Bill Schwartz
Investment Committee Member at Wealthspire Advisors LLC
Network origin in Bill Schwartz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Virginia Polytechnic Institute & State University
184
| College/University | Other Consumer Services | 184 |
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations.
14
| Subsidiary | Investment Managers | 14 |
Highline Wealth Management LLC
 Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans.
8
| Extinct | Investment Managers | 8 |
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
6
| Extinct | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bill Schwartz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The Burney Co.
 The Burney Co. Investment ManagersFinance The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Chief Executive Officer Compliance Officer | |
Asian Development Bank
 Asian Development Bank Finance/Rental/LeasingFinance Asian Development Bank engages in the provision of trade financing services. It offers investment in infrastructure, health care services, financial and public administration systems, or helping nations prepare for the impact of climate change or better manage their natural resources. It specializes in loans, grants, policy dialogue, technical assistance, and equity investments. The company was founded in 1966 and is headquartered in Mandaluyong City, the Philippines. | Finance/Rental/Leasing | Director/Board Member | |
| Bursa Malaysia Securities Bhd. | Director/Board Member | ||
TMS NeuroHealth Centers Tysons Corner LLC
 TMS NeuroHealth Centers Tysons Corner LLC Medical/Nursing ServicesHealth Services TMS NeuroHealth Centers Tysons Corner LLC provides treatment for depressive disorder and other neurological diseases. It owns and operates healthcare centers providing repetitive Transcranial Magnetic Stimulation (TMS) therapy services. The firm's TMS is a non-invasive treatment performed by a technician under the supervision of a psychiatrist. The company was founded by William P. Leonard and Sasha Cucuz in 2011 and is headquartered in McLean, VA. | Medical/Nursing Services | Chief Tech/Sci/R&D Officer | |
| University of Virginia | College/University | Graduate Degree Masters Business Admin Corporate Officer/Principal | |
| Stanford University | College/University | Graduate Degree Doctorate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Graduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal President Corporate Officer/Principal | |
| George Mason University | College/University | Graduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Texas School of Law | College/University | Graduate Degree Graduate Degree | |
| PACIFIC CENTURY PREMIUM DEVELOPMENTS LIMITED | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
| YANTAI CHANGYU PIONEER WINE COMPANY LIMITED | Beverages: Alcoholic | Director/Board Member Director/Board Member | |
| GOODBABY INTERNATIONAL HOLDINGS LIMITED | Other Consumer Specialties | Director/Board Member Director/Board Member | |
| Prospere Capital Ltd. | Corporate Officer/Principal Chief Executive Officer | ||
| Texas A&M University | College/University | Masters Business Admin Graduate Degree | |
| St. John's University | College/University | Graduate Degree Undergraduate Degree | |
| SANDS CHINA LTD | Casinos/Gaming | Director/Board Member Director/Board Member | |
| The Hong Kong University of Science & Technology | College/University | Masters Business Admin Masters Business Admin | |
Pacific Alliance Group Ltd.
 Pacific Alliance Group Ltd. Investment ManagersFinance Pacific Alliance Group Ltd. engages in independent alternative investment management. It focuses on private equity, real estate, and absolute returns. The company was founded by Horst Joachi Franz Geicke and Christopher Marcus Gradel in 2002 and is headquartered in Hong Kong. | Investment Managers | Founder Corporate Officer/Principal | |
| Wake Forest University | College/University | Masters Business Admin Masters Business Admin | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
Sandata Technologies LLC
 Sandata Technologies LLC Packaged SoftwareTechnology Services Sandata Technologies LLC engages in the provision of home care solutions. Its solutions offer agencies, states and MCOs (managed care organizations)with tools and capabilities to advance quality of care and improve patient and client outcomes. The company was founded by Bert E. Brodsky in 1978 and is headquartered in Port Washington, NY. | Packaged Software | Corporate Officer/Principal | |
Asia Capital Reinsurance Malaysia Sdn. Bhd.
 Asia Capital Reinsurance Malaysia Sdn. Bhd. Insurance Brokers/ServicesFinance Asia Capital Reinsurance Malaysia Sdn. Bhd. provides non-life reinsurance services. It offers businesses with solutions and services in large risk underwriting. The company was founded in March 2007 and is headquartered in Kuala Lumpur, Malaysia. | Insurance Brokers/Services | Director/Board Member | |
The Gunnison Bank & Trust Co.
 The Gunnison Bank & Trust Co. Regional BanksFinance Part of Lindoe, Inc., The Gunnison Bank & Trust Co. is a state chartered commercial bank. The company is based in Gunnison, CO. | Regional Banks | Corporate Officer/Principal | |
| Walter Reed National Military Medical Center | Corporate Officer/Principal | ||
| GREENBROOK TMS INC. | Medical/Nursing Services | Chief Tech/Sci/R&D Officer | |
Sun Life Malaysia Takaful Bhd.
