Network origin in Steve Wahl first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations.
17
| Subsidiary | Investment Managers | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Wahl via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Louisville | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Investment Committee Member Portfolio Manager-Equities Analyst-Equity | |
ARGI Financial Group LLC
 ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
| University of Western Kentucky | College/University | Chairman Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Chief Investment Officer | |
| Xavier University | College/University | Masters Business Admin | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Portfolio Manager-Equities | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Portfolio Manager-Equities | |
| University of Kentucky | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| Wilmington College (Ohio) | College/University | Undergraduate Degree | |
River Valley Investors
 River Valley Investors Investment ManagersFinance River Valley Investors (RVI) is venture capital firm founded in 2003 by Paul G. Silva. The firm is headquartered in Springfield, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Corporate Officer/Principal | |
| Assumption Greek Orthodox Church | Corporate Officer/Principal | ||
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
| GE AEROSPACE | Industrial Machinery | Human Resources Officer | |
Pedago LLC
 Pedago LLC Other Consumer ServicesConsumer Services Pedago LLC provides revolutionizes online education services. The company was founded by Tom Adams and is headquartered in Washington, DC. | College/University | Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
| Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
| Southern Illinois University | College/University | Doctorate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
| LaSalle University | College/University | Graduate Degree | |
Sage Advisors LLC
 Sage Advisors LLC Investment ManagersFinance Part of Cerity Partners LLC, Sage Advisors LLC is a company that provides investment advice. The company is based in New York, NY. Founded in 2009. | Investment Managers | Chief Investment Officer | |
| New York University | College/University | Masters Business Admin | |
| Bellarmine University | College/University | Masters Business Admin |
Statistics
International
| United States | 27 |
| India | 2 |
Sectoral
| Consumer Services | 17 |
| Finance | 9 |
| Producer Manufacturing | 2 |
Operational
| Portfolio Manager-Equities | 15 |
| Undergraduate Degree | 15 |
| Corporate Officer/Principal | 11 |
| Investment Committee Member | 7 |
| Masters Business Admin | 6 |
Most connected contacts
| Insiders | |
|---|---|
| Ben Pace | 6 |
| Dan Cupkovic | 6 |
| Indu Chhachhi | 5 |
| Art Chatfield | 4 |
| Brad Fry | 4 |
| Hunter Willis | 4 |
| Ron Butt | 4 |
| Cindy Lofton | 3 |
| Joe Tichenor | 3 |
| Matt Westfall | 3 |
| Bob Houchin | 2 |
| Keith McHenry | 2 |
| Kristin V. Dunlevy | 2 |
| Dave Martin | 2 |
| Ryan Burch | 2 |
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