Chris Surrichio
Portfolio Manager-Equities at Capital Analysts LLC
Network origin in Chris Surrichio first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans.
13
| Subsidiary | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Chris Surrichio via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
| Centurion Asset Management LLC | Corporate Officer/Principal | ||
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
| Drexel University | College/University | Masters Business Admin | |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Bucknell University | College/University | Undergraduate Degree | |
| East Stroudsburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Elon University | College/University | Undergraduate Degree | |
| Florida Atlantic University | College/University | Masters Business Admin | |
| Gettysburg College | College/University | Undergraduate Degree | |
| LaSalle University | College/University | Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree | |
| Lock Haven University of Pennsylvania | College/University | Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| Osmania University | College/University | Undergraduate Degree | |
Vanguard, Inc.
 Vanguard, Inc. Recreational ProductsConsumer Durables Vanguard, Inc. manufactures recreational vehicles and industrial trailers. The company was founded in 1968 and is headquartered in North Battleford, Canada. | Recreational Products | Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Lebow College of Business | College/University | Masters Business Admin | |
Conservest Capital Advisors, Inc.
 Conservest Capital Advisors, Inc. Investment ManagersFinance Conservest Capital Advisors, Inc. (Conservest) is an independent registered investment advisor and wealth management firm headquartered in Wynnewood, Pennsylvania. The firm was founded by Bruce Kardon in 1993. Conservest provides investment advisory services to a wide range of clients, including individuals and families, small businesses, professional corporations, sole proprietorships, religious institutions, endowments and charities. | Investment Managers | Analyst-Equity | |
Aberdeen Investment Management LLC
 Aberdeen Investment Management LLC Investment ManagersFinance Aberdeen Investment Management LLC (Aberdeen) is an independent wealth management firm headquartered in Dallas, Texas. The firm was founded in 1991 by Jeb Terry. Aberdeen provides advisory services to individuals, trusts and other business entities. | Investment Managers | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Commonwealth Equity Services, Inc. (Broker) | Investment Banks/Brokers | Corporate Officer/Principal | |
Bernardo Wealth Planning LLC
 Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Investment Managers | Compliance Officer |
Statistics
International
| United States | 27 |
| India | 2 |
| Canada | 2 |
Sectoral
| Consumer Services | 17 |
| Finance | 10 |
| Consumer Durables | 2 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 13 |
| Corporate Officer/Principal | 11 |
| Analyst-Equity | 8 |
| Masters Business Admin | 6 |
| Portfolio Manager-Equities | 4 |
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