Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Amy Elizabeth Bush | F | - |
Tandem Wealth Advisors LLC
 Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | 5 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Tom J. D'Auria | M | 59 |
Dumont & Blake Investment Advisors LLC
 Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis. | 6 years |
| Fred P. Lutcher | M | 76 |
Dumont & Blake Investment Advisors LLC
Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis. | 9 years |
| Eric L. Marhoun | M | 61 |
American Express Financial Advisors, Inc.
| 11 years |
| Caroline Stockdale | F | 60 |
American Express Financial Advisors, Inc.
| 3 years |
| Michael Reynolds | M | - |
American Express Financial Advisors, Inc.
| - |
| Kristof Stefan Lewicki | M | - |
American Express Financial Advisors, Inc.
| 8 years |
| Alex Khusnutdinov | M | - |
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | - |
| Jack Corcoran | M | - |
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | - |
| Veska Dimitrova Kita | F | - |
American Express Financial Advisors, Inc.
| 2 years |
| William Joseph Kremer | M | - |
American Express Financial Advisors, Inc.
| 1 years |
| Clay Daniel Smith | M | - |
American Express Financial Advisors, Inc.
| 3 years |
| Telis Dimitri Bertsekas | M | - |
American Express Financial Advisors, Inc.
| 2 years |
| Sam Saladino | M | - |
American Express Financial Advisors, Inc.
| 9 years |
| Marie A. Newcome | F | - |
American Express Financial Advisors, Inc.
| 12 years |
| Georgios S. Vetoulis | M | - |
American Express Financial Advisors, Inc.
| 3 years |
| Richard D. Manuel | M | - |
American Express Financial Advisors, Inc.
| 4 years |
| Douglas Michael Wagner | M | - |
American Express Financial Advisors, Inc.
| - |
| Kevin Scott Gray | M | - |
American Express Financial Advisors, Inc.
| 1 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 19 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Angus Schaal
- Personal Network
