Network origin in Susan Dawn Moffat first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Curated Wealth Partners LLC
 Curated Wealth Partners LLC Investment ManagersFinance Curated Wealth Partners LLC (Curated) is an independent, SEC-registered investment advisor and multi-family office headquartered in El Segundo, California. The firm was founded in 2018 by Lee Hutter, Susan Moffat and Richard Ward. Curated provides holistic investment advisory services to ultra-high net-worth individuals and their families.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Susan Dawn Moffat via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Robert L. Bender, Inc.
 Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Investment Managers | Analyst-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Operational
| Corporate Officer/Principal | 2 |
| Founder | 2 |
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Richard Alan Ward | 5 |
| Lee Benjamin Hutter | 1 |
- Stock Market
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