Network origin in Tom W. Farrell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Bucknell University
101
| College/University | Other Consumer Services | 101 |
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.
39
| Extinct | Investment Managers | 39 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tom W. Farrell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Heller Financial, Inc.
 Heller Financial, Inc. Finance/Rental/LeasingFinance Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL | Finance/Rental/Leasing | Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Sales & Marketing | |
Beese Fulmer Investment Management, Inc.
 Beese Fulmer Investment Management, Inc. Investment ManagersFinance Beese Fulmer Investment Management, Inc. (BFIM) is an independent, SEC-registered investment advisor headquartered in Canton, Ohio. The firm was founded by William Beese and Dennis Fulmer in 1980 and do-business-as Beese Fulmer Private Wealth Management. BFIM provides personalized confidential investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations on a discretionary and nondiscretionary basis. | Investment Managers | Analyst-Equity | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Institutional Sales Corporate Officer/Principal Trading-Equity | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
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 | |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Private Equity Investor | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree | |
| Colby College | College/University | Undergraduate Degree President | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
VCP I Inc
 VCP I Inc Investment ManagersFinance VCP I Inc (VCP) is a private equity firm, a subsidiary of Vestar Management Corp. II founded in 1988 by Norman W. Alpert, Daniel S. O’Connell and Robert L. Rosner. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Kiva Microfunds
 Kiva Microfunds Miscellaneous Commercial ServicesCommercial Services Kiva Microfunds is non-profit organization, which engages in the provision of a crowdfunding platform for borrowers and lenders. It offers a range of loan products and services. The company was founded by Premal Shah and Matthew Flannery in 2005 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member Founder | |
| New York Law School | College/University | Graduate Degree Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Graduate Degree | |
Hamlin Capital Management LLC
 Hamlin Capital Management LLC Investment ManagersFinance Hamlin Capital Management LLC (Hamlin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Mark Stitzer in 2001. Hamlin provides customized investment advisory services to separately managed accounts, pooled investment vehicles, and the Hamlin High Dividend Equity Fund, an open-end management investment company. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Wesleyan University | College/University | Undergraduate Degree Corporate Secretary | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
Opportunity International, Inc.
 Opportunity International, Inc. Miscellaneous Commercial ServicesCommercial Services Opportunity International, Inc. operates as a non profit organization that provides small business loans, savings, insurance and training. It offers micro banking, agriculture finance, and education finance. The company was founded by Al Whittaker and David Bussau in 1971 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
International Museum of Women
 International Museum of Women Miscellaneous Commercial ServicesCommercial Services Part of The Global Fund for Women, Inc., International Museum of Women is a social services provider. The company is based in San Francisco, CA. International Museum of Women was acquired by The Global Fund for Women, Inc. on March 05, 2014. | Miscellaneous Commercial Services | Director/Board Member | |
| Stanford University | College/University | Masters Business Admin | |
ProFounder Financial, Inc.
 ProFounder Financial, Inc. Internet Software/ServicesTechnology Services ProFounder Financial, Inc. operates as an online crowd funding platform. It provides tools for entrepreneurs to raise their investment capital from their communities. The company was founded by Jessica Jackley and Dana Mauriello in August 2009 and is headquartered in Palo Alto, CA. | Internet Software/Services | Chief Executive Officer | |
| Chestnut Hill College | College/University | Graduate Degree | |
GE Capital Healthcare Financial Services
 GE Capital Healthcare Financial Services Investment Banks/BrokersFinance Part of GE Aerospace, GE Capital Healthcare Financial Services is a company that provides financial advisory for the healthcare industry. The company is based in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Collaborative Fund
 Collaborative Fund Investment ManagersFinance Collaborative Fund (Collaborative Fund) is a Venture Capital firm founded in 2010 by Craig Shapiro. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Habitat for Humanity International, Inc.
 Habitat for Humanity International, Inc. Miscellaneous Commercial ServicesCommercial Services Habitat for Humanity International, Inc. is a non-profit organization that seeks to eliminate poverty housing and homelessness and to make decent shelter a matter of conscience and action. The organization was founded by Millard Fuller and Linda Fuller in 1976 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
Sparklabs Global Ventures Management LLC
 Sparklabs Global Ventures Management LLC Investment ManagersFinance Sparklabs Global Ventures Management LLC (Sparklabs Global Ventures) is a Venture Capital firm, a subsidiary of SparkLabs Co. Ltd. founded in 2013 by Frank Anthony Meehan, Bernard Moon and Han-Joo Lee. The firm is headquartered in San Francisco. | Investment Managers | Private Equity Investor | |
Mesirow Financial, Inc.
 Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Institutional Sales | |
Mustard Seed Impact Ltd.
 Mustard Seed Impact Ltd. Investment ManagersFinance Mustard Seed Impact Ltd (Mustard Seed) is a venture capital firm founded in 2015 by Alex Pitt, Stanislas de Joussineau and Henry Wigan. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin | |
| Florida State University | College/University | Undergraduate Degree | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
| Bowling Green State University | College/University | Graduate Degree |
Statistics
International
| United States | 47 |
| France | 2 |
| United Kingdom | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 20 |
| Commercial Services | 5 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 112 |
| Undergraduate Degree | 99 |
| Analyst-Equity | 59 |
| Director/Board Member | 59 |
| Private Equity Investor | 43 |
Most connected contacts
| Insiders | |
|---|---|
| Jesse Serventi | 20 |
| Jessica Jackley | 20 |
| Ryan Ziegler | 19 |
| Peter Pirsch | 12 |
| Amy Klement | 12 |
| Ted Grace | 9 |
| Thomas James Martin | 8 |
| Roger J. Braunfeld | 8 |
| Mark B. Langer | 8 |
| Jim Sonneborn | 8 |
| William D. Adams | 8 |
| Dan Whalen | 8 |
| John Dawson | 8 |
| Joseph Quintilian | 7 |
| Lauren Harrington | 7 |
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