Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rahul Agrawal | M | 44 |
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting.
Advisor Partners II LLC
 Advisor Partners II LLC Investment ManagersFinance Advisor Partners II LLC (Advisor Partners) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm is related to Pathstone Family Office LLC (Pathstone) as a result of common control and ownership. Pathstone is a multi-family office investment advisory practice owned by Pathstone Holdings LLC. Advisor Partners provides discretionary investment advisory, sub-advisory and consulting services primarily to clients of registered investment advisers (RIA) and financial institutions through two distinct investment programs: Separately Managed Accounts (SMA) and Model Portfolio Consulting (MPC). | 10 years |
| Elena Anatolyevna Gorskaya | F | - |
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting.
Advisor Partners II LLC
Advisor Partners II LLC Investment ManagersFinance Advisor Partners II LLC (Advisor Partners) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm is related to Pathstone Family Office LLC (Pathstone) as a result of common control and ownership. Pathstone is a multi-family office investment advisory practice owned by Pathstone Holdings LLC. Advisor Partners provides discretionary investment advisory, sub-advisory and consulting services primarily to clients of registered investment advisers (RIA) and financial institutions through two distinct investment programs: Separately Managed Accounts (SMA) and Model Portfolio Consulting (MPC). | 5 years |
| Jennifer Xu | F | - |
Advisor Partners II LLC
Advisor Partners II LLC Investment ManagersFinance Advisor Partners II LLC (Advisor Partners) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm is related to Pathstone Family Office LLC (Pathstone) as a result of common control and ownership. Pathstone is a multi-family office investment advisory practice owned by Pathstone Holdings LLC. Advisor Partners provides discretionary investment advisory, sub-advisory and consulting services primarily to clients of registered investment advisers (RIA) and financial institutions through two distinct investment programs: Separately Managed Accounts (SMA) and Model Portfolio Consulting (MPC). | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Abdool Rahim Moossa | M | 84 |
University of California San Diego
| 30 years |
| Aimee Raleigh | M | - |
University of California San Diego
| 2 years |
| John Reed | M | 65 |
University of California San Diego
| 20 years |
| Varun Govil | M | - |
University of California San Diego
| 4 years |
| Ko Pang Cheng | M | 36 |
University of California San Diego
| 4 years |
| Lara Mouritsen | F | - |
University of California San Diego
| 3 years |
| Joanne Min | F | - |
University of California San Diego
| 2 years |
| Ashkan Mapar | M | - |
University of California San Diego
| 4 years |
| Matti Watt | F | - |
University of California San Diego
| 3 years |
| Ivneet Bhullar | M | - |
University of California San Diego
| 2 years |
| Mehmet Badur | M | - |
University of California San Diego
| 5 years |
| Bo Yu Xu | M | 30 |
University of California San Diego
| 4 years |
| John Garcia | M | - |
University of California San Diego
| 4 years |
| Aiden Aceves | M | - |
University of California San Diego
| - |
| Wanlin Yang | F | - |
University of California San Diego
| 4 years |
| Jake Schurmeier | M | - |
University of California San Diego
| 1 years |
| Josh Stiling | M | - |
University of California San Diego
| 4 years |
| Nathan Yee | M | - |
University of California San Diego
| 4 years |
| Leopoldo Lopez Herrero Naranjo | M | - |
University of California San Diego
| 1 years |
| Gabriela Pascual-Mead | F | - |
University of California San Diego
| 3 years |
| Edmund Tran | M | - |
University of California San Diego
| 4 years |
| Kwok Wai Lui | M | 33 |
University of California San Diego
| 14 years |
| Fernando Solana Morales | M | 93 |
University of California San Diego
| - |
| Jack G. Copeland | M | 81 |
University of California San Diego
| 4 years |
| Richard Castle | M | - |
University of California San Diego
| 2 years |
| Brian H. Chu | M | - |
University of California San Diego
| 4 years |
| Mathew Spencer | M | - |
University of California San Diego
| 4 years |
| Leszek Lisowski | M | - |
University of California San Diego
| 2 years |
| Michael Sasaki | M | - |
University of California San Diego
| 2 years |
| Stefan Loren | M | 60 |
University of California San Diego
| 5 years |
| Ryan Zachary | M | - |
University of California San Diego
| 4 years |
| Yi Zhu | F | 28 |
University of California San Diego
| 4 years |
| Brian Chow | M | - |
University of California San Diego
| 4 years |
| Kevin Guiang | M | - |
University of California San Diego
| 3 years |
| Amin Ronaghi | M | - |
University of California San Diego
| 2 years |
| Avery Sonnenberg | M | - |
University of California San Diego
| 6 years |
| Chin Hung Sun | F | 33 |
University of California San Diego
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 40 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bryan Lee
- Personal Network
