Brian Presti
Chief Investment Officer at TFC Financial Management, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Renée Kamyee Kwok | F | - |
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | 33 years |
| Connie Wyllie | F | - |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | 39 years |
| Jonathan Craig | M | 52 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 24 years |
| Jim Joslin | M | - |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | - |
| Scott M. Burg | M | - |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | 1 years |
| Paul Glasserman | M | 62 |
The Trustees of Columbia University in The City of New York
| 33 years |
| Nigel Murtagh | M | 60 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 24 years |
| Richard Carl Habermann | M | - |
D. L. Carlson Investment Group, Inc.
 D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | 12 years |
| Jane Taubner Barney | F | - |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | 17 years |
| Leann Nathan Sullivan | F | - |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | 23 years |
| Richard Friesner | M | 71 |
The Trustees of Columbia University in The City of New York
| 34 years |
| Kristina Kadeli Saunders | F | - |
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | 2 years |
| Mark Alan Derby | M | - |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | 3 years |
| Carrie Schwab-Pomerantz | F | 64 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 19 years |
| Brian Edward Leach | M | - |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | 2 years |
| Cliff Schorer | M | - |
The Trustees of Columbia University in The City of New York
| 31 years |
| Rachel Meri Zibrak | F | - |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | 3 years |
| Merit Janow | F | 66 |
The Trustees of Columbia University in The City of New York
| 30 years |
| Robert N. Bontempo | M | 64 |
The Trustees of Columbia University in The City of New York
| 30 years |
| Jonathan Jay Derby | M | - |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | 3 years |
| Glenn Cooper | M | - |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 23 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Marshall Griffin Rowe | M | - |
Harvest Capital Management, Inc.
 Harvest Capital Management, Inc. Investment ManagersFinance Founded in 1995 by Marshall Rowe, Harvest Capital Management, Inc. is a wealth management firm and registered investment advisor located in Concord, New Hampshire. The firm specializes in managing portfolios for high net-worth individuals.
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | 29 years |
| Yong-Han Lee | M | - |
The Trustees of Columbia University in The City of New York
| 9 years |
| Dawn Lepore | F | 70 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | 21 years |
| Bill Stasiulatis | M | - |
The Trustees of Columbia University in The City of New York
| 11 years |
| Yi Ping Chan | M | 60 |
The Trustees of Columbia University in The City of New York
| 4 years |
| Ronald A. Fleming | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Jui Lim | M | - |
The Trustees of Columbia University in The City of New York
| 8 years |
| Gerald Lieberman | M | 77 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | 5 years |
| Keith Hwang | M | - |
The Trustees of Columbia University in The City of New York
| 7 years |
| J. Ari Tuchman | M | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Susan Y. Choe | F | - |
The Trustees of Columbia University in The City of New York
| 2 years |
| Andrea L. Nicolas | M | - |
The Trustees of Columbia University in The City of New York
| 6 years |
| Yi Ping Wang | M | - |
The Trustees of Columbia University in The City of New York
| 5 years |
| Len Berman | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Kyle Loudermilk | M | - |
The Trustees of Columbia University in The City of New York
| 5 years |
| Saurin Dinesh Shah | M | 57 |
The Trustees of Columbia University in The City of New York
| 3 years |
| Mir Arif | M | - |
The Trustees of Columbia University in The City of New York
| 5 years |
| Giorgio di Giorgio | M | 58 |
The Trustees of Columbia University in The City of New York
| 5 years |
| Liz Beerman | F | - |
The Trustees of Columbia University in The City of New York
| 14 years |
| Jane F. Golden | F | - |
The Trustees of Columbia University in The City of New York
| 1 years |
| David Ham | M | - |
The Trustees of Columbia University in The City of New York
| 5 years |
| Seth T. Goldsamt | M | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Scott P. Hall | M | 56 |
The Trustees of Columbia University in The City of New York
| 6 years |
| Daniel Abel Monteiro Palhares Traça | M | 57 |
The Trustees of Columbia University in The City of New York
| 3 years |
| David Carter | M | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Michael Boardman | M | - |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.
