Network origin in Gregg Spencer Schriro first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities.
5
| Private Company | Investment Managers | 5 |
State University of New York at Buffalo Law School
3
| College/University | Other Consumer Services | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gregg Spencer Schriro via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
David Lerner Associates, Inc.
 David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| US Military Academy | College/University | Undergraduate Degree Undergraduate Degree | |
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Investment Managers | Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Lighthouse Life Capital LLC
 Lighthouse Life Capital LLC Insurance Brokers/ServicesFinance Lighthouse Life Capital LLC provides life settlement services for policy holders. The private company is based in Conshohocken, PA. Michael D. Freedman has been the CEO of the company since 2018. | Insurance Brokers/Services | Chief Executive Officer | |
Coventry First LLC
 Coventry First LLC Life/Health InsuranceFinance Coventry First LLC engages in the provision of insurance services. Its transactions include life settlements, retained death benefit, and simplified settlements. The company was founded by Alan H. Buerger and Constance M. Buerger and is headquartered in Fort Washington, PA. | Life/Health Insurance | General Counsel | |
Sentinel Solutions LLC
 Sentinel Solutions LLC Information Technology ServicesTechnology Services Sentinel Solutions LLC engages in the provision of computer related services. The company was founded by Michael D. Freedman and is headquartered in Elkridge, MD. | Information Technology Services | Founder | |
GWG Life LLC
 GWG Life LLC Life/Health InsuranceFinance GWG Life LLC engages in the provision of life insurance services. Through LifeCareXchange, it offers protection, income, LTC benefit, and lump sump benefits. The company was founded in 2006 and is headquartered in Minneapolis, MN. | Life/Health Insurance | President | |
The Life Insurance Settlement Association, Inc.
 The Life Insurance Settlement Association, Inc. Miscellaneous Commercial ServicesCommercial Services The Life Insurance Settlement Association, Inc. operates as life settlement market. Its membership consists of brokers, financing entities and service providers to the industry. The firm focuses on standards of practice and professional development for the industry. The company was founded in 1994 and is headquartered in Winter Park, FL. | Miscellaneous Commercial Services | Director/Board Member | |
| GWG HOLDINGS, INC. | Life/Health Insurance | President | |
| State University of New York College at Cortland | College/University | Undergraduate Degree | |
| Dowling College | College/University | Masters Business Admin | |
| Adelphi University | College/University | Graduate Degree | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Corporate Officer/Principal | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
Värde Partners /Private Equity/
 Värde Partners /Private Equity/ Investment ManagersFinance Värde Partners /Private Equity/ is a private equity firm, a subsidiary of Värde Partners, Inc founded by George G. Hicks and Marcia Lynn Page in 1993. The firm is headquartered in Minneapolis, Minnesota with additional offices in London, New York, Singapore, Luxembourg and Mumbai. | Investment Managers | Compliance Officer | |
| Scudder Investment /Retirement Plan Recordkeeping Operations/ | Miscellaneous Commercial Services | Compliance Officer | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
| Syracuse University | College/University | Undergraduate Degree | |
| University At Buffalo School of Law | College/University | Graduate Degree | |
| St Anne'S School of Annapolis | College/University | Chairman | |
| Niagara University | College/University | Undergraduate Degree | |
| HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL, INC. | Real Estate Investment Trusts | Human Resources Officer | |
| Drew University | College/University | Undergraduate Degree |
Statistics
International
| United States | 29 |
Sectoral
| Finance | 15 |
| Consumer Services | 11 |
| Commercial Services | 4 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 9 |
| Undergraduate Degree | 7 |
| Graduate Degree | 4 |
| Portfolio Manager-Equities | 3 |
| Compliance Officer | 3 |
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