Ted Jablonski
Portfolio Manager-Equities at Wealth Enhancement Advisory Services LLC
Network origin in Ted Jablonski first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
27
| Subsidiary | Investment Managers | 27 |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.
8
| Subsidiary | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ted Jablonski via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
| PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal | |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Acadian Asset Management LLC
 Acadian Asset Management LLC Investment ManagersFinance Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients. | Investment Managers | Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Joel Isaacson & Co. LLC
 Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
WEG Holdings LLC
 WEG Holdings LLC Financial ConglomeratesFinance WEG Holdings LLC engages in the provision of single-family housing construction services. The company is headquartered in St. Paul, MN. | Financial Conglomerates | Chief Executive Officer | |
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Portfolio Manager-Equities | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
| Boston University | College/University | Graduate Degree Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Brandeis University | College/University | Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
| State University of New York College at Oswego | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Lehigh University | College/University | Masters Business Admin | |
| Loyola Marymount University | College/University | Undergraduate Degree | |
| Middle Tennessee State University | College/University | Undergraduate Degree | |
| Montana State University | College/University | Undergraduate Degree | |
| Union College (New York) | College/University | Undergraduate Degree | |
| St. Anselm College | College/University | Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John Fisher College | College/University | Undergraduate Degree | |
The Wealth Enhancement Group, Inc.
 The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Investment Managers | Chief Executive Officer | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
WEG Sub Parent LLC
 WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member | |
TA/WEG Parent LLC
 TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member |
Statistics
International
| United States | 47 |
| Israel | 2 |
Sectoral
| Finance | 28 |
| Consumer Services | 20 |
| Producer Manufacturing | 2 |
Operational
| Portfolio Manager-Equities | 52 |
| Undergraduate Degree | 29 |
| Corporate Officer/Principal | 26 |
| Analyst-Equity | 16 |
| Masters Business Admin | 11 |
Most connected contacts
| Insiders | |
|---|---|
| Jeff Dekko | 9 |
| Ward Lindenmayer | 8 |
| Art French | 8 |
| Mark Keeling | 8 |
| Greg Welch | 7 |
| Mark Fredenburg | 6 |
| Skip Maples | 6 |
| Ayako Yoshioka | 6 |
| Bob Welch | 6 |
| Mark Joseph Reed | 5 |
| Fraser J. McLean | 5 |
| David H. M. Baker | 5 |
| Jim Cahn | 5 |
| Jimmy Doogan | 4 |
| Alex Bernier | 4 |
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