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Network origin in Morton Hart Sachs first degree
Entity | Entity type | Industry | |
---|---|---|---|
Bartlett & Co. LLC
![]() Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
3
| Extinct | Investment Managers | 3 |
Sachs Investment Group LLC
![]() Sachs Investment Group LLC Investment ManagersFinance Sachs Investment Group LLC, formerly Louisville Trust Co., is a registered investment advisor located in Louisville, Kentucky. The firm's lineage can be traced back to 1974 when Morton Sachs formed the Sachs Company, a family-owned and operated investment advisory firm. In 2009, Morton Sachs of Louisville Trust Co., along with Gerald Case and James Buchheit, founded Sachs Investment Group. The firm provides investment management services to individuals, pension and profit sharing plans and charitable organizations.
1
| Extinct | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Morton Hart Sachs via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
The Salvation Army
![]() The Salvation Army Investment Trusts/Mutual FundsMiscellaneous The Salvation Army is a non-profit organization. It is an international movement which is part of the universal Christian church. The organization was founded by William Booth in 1865 and is headquartered in London, the United Kingdom. | Investment Trusts/Mutual Funds | Chairman | |
Xavier University | College/University | Masters Business Admin | |
Denison University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree | |
Williams College | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
Cincinnati Children's Hospital Medical Center
![]() Cincinnati Children's Hospital Medical Center Hospital/Nursing ManagementHealth Services Cincinnati Children's Hospital Medical Center provides health care services for children's. It offers clinical services, from treatments for rare and complex conditions to well-child care, and education and training, and research services. The firm's services include transplants of hearts, blood and marrow, livers, kidneys and small bowel. The company was founded in 1883 and is headquartered in Cincinnati, OH. | Hospital/Nursing Management | Director/Board Member | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Cincinnati Society of Financial Analysts | Corporate Officer/Principal | ||
Cincinnati Symphony Orchestra
![]() Cincinnati Symphony Orchestra Movies/EntertainmentConsumer Services Cincinnati Symphony Orchestra provides live orchestra presentations. The firm performs as the Cincinnati Pops, is one of America’s finest ensembles. The company was founded in 1895 and is headquartered in Cincinnati, OH. | Movies/Entertainment | Director/Board Member | |
Madison Financial Advisors Ltd.
![]() Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Investment Managers | Portfolio Manager-Equities | |
Bartlett & Co. Wealth Management LLC
![]() Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 14 |
United Kingdom | 2 |
Sectoral
Consumer Services | 8 |
Finance | 4 |
Miscellaneous | 2 |
Health Services | 2 |
Government | 2 |
Operational
Portfolio Manager-Equities | 6 |
Undergraduate Degree | 4 |
Chairman | 2 |
Founder | 2 |
Director/Board Member | 2 |
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