Network origin in Edward B. Putnam first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Provident Bank (Cincinnati, Ohio)
9
| Extinct | Regional Banks | 9 |
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^
7
| Extinct | Investment Managers | 7 |
NorthStar Asset Management LLC
 NorthStar Asset Management LLC Investment ManagersFinance NorthStar Asset Management LLC (NorthStar) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Robert Bobrow in 2000. NorthStar specializes in the individual management of portfolios for individuals, businesses and charitable organizations, and pension and profit-sharing plans on either a discretionary or non-discretionary basis.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Edward B. Putnam via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity | |
The Renaissance Group LLC
 The Renaissance Group LLC Investment ManagersFinance The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies. | Investment Managers | Corporate Officer/Principal | |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Portfolio Manager-Equities | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Portfolio Manager-Equities | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| PROVIDENT FINANCIAL SERVICES, INC. | Savings Banks | Director/Board Member Chief Executive Officer | |
| FEDERATED HERMES PREMIER MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Reynolds DeWitt Securities Co. LLC | Corporate Officer/Principal | ||
| University of Notre Dame | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Nottinghill Investment Advisers Ltd.
 Nottinghill Investment Advisers Ltd. Investment ManagersFinance Nottinghill Investment Advisers Ltd. (Nottinghill) is an independent asset management firm headquartered in Cincinnati, Ohio. The firm was founded in 1996 by Douglas McPeek and Russ Stewart. Nottinghill provides investment management services to various individual and institutional clients. | Investment Managers | Founder | |
| Xavier University | College/University | Masters Business Admin | |
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal | |
| Alderson-Broaddus College | College/University | Undergraduate Degree | |
| Bowling Green State University | College/University | Undergraduate Degree | |
| The College of New Jersey | College/University | Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Masters Business Admin | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Graduate Degree | |
Goodwill Industries of Greater New York & Northern New Jersey
 Goodwill Industries of Greater New York & Northern New Jersey Services to the Health IndustryHealth Services Goodwill Industries of Greater New York & Northern New Jersey provides education, training and employment services. Its services include vocational rehabilitation, behavioral health, herring and vision, community, housing, immigrants and refugees, youth and workforce development services. The company was founded in 1962 and is headquartered in Astoria, NY. | Services to the Health Industry | Director/Board Member | |
St. Elizabeth Healthcare
 St. Elizabeth Healthcare Hospital/Nursing ManagementHealth Services St. Elizabeth Healthcare engages in the ownership and operation of hospitals. It specializes in business health services, heart and vascular care, cancer care, hospice, women's wellness, and The Family Birth Place. The company was founded by Henrietta Cleveland in 1861 and is headquartered in Edgewood, KY. | Hospital/Nursing Management | Director/Board Member | |
Friends Life Care Partners
 Friends Life Care Partners Medical/Nursing ServicesHealth Services Friends Life Care Partners provides Home care, health and wellness programs and services. The company was founded in 1982 and is headquartered in Plymouth Meeting, PA. | Medical/Nursing Services | Director/Board Member | |
American Cancer Society, Inc.
 American Cancer Society, Inc. Miscellaneous Commercial ServicesCommercial Services American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Trident United Way | Director/Board Member | ||
| SOUTHSTATE CORPORATION | Regional Banks | President | |
| The Trident CEO Council | Director/Board Member | ||
Charleston Metro Chamber of Commerce
 Charleston Metro Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Charleston Metro Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and grow. The Chamber of Commerce is based in Charleston, SC. | Miscellaneous Commercial Services | Director/Board Member | |
| Aba Stonier Graduate School of Banking | College/University | Undergraduate Degree | |
| Charleston Regional Development Alliance | Director/Board Member | ||
| University College Dublin | College/University | Undergraduate Degree | |
| Financial Analyst Federation | Corporate Officer/Principal |
Statistics
International
| United States | 44 |
| Ireland | 2 |
Sectoral
| Finance | 20 |
| Consumer Services | 14 |
| Health Services | 4 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
Operational
| Portfolio Manager-Equities | 29 |
| Corporate Officer/Principal | 17 |
| Director/Board Member | 17 |
| Undergraduate Degree | 15 |
| President | 11 |
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