin | 77 |
| Analyst-Equity | 64 |
Most connected contacts
| Insiders | |
|---|---|
| Peter Kagan | 38 |
| Pandu Patria Sjahrir | 37 |
| John Mutch | 27 |
| Brent L. Paris | 23 |
| Christopher Joseph Clower | 21 |
| George G. Arida | 17 |
| Timothy Curran | 16 |
| Samarth Chandra | 15 |
| Catharine Trebnick | 14 |
| Neil Harper | 14 |
| John Sznewajs | 14 |
| Evie Kostakis | 12 |
| Robert Stockton | 12 |
| Zheng Xue | 12 |
| David G. Dame | 12 |
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