Network origin in Gary Klem first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Cumberland Advisors, Inc.
 Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors).
6
| Private Company | Investment Managers | 6 |
Orion Consulting, Inc.
 Orion Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Part of CGI, Inc., Orion Consulting, Inc. provides management consulting services to the health care industry. The company is based in Cleveland, OH. The company was founded by David P. Wicker, Alastair B. Dent. Orion Consulting was acquired by CGI Information Technology Services, Inc. on June 15, 1999 for $55.46 million.
1
| Subsidiary | Miscellaneous Commercial Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gary Klem via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Investment Managers | Chief Investment Officer | |
| Brown University | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| Dickinson College | College/University | Undergraduate Degree | |
| CALIFORNIA STYLE PALMS, INC. | Specialty Stores | Director of Finance/CFO | |
| Strayer University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Doctorate Degree | |
| University of South Florida | College/University | Undergraduate Degree | |
| Federal Reserve Bank of Atlanta | General Government | Corporate Officer/Principal | |
NewSquare Capital LLC
 NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Investment Managers | Economist |
Statistics
International
| United States | 11 |
Sectoral
| Consumer Services | 7 |
| Finance | 3 |
| Retail Trade | 2 |
| Government | 2 |
Operational
| Undergraduate Degree | 5 |
| Portfolio Manager-Equities | 4 |
| Corporate Officer/Principal | 3 |
| Economist | 2 |
| Investment Committee Member | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Matt Forester | 4 |
| Bob Eisenbeis | 4 |
| Michael Francis Comes | 2 |
| Phyllis Streit | 2 |
| Donna Marie Jackson | 2 |
| Jeff Huitt | 2 |
| Janex Matos | 1 |
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