David Greene
Chief Executive Officer at CJM Wealth Advisers Ltd.
Network origin in David Greene first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Virginia
448
| College/University | Other Consumer Services | 448 |
CJM Wealth Advisers Ltd.
 CJM Wealth Advisers Ltd. Investment ManagersFinance CJM Wealth Advisers Ltd. (CJM) is an independent, SEC-registered investment advisor headquartered in Falls Church, Virginia. Founded in 1978, the firm serves individuals, families and institutions. Their clients have substantial financial assets, spread among varying individual, retirement, trust and estate vehicles. CJM develops solutions tailored to their respective financial goals and provides education on the benefit to their wealth profile.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Greene via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Bragg Financial Advisors, Inc.
 Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Lake Capital Management LLC
 Lake Capital Management LLC Investment ManagersFinance 5AM Venture Management LLC is an Independent Venture Capital firm founded in 2002 by Terry M. Graunke and Paul G. Yovovich. 5AM Venture Management LLC is headquartered in Chicago. | Investment Managers | Corporate Officer/Principal | |
| WESTERN ALLIANCE BANCORPORATION | Regional Banks | Private Equity Investor | |
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Viridity Energy, Inc.
 Viridity Energy, Inc. Packaged SoftwareTechnology Services Viridity Energy, Inc. operates as a optimization software and technology company. It provides large energy consumers with intelligent tools to increase energy savings and create energy revenues through its unique and flexible VPower platform. VPower enables customers to dynamically shift and balance energy load, integrate advanced energy technologies and convert existing energy investments into lucrative new revenue streams. The company was founded in 2008 by Audrey A. Zibelman and Steven P. Alain and is headquartered in Philadelphia, PA. | Packaged Software | Director/Board Member | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin 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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Riverside Partners LLC (New York)
 Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Corporate Officer/Principal | |
MapleWood Partners LP
 MapleWood Partners LP Investment ManagersFinance MapleWood Partners LP (MapleWood Partners) is a private equity firm founded in 1998 by Bob V. Glaser. The firm is headquartered in North Miami, Florida. | Investment Managers | Private Equity Analyst | |
IGP Industries LLC
 IGP Industries LLC Investment ManagersFinance IGP Industries LLC (IGP) is a private equity firm founded by Mike Beaumont, Gottfried Tittiger and Patrick Forster in 1997. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Harris Williams & Co.
 Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Yale University | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Diamond Technologies, Inc.
 Diamond Technologies, Inc. Miscellaneous Commercial ServicesCommercial Services Diamond Technologies, Inc. provides information technology services to businesses, government agencies and not-for-profit organizations. Its services include urSPHERE and enterprise solutions. The company was founded by Gregory L. Ballance in 1996 and is headquartered in Wilmington, DE. | Miscellaneous Commercial Services | Consultant / Advisor | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Prosper Marketplace, Inc.
 Prosper Marketplace, Inc. Finance/Rental/LeasingFinance Prosper Marketplace, Inc. operates as a holding company with interest in operating a peer-to-peer online credit platform. The firm through its subsidiary Proper Funding operates an online marketplace that permits the lender members to bid on loan listings and purchases. It handles the funding and servicing of the loan on behalf of the matched borrowers and investors. The company was founded by Christian A. Larsen and John B. Witchel on March 22, 2005 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Alabama State Bar Association | Corporate Officer/Principal | ||
| The Virginia Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
Air Liquide USA LLC
 Air Liquide USA LLC Chemicals: SpecialtyProcess Industries Air Liquide USA LLC manufactures and supplies industrial gases. It offers?? industrial gases and related services to customers in a range of industries, include oil and gas, chemicals, metals, construction, food and beverage, research and analysis, electronics and healthcare. The company was founded in 1968 and is headquartered in Houston, TX. | Chemicals: Specialty | Corporate Officer/Principal | |
Balcones Resources, Inc.
 Balcones Resources, Inc. Environmental ServicesIndustrial Services Balcones Resources, Inc. engages in provision of environmental services. It specializes in recovering resources through traditional recycling, document, destruction, and alternative energy. It also offers janitorial training, employee awareness events, and marketing materials and reporting services. The company was founded by Kerry Getter and Becky Getter in 1994 and is headquartered in Austin, TX. | Environmental Services | Director/Board Member | |
Pfizer Pharmaceuticals, Inc.
 Pfizer Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Part of Pfizer Inc., Pfizer Pharmaceuticals, Inc. is an American company that manufactures pharmaceutical products. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Space-Time Insight, Inc.
