Network origin in Candi Chapman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Touchstone Retirement Group LLC
 Touchstone Retirement Group LLC Investment ManagersFinance Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Candi Chapman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Investment Managers | Analyst-Fixed Income | |
| Sawyer Business School | College/University | Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Operational
| Founder | 4 |
| Corporate Officer/Principal | 4 |
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Masters Business Admin | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Jonathan Duggan | 4 |
| Paul Duggan | 1 |
| Ken Neward | 1 |
| Joe Zdarsky | 1 |
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