Bob Fontana
Chief Investment Officer at Investors Trust Co. (North Carolina)
Network origin in Bob Fontana first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.
72
| Extinct | Investment Banks/Brokers | 72 |
Investors Trust Co. (North Carolina)
 Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bob Fontana via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Neenah Foundry Co.
 Neenah Foundry Co. SteelNon-Energy Minerals Neenah Foundry Co. engaged in the manufacture and markets iron castings for industrial and municipal sectors. Its products include bridge scuppers, curb inlets, electrical boxes and ballast screens, downspouts, floor drains, trenches, wheel guards, and catch basin traps. The company was founded in 1872 and is headquartered in Neenah, WI. | Steel | Director/Board Member | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal Institutional Sales | |
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 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
iCapital Alternative Investments LLC
 iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Watermark Advisors LLC
 Watermark Advisors LLC Investment ManagersFinance Watermark Advisors LLC provides financial advisory services. It also provides valuation, strategic and financial modeling, industry research and analysis, merger and acquisition advisory and private debt and equity financial services. The company is headquartered in Greenville, SC. | Investment Managers | Founder | |
Alaska Permanent Capital Management Co.
 Alaska Permanent Capital Management Co. Investment ManagersFinance Alaska Permanent Capital Management Co. (APCM) is a registered independent investment advisor headquartered in Anchorage, Alaska. The firm was founded by David A. Rose in 1992. APCM provides investment management services to both institutions and individuals. On the institutional side, their clients include State of Alaska public entities, municipalities, boroughs, Alaska Native Corporations, endowments, and non-profit organizations. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
RiverFront Investment Group LLC
 RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Investment Managers | Director of Investments Trading-Equity Market Strategist Portfolio Manager-Equities | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Director of Research - Equity Analyst-Equity Corporate Officer/Principal | |
| University of Richmond | College/University | Director/Board Member Masters Business Admin Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree Director/Board Member Graduate Degree | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Kenan-Flagler Business School | College/University | Undergraduate Degree Masters Business Admin | |
| West Virginia University | College/University | Undergraduate Degree Undergraduate Degree | |
| Texas A&M University | College/University | Masters Business Admin Masters Business Admin | |
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 Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Virginia Commonwealth University | College/University | Undergraduate Degree Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
BB&T Securities LLC (Broker)
 BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree Graduate Degree | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
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 Masters Business Admin | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree | |
Wells Fargo Securities International Ltd. (Fund Distributor)
 Wells Fargo Securities International Ltd. (Fund Distributor) Investment Banks/BrokersFinance Wells Fargo Securities International Ltd. (Fund Distributor) (WFSI Funds) is the Great Britain-based fund distributer division of Wells Fargo Securities International Ltd., itself a subsidiary of Wells Fargo & Co. (NYSE: WFC) in the US. The firm originated in 1997 and was formerly known as First Union International Capital Markets Ltd. In 2009 they absorbed Wachovia Securities International Ltd. following the merger of Wachovia into Wells Fargo. WFSI Funds provides investment advisory and asset management services to private individuals and institutions. | Investment Banks/Brokers | President | |
| ACCURIDE CORPORATION | Auto Parts: OEM | Director/Board Member | |
| ORMET CORPORATION | Aluminum | Director/Board Member |
Statistics
International
| United States | 48 |
| Canada | 2 |
| United Kingdom | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 21 |
| Producer Manufacturing | 4 |
| Non-Energy Minerals | 3 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 202 |
| Director/Board Member | 111 |
| Undergraduate Degree | 63 |
| Analyst-Equity | 63 |
| President | 38 |
Most connected contacts
| Insiders | |
|---|---|
| Benjamin Duster | 37 |
| Bud Watts | 32 |
| Danny Ludeman | 25 |
| Mark Mealy | 22 |
| William Bayless | 16 |
| Joel E. Marks | 15 |
| Charles Baltic | 15 |
| Brian Jones | 14 |
| Joel I. Ferguson | 14 |
| James Henry Morgan | 12 |
| Sam Pearlstein | 12 |
| Seth Teich | 11 |
| Shawn M. Severson | 11 |
| Jason Maynard | 11 |
| Jim Fine | 11 |
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