The Trustees of Columbia University in The City of New York
| 5 years |
| Chris Paldino | M | 48 |
The Trustees of Columbia University in The City of New York
| 4 years |
| Grace Kim | F | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Anil Patel | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Jay L. Allen | M | 67 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | - |
| Curt LaBelle | M | 53 |
The Trustees of Columbia University in The City of New York
| 5 years |
| Ken Stuzin | M | - |
The Trustees of Columbia University in The City of New York
| 11 years |
| Elmer Huh | M | - |
The Trustees of Columbia University in The City of New York
| 6 years |
| Fauzia Rashid | F | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Ehud A. Gelblum | M | - |
The Trustees of Columbia University in The City of New York
| 5 years |
| Steven Gutterman | M | 55 |
The Trustees of Columbia University in The City of New York
| 5 years |
| David Bonita | M | 48 |
The Trustees of Columbia University in The City of New York
| 11 years |
| Ogan Gurel | M | - |
The Trustees of Columbia University in The City of New York
| 5 years |
| Randy D. Cameron | M | - |
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | 18 years |
| Qi Yuan Ma | M | 67 |
The Trustees of Columbia University in The City of New York
| 10 years |
| Alex Barros | M | - |
The Trustees of Columbia University in The City of New York
| 5 years |
| Neil Gerhard Bleicken | M | 28 |
Harvest Capital Management, Inc.
Harvest Capital Management, Inc. Investment ManagersFinance Founded in 1995 by Marshall Rowe, Harvest Capital Management, Inc. is a wealth management firm and registered investment advisor located in Concord, New Hampshire. The firm specializes in managing portfolios for high net-worth individuals. | 1 years |
| Keith S. Sherin | M | 65 |
The Trustees of Columbia University in The City of New York
| 2 years |
| Yat Ting Pang | M | 51 |
The Trustees of Columbia University in The City of New York
| 4 years |
| David Tolley | M | 56 |
The Trustees of Columbia University in The City of New York
| 2 years |
| Amer Bisat | M | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Matthew Rothfleisch | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Charles Homcy | M | 75 |
The Trustees of Columbia University in The City of New York
| 4 years |
| Scott N. Levine | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Sally Ann Yanchus | F | - |
The Trustees of Columbia University in The City of New York
| 2 years |
| Claudia P. Corra | F | - |
The Trustees of Columbia University in The City of New York
| 2 years |
| Anthony Wshaw Acevedo | M | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Helene L. Kaplan | F | 90 |
The Trustees of Columbia University in The City of New York
| 3 years |
| Samuel Joo Kim | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Massimo Acquaviva | M | 57 |
The Trustees of Columbia University in The City of New York
| - |
| Roberto Perotti | M | 63 |
The Trustees of Columbia University in The City of New York
| 19 years |
| Ifeanyi Osili | M | 61 |
The Trustees of Columbia University in The City of New York
| 1 years |
| Joshua Woolston Fenton | M | - |
The Trustees of Columbia University in The City of New York
| 2 years |
| Vikas Mavinkurve | M | - |
The Trustees of Columbia University in The City of New York
| 2 years |
| Paul Stuart Rapello | M | - |
The Trustees of Columbia University in The City of New York
| 2 years |
| Christian Cortis | M | 56 |
The Trustees of Columbia University in The City of New York
| 4 years |
| Reena V. Mithal | M | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Jill R. Sanford | F | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Scott Ostfeld | M | 47 |
The Trustees of Columbia University in The City of New York
| 4 years |
| Chris Tessin | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Mateusz Szczurek | M | 48 |
The Trustees of Columbia University in The City of New York
| 3 years |
| Brian M. Coyne | M | - |
The Trustees of Columbia University in The City of New York
| 2 years |
| Anton Hermanto Gunawan | M | - |
The Trustees of Columbia University in The City of New York
| 1 years |
| Ernest S. Wechsler | M | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| David Woo | M | - |
The Trustees of Columbia University in The City of New York
| 5 years |
| Sang J. Kim | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| David Seth Rich | M | - |
The Trustees of Columbia University in The City of New York
| 3 years |
| Julian R. Vulliez | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Greg J. Robitaille | M | 60 |
The Trustees of Columbia University in The City of New York
| 2 years |
| Netta Samroengraja | F | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Wai Hung Ma | M | 59 |
The Trustees of Columbia University in The City of New York
| 2 years |
| Amol Sarva | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
| Sheri Levine | F | - |
The Trustees of Columbia University in The City of New York
| 2 years |
| Rick de los Reyes | M | - |
The Trustees of Columbia University in The City of New York
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Brian Presti
- Personal Network
