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Network origin in Jonathan James Bartlett first degree
Entity | Entity type | Industry | |
---|---|---|---|
Retirement Design & Management, Inc.
![]() Retirement Design & Management, Inc. Investment ManagersFinance Retirement Design & Management, Inc. provides investment advice. The company is based in Westport, CT and was founded in 1991.
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jonathan James Bartlett via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Spencer Clarke LLC
![]() Spencer Clarke LLC Investment Banks/BrokersFinance Founded in 1997, Spencer Clarke LLC is a research-based full-service brokerage and investment banking firm headquartered in New York City. The firm offers a full range of services including: equities, fixed-income securities, mutual funds, portfolio and asset allocation, banking and fee-based managed accounts. For clients with a substantial net worth, they also offer a wide range of products and services including access to IPO and secondary stock offerings as well as the ability to participate in private placements. The valuation methods that Spencer Clarke uses are traditional and are based on such commonly utilized metrics as earnings, sales, EBITDA and free cash flow both on an absolute and relative basis. The research team employs a combination of macro-economic, fundamental and technical analysis. They also provide tactical asset allocation and investment diversification services. They perform research on individual equities among multiple, sectors, markets and indexes. | Investment Banks/Brokers | Director of Research - Equity | |
Vassar College | College/University | Undergraduate Degree | |
Northstar Wealth Partners LLC
![]() Northstar Wealth Partners LLC Investment ManagersFinance Northstar Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in West Hartford, Connecticut. It was founded by Robert (Bob) Laraia in 2014. The firm provides a wide array of investment advisory services to individuals and high net-worth Individuals, trusts, estates or charitable organizations, retirement plans, and corporations, LLCs and/or other business types. They also provide services on a wrap fee basis as a wrap program sponsor. | Investment Managers | Chief Investment Officer | |
RDM Financial Group, Inc.
![]() RDM Financial Group, Inc. Investment ManagersFinance RDM Financial Group, Inc. operates as an investment advisory firm. Its services include financial planning, estate planning, asset allocation and insurance. The company was founded by Ron Weiner in 1990 and is headquartered in Westport, CT. | Investment Managers | Chief Executive Officer |
Statistics
International
United States | 7 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 2 |
President | 2 |
Director of Research - Equity | 1 |
Undergraduate Degree | 1 |
Most connected contacts
Insiders | |
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Michael I. Sheldon | 6 |
Ronald D. Weiner | 2 |
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