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Brandon Cassidy Burns
Portfolio Manager-Equities at Bank of America, NA (Private Banking)
Network origin in Brandon Cassidy Burns first degree
Entity | Entity type | Industry | |
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Rollins College (Florida)
34
| College/University | Other Consumer Services | 34 |
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.
20
| Subsidiary | Investment Managers | 20 |
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance).
18
| Operating Division | Investment Managers | 18 |
Alexander Read Investment Management, Inc.
![]() Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios.
5
| Extinct | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brandon Cassidy Burns via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
DePrince, Race & Zollo, Inc.
![]() DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Investment Managers | Director of Research - Equity Corporate Officer/Principal | |
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Analyst-Fixed Income | |
7-Eleven, Inc.
![]() 7-Eleven, Inc. Food RetailRetail Trade 7-Eleven, Inc. engages in the operation and owning of convenience stores. Its products include sandwiches, salads, side dishes, cut fruit and protein boxes, as well as pizza, chicken wings, and mini beef tacos. The company also offers beverages such as coffee and tea, cold pressed juices, beer and wine, energy shots and drinks, big gulp, and Slurpee. The company was founded by Joe C. Thompson Jr. in 1927 and is headquartered in Irving, TX. | Food Retail | Corporate Officer/Principal | |
HighMark Capital Management, Inc.
![]() HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Corporate Officer/Principal | |
Arvest Investments, Inc.
![]() Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Watt Fuel Cell Corp.
![]() Watt Fuel Cell Corp. SemiconductorsElectronic Technology Watt Fuel Cell Corp. engages in the development and manufacture of Solid Oxide Fuel Cell (?SOFC?) stacks and systems. It offers a ceramic based micro-tubular SOFC (Solid Oxide Fuel Cell) that operates at high temperatures enabling operations on commercial fuels. The company was founded by Caine Finnerty, Paul DeWald, Wenhua Huang and Sarah DeWald in 2010 and is headquartered in Mount Pleasant, PA. | Semiconductors | Director/Board Member | |
Lyons Wealth Management LLC
![]() Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Investment Managers | Chief Executive Officer Analyst-Equity Trading-Equity | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Bayshore Capital Advisors LLC
![]() Bayshore Capital Advisors LLC Investment ManagersFinance Bayshore Capital Advisors LLC (Bayshore) is an independent, SEC-registered investment advisor and multi-family office headquartered in Tampa, Florida. The firm was founded by Tready Smith in 2000. Bayshore creates and maintains investment portfolios for families, pooled vehicles and other clients. | Investment Managers | Analyst-Equity | |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
Milestone Capital Management
![]() Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Investment Managers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
Ballast Point Ventures LLC
![]() Ballast Point Ventures LLC Investment ManagersFinance Ballast Point Ventures LLC (Ballast Point Ventures) is a venture capital firm founded in 2001 by Dick Brandewie, Drew Graham and Paul Johan. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor | |
George Mason University | College/University | Graduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin Corporate Officer/Principal | |
University of Central Florida | College/University | Undergraduate Degree Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree Graduate Degree | |
Raymond James Financial Services, Inc.
![]() Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Arkansas System | College/University | Undergraduate Degree | |
Eaton Vance WaterOak Advisors
![]() Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Bank of America, NA (Charlotte, North Carolina)
![]() Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | President Corporate Officer/Principal | |
Orlando Regional Chamber of Commerce
![]() Orlando Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Orlando Regional Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate. The Chamber of Commerce is based in Orlando, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Flint Hill School
![]() Flint Hill School Other Consumer ServicesConsumer Services Flint Hill School operates as an independent, coeducational, college-preparatory day school for grades TK-12. The company was founded by Don Niklason in 1956 and is headquartered in Oakton, VA. | Other Consumer Services | Director/Board Member | |
Hawaii Public Radio
![]() Hawaii Public Radio BroadcastingConsumer Services Hawaii Public Radio is a member-supported radio station that provides two streams statewide. Hawaii Public Radio is based in Honolulu, HI and has subsidiaries in the United States. HPR-1 offers news, talk, and a variety of music, while HPR-2 is dedicated to classical music. The station was founded in 1981 and features the latest national and international news from NPR and The Associated Press. | Broadcasting | President | |
University of Nigeria | College/University | Undergraduate Degree | |
Penta Mezzanine Fund (Private Equity)
![]() Penta Mezzanine Fund (Private Equity) Investment ManagersFinance Penta Mezzanine Fund (Penta Mezzanine) is a private equity firm founded in 2007 by Grant Hill, Seth D. Ellis and Rebecca Irish. The firm is headquartered in Orlando, Florida. | Investment Managers | Private Equity Investor | |
Robert Charles & Lesser Co.
![]() Robert Charles & Lesser Co. Miscellaneous Commercial ServicesCommercial Services Robert Charles & Lesser Co. operates as a real estate developers. The firm offers real estate economics, investment strategy, asset management, and management consulting services. The company was founded By Bob Lesser in 1967 and is headquartered in Bethesda, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NewGate Capital Partners LLC
![]() NewGate Capital Partners LLC Investment ManagersFinance NewGate Capital Partners LLC (NewGate Capital Partners) is a venture capital firm founded in 2000 by Joe A. Alvarez and Larry K. Walker. The firm is headquartered in Winter Park, Florida. | Investment Managers | Private Equity Analyst | |
Crummer Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
1858 Capital Partners LLC
![]() 1858 Capital Partners LLC Investment Banks/BrokersFinance 1858 Capital Partners LLC is a boutique M&A advisory firm that specializes in mergers and acquisitions and principal investments. The private company is based in Winter Park, FL, and has subsidiaries in the United States. The company has a focus on the middle market and utilizes its network, internal resources, and the latest technology to attain successful transactions. Unlike traditional investment banks, 1858 was formed with a community banking model in mind. The 1858 team is very selective regarding engagements and looks to limit the number of engagements taken on at any one time so maximum client interfacing is achieved. The company was founded in 2022 by Jay Chaudhari, Michael Skat, Michael Ward, Michael A. Okaty. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 48 |
Nigeria | 3 |
Sectoral
Finance | 29 |
Consumer Services | 17 |
Commercial Services | 3 |
Retail Trade | 2 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 107 |
Undergraduate Degree | 71 |
Portfolio Manager-Equities | 68 |
Director/Board Member | 43 |
Masters Business Admin | 36 |
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