 Space-Time Insight, Inc. Packaged SoftwareTechnology Services Space-Time Insight, Inc. provides software that offers real-time visual and temporal analysis. It transforms information into visual displays that businesses can use to make informed real-time decisions, from traditional transmission, communications and transportation networks. The firm offers professional services, data science, user interface/experience design, training, managed and support services. The company was founded by Krishna Kumar and Jagadeesh Macherla in 2003 and is headquartered in San Mateo, CA. | Packaged Software | Director/Board Member | |
FLS Energy, Inc.
 FLS Energy, Inc. Engineering & ConstructionIndustrial Services FLS Energy, Inc. develops, engineers, finances, constructs, and maintains solar energy systems. Its services include operations and maintenance, project development and finance, legal, project management, engineering, and accounting. The firm provides engineer, procure, and construct (EPC) solutions for client with projects ranging in size from distributed generation commercial systems to utility scale solar farms. The company was founded by Dale Howard Freudenberger, Hardy J. LeGwin, and Michael Shore in 2006 and is headquartered in Asheville, NC. | Engineering & Construction | Director/Board Member | |
Rotunda Capital Partners LLC
 Rotunda Capital Partners LLC Investment ManagersFinance Rotunda Capital Partners LLC (Rotunda Capital Partners) is a private equity firm founded in 2009 by John M. Fruehwirth and Dan Lipson. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Investor | |
Gorge Holdings LLC
 Gorge Holdings LLC Investment ManagersFinance Founded in 2011, Gorge Holdings LLC is a private equity firm located Portland, Oregon. | Investment Managers | Founder | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Fuqua School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Apkudo, Inc.
 Apkudo, Inc. Packaged SoftwareTechnology Services Apkudo, Inc. provides device quality assurance services. The company was founded by Josh Matthews and Ben Leslie in 2011 and is headquartered in Baltimore, MD. | Packaged Software | Director/Board Member | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
| McIntire School of Commerce | College/University | Consultant / Advisor Undergraduate Degree | |
IMB Development Corp. LLC
 IMB Development Corp. LLC Investment ManagersFinance IMB Development Corp. LLC (IMB Partners) is a private equity firm founded in 2010 by Thomas H. Castro and Tarrus L. Richardson. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Investor | |
| Traverse Venture Partners | Investment Managers | Founder | |
Hydromax USA LLC
 Hydromax USA LLC Data Processing ServicesTechnology Services Hydromax USA LLC specializes in data collection in support. Its services include water distribution system, sewer collection system, natural gas, and dams and levees. The company was founded in 2003 and is headquartered in Chandler, IN. | Data Processing Services | Director/Board Member | |
| Industrial Growth Partners VI LP | Investment Managers | Director/Board Member | |
EPS NASS TopCo, Inc.
 EPS NASS TopCo, Inc. Engineering & ConstructionIndustrial Services Part of Asplundh Tree Expert LLC, EPS NASS TopCo, Inc. is a company that provides comprehensive electric power solutions for the electrification of everything. The company, based in San Francisco, CA, offers services such as electrical testing, transformer installation and repair, engineering, maintenance, grid equipment, and cyber security. The company is committed to creating a sustainable future for the planet by modernizing the electrical grid and reducing carbon emissions. EPS NASS TopCo is also dedicated to supporting military members and their families during their transition to civilian careers. Founded in 2021, the CEO of the company is Mark Day. EPS NASS TopCo was acquired by Asplundh Tree Expert LLC on May 28, 2024. | Engineering & Construction | Director/Board Member | |
Closed Loop Partners LLC
 Closed Loop Partners LLC Investment ManagersFinance Closed Loop Partners LLC (Closed Loop Partners) is a venture capital and private equity firm founded in 2014 by Ron Gonen. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistics
International
| United States | 50 |
Sectoral
| Finance | 23 |
| Consumer Services | 11 |
| Technology Services | 6 |
| Commercial Services | 6 |
| Industrial Services | 4 |
Operational
| Director/Board Member | 230 |
| Corporate Officer/Principal | 186 |
| Undergraduate Degree | 97 |
| Private Equity Investor | 67 |
| Graduate Degree | 46 |
Most connected contacts
| Insiders | |
|---|---|
| Paul Conley | 39 |
| Walker Chapman Simmons | 34 |
| Ervin Shames | 28 |
| John Muleta | 18 |
| Rob Heimann | 18 |
| Amran Hafiz Affifudin | 17 |
| Christian Sinding | 16 |
| Martin Aares | 14 |
| Sean Foote | 14 |
| Frank Rotman | 14 |
| Christopher D. Ray | 13 |
| James S. Tybur | 12 |
| Christina Morin | 12 |
| Jason Lu | 12 |
| Chris M. McKay | 11 |
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