Network origin in Cal Chicoine first degree
Entity | Entity type | Industry | |
---|---|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families.
25
| Subsidiary | Investment Managers | 25 |
Brandeis International Business School
2
| College/University | Other Consumer Services | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Cal Chicoine via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Brandeis University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Colorado College
The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
George Washington University | College/University | Graduate Degree Masters Business Admin | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
PricewaterhouseCoopers Consulting Ltd. | Corporate Officer/Principal | ||
Boston College | College/University | Graduate Degree | |
University of International Business & Economics | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Chief Investment Officer | |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal | |
Fletcher School of Law | College/University | Graduate Degree | |
Weatherhead School of Management | College/University | Masters Business Admin | |
Duquesne University of The Holy Spirit | College/University | Masters Business Admin | |
University of Kentucky | College/University | Undergraduate Degree | |
Hamilton Capital Management, Inc.
Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Investment Managers | Corporate Officer/Principal | |
BlackRock (Singapore) Ltd.
BlackRock (Singapore) Ltd. Investment ManagersFinance BlackRock (Singapore) Ltd. (BSL) is the investment management subsidiary of BlackRock (Singapore) Holdco Pte Ltd., ultiamately held by BlackRock, Inc. (NYSE: BLK) in the US. Headquartered in Singapore, BSL manages assets for institutional clients, pooled investment vehicles and US-registered investment companies. | Investment Managers | Portfolio Manager-Equities | |
BlackRock Asset Management North Asia Ltd.
BlackRock Asset Management North Asia Ltd. Investment ManagersFinance BlackRock Asset Management North Asia Ltd. (BAMNAL) is the investment management subsidiary of BlackRock HK Holdco Ltd., itself a subsidiary of BlackRock Inc. (NYSE: BLK) in the US. The firm was founded in 1998 and formerly known as Barclays Global Investors North Asia Ltd. They renamed into BlackRock Asset Management North Asia Ltd. in 2009 when BlackRock merged with Barclays Global Investors. Headquartered in Hong Kong, BAMNAL manages assets for institutional clients, pooled investment vehicles and US registered investment companies, including ETFs. Mandates include equity and real estate strategies. | Investment Managers | Analyst-Equity | |
Colby College | College/University | Undergraduate Degree | |
Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
Questrom School of Business | College/University | Undergraduate Degree | |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Isenberg School of Management | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
City National Bank (Los Angeles, California)
City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Major Banks | Chief Investment Officer | |
Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
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 | |
Baring Asset Management Ltd.
Baring Asset Management Ltd. Investment ManagersFinance Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients. | Investment Managers | Corporate Officer/Principal | |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Yale University | College/University | Graduate Degree | |
Brewster Academy | Corporate Officer/Principal | ||
Huggins Hospital
Huggins Hospital Hospital/Nursing ManagementHealth Services Huggins Hospital provides primary, secondary, and specialty medical care services to the communities of the Eastern Lakes Region. It offers inpatient and outpatient surgery, medical imaging and diagnostic, ophthalmology, podiatry, palliative care, nutritional, neurology, dermatology, diabetic, gynecology, orthopedic, pediatric, physical therapy, and occupational rehabilitation services. The firm also provides emergency services, such as urology, cardiology, oncology, and gastroenterology services. The company was founded in 1907 and is headquartered in Wolfeboro, NH. | Hospital/Nursing Management | Director/Board Member |
Statistics
International
United States | 46 |
China | 3 |
Singapore | 2 |
Hong Kong | 2 |
United Kingdom | 2 |
Sectoral
Finance | 28 |
Consumer Services | 20 |
Commercial Services | 2 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 33 |
Undergraduate Degree | 23 |
Portfolio Manager-Equities | 22 |
Analyst-Equity | 13 |
Chief Investment Officer | 7 |
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