Adam Edward Huke
Investment Committee Member at Cassaday & Co. Wealth Management LLC
Network origin in Adam Edward Huke first degree
Entity | Entity type | Industry | |
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Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families.
23
| Extinct | Investment Managers | 23 |
Hobart & William Smith Colleges
14
| College/University | Other Consumer Services | 14 |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022.
11
| Subsidiary | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Adam Edward Huke via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity | |
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Investment Managers | Portfolio Manager-Equities | |
White Oak Global Advisors LLC
White Oak Global Advisors LLC Investment ManagersFinance White Oak Global Advisors LLC (White Oak Global Advisors) is a private equity firm founded in 2007 by Andre A. Hakkak. The company is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Stairway Partners LLC
Stairway Partners LLC Investment ManagersFinance Stairway Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Tony Richards in 2004. Stairway Partners provides discretionary portfolio management services primarily to institutional investors, which includes employee benefit plans, charitable organizations, and foundations. They also provide these services to high-net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
PLAYAGS, INC. | Industrial Conglomerates | Chief Operating Officer | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Analyst-Fixed Income | |
University of Virginia | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Market Strategist | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
George Washington University | College/University | Undergraduate Degree | |
APG Asset Management US, Inc.
APG Asset Management US, Inc. Investment ManagersFinance APG Asset Management US, Inc. (APG US) is a SEC-registered investment advisor and pension fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of APG Asset Management NV (APG NL), ultimately held by Stichting Pensioenfonds ABP, the pension fund for Dutch government employees and other civil service employees. APG US provides investment advisory services to ABP and other Dutch pension funds directly and/or through the Dutch pension funds’ participation in various “fondsen voor gemene rekening” (funds for the joint account of the participants and referred to herein as, “FGRs”) sponsored and controlled by APG NL. | Investment Managers | Portfolio Manager-Equities | |
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Economist | |
Covington & Burling LLP
Covington & Burling LLP Miscellaneous Commercial ServicesCommercial Services Covington & Burling LLP provides legal services. It also provides support services in the following administrative departments including accounting, human resources, information research services, information technology services, library, operations, marketing, practice systems support, recruitment, attorney and alumni relations, and professional development. The company was founded by J. Harry Covington and Edward B. Burling on January 1, 1919 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Elon University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
Radford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
PA Craniomandibular Society | Corporate Officer/Principal | ||
Madison University | College/University | Undergraduate Degree | |
The Baltimore Museum of Art, Inc.
The Baltimore Museum of Art, Inc. Other Consumer ServicesConsumer Services The Baltimore Museum of Art engages in the acquisition and conservation of artworks. Its art collections include Provenance, Textiles, Prints, drawings, and photographs. The company was founded in 1914 and is headquartered in Baltimore, MD. | Other Consumer Services | Director/Board Member | |
American Headache Society
American Headache Society Miscellaneous Commercial ServicesCommercial Services The American Headache Society is a professional society of healthcare providers founded in 1959. The American company is dedicated to the study and treatment of headaches and face pain. The company's primary functions include educating physicians, health professionals, and the public, as well as encouraging scientific research. The society offers a program called the Next Generation Migraine Therapies initiative, which provides comprehensive migraine education at no cost to healthcare providers. The company also offers opportunities for research funding and provide headache-specific information and resources to help inform and guide next steps in the field of headache medicine. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Dental Association
American Dental Association Medical/Nursing ServicesHealth Services American Dental Association provides information on oral health, promotes dental science, conducts research, development and testing on dental products and materials. Its website provides information on the organization, its history, membership, links to dental organizations, and survey research on dentistry. The ADA was founded by William Henry Atkinson in 1859 and is headquartered in Chicago, IL. | Medical/Nursing Services | Corporate Officer/Principal | |
Pennsylvania Dental Association | Corporate Officer/Principal | ||
University of Pittsburgh School of Dental Medicine | College/University | Doctorate Degree | |
THERAPEUTIC SOLUTIONS INTERNATIONAL, INC. | Pharmaceuticals: Other | Director/Board Member | |
Brain Tumor Society
Brain Tumor Society Miscellaneous Commercial ServicesCommercial Services Brain Tumor Society provides informational resources and supportive services in treatment for brain tumor patients. It also raises funds to select research projects to enhance treatments for brain tumor patients. The company was founded in 1989 and is headquartered in Watertown, MA | Miscellaneous Commercial Services | Director/Board Member | |
SKY Harbor Capital Management LLC
SKY Harbor Capital Management LLC Investment ManagersFinance SKY Harbor Capital Management LLC (SKY Harbor) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was co-founded by Hannah Strasser and Anne Yobage in 2011. They are a subsidiary of SKY Harbor Capital Holdings LLC, ultimately owned by ECN Kessler Holdco LLC. SKY Harbor exclusively focused on the management of portfolios and funds of high yield bonds and leveraged loans for global institutional investors and private wealth advisors. SKY Harbor is a signatory of the Principles for Responsible Investment (PRI) and a participant in the UN Global Compact. | Investment Managers | Trading-Equity | |
Syncora Guarantee, Inc.
