Network origin in Edmund Clapham first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.
18
| Subsidiary | Investment Managers | 18 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.
5
| Subsidiary | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Edmund Clapham via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin | |
| Mars Hill University | College/University | Undergraduate Degree | |
| North Carolina State University | College/University | Undergraduate Degree | |
| Samford University | College/University | Graduate Degree | |
| University of Central Florida | College/University | Undergraduate Degree | |
| University of Florida | College/University | Graduate Degree | |
| University of Georgia | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| Western Michigan University | College/University | Undergraduate Degree | |
| University of Toledo (Ohio) | College/University | Graduate Degree | |
| Wellesley College | College/University | Graduate Degree | |
| Western Carolina University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Curtin University | College/University | Undergraduate Degree | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | 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 | |
| CFA North Carolina Society | Corporate Officer/Principal | ||
HomeTrust Bank (Asheville, North Carolina)
 HomeTrust Bank (Asheville, North Carolina) Regional BanksFinance HomeTrust Bank operates as a state chartered commercial bank. It offers personal, mortgage, commercial, and investment services. The company was founded in March 1926 and is headquartered in Asheville, NC. | Regional Banks | Corporate Officer/Principal | |
| The University of North Carolina at Asheville | College/University | Undergraduate Degree | |
| Silver Lakes Association | Corporate Officer/Principal | ||
| National Association of Personal Financial Advisors | Corporate Officer/Principal | ||
| Loyola College | College/University | Undergraduate Degree | |
Edward Jones Investments
 Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree |
Statistics
International
| United States | 32 |
| Canada | 3 |
| Australia | 2 |
Sectoral
| Consumer Services | 21 |
| Finance | 10 |
| Commercial Services | 3 |
Operational
| Undergraduate Degree | 20 |
| Portfolio Manager-Equities | 16 |
| Corporate Officer/Principal | 11 |
| Graduate Degree | 6 |
| Analyst-Equity | 5 |
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