Brendan Spilsbury
Portfolio Manager-Equities at Sensible Financial Planning & Management LLC
Network origin in Brendan Spilsbury first degree
Entity | Entity type | Industry | |
---|---|---|---|
Union College (New York)
12
| College/University | Other Consumer Services | 12 |
Sensible Financial Planning & Management LLC
Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial Planning & Management LLC (Sensible Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Frederick "Rick" Miller in 2002. Sensible Financial provides both investment supervisory services and fee-only financial planning services for individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
7
| Private Company | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brendan Spilsbury via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CJS Securities, Inc.
CJS Securities, Inc. Investment Banks/BrokersFinance CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Palisades Hudson Asset Management LP
Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds. | Investment Managers | Analyst-Equity | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
VOYA FINANCIAL, INC. | Life/Health Insurance | Private Equity Investor | |
FirstMark Capital LLC
FirstMark Capital LLC Investment ManagersFinance FirstMark Capital LLC (FirstMark Capital) is venture capital firm founded by Rick Heitzmann and Amish Jani in 1996. The firm is headquartered in New York. | Investment Managers | Investor Relations Contact Public Communications Contact | |
Mercer Management Consulting, Inc.
Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Braxton Associates
Braxton Associates Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Braxton Associates is a management consulting company. The company is based in Boston, MA. Braxton Associates provides management consulting services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Scudder Investment /Retirement Plan Recordkeeping Operations/ | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
Bentley University | College/University | Graduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Doctorate Degree | |
The Johns Hopkins University | College/University | Corporate Officer/Principal | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
Community Capital Management, Inc.
Community Capital Management, Inc. Investment ManagersFinance Community Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Weston, Florida. Formerly known as Crafund Advisors, Inc., the firm was founded in 1998.CCM provides investment supervisory services to financial advisors, banks or thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities and individuals. | Investment Managers | Analyst-Equity | |
MorganFranklin Consulting LLC
MorganFranklin Consulting LLC Miscellaneous Commercial ServicesCommercial Services MorganFranklin Consulting LLC provides business advisory and consulting services. Its services include accounting and transaction, strategy finance and operations, risk and compliance, and information management and technology. The company was founded by Robert Morgan, Robert Franklin, and Ronald Morgan in 1998 and is headquartered in McLean, VA. | Miscellaneous Commercial Services | Consultant / Advisor | |
Cirrus Research LLC
Cirrus Research LLC Investment ManagersFinance Cirrus Research LLC is an independent investment strategy research firm headquartered in New York City. The firm was founded by Satya Pradhuman in 2007. They provide small-to-mid cap equities research insights. Their clientele includes active portfolio managers, fundamental and quantitative managers, research analysts, strategists, asset allocators, and risk managers at some of the largest global institutions. The firm’s approach is idea driven, supported by quantitative discipline. | Investment Managers | Analyst-Equity | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
THE CARLYLE GROUP INC. | Investment Managers | Public Communications Contact | |
Eagle Bay Advisors LLC
Eagle Bay Advisors LLC Investment ManagersFinance Eagle Bay Advisors LLC (Eagle Bay) is an independent registered investment advisor and multi-family office headquartered in New York City. The firm was founded by Michael Nelson in 2015. Eagle Bay offers services to high net-worth individuals and families, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Analyst-Equity Analyst-Equity | |
IBISWorld, Inc.
IBISWorld, Inc. Miscellaneous Commercial ServicesCommercial Services IBISWorld, Inc. provides expert industry market research to help businesses make better decisions faster. IBISWorld is based in Los Angeles, CA and has subsidiaries in the United Kingdom, Australia, and China. The American company offers industry market research reports, statistics, analysis, data, trends, and forecasts. | Miscellaneous Commercial Services | Analyst-Equity | |
Third Bridge Group Ltd. (Research)
Third Bridge Group Ltd. (Research) Investment ManagersFinance Third Bridge Group Ltd. (Research) is the investment research division of Third Bridge Group Ltd. in Great Britain. Headquartered in London, the firm was founded in 2007 and provides research reports to private equity funds, hedge funds, mutual funds and management consulting firms. Their insights-rich content covers various asset classes, sectors and regions, providing a narrative around the latest industry trends and talking points. | Investment Managers | Analyst-Equity | |
Magnus Financial Group LLC
Magnus Financial Group LLC Investment ManagersFinance Magnus Financial Group LLC (Magnus) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael Schwartz in 2017 and is wholly-owned by Magnus Financial Holdings LLC, which in turn is majority owned by Magnus Financial LLC. Magnus provides personalized financial counseling and discretionary and non-discretionary investment advisory services to individuals and entities, which include but not limited to, family offices, trusts, estates, businesses and qualified retirement plan sponsors. | Investment Managers | Analyst-Equity | |
Providence Strategic Growth LLP | Investment Managers | Private Equity Investor | |
Geyser Advisors LLC | Consultant / Advisor |
Statistics
International
United States | 24 |
United Kingdom | 3 |
Sectoral
Finance | 15 |
Consumer Services | 6 |
Commercial Services | 6 |
Operational
Undergraduate Degree | 16 |
Analyst-Equity | 10 |
Portfolio Manager-Equities | 6 |
Corporate Officer/Principal | 5 |
Graduate Degree | 2 |
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