James Perriello
Analyst-Equity at Wealthstream Advisors, Inc.
Network origin in James Perriello first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wealthstream Advisors, Inc.
 Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Perriello via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| State University of New York at Buffalo | College/University | Undergraduate Degree | |
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 | |
Margolin, Winer & Evens LLP
 Margolin, Winer & Evens LLP Miscellaneous Commercial ServicesCommercial Services Part of Baker Tilly US LLP, Margolin, Winer & Evens LLP is a company that provides accounting and business advisory services. Margolin, Winer & Evens LLP is based in Uniondale, NY. Margolin, Winer & Evens was acquired by Baker Tilly US LLP on November 01, 2021. The company was founded in 1946. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 5 |
Sectoral
| Commercial Services | 3 |
| Consumer Services | 3 |
Operational
| Analyst-Equity | 3 |
| Undergraduate Degree | 2 |
| Corporate Officer/Principal | 2 |
| Director of Research - Equity | 1 |
| Chief Executive Officer | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Michael Goodman | 4 |
| Joe Orff | 2 |
| Tim Daly | 1 |
| Chloe Denning | 1 |
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