Network origin in Craig B. Carpenter first degree
Entity | Entity type | Industry | |
---|---|---|---|
Sage Financial Group, Inc.
Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Craig B. Carpenter via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Corporate Officer/Principal | |
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 | |
Doane College | College/University | Undergraduate Degree | |
University of Colorado Boulder | College/University | Undergraduate Degree | |
Costello Asset Management, Inc.
Costello Asset Management, Inc. Investment ManagersFinance Costello Asset Management, Inc. is an independent SEC-registered investment advisor headquartered in Feasterville Trevose, Pennsylvania. The firm was founded by Robert F. Costello, Jr. in 1996. The firm provides investment advisory services on a fee-only basis to individuals, families, businesses and non-profit organizations. | Investment Managers | Portfolio Manager-Equities | |
Elizabethtown College | College/University | Undergraduate Degree | |
Drexel University | College/University | Graduate Degree | |
University of Delaware | College/University | Undergraduate Degree |
Statistics
International
United States | 10 |
Sectoral
Consumer Services | 6 |
Finance | 5 |
Operational
Portfolio Manager-Equities | 4 |
Undergraduate Degree | 4 |
Corporate Officer/Principal | 3 |
Portfolio Manager-Fixed Income | 1 |
Graduate Degree | 1 |
Most connected contacts
Insiders | |
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Chuck Korger | 5 |
Lisa Anne Broome | 4 |
Andy Brown | 2 |
Joe Gallagher | 2 |
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