Chris Fasciano
Portfolio Manager-Equities at Commonwealth Equity Services LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| James McAllister | M | - |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 16 years |
| Brad McMillan | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 18 years |
| Joe Deitch | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 45 years |
| Dave Kelly | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 33 years |
| Wayne Michael Bloom | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 35 years |
| Chad Andrew LaFauci | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 24 years |
| Justin Charles Duft | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 17 years |
| Dana Graves | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
| David Hart | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
| Kelly Roark | F | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
| Luke Graves | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
| Bobby Yount | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Gail Landis | F | 71 |
Evercore Asset Management
 Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
| Timothy D. Buckley | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund.
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 13 years |
| Andrew Ronald Moloff | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
| Gregory Sawers | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
| William Francis Harnisch | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 4 years |
| Michael Cook | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 12 years |
| Susan S. Hager | F | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund.
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 14 years |
| Allen Rubin Margolius | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| Gus Scacco | M | 62 |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| Nancy Briggs Tooke | F | 78 |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 2 years |
| Ray Lewis | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund.
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 9 years |
| Steve Lurito | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| Peter William Hermann | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 4 years |
| Elizabeth B. Dater | F | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
| Jennifer McGuire | F | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund.
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
| Anthony Coelho | M | 81 |
Wertheim Schroder & Co., Inc.
| 5 years |
| Margot Nones | F | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
| Richard M. Goldman | M | 63 |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 3 years |
| Mark D. Bergen | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 4 years |
| Andrew Rondepierre | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
| Steven Siegler | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
| Kris Tomasovic Nelson | F | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 7 years |
| Nicholas A. Lopardo | M | 77 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 14 years |
| Steven G. Butler | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
| Dana C. Troxell | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
| Andrew Bryce Mitchell | M | 60 |
Wertheim Schroder & Co., Inc.
| 3 years |
| Kevin Simpson | M | - |
Wertheim Schroder & Co., Inc.
| 2 years |
| Basem W. Pharaon | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 10 years |
| Lisa S. Chai | F | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| Brian Marc Deitelzweig | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| Steven J. Appell | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 7 years |
| Jeffrey Addis | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 2 years |
| Nicholas Ellery Follett | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 11 years |
| Brody Preston | M | - |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 4 years |
| Scott Michael Kaplan | M | - |
Wertheim Schroder & Co., Inc.
| - |
| Jason Sporer | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
| Bill H. Parkerson | M | - |
Wertheim Schroder & Co., Inc.
| 2 years |
| Brian Sterling | M | 63 |
Wertheim Schroder & Co., Inc.
| 8 years |
| Dave Brown | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
| Alexandra Uglijesa | F | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| Mary K. McTague | F | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
| Michael J. Fechter | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
| Michael Barbis | M | - |
Wertheim Schroder & Co., Inc.
| 3 years |
| Damon Gough | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| Brinton Moore | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 4 years |
| Michael Beckerman | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
| Mary Ellen Sadim | F | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 12 years |
| Brian Zimmerman | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 4 years |
| John P. Rhodes | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
| Karen E. Liesching | F | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 12 years |
| Robert P. Follert | M | - |
Wertheim Schroder & Co., Inc.
| - |
| Errol M. Cook | M | 84 |
Wertheim Schroder & Co., Inc.
| 2 years |
| Andrew L. Berger | M | 77 |
Wertheim Schroder & Co., Inc.
| - |
| Darlene DeRemer | F | 68 |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 2 years |
| César Hernández | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 2 years |
| Peter T. Wen | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
| Linda Ruth Killian | F | - |
Wertheim Schroder & Co., Inc.
| 3 years |
| John H. Myers | M | 78 |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 3 years |
| Larry Renfro | M | 70 |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 1 years |
| Kenneth Londoner | M | 57 |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
| Ken Pollinger | M | - |
Wertheim Schroder & Co., Inc.
| 5 years |
| Lauren G. McMahon | F | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 2 years |
| Daniel J. Otmar | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 2 years |
| Wayne Thomas Owen | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
| Kim Roger McCant | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
| Doug Schimmel | M | 58 |
Wertheim Schroder & Co., Inc.
| 4 years |
| Simeon R. Wallis | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 1 years |
| Richard Rosenstein | M | 59 |
Wertheim Schroder & Co., Inc.
| 1 years |
| Joseph William Sullivan | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 6 years |
| Robert A. Willis | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| A. Edward Allinson | M | 89 |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 9 years |
| Jason Doctor | M | - |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
| David Schlaff | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 2 years |
| William L. Potter | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 7 years |
| Alan L. Newton | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 13 years |
| Gary Yablon | M | 61 |
Wertheim Schroder & Co., Inc.
| 9 years |
| Jeffrey C. Johnson | M | 52 |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
| Dave E. Hoener | M | - |
Wertheim Schroder & Co., Inc.
| 5 years |
| Sam T. Lee | M | - |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
| Robert J. Kea | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 1 years |
| Christopher Mathieu Dunham | M | - |
Wertheim Schroder & Co., Inc.
| 20 years |
| Jerry H. Tempelman | M | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 6 years |
| Roberta Benkovic | F | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 95 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Chris Fasciano
- Personal Network
