Sam J. Beres
Analyst-Equity at Geneva Capital Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| William A. Priebe | M | - |
Geneva Capital Management LLC
 Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 37 years |
| Steven Pawlak | M | - |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 9 years |
| Scott Priebe | M | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 20 years |
| Quinn T. Fredrickson | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.
University of Notre Dame
| 12 years |
| José Manuel Muñoz Quiroga | M | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 13 years |
| Arjun Vellayappan | M | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 4 years |
| Danny Muench | M | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 7 years |
| Ashley Adam | F | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 11 years |
| Colleen Kusy | F | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 10 years |
| Kevin P. Condon | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 7 years |
| Robert W. Bamberger | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 8 years |
| Drew D. North | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 9 years |
| Mary L. McNellis | F | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 9 years |
| Colleen M. Hanley | F | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 10 years |
| Catherine Schulte | F | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 10 years |
| Peter J. Arment | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 8 years |
| Matthew T. Krueger | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 10 years |
| Erin Alexandra Welcenbach | F | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 11 years |
| Bill S. MacGeorge | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 10 years |
| Matthew Paul Pistorio | M | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 10 years |
| Rob Oliver | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 11 years |
| Cary L. Schaefer | F | 48 |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 9 years |
| Mike Roarke | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 10 years |
| Andy Irwin | M | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 13 years |
| Takashi Moriuchi | M | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 4 years |
| Mary Hodes | F | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 9 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Amy Schwartz Croen | F | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 31 years |
| Nan Sun | M | 43 |
University of Notre Dame
| 10 years |
| Stephen Dye | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.
University of Notre Dame
| 8 years |
| Jonathan Michael Koop | M | - |
University of Notre Dame
| 6 years |
| Molly M. Iarocci | F | - |
University of Notre Dame
| 8 years |
| Derek Joseph Pawlak | M | - |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | 15 years |
| Brian Spahn | M | - |
University of Notre Dame
| 5 years |
| Connor J. Oleferchik | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.
University of Notre Dame
| 7 years |
| David Katter | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.
University of Notre Dame
| 8 years |
| Se Kim | M | - |
University of Notre Dame
| 5 years |
| Emily G. Stent | F | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.
University of Notre Dame
| 7 years |
| Giorgio Julia | F | - |
University of Notre Dame
| 5 years |
| Adam C. Schmitz | M | - |
University of Notre Dame
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 9 years |
| Ryan Euell | M | - |
University of Notre Dame
| 5 years |
| David Sutherland | M | - |
University of Notre Dame
| 7 years |
| Jason Thomas Kunkel | M | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | 6 years |
| Rebecca S. Stull | F | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.
University of Notre Dame
| 10 years |
| Erin Hill | F | - |
University of Notre Dame
| 4 years |
| Conor Kelly | M | - |
University of Notre Dame
| 5 years |
| Emily Susan Muhleman | F | - |
University of Notre Dame
| 1 years |
| Klinker Joe | M | - |
University of Notre Dame
| 4 years |
| Gerry Kelliher | M | - |
University of Notre Dame
| 4 years |
| Brannon Morisoli | M | - |
University of Notre Dame
| 2 years |
| Brian Kwak | M | - |
University of Notre Dame
| 5 years |
| John Rutkowski | M | - |
University of Notre Dame
| 4 years |
| James Elliott | M | - |
University of Notre Dame
| 4 years |
| Daniel Lewis | M | - |
University of Notre Dame
| 4 years |
| Edward Gibbons | M | - |
University of Notre Dame
| 4 years |
| Michael Jacob | M | - |
University of Notre Dame
| 2 years |
| Seamus Dunne | M | - |
University of Notre Dame
| 4 years |
| Megan McKillen | F | - |
University of Notre Dame
| 4 years |
| Schmidt Michael | M | - |
University of Notre Dame
| 4 years |
| Siyuan Dai | M | - |
University of Notre Dame
| 3 years |
| ANDREW SETER | M | - |
University of Notre Dame
| 4 years |
| Naomita Kulkarni | F | - |
University of Notre Dame
| 1 years |
| John Zic | M | - |
University of Notre Dame
| 4 years |
| Ben Shively | M | - |
University of Notre Dame
| 2 years |
| Charlie Landry | M | - |
University of Notre Dame
| 4 years |
| Andrew Kearney | M | - |
University of Notre Dame
| 4 years |
| DeTrempe Luke | M | - |
University of Notre Dame
| 4 years |
| Jackson jhin | M | - |
University of Notre Dame
| 4 years |
| Beau Duncan | M | - |
University of Notre Dame
| 4 years |
| Crystal Lin | F | - |
University of Notre Dame
| 4 years |
| Samuel Reiff | M | - |
University of Notre Dame
| 4 years |
| Lorenzo Jaime | M | - |
University of Notre Dame
| 4 years |
| Christopher Tillett | M | - |
University of Notre Dame
| 4 years |
| Michael Mattioli | M | - |
University of Notre Dame
| 2 years |
| Dustin Zhang | M | - |
University of Notre Dame
| 4 years |
| Michael Timothy Wu | M | - |
University of Notre Dame
| 4 years |
| Patrick Myers | M | - |
University of Notre Dame
| 4 years |
| Jack Smith | M | - |
University of Notre Dame
| 4 years |
| Christopher Robert Phillips | M | - |
University of Notre Dame
| 4 years |
| Matt Herrmann | M | - |
University of Notre Dame
| 4 years |
| Charlie Spokes | M | - |
University of Notre Dame
| 4 years |
| Tim Keebler | M | - |
University of Notre Dame
| 4 years |
| Peirce Sullivan | M | - |
University of Notre Dame
| 4 years |
| Cooper Howes | M | - |
University of Notre Dame
| 4 years |
| Matthew Chronert | M | - |
University of Notre Dame
| 4 years |
| Brian David Milligan | M | - |
University of Notre Dame
| 1 years |
| Jack Corrigan | M | - |
University of Notre Dame
| 4 years |
| Nate Burggraf | M | - |
University of Notre Dame
| 4 years |
| Erik Gernant | M | - |
University of Notre Dame
| 4 years |
| Andrew Simms | M | - |
University of Notre Dame
| 4 years |
| Matt Woebkenberg | M | - |
University of Notre Dame
| 4 years |
| Lauren Sullivan | F | - |
University of Notre Dame
| 4 years |
| Allison Forlenza | F | - |
University of Notre Dame
| 4 years |
| Matt Libel | M | - |
University of Notre Dame
| 4 years |
| Nicholas Hense | M | - |
University of Notre Dame
| 4 years |
| Zach Schneider | M | - |
University of Notre Dame
| 2 years |
| Maha Khan | F | - |
University of Notre Dame
| 4 years |
| Brandon Faresich | M | - |
University of Notre Dame
| 4 years |
| Brian p Brown | M | - |
University of Notre Dame
| 4 years |
| Matthew Dean Wolfe | M | - |
University of Notre Dame
| 4 years |
| Caitlin Kelley | F | - |
University of Notre Dame
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Sam J. Beres
- Personal Network
