Network origin in Nick Bertozzi first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Cherry Bekaert Wealth Management LLC
 Cherry Bekaert Wealth Management LLC Investment ManagersFinance Part of Compass Parent LP, Cherry Bekaert Wealth Management LLC is a company that provides investment advice services. The company is based in Richmond, VA. Cherry Bekaert Wealth Management was acquired by Choreo LLC from Cherry Bekaert LLP on January 03, 2023. The CEO of the company is Brooks E. Nelson.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nick Bertozzi via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Cherry Bekaert LLP
 Cherry Bekaert LLP Miscellaneous Commercial ServicesCommercial Services Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
| United States | 2 |
Sectoral
| Commercial Services | 2 |
Operational
| Director/Board Member | 1 |
| Chief Executive Officer | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Brooks E. Nelson | 2 |
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