Jeff Scanga
Portfolio Manager-Equities at Pathstone Family Office LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Matt Fleissig | M | - |
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 14 years |
| Steve Braverman | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 14 years |
| Kelly Maregni | F | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| David Charles Kahn | M | 72 |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| John Robert Workman | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| Paul Daniel Gloth | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| Allan Jay Zachariah | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 14 years |
| Dan Gross | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 14 years |
| Mark Nestrud Peters | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| Joseph Koch | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 11 years |
| Chris Martin | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| Allison Winn Kaplan | F | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| James J. Hickman | M | 67 |
University of Central Florida
| 20 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Steve Curley | M | - |
Eaton Vance WaterOak Advisors
 Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.
Water Oak Advisors LLC
 Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments.
University of Central Florida
| 16 years |
| Clarke Lemons | M | - |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments. | 25 years |
| Casey Daniel Johnson | M | - |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments.
Rollins College (Florida)
| 5 years |
| Jeff Lin | M | - |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments.
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | 7 years |
| Scott Joseph Macaione | M | - |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments. | 11 years |
| Stefan Mancas | M | 48 |
University of Central Florida
| 9 years |
| Keith Jensen | M | - |
University of Central Florida
| 2 years |
| Viorel Boris Sareboune | M | 51 |
University of Central Florida
| 4 years |
| Jason Dunn | M | - |
University of Central Florida
| 6 years |
| Vivorel B. Sareboune | M | 50 |
University of Central Florida
| 4 years |
| Matt Kantrowitz | M | - |
University of Central Florida
| 7 years |
| Matt Maxa | M | - |
University of Central Florida
| 6 years |
| Isaac Earl William Codrey | M | - |
Rollins College (Florida)
| 6 years |
| Rayna Glumac | F | - |
University of Central Florida
| 7 years |
| Joshua Aguilar | M | - |
Rollins College (Florida)
| 2 years |
| Andrew O'Sullivan | M | - |
Rollins College (Florida)
| 4 years |
| Steven Bain | M | - |
University of Central Florida
| 4 years |
| Thomas Biddinger | M | - |
Rollins College (Florida)
| 3 years |
| Joseph Johnson | M | 49 |
University of Central Florida
| 1 years |
| Robert Clark | M | 47 |
University of Central Florida
| 4 years |
| Corey S. Berman | M | - |
Rollins College (Florida)
| 4 years |
| Ricardo Pietri | M | - |
University of Central Florida
| 4 years |
| Paul Ohm | M | - |
University of Central Florida
| 4 years |
| JJ Yang | M | - |
Rollins College (Florida)
| 4 years |
| Catherine S Berta | F | - |
University of Central Florida
| 3 years |
| Nicholas Yarnall | M | - |
Rollins College (Florida)
| 4 years |
| Tim Holtz | M | - |
University of Central Florida
| 4 years |
| Juan C. Tagle | M | - |
University of Central Florida
| 5 years |
| Marc Littman | M | - |
University of Central Florida
| 4 years |
| Denitsa Milanova | M | 39 |
University of Central Florida
| 4 years |
| James M. Findlay | M | 38 |
Rollins College (Florida)
| 4 years |
| Joshua Snyder | M | - |
University of Central Florida
| 5 years |
| David Anthony Guarino | M | - |
University of Central Florida
| 4 years |
| Josh Davison | M | - |
University of Central Florida
| 2 years |
| Drew Bernstein | M | - |
Rollins College (Florida)
| 4 years |
| AJ Denham | M | - |
University of Central Florida
| 4 years |
| Ryan Hartung | M | - |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | 2 years |
| Molly Kussell | F | - |
Rollins College (Florida)
| 5 years |
| Ashley Beal | F | - |
University of Central Florida
| 1 years |
| Andre Uribe | M | - |
University of Central Florida
| 4 years |
| Warner Wen | M | - |
Rollins College (Florida)
| 2 years |
| Justin Walsh | M | - |
Rollins College (Florida)
| 4 years |
| Jeffrey Harwood | M | - |
University of Central Florida
| 4 years |
| Tom Harrington | M | - |
Rollins College (Florida)
| 3 years |
| Christopher Scott | M | 53 |
University of Central Florida
| 4 years |
| Oliver Walser | M | - |
University of Central Florida
| 4 years |
| Will Geisdorf | M | - |
University of Central Florida
| 4 years |
| Dennis H. J. Miller | M | - |
University of Central Florida
| 4 years |
| Tonja Pektas | F | - |
University of Central Florida
| 1 years |
| Steve J. Foki | M | - |
University of Central Florida
| 2 years |
| Kristen Bistany | F | - |
University of Central Florida
| 4 years |
| Brandon Cassidy Burns | M | - |
Rollins College (Florida)
| 5 years |
| Nicole Marie Peterson | F | - |
University of Central Florida
| 3 years |
| Preston Bishop Brown | M | - |
University of Central Florida
| 4 years |
| Marisabel Arriaga | F | - |
University of Central Florida
| 4 years |
| Theresa N. Benson | F | - |
University of Central Florida
| 2 years |
| Brian V. Iversen | M | - |
University of Central Florida
| 4 years |
| Katie L. MacGillivary | F | 44 |
University of Central Florida
| 4 years |
| Jennifer Gilmore | F | 49 |
Rollins College (Florida)
| 2 years |
| David Robert Bowser | M | - |
Rollins College (Florida)
| 4 years |
| Jon Dowdle | M | - |
University of Central Florida
| 4 years |
| Nathan J. Race | M | - |
Rollins College (Florida)
| 4 years |
| Matt Brothers | M | - |
University of Central Florida
| 1 years |
| José A. Fajardo | M | - |
Rollins College (Florida)
| 2 years |
| Megan Buchanan | F | - |
University of Central Florida
| 4 years |
| Craig Forman | M | - |
University of Central Florida
| 3 years |
| Alexandra L. Bettius | F | - |
Rollins College (Florida)
| 4 years |
| Jay Alan Schlott | M | - |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | 16 years |
| Neil V. Dufva | M | - |
University of Central Florida
| 4 years |
| Allan Topher | M | - |
Rollins College (Florida)
| 2 years |
| Gavin Hall | M | - |
University of Central Florida
| 4 years |
| Sean Barkman | M | - |
Rollins College (Florida)
| 2 years |
| Randolph Pinna | M | 54 |
University of Central Florida
| 4 years |
| Thomas D. Harris | M | - |
University of Central Florida
| 1 years |
| Joshua Grossman | M | - |
University of Central Florida
| 4 years |
| Jonathan T. Pickel | M | - |
University of Central Florida
| 4 years |
| Brett C. Fingerhut | M | - |
University of Central Florida
| 4 years |
| Brian K. Mashburn | M | - |
University of Central Florida
| 2 years |
| John Kluwin | M | - |
Rollins College (Florida)
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 92 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jeff Scanga
- Personal Network
