R. Taylor
Director/Board Member at Conifer Financial Services LLC
Network origin in R. Taylor first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.
411
| Subsidiary | Investment Banks/Brokers | 411 |
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.
182
| Subsidiary | Investment Managers | 182 |
Washington & Lee University
97
| College/University | Other Consumer Services | 97 |
Steward Partners Global Advisory LLC
 Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC.
33
| Holding Company | Financial Conglomerates | 33 |
Cynosure Group /Private Equity/
 Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.
17
| Private Company | Investment Managers | 17 |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.
10
| Subsidiary | Investment Managers | 10 |
BrightPlan LLC
 BrightPlan LLC Investment ManagersFinance BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA.
8
| Holding Company | Investment Managers | 8 |
Prumentum Group, Inc.
 Prumentum Group, Inc. Investment ManagersFinance Prumentum Group, Inc. provides wealth management services. The firm makes financial planning accessible to everyone irrespective of net worth. The company was founded by Robert Wallace and Marthin de Beer and is headquartered in Los Gatos, CA.
8
| Holding Company | Investment Managers | 8 |
Maestro Financial Solutions LLC
 Maestro Financial Solutions LLC Investment ManagersFinance Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini.
6
| Holding Company | Investment Managers | 6 |
Conifer Financial Services LLC
 Conifer Financial Services LLC Investment ManagersFinance Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA.
6
| Subsidiary | Investment Managers | 6 |
Brand Group Holdings, Inc.
 Brand Group Holdings, Inc. Financial ConglomeratesFinance Brand Group Holdings, Inc. operates as bank holding company for The Brand Banking Company. It provides full bank services for the needs of individuals and businesses. It offers personal and commercial banking services and real estate investment services. The company was founded on December 16, 2003 and is headquartered in Lawrenceville, GA.
2
| Extinct | Financial Conglomerates | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to R. Taylor via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CISCO SYSTEMS, INC. | Telecommunications Equipment | Corporate Officer/Principal Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
| JEFFERIES FINANCIAL GROUP INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| THE NEW YORK TIMES COMPANY | Publishing: Newspapers | Chief Executive Officer Director/Board Member | |
Warburg Pincus LLC
 Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| BANCO SANTANDER ARGENTINA S.A. | Major Banks | Corporate Officer/Principal | |
| JONES LANG LASALLE INCORPORATED | Real Estate Development | Private Equity Investor | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Chairman Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Trading-Equity | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| FORTESCUE LTD | Steel | Director/Board Member | |
| POSEIDON NICKEL LIMITED | Other Metals/Minerals | Chairman | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Trading-Equity | |
| Illinois Institute of Technology | College/University | Graduate Degree | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Plancorp LLC
 Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Investment Managers | Chief Executive Officer Director/Board Member | |
| Boston College | College/University | Graduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Graduate Degree Director/Board Member Graduate Degree Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Steward Partners Holdings LLC
 Steward Partners Holdings LLC Investment ManagersFinance Steward Partners Holdings LLC operates as a partnership and investment holdings company. The company was founded by Mike Maurer in 2013 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Weber State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Masters Business Admin Masters Business Admin | |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Director/Board Member Director/Board Member | |
The Pritzker Organization LLC
 The Pritzker Organization LLC Investment ManagersFinance The Pritzker Organization LLC (TPO) is a private equity subsidiary of PRITZKER FAMILY founded in 2002 by Tom Pritzker. The firm is headquartered in New York. | Investment Managers | Chief Executive Officer Private Equity Investor | |
Norwest Venture Partners
 Norwest Venture Partners Investment ManagersFinance Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya. | Investment Managers | Private Equity Investor Private Equity Investor | |
| BYU Marriott School | College/University | Masters Business Admin Masters Business Admin | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
Investors Exchange LLC
 Investors Exchange LLC Investment Banks/BrokersFinance Investors Exchange LLC provides stock exchange services. The private company is based in New York, NY. The company was founded in 2013. The CEO is Bradley Katsuyama. | Investment Banks/Brokers | Director/Board Member | |
| Emerging Markets Traders Association | Director/Board Member | ||
Citibank, Inc. (New York)
 Citibank, Inc. (New York) Major BanksFinance Part of Citigroup, Inc., Citibank, Inc. is a commercial bank based in New York, NY. Citibank, Inc. provides commercial banking services. Michael Louis Corbat has been the CEO of the company since 2020. | Major Banks | Corporate Officer/Principal | |
Greylock Capital Management LLC
 Greylock Capital Management LLC Investment ManagersFinance Greylock Capital Management LLC (Greylock Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Hans Humes, Jr. in 2004. They are a wholly owned subsidiary of Greylock Capital Associates LLC. Greylock Capital provides discretionary and non-discretionary investment management services to private funds (the Greylock Global Funds) and separate accounts for institutional investors. | Investment Managers | Chief Investment Officer | |
| Indian Institute of Management Ahmedabad | College/University | Masters Business Admin | |
| Williams College | College/University | Undergraduate Degree | |
Minderoo Foundation Pty Ltd.
 Minderoo Foundation Pty Ltd. Investment Trusts/Mutual FundsMiscellaneous Minderoo Foundation Pty Ltd. operates as a foundation or endowment. The firm supports in the area of education, research, Indigenous affairs, disaster response and the arts. The company was founded in 2001 and is headquartered in Broadway Nedlands, Australia. | Investment Trusts/Mutual Funds | Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
| Wesleyan University | College/University | Undergraduate Degree | |
| Universidad Católica de Ávila | College/University | Undergraduate Degree |
Statistics
International
| United States | 44 |
| Australia | 4 |
| Argentina | 2 |
| India | 2 |
| Spain | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 22 |
| Non-Energy Minerals | 3 |
| Electronic Technology | 2 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 251 |
| Corporate Officer/Principal | 109 |
| Private Equity Investor | 75 |
| Undergraduate Degree | 62 |
| Founder | 37 |
Most connected contacts
| Insiders | |
|---|---|
| William Kennard | 39 |
| Joseph Gleberman | 27 |
| Michael McMahon | 26 |
| George Still | 25 |
| Herbert Scruggs | 23 |
| Ryan A. Harris | 22 |
| Robert C. Covington | 20 |
| Christopher Dodds | 19 |
| Charles Carmel | 16 |
| Brandon Carl Richter | 14 |
| Olivier Sarkozy | 13 |
| Zach Larkin | 12 |
| Randy Quarles | 12 |
| Keith Lee | 11 |
| Mark Oligschlaeger | 11 |
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