Jeffrey Buchheister
Director of Finance/CFO at Cetera Financial Group, Inc.
Network origin in Jeffrey Buchheister first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.
26
| Holding Company | Investment Managers | 26 |
| Public Company | Investment Banks/Brokers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeffrey Buchheister via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
Teachers Insurance & Annuity Association of America-College
 Teachers Insurance & Annuity Association of America-College Investment ManagersFinance Teachers Insurance & Annuity Association of America-College provides financial products and services. It offers retirement plans, mutual funds, annuities, life insurance, brokerage and trading services, managed accounts and education savings. The company was founded by Andrew Carnegie in 1918 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| MICROFINANCIAL INCORPORATED | Finance/Rental/Leasing | Director/Board Member | |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal | |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Consultant / Advisor Private Equity Investor Consultant / Advisor Consultant / Advisor Private Equity Investor | |
TravelClick, Inc.
 TravelClick, Inc. Miscellaneous Commercial ServicesCommercial Services TravelClick, Inc. engages in development of cloud-based and data-driven solutions for hotels. Its solutions include suites, business intelligence, reservations and booking engine, media, web and video, and guest management solutions. The company was founded by Raymond Martin Cohen, Richard W. Gray and Ray Cohen in 1999 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director of Finance/CFO Director/Board Member | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Director/Board Member Masters Business Admin | |
| Rice University | College/University | Undergraduate Degree | |
| STATE NATIONAL COMPANIES INC | Multi-Line Insurance | Director/Board Member | |
Hellman & Friedman LLC
 Hellman & Friedman LLC Investment ManagersFinance Hellman & Friedman LLC (Hellman & Friedman) is a private equity firm founded in 1984 by Warren Hellman and Tully Friedman. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Institutional Shareholder Services, Inc.
 Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Director/Board Member Director/Board Member | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
GC Two Holdings, Inc.
 GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
| RCS CAPITAL CORP | Investment Banks/Brokers | Chief Operating Officer Chairman Director/Board Member Director/Board Member Chief Executive Officer | |
Gc Lighthouse Holdings, Inc.
 Gc Lighthouse Holdings, Inc. Financial ConglomeratesFinance Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Invest In Others Charitable Foundation
 The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
eMoney Advisor LLC
 eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Docupace Technologies LLC
 Docupace Technologies LLC Packaged SoftwareTechnology Services Docupace Technologies LLC provides document management and workflow solutions. It offers ePACS productivity suite, cyber security and straight through processing. The company was founded by Michael Pinsker and is headquartered in Los Angeles, CA. | Packaged Software | Chairman President | |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Insured Retirement Institute | Director/Board Member Chairman | ||
| Investment Program Association | Director/Board Member Director/Board Member | ||
AqGen Island Holdings, Inc.
 AqGen Island Holdings, Inc. Financial ConglomeratesFinance AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY. | Financial Conglomerates | President Director/Board Member | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Director/Board Member | |
Asset International Financial Information UK Holdings Ltd.
 Asset International Financial Information UK Holdings Ltd. Financial ConglomeratesFinance Part of Strategic Insight Holdings, Inc., Asset International Financial Information UK Holdings Ltd. functions as an investment holding company. The company is based in London, UK. | Financial Conglomerates | Director/Board Member | |
Matrix-Data Ltd.
 Matrix-Data Ltd. Internet Software/ServicesTechnology Services Matrix-Data Ltd. provides customer and business intelligence solutions to the financial services sector. It has developed customer, channel and market benchmarking solutions that help clients optimize product distribution and improve marketing effectiveness to drive revenue growth. The firm offers intelligence solutions that include finanicial intermediary database, NetFinder ICT database, Matrix Investor database and Property value database. The company was founded in 1985 and is headquartered in London, the United Kingdom. | Internet Software/Services | Director/Board Member | |
State National Insurance Co., Inc.
 State National Insurance Co., Inc. Multi-Line InsuranceFinance State National Insurance Co., Inc. provides insurance services. The company was founded in 1984 and is headquartered in Bedford, TX. | Multi-Line Insurance | Director/Board Member | |
Intelligent Financial Systems Ltd.
 Intelligent Financial Systems Ltd. Packaged SoftwareTechnology Services Part of Deutsche Börse AG, Intelligent Financial Systems Ltd. is a British company that provides real-time and historical market data analysis services. The company is based in Kent, UK. The company was founded in 1995. Intelligent Financial Systems was acquired by Asset International, Inc., part of Deutsche Börse AG from January 31, 2019 on May 05, 2015. | Packaged Software | Director/Board Member | |
Strategic Insight Holdings, Inc.
 Strategic Insight Holdings, Inc. Financial ConglomeratesFinance Strategic Insight Holdings, Inc. operates as early stage development company. The company is headquartered in San Francisco, CA. | Financial Conglomerates | President | |
AI Financial Information Uk Ltd.
 AI Financial Information Uk Ltd. Financial ConglomeratesFinance Part of Deutsche Börse AG, AI Financial Information Uk Ltd. is an investment holding company. The company is based in Grinstead, UK and was founded in 2009. | Financial Conglomerates | Director/Board Member | |
GC Waves Holdings, Inc.
 GC Waves Holdings, Inc. Financial ConglomeratesFinance GC Waves Holdings, Inc. provides investment services. The company was founded in 2015 and is headquartered in Denver, CO. | Financial Conglomerates | Chief Executive Officer | |
MidCap Financial Services LLC
 MidCap Financial Services LLC Financial ConglomeratesFinance MidCap Financial Services LLC provides debt solutions to middle-market healthcare companies. It offers asset based lending products, which include revolving lines of credit, asset based term loans, enterprise value term loans, and debtor in possession lines of credit; and real estate lending products, such as first mortgage and mezzanine loans. The firm also provides leveraged lending; and life sciences lending that include life sciences venture loans and revolving lines of credit. It has offices in Bethesda, Los Angeles and Chicago. The company was founded by Howard T. Widra, Steve M. Curwin, David G. Moore, William Gould, Kevin McMeen and Clare Bailhe in 2008 and is headquartered in Bethesda, MD. | Financial Conglomerates | Director/Board Member | |
| FORTRESS INVESTMENT GROUP LLC | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 42 |
| United Kingdom | 5 |
Sectoral
| Finance | 27 |
| Consumer Services | 11 |
| Commercial Services | 4 |
| Technology Services | 4 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 219 |
| Corporate Officer/Principal | 93 |
| Independent Dir/Board Member | 40 |
| Chief Executive Officer | 33 |
| Undergraduate Degree | 31 |
Most connected contacts
| Insiders | |
|---|---|
| Mary Cranston | 34 |
| Mary Beams | 33 |
| David King | 32 |
| H. Eberhart | 25 |
| Dick Boyce | 25 |
| Anthony Salewski | 22 |
| Viet Dinh | 22 |
| Mick Hellman | 19 |
| R. Roth | 19 |
| Hal Strong | 17 |
| Robert Moore | 15 |
| Benjamin Brigeman | 15 |
| Gary Michel | 15 |
| Siddharth Ramakrishnan | 14 |
| Lori Hardwick | 13 |
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