Derek Jerold Bruton
Chief Executive Officer at Lucia Management Co. LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jonathan Craig | M | 52 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 24 years |
| Bernard Clark | M | 65 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 26 years |
| Spencer Segal | M | - |
ActiFi, Inc.
 ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | 21 years |
| John Howard | M | - |
Stanford University
| 35 years |
| Nigel Murtagh | M | 60 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 24 years |
| Jeffrey Vincent Range | M | - |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | - |
| Mark Nahlovsky | M | - |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | - |
| Brian Kostick | M | - |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | 28 years |
| John Wernz | M | - |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | 2 years |
| Jeffrey Haines | M | - |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | - |
| Jack P. Dvorkin | M | - |
Stanford University
| 35 years |
| John M. Cioffi | M | 66 |
Stanford University
| 38 years |
| Peter D. O'Hanley | M | 73 |
Stanford University
| 39 years |
| Monica Sin-Ling Lam | M | - |
Stanford University
| 36 years |
| Gary M. Glazer | M | - |
Stanford University
| 35 years |
| Richard Douglas Rivers | M | - |
Stanford University
| 35 years |
| Mark Christopher Scalzo | M | - |
Lucia Management Co. LLC
 Lucia Management Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton. | - |
| Ryan Lowe | M | 43 |
Lucia Management Co. LLC
Lucia Management Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton. | - |
| Thomas Charles Merigan | M | 90 |
Stanford University
| 36 years |
| Irving L. Weissman | M | 84 |
Stanford University
| 35 years |
| Siu-Weng Wong | M | 69 |
Stanford University
| 36 years |
| Stephen J. Smith | M | 78 |
Stanford University
| 35 years |
| John Howard | M | 63 |
Stanford University
| 35 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| David H. Komansky | M | 83 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 years |
| Joseph Martinetto | M | 61 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 26 years |
| Walter Bettinger | M | 63 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 26 years |
| Carrie Elizabeth Dwyer | F | 73 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 18 years |
| Jorge Titinger | M | 62 |
Stanford University
| 7 years |
| Raj Atluru | M | 54 |
Stanford University
| 10 years |
| David Tony Lillios | M | - |
Stanford University
| 5 years |
| Augie Fabela | M | 58 |
Stanford University
| 5 years |
| Linda Ginsburg | F | - |
Stanford University
| 5 years |
| Gregory Malcom Tusher | M | - |
Stanford University
| 10 years |
| Chris Jones | M | 56 |
Stanford University
| 5 years |
| Gregory R. Dow | M | 60 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 years |
| Mani Sadeghi | M | 60 |
Stanford University
| 4 years |
| Clark E. Cohen | M | - |
Stanford University
| 4 years |
| Tobin C. Island | M | 57 |
Stanford University
| 5 years |
| Nasser Mustafa Mohamed Saad Khraishi | M | 62 |
Stanford University
| 5 years |
| Geoff S. Keith | M | - |
Stanford University
| 5 years |
| Mark Sander | M | 68 |
Stanford University
| 10 years |
| Shahin Sharifzadeh | M | 59 |
Stanford University
| 4 years |
| Justin Christopher Ferri | M | 47 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 10 years |
| Robert Brown | M | - |
Stanford University
| 5 years |
| George Koutentakis | M | - |
Stanford University
| 4 years |
| Larry Alder | M | - |
Stanford University
| 6 years |
| Erik Falk | M | 54 |
Stanford University
| 4 years |
| Jennifer Wu | F | - |
Stanford University
| 9 years |
| H. C Ursula Keller | M | 65 |
Stanford University
| 3 years |
| Susan Bryenton | F | - |
Stanford University
| 5 years |
| Yinyu Ye | M | 76 |
Stanford University
| 6 years |
| Jane Woodward | F | 64 |
Stanford University
| 7 years |
| Eric Johnson | M | - |
Stanford University
| 10 years |
| Márcio Gomes Pinto Garcia | M | 64 |
Stanford University
| 3 years |
| Julia Sze | F | 57 |
Stanford University
| 5 years |
| Harold H. Montgomery | M | 64 |
Stanford University
| 2 years |
| Ashwin Bulchandani | M | - |
Stanford University
| 5 years |
| Martin Fischer | M | 64 |
Stanford University
| 5 years |
| Stephen Fisher | M | 60 |
Stanford University
| 5 years |
| Ashley Johnson | F | 52 |
Stanford University
| 6 years |
| Mark V. Matthews | M | - |
Stanford University
| 6 years |
| Robert Kalman | M | - |
Stanford University
| 6 years |
| Mohammad Ali Hassan Mohammad Ikwan | M | - |
Stanford University
| 3 years |
| Biondo L. Biondi | M | - |
Stanford University
| 3 years |
| Rob Romero | M | - |
Stanford University
| 5 years |
| John D. Knoll | M | 52 |
Stanford University
| 11 years |
| Ronald W. Readmond | M | 81 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 7 years |
| Selena Chaisson | M | - |
Stanford University
| 5 years |
| William Staib | M | - |
Stanford University
| 4 years |
| Kenneth McBride | M | 56 |
Stanford University
| 6 years |
| Bradley Robert Kent | M | - |
Stanford University
| 5 years |
| Steve J. Rosston | M | 64 |
Stanford University
| 3 years |
| Blake Grossman | M | 61 |
Stanford University
| 5 years |
| Steve Jurvetson | M | 57 |
Stanford University
| 5 years |
| Steven C. Voorhis | M | - |
Stanford University
| 4 years |
| Thomas Harold Patrick | M | 80 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 14 years |
| Stelleo Tolda | M | 55 |
Stanford University
| 5 years |
| Aron B. Anderson | M | 60 |
Stanford University
| 5 years |
| Jan Kathleen Hier-King | F | 69 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | - |
| David ibnAle | M | 52 |
Stanford University
| 5 years |
| Michael L. Ehrman | M | 50 |
Stanford University
| 5 years |
| Tzar Kuoi Li | M | 59 |
Stanford University
| 4 years |
| Ryan A. Harris | M | - |
Stanford University
| 6 years |
| Michelangelo Volpi | M | 57 |
Stanford University
| 5 years |
| Jon Staenberg | M | - |
Stanford University
| 10 years |
| Bernhard E. Boser | M | - |
Stanford University
| 4 years |
| Penny Pritzker | F | 65 |
Stanford University
| - |
| J. B. Holston | M | - |
Stanford University
| 3 years |
| M. Robinson | M | - |
Stanford University
| 5 years |
| Frank Lexa | M | - |
Stanford University
| 4 years |
| Samer Hamadeh | M | - |
Stanford University
| 5 years |
| John McKinley | M | 66 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 5 years |
| Candace E. Browning-Platt | F | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 years |
| Trevor Loy | M | - |
Stanford University
| 10 years |
| T. J. Jubeir | M | - |
Stanford University
| 4 years |
| Jeff T. Soukup | M | 58 |
Stanford University
| 4 years |
| George Ferris | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 years |
| Tim D. Keyes | M | - |
Stanford University
| 8 years |
| Darius C. Brooks | M | - |
Stanford University
| 4 years |
| Ahmed Farooq | M | - |
Stanford University
| 6 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Derek Jerold Bruton
- Personal Network
