Andrew Stavaridis
Corporate Officer/Principal at ENVESTNET, INC.
Network origin in Andrew Stavaridis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Packaged Software | 58 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Andrew Stavaridis via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Director/Board Member Investment Committee Member Chief Executive Officer Founder Founder Chief Operating Officer | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Treasurer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
| YODLEE INC | Data Processing Services | Director/Board Member Director/Board Member Chief Executive Officer Chief Executive Officer | |
| Stanford University | College/University | Corporate Officer/Principal Graduate Degree Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Internet Software/Services | Director/Board Member Director/Board Member | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Tamarac, Inc.
 Tamarac, Inc. Investment ManagersFinance Tamarac, Inc. provides portfolio management technology. The firm provides web-based rebalancing and trade order management solutions for financial advisors. It offers advisor, investment strategy management platform that automates portfolio rebalancing, cash management, and directed trading. It also provides supporting and consulting services. The company was founded by Clive Matthew Springer in 2000 and is headquartered in Seattle, WA. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
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 | Doctorate Degree Graduate Degree | |
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE. | Electronics Distributors | Founder Chief Operating Officer | |
| Georgetown University | College/University | Undergraduate Degree | |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Washington & Lee University | College/University | Undergraduate Degree | |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
DPL Financial Partners LLC
 DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Insurance Brokers/Services | Director/Board Member | |
| Michigan State University | College/University | Undergraduate Degree | |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Investment Managers | Director/Board Member | |
| Tiburon Partners LP | Corporate Officer/Principal | ||
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Investment Managers | Director/Board Member | |
| SA Funds – Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
| LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Director/Board Member | |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member | |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Part of Envestnet, Inc., Envestnet Portfolio Solutions, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help financial professionals make sense of their clients' finances. The company is based in Boston, MA. Envestnet's ecosystem equips advisors with tools and resources to deliver impactful financial advice to their clients, streamlines processes, offers greater personalization, and provides an enhanced customer experience. The company's goal is to help financial professionals be more efficient and effective in their work, allowing them to focus on deepening client relationships. | Investment Managers | Corporate Officer/Principal | |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree | |
Wealth Advisor Growth Network LLC
 Wealth Advisor Growth Network LLC Information Technology ServicesTechnology Services Wealth Advisor Growth Network LLC provides financial services. It offers advisor growth series, general and press coverage. The company was founded by John Phoenix and Jay W. Hummel in October 2019 and is headquartered in Denver, CO. | Information Technology Services | Founder | |
ON Investment Management Co.
 ON Investment Management Co. Investment ManagersFinance ON Investment Management Co. (ONIMCO) is a registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1969, the firm is a subsidiary of The O.N. Equity Sales Co. and their ultimate parent is Constellation Insurance Holdings, Inc. ONIMCO provides financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and other organizations throughout the US. | Investment Managers | Corporate Officer/Principal | |
American Council of Life Insurers
 American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Director/Board Member | |
| The Nature Conservancy In Pennsylvania | Director/Board Member |
Statistics
International
| United States | 51 |
Sectoral
| Finance | 27 |
| Consumer Services | 17 |
| Technology Services | 5 |
| Distribution Services | 2 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 321 |
| Independent Dir/Board Member | 162 |
| Corporate Officer/Principal | 120 |
| Undergraduate Degree | 51 |
| Chief Executive Officer | 29 |
Most connected contacts
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 68 |
| Gregory Smith | 24 |
| Yves Sisteron | 23 |
| Anil Arora | 23 |
| Gayle Crowell | 21 |
| Luis Aguilar | 21 |
| James Fox | 20 |
| Patrick Hackett | 20 |
| Barbara Turner | 18 |
| Wendy Lane | 18 |
| Paul Koontz | 16 |
| Charles M. Roame | 15 |
| Matt Hersh | 13 |
| Ross Chapin | 13 |
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