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William A. Shaheen
Portfolio Manager-Equities at W.G. Shaheen & Associates Ltd.
Network origin in William A. Shaheen first degree
Entity | Entity type | Industry | |
---|---|---|---|
W.G. Shaheen & Associates Ltd.
![]() W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to William A. Shaheen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 | Analyst-Equity Analyst-Equity | |
Cobblestone Capital Advisors LLC
![]() Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities. | Investment Managers | Analyst-Equity | |
Equitable Advisors LLC
![]() Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
St. Bonaventure University | College/University | Undergraduate Degree | |
University of Kentucky | College/University | Undergraduate Degree | |
St. John Fisher College | College/University | Undergraduate Degree | |
Georgeson & Co., Inc.
![]() Georgeson & Co., Inc. Investment Banks/BrokersFinance Georgeson & Co., Inc. engages in the provision of strategic shareholder services. It offers proxy solicitation, corporate governance, information agent, unclaimed property services, oddlot programs, and corporate repurchase. The company was founded by Lloyd Georgeson in 1935 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Rochester Simon Business School | College/University | Masters Business Admin |
Statistics
International
United States | 12 |
Sectoral
Finance | 7 |
Consumer Services | 6 |
Operational
Portfolio Manager-Equities | 8 |
Analyst-Equity | 4 |
Undergraduate Degree | 4 |
Chief Investment Officer | 2 |
Corporate Officer/Principal | 2 |
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