Network origin in Adam Roberts first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Banks/Brokers | 51 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Adam Roberts via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| INTEL CORPORATION | Semiconductors | Director/Board Member Director/Board Member | |
| IBM | Packaged Software | Corporate Officer/Principal | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Chairman Analyst-Fixed Income | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Director/Board Member Sales & Marketing | |
| AVANTAX, INC. | Packaged Software | Chairman Chief Executive Officer | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | President President President Corporate Officer/Principal | |
NBC Internet, Inc.
 NBC Internet, Inc. Internet Software/ServicesTechnology Services NBC Internet, Inc. provides integration, multimedia and entertainment via the Internet services. It portfolio of services included Information, Entertainment, Utility, E-commerce and Advertising Services. The company was founded in 1999 and is headquartered in San Francisco, CA. | Internet Software/Services | Corporate Officer/Principal | |
Google LLC
 Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Sales & Marketing Human Resources Officer Chief Tech/Sci/R&D Officer Public Communications Contact Corporate Officer/Principal Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Sales & Marketing General Counsel Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| GAIN CAPITAL HOLDINGS, INC. | Investment Banks/Brokers | Director/Board Member | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Consultant / Advisor | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree | |
Oacis Healthcare Systems, Inc.
 Oacis Healthcare Systems, Inc. Packaged SoftwareTechnology Services Oacis Healthcare Systems, Inc. provides health care software solutions. It develops, markets, licenses, installs, and supports enterprise architecture clinical information systems. The company was founded in 1984 and is headquartered in San Rafael, CA. | Packaged Software | Corporate Officer/Principal | |
Gould Asset Management LLC
 Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Investment Managers | Compliance Officer | |
| McGill University | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
Pennsylvania Capital Management, Inc.
 Pennsylvania Capital Management, Inc. Investment ManagersFinance Pennsylvania Capital Management, Inc. (PCM) is an independent, SEC-registered investment advisor headquartered in Huntingdon Valley, Pennsylvania. The firm was founded in 1995 by Irvin G. Schorsch III. PCM provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other businesses, trust, estates and charitable organizations. | Investment Managers | Director of Research - Equity | |
| John F. Kennedy University | College/University | Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer President President President Chief Tech/Sci/R&D Officer | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Investment Officer Chief Executive Officer Chief Tech/Sci/R&D Officer General Counsel | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Investment Officer Chief Executive Officer General Counsel | |
| New York University | College/University | Undergraduate Degree Graduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Visa U.S.A., Inc.
 Visa U.S.A., Inc. Regional BanksFinance Visa USA, Inc. provides retail electronic payment services. It offers its financial products and services for personal use, small businesses, merchants, companies, and the government. The company is headquartered in Foster City, CA. | Regional Banks | Chief Executive Officer Sales & Marketing | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chief Executive Officer Director/Board Member | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| AT&T INC. | Wireless Telecommunications | Director/Board Member Sales & Marketing | |
| University of California San Diego | College/University | Undergraduate Degree | |
L.F. Rothschild & Co., Inc.
 L.F. Rothschild & Co., Inc. Investment Banks/BrokersFinance Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, L.F. Rothschild & Co., Inc. is a company that provides banking services. | Investment Banks/Brokers | Corporate Officer/Principal | |
Montgomery Asset Management LLC
 Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Investment Managers | Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Masters Business Admin |
Statistics
International
| United States | 45 |
| Canada | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 13 |
| Technology Services | 6 |
| Communications | 3 |
| Electronic Technology | 2 |
Operational
| Director/Board Member | 235 |
| Corporate Officer/Principal | 129 |
| Independent Dir/Board Member | 71 |
| Chairman | 49 |
| Undergraduate Degree | 48 |
Most connected contacts
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Justin Somaini | 27 |
| Aliza Knox | 27 |
| Paula Sneed | 25 |
| Dawn Lepore | 25 |
| Alan Weber | 23 |
| Charles Goldman | 23 |
| William Aldinger | 22 |
| John S. Clendening | 19 |
| Jody Bilney | 19 |
| Matt McGowan | 19 |
| Marjorie Magner | 17 |
| Linnet F. Deily | 17 |
| John Coghlan | 16 |
| Dave Pottruck | 16 |
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