Syncora Guarantee, Inc. Specialty InsuranceFinance Syncora Guarantee, Inc. provides guarantee US municipal bonds; asset-backed securities; debt backed by utilities and selected infrastructure projects; specialized risks, including future flow securitizations and bank deposit insurance; and collateralized debt obligations. The company is headquartered in New York, NY. | Specialty Insurance | Corporate Officer/Principal | |
Evanston Capital Management LLC
Evanston Capital Management LLC Investment ManagersFinance Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund. | Investment Managers | Corporate Officer/Principal | |
Monroe Capital LLC
Monroe Capital LLC Investment ManagersFinance Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Valor Management LLC
Valor Management LLC Investment ManagersFinance Valor Management LLC (Valor Management) is a private equity firm founded in 2001 by Antonio Jose Gracias. The firm is headquartered in Chicago, Illinois. | Investment Managers | Public Communications Contact | |
Columbia University Center for Technology Management | College/University | Graduate Degree | |
Capitala Investment Advisors LLC
Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Director/Board Member | |
Provant Health Solutions LLC
Provant Health Solutions LLC Miscellaneous Commercial ServicesCommercial Services Provant Health Solutions LLC provides remote and onsite workplace wellness solutions for employees. The firm offers biometric screenings, health assessment, seasonal flu clinic, health coaching, advocacy, lifestyle management, and incentive program management services. The company was founded in 2001 and is headquartered in East Greenwich, RI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Beacon Health Options, Inc.
Beacon Health Options, Inc. Hospital/Nursing ManagementHealth Services Beacon Health Options, Inc. provides behavioral health solutions. It offers its services to large regional and specialty health plans, employers and labor organizations of all sizes, as well as federal, state and local governments. The company was founded in 2014 and is headquartered in Boston, MA. | Hospital/Nursing Management | Corporate Officer/Principal | |
AXA Investment Managers US, Inc.
AXA Investment Managers US, Inc. Investment ManagersFinance AXA Investment Managers US, Inc. (AXA IM-US) is a registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded in 2001 and is a subsidiary of AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS, ADR: AXAHY) in France. AXA IM-US provides investment advisory services to institutions (such as public pension plans, trusts and foreign corporations), CLOs, domestic private investment funds and US investment companies. They also manage portfolios for various types of institutional clients and insurance company affiliates within AXA Group. | Investment Managers | Corporate Officer/Principal | |
Lafayette College | College/University | Undergraduate Degree | |
Marymount University | College/University | Undergraduate Degree | |
Rochester Chamber of Commerce & Industrial Management Council | Director/Board Member | ||
Aerotek, Inc.
Aerotek, Inc. Personnel ServicesCommercial Services Aerotek, Inc. provides recruiting and staffing services to the commercial, engineering, automotive, professional, and scientific industries. The company was founded by Stephen J. Bisciotti and James C. Davis in 1983 and is headquartered in Hanover, MD. | Personnel Services | Corporate Officer/Principal | |
Middlebury College | College/University | Undergraduate Degree |
Statistics
International
United States | 48 |
China | 2 |
Sectoral
Finance | 20 |
Consumer Services | 17 |
Commercial Services | 6 |
Health Services | 3 |
Health Technology | 3 |
Operational
Undergraduate Degree | 37 |
Corporate Officer/Principal | 30 |
Portfolio Manager-Equities | 23 |
Investment Committee Member | 18 |
Analyst-Equity | 14 |
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