Network origin in Carter Ridgely Harrison first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co.
29
| Subsidiary | Investment Managers | 29 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Carter Ridgely Harrison via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
TMST, Inc.
 TMST, Inc. Real Estate Investment TrustsFinance TMST, Inc. operates as a residential mortgage lending company. It originates, acquires, and retains investments in adjustable and variable rate mortgage assets. It also acquires and originates assets, through correspondent lending, wholesale lending, direct retail lending, and bulk acquisition programs. The company founded by Garrett Thornburg on July 28, 1992 and is headquartered in Santa Fe, NM. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Midwest Trust Co.
 The Midwest Trust Co. Financial ConglomeratesFinance The Midwest Trust Co. is a private company based in Overland Park, KS. The Midwest Trust Co. provides trust services in the Midwest region. | Financial Conglomerates | Corporate Officer/Principal | |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Wright Investors' Service, Inc.
 Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
UMB Bank & Trust, NA
 UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Regional Banks | Corporate Officer/Principal | |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
Country Club Trust Co., NA
 Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS. | Regional Banks | Chief Executive Officer | |
UMB Bank, NA
 UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
DeMarche Associates, Inc.
 DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Founder | |
| Dartmouth College | College/University | Undergraduate Degree | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Rockhurst University | College/University | Masters Business Admin | |
| University of Missouri | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Saint Luke's Health System, Inc. (Missouri)
 Saint Luke's Health System, Inc. (Missouri) Miscellaneous Commercial ServicesCommercial Services St. Luke's Health System operates as a non-profit hospital. It provides health care services and operates hospitals around Kansas City. The firms offers heart transplant program, treatment for complex brain and spinal cord diseases, treatment for breast cancer, liver and kidney transplantation programs, and children’s behavioral health center. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Director/Board Member | |
| Baylor University | College/University | Undergraduate Degree | |
| University of Central Missouri | College/University | Undergraduate Degree | |
| Fairfield University | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Drury University | College/University | Undergraduate Degree | |
| Missouri Western State College | College/University | Undergraduate Degree | |
| Northwest Missouri State University | College/University | Masters Business Admin | |
| University of Ottawa | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of Kansas | College/University | Masters Business Admin Masters Business Admin | |
State Street Advisors, Inc.
 State Street Advisors, Inc. Investment ManagersFinance Part of State Street Corp., State Street Advisors, Inc. provides investment advice. The company is based in Dallas, TX. | Investment Managers | Corporate Officer/Principal | |
| University of Missouri-Kansas City | College/University | Graduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stone Creek Media, Inc.
 Stone Creek Media, Inc. Specialty TelecommunicationsCommunications Stone Creek Media, Inc. provides direct mail advertising business services. The company was founded by Scott Pace in 1988 and is headquartered in Crawford, TX. | Specialty Telecommunications | Founder | |
| The University of New Mexico | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Ernst & Young Capital Advisors LLC
 Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Martin J. Whitman School of Management | College/University | Undergraduate Degree | |
Kennedy Lewis Investment Management LLC
 Kennedy Lewis Investment Management LLC Investment ManagersFinance Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| University of Oulu | College/University | Graduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Enterprise Bank & Trust (Missouri)
 Enterprise Bank & Trust (Missouri) Investment ManagersFinance Enterprise Bank & Trust (EBT) is an investment management firm headquartered in Clayton, Missouri. The firm is owned by Enterprise Financial Services Corp. (NASDAQ: EFSC). EBT offers a range of business and personal banking services, as well as wealth management services which include financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans and nonprofit organizations, and specialty banking such as third-party escrow, HOA, property management and SBA lending. | Investment Managers | Chief Investment Officer | |
| Pace University | College/University | Masters Business Admin |
Statistics
International
| United States | 46 |
| Canada | 2 |
| Switzerland | 2 |
| Finland | 2 |
Sectoral
| Finance | 26 |
| Consumer Services | 21 |
| Commercial Services | 3 |
| Communications | 2 |
Operational
| Corporate Officer/Principal | 40 |
| Undergraduate Degree | 26 |
| Portfolio Manager-Equities | 21 |
| Masters Business Admin | 10 |
| Analyst-Equity | 8 |
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