Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| David Killian | M | - |
Sterling Asset Management LLC
 Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | 4 years |
| David E. Ourlicht | M | - |
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | 4 years |
| Craig Moyer | M | - |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | 2 years |
| Joe E. Vardaro | M | - |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | 5 years |
| Jack F. Meehan | M | 75 |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | 7 years |
| Nicole Diehl | F | - |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | - |
| Gwenn M. Melcher | F | - |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | - |
| Erin H. McCoy | F | - |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | - |
| Barbara M. Scudder | F | - |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | - |
| Denise Caruso | F | - |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 10 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Terry Joseph Soffera
- Personal Network
