Steven M. H. Wallman
Founder at FOLIOfn, Inc.
Network origin in Steven M. H. Wallman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.
37
| Non-Profit Organization | Miscellaneous Commercial Services | 37 |
US Securities & Exchange Commission
28
| Government | Investment Banks/Brokers | 28 |
FOLIOfn, Inc.
 FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.
12
| Subsidiary | Internet Software/Services | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven M. H. Wallman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
| George Washington University | College/University | Undergraduate Degree Doctorate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Malaysian Institute of Accountants
 Malaysian Institute of Accountants Other Consumer ServicesConsumer Services Malaysian Institute of Accountants develops, supports and enhances the integrity, status and interests of the profession in Malaysia. It offers educational services to the members. The company is headquartered in Kuala Lumpur, Malaysia. | College/University | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal Director/Board Member | |
The District of Columbia Bar
 The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Graduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Chartered Tax Institute of Malaysia | Corporate Officer/Principal Corporate Officer/Principal | ||
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal | ||
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree Undergraduate Degree | |
New Jersey State Bar Association
 New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Tulane University (Louisiana) | College/University | Graduate Degree Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
The Federal Bar Association
 The Federal Bar Association Miscellaneous Commercial ServicesCommercial Services The Federal Bar Association is a professional organization for private and government lawyers and judges. The non-profit company is based in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| GRAHAM HOLDINGS COMPANY | Other Consumer Services | General Counsel Corporate Officer/Principal | |
NYSE Group, Inc.
 NYSE Group, Inc. Investment Banks/BrokersFinance NYSE Group, Inc. operates multiple securities stock exchange. It through its subsidiaries operates multiple securities market centers, including the New York Stock Exchange (NYSE) and NYSE Arca (formerly known as the Archipelago Exchange and the Pacific Exchange). It provides securities listings, market information products and services. It offers a range of investment vehicles and order execution services. It operate as electronic platform used to trade securities and security-related financial instruments. It is headquartered in New York, NY. | Investment Banks/Brokers | General Counsel General Counsel | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
| University of Florida | College/University | Graduate Degree Undergraduate Degree | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University Law Center | College/University | Graduate Degree Graduate Degree | |
The Tokarz Group Advisers LLC
 The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Chief Executive Officer Private Equity Investor | |
| Florida International University | College/University | Graduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
| State of Connecticut | Province/State | General Counsel | |
| US Department of Justice | General Government | Corporate Officer/Principal | |
| INVESCO BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| INVESCO MUNICIPAL OPPORTUNITY TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| The Notre Dame Monogram Club | Corporate Officer/Principal | ||
St. Francis Hospital, Inc.
 St. Francis Hospital, Inc. Hospital/Nursing ManagementHealth Services St. Francis Hospital, Inc. provides healthcare services. It also offers inpatient, outpatient, surgical, orthopedic, women's health care, mental health care, and emergency room services. The company was founded in April 1950 and is headquartered in Columbus, GA. | Hospital/Nursing Management | Director/Board Member | |
Bracewell & Giuliani LLP
 Bracewell & Giuliani LLP Miscellaneous Commercial ServicesCommercial Services Bracewell & Giuliani LLP operates as a law firm that provides guidance on business law, finance, litigation, government relations, and regulatory policy. It offers legal services in the field of government relations, strategic communications, tax, trial, labor and employment law, intellectual property, real estate, government contracting, and school and public law. The company was founded by J. S. Bracewell, Searcy Bracewell, Fentress Bracewell, and Bert H. Tunks on November 1, 1945 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Widener University School of Law | College/University | Graduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
| Hofstra University | College/University | Graduate Degree | |
| INVESCO MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
St. Francis Hospital & Medical Center
 St. Francis Hospital & Medical Center Hospital/Nursing ManagementHealth Services St. Francis Hospital & Medical Center provides health care services and operates as a teaching hospital. It specializes in medicine, surgery, obstetrics and gynecology, pediatrics, dentistry, and rehabilitation medicine. The company was founded by Ann Valencia in 1897 and is headquartered in Hartford, CT. | Hospital/Nursing Management | Director/Board Member |
Statistics
International
| United States | 46 |
| Malaysia | 3 |
| United Kingdom | 2 |
| Israel | 2 |
Sectoral
| Consumer Services | 22 |
| Commercial Services | 10 |
| Finance | 8 |
| Miscellaneous | 4 |
| Government | 3 |
Operational
| Corporate Officer/Principal | 233 |
| Director/Board Member | 212 |
| Independent Dir/Board Member | 67 |
| General Counsel | 67 |
| Undergraduate Degree | 61 |
Most connected contacts
| Insiders | |
|---|---|
| Ho Wan Chow | 33 |
| Elizabeth Krentzman | 32 |
| Kevin M. Robinson | 32 |
| Michael Avon | 29 |
| Gregory Tretiak | 27 |
| Richard Y. Roberts | 22 |
| Christopher Concannon | 22 |
| Brian S. Hamburger | 22 |
| Bruce William Shewmaker | 21 |
| Abdul Malik bin Abdul Rahman | 20 |
| Kevin O'Connor | 19 |
| Kevin J. P. O'Hara | 19 |
| Gerald L. Larsen | 17 |
| Mareilé Bayard-Cusack | 16 |
| E. Cook | 16 |
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