 Sun Life Malaysia Takaful Bhd. Life/Health InsuranceFinance Sun Life Malaysia Takaful Bhd. provides life insurance and security services. It offers savings, protection, retirement, health, investment, and education plan, insurance linked insurance funds, and takaful investment linked funds. The company is headquartered in Kuala Lumpor, Malaysia. | Life/Health Insurance | Chairman | |
| DJIM25 | Investment Trusts/Mutual Funds | Director/Board Member | |
Orissa Wicomm (M) Sdn. Bhd.
 Orissa Wicomm (M) Sdn. Bhd. Internet Software/ServicesTechnology Services Orissa Wicomm (M) Sdn Bhd provides telecommunication services. The company was founded by Nallen Singhe and is headquartered in Petaling Jaya, Malaysia. | Internet Software/Services | Chairman | |
| Uniformed Services University of the Health Sciences | College/University | Doctorate Degree | |
| Malaysia Ministry of Education & Higher Learning | General Government | Corporate Secretary | |
Fresno First Bank
 Fresno First Bank Regional BanksFinance Fresno First Bank provides personal, online, and commercial banking services. The bank operates through three divisions: Deposits, Other Deposit Services and Loans. The Deposits division offers checking, savings, health savings accounts, certificate of deposit, CDARS, and individual retirement accounts products. The Other Deposit Services division include debit cards, report a lost or stolen debit card, credit cards, remote capture, cash management, online banking/bill pay, courier, merchant, and fast switch services. The Loans division offers commercial loans, SBA and USDA guaranteed loans, real estate mortgage, home equity loans, and credit cards. The company was founded in December 2005 and is headquartered in Fresno, CA. | Regional Banks | Corporate Officer/Principal | |
| National Institute of Public Administration /MY/ | College/University | Corporate Officer/Principal | |
| Malaysia Ministry of Human Resources | General Government | Corporate Officer/Principal | |
| Clinical Tms Society | Director/Board Member | ||
| Malaysia Ministry of Finance | General Government | Corporate Officer/Principal | |
Valuecap Sdn. Bhd.
 Valuecap Sdn. Bhd. Financial ConglomeratesFinance Valuecap Sdn. Bhd. operates as a holding company with interests in managing proprietary investments and portfolio management. It provides portfolio and fund management in marketable securities. The company was founded in October 2002 and is headquartered in Kuala Lumpur, Malaysia. | Financial Conglomerates | Chairman | |
Avicennia Capital Sdn. Bhd.
 Avicennia Capital Sdn. Bhd. Multi-Line InsuranceFinance Avicennia Capital Sdn. Bhd. operates as an insurance holding company. The company was founded in January 17, 2013 and is headquartered in Kuala Lumpur, Malaysia. | Multi-Line Insurance | Director/Board Member | |
| National Intrepid Center of Excellence | Corporate Officer/Principal | ||
| FFB BANCORP | Regional Banks | Corporate Officer/Principal | |
| Hofstra University | College/University | Masters Business Admin | |
BelHealth Investment Partners LLC
 BelHealth Investment Partners LLC Investment ManagersFinance BelHealth Investment Partners LLC (BelHealth Investment) is a private equity firm founded in 2011 by Harold S. Blue, Bert E. Brodsky and Dennis G. Drislane. The firm is headquartered in Fort Lauderdale, Florida. | Investment Managers | Private Equity Investor |
Statistics
International
| United States | 28 |
| Malaysia | 12 |
| Hong Kong | 5 |
| China | 3 |
| Philippines | 2 |
Sectoral
| Consumer Services | 19 |
| Finance | 16 |
| Government | 4 |
| Health Services | 3 |
| Technology Services | 3 |
Operational
| Corporate Officer/Principal | 168 |
| Director/Board Member | 120 |
| Undergraduate Degree | 97 |
| Graduate Degree | 41 |
| Chief Executive Officer | 35 |
Most connected contacts
| Insiders | |
|---|---|
| Muhamad bin Abdul Kadir | 35 |
| Jonathan Ebinger | 29 |
| Rachel Chiang | 25 |
| Steve Fredrick | 19 |
| Christopher W. Shean | 17 |
| William Passan | 14 |
| Thomas Joseph Eberle | 14 |
| Yun Chiang | 13 |
| Michael Moriarty | 13 |
| Rob Cummings | 11 |
| Charles T. Quillin | 11 |
| A. Leigh Powell | 10 |
| Thomas M. Kiernan | 10 |
| Noel Heiks | 10 |
| Trey Snow | 9 |
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