Network origin in Anthony Ostrea first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
80
| Subsidiary | Investment Managers | 80 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Anthony Ostrea via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
USCA Securities LLC
 USCA Securities LLC Investment Banks/BrokersFinance Part of U.S. Capital Advisors LLC, USCA Securities LLC is a financial services boutique based in Houston, TX. USCA Securities offers securities, investment advisory, and municipal advisory services through its subsidiaries. The primary business lines of the company are wealth management and capital markets. The company has a team of wealth management advisors and advisor teams in Houston, Austin, and Dallas, and also offers institutional sales and trading, investment banking, merchant banking, public finance, and asset management services. The company was founded in 1999 by Patrick Michael Mendenhall, who has been the CEO since then. | Investment Banks/Brokers | Corporate Officer/Principal | |
Evergreen Capital Management LLC
 Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Investment Managers | Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Envision Capital Management, Inc.
 Envision Capital Management, Inc. Investment ManagersFinance Envision Capital Management, Inc. (Envision) is a privately held, SEC-registered investment advisor and money management firm headquartered in Palos Verdes Estates, California. The firm was founded in 1995 by Marilyn Cohen. Envision manages investment portfolios for individuals, privately held companies, and tax-deferred accounts. | Investment Managers | Corporate Officer/Principal | |
| QUAD/GRAPHICS, INC. | Commercial Printing/Forms | Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Undergraduate Degree Graduate Degree | |
| Golden Gate University | College/University | Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
| Stephen F. Austin State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| US Military Academy | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| St. Louis University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Chief Investment Officer Corporate Officer/Principal | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Belpointe Asset Management LLC
 Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Delta Dental of Kansas, Inc.
 Delta Dental of Kansas, Inc. Investment ManagersFinance Delta Dental of Kansas, Inc. provides investment advisory services for insurance companies. The firm specializes in dental insurance, individual, family insurance, and group insurance. The company was founded in 1972 and is headquartered in Wichita, KS. | Investment Managers | Chief Operating Officer | |
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| United States Air Force Academy | College/University | Undergraduate Degree | |
Blooom, Inc.
 Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s). | Investment Managers | Chief Executive Officer | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal | |
The Pirbright Institute
 The Pirbright Institute Miscellaneous Commercial ServicesCommercial Services The Pirbright Institute, founded in 1914, is based in Woking, UK. The institute specializes in preventing and controlling viral diseases of livestock and those that spread from animals to people. The British company's facilities and capabilities provide opportunities for collaboration with other institutes and industries in research, data analysis, training, and access to some areas on-site. The institute offers a range of products, including positive sera, inactivated antigens, diagnostic kits, viral cultures, and live midges. The non-profit company's high containment facilities are internationally groundbreaking in design and maintenance, and they provide consultancy in architecture, engineering, and highly specialized expertise in risk and assurance. The diagnostic development team works with the world reference laboratory for foot-and-mouth disease at the Pirbright Institute and external partners to provide diagnostic products for foot-and-mouth disease (FMD), swine vesicular disease (SVD), and peste des petit ruminants (PPR). | Miscellaneous Commercial Services | Director/Board Member | |
Quadram Institute Bioscience
 Quadram Institute Bioscience Miscellaneous Commercial ServicesCommercial Services Quadram Institute Bioscience operates as a non-profit organization that provides food research for health and prevention of food related diseases. The organization serves science research base, industry, clinical practice via health and preventive medicine and evidence-based policy for government and industry. The company was founded in November 1986 and is headquartered in Norwich, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
| United States | 46 |
| United Kingdom | 4 |
| Spain | 2 |
Sectoral
| Finance | 23 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Consumer Durables | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 208 |
| Director/Board Member | 100 |
| Undergraduate Degree | 68 |
| Portfolio Manager-Equities | 39 |
| Analyst-Equity | 31 |
Most connected contacts
| Insiders | |
|---|---|
| Joseph Grano | 28 |
| Eric Affeldt | 22 |
| Robert Chersi | 18 |
| Ian Thomas Black | 18 |
| Robert Hall | 17 |
| Andy Morse | 16 |
| Bob M. Zakem | 15 |
| Michael Connolly | 15 |
| Bob Doherty | 14 |
| Stanley Trotman | 12 |
| Heather Takahashi | 12 |
| Ian Isaacs | 11 |
| Michael Schultz | 10 |
| Kevin Lorenz | 9 |
| Ken J. Dean | 9 |
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