Anna Esoda

Portfolio Manager-Equities at Sage Mountain Advisors LLC

Finance

Consumer Services

Network origin in Anna Esoda first degree

Entity	Entity type	Industry
SignatureFD LLC SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. 7	Private Company	Investment Managers	7
Sage Mountain Advisors LLC Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities. 3	Private Company	Investment Managers	3

Chart of Companies connected to the second degree

Multi-company connection

Companies connected to Anna Esoda via their personal network

Company	Sector	Related people	Main position
University of Georgia	College/University	Matt Barber Wade Hill	Undergraduate Degree Undergraduate Degree
Vanderbilt University	College/University	Scott Matthew Neu Tony Cox	Masters Business Admin Graduate Degree
Georgia State University	College/University	Jeff Peller Andy K. Roberts	Graduate Degree Masters Business Admin
Georgia Institute of Technology	College/University	Hunter J. Asip	Undergraduate Degree
GFO Advisory Services LLC GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.	Investment Managers	Wade Hill	Corporate Officer/Principal
J. Mack Robinson College of Business	College/University	Chuck Gray	Undergraduate Degree
PPA Advisory Services, Inc. PPA Advisory Services, Inc. Investment ManagersFinance Part of Corporate Charities, Inc., PPA Advisory Services, Inc. provides investment advice. The company is based in Roswell, GA.	Investment Managers	Chuck Gray	Corporate Officer/Principal
Furman University	College/University	Andy K. Roberts	Undergraduate Degree
Allspring Global Investments LLC Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.	Investment Managers	Andy K. Roberts	Corporate Officer/Principal
Wake Forest University	College/University	Russ Allen	Undergraduate Degree
Florida State University	College/University	Tony Welch	Undergraduate Degree
Ned Davis Research, Inc. Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.	Investment Managers	Tony Welch	Corporate Officer/Principal
Frazier & Deeter LLC Frazier & Deeter LLC Miscellaneous Commercial ServicesCommercial Services Frazier & Deeter LLC provides accounting and advisory services. The company was founded in 1981 and is headquartered in Atlanta, GA.	Miscellaneous Commercial Services	Jeff Peller	Corporate Officer/Principal
Syracuse University	College/University	Jeff Peller	Undergraduate Degree
Berman Capital Advisors LLC Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families.	Investment Managers	Russ Allen	Chief Investment Officer
United States National Security Agency	Sovereign	Russ Allen	Corporate Officer/Principal
University of California San Diego	College/University	Russ Allen	Graduate Degree
The Johns Hopkins University	College/University	Russ Allen	Graduate Degree
Balentine LLC Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.	Investment Managers	Russ Allen	Director of Research - Equity
University of Kentucky	College/University	Tony Cox	Undergraduate Degree