Network origin in Charles Horatio Wheeler first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
BB&T Securities LLC
 BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform.
32
| Extinct | Investment Managers | 32 |
Scott & Stringfellow Financial, Inc.
 Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund
31
| Extinct | Investment Managers | 31 |
Hampden-Sydney College
5
| College/University | Other Consumer Services | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles Horatio Wheeler via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Chase Investment Counsel Corp.
 Chase Investment Counsel Corp. Investment ManagersFinance Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia. | Investment Managers | Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Fixed Income | |
Forta Financial Group, Inc.
 Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Investment Managers | Corporate Officer/Principal | |
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Portfolio Manager-Equities Chief Executive Officer | |
Smari Organics, Inc.
 Smari Organics, Inc. Food: Meat/Fish/DairyConsumer Non-Durables Smari Organics, Inc. manufactures yogurt. Its flavors include blackberry, black cherry and chia, key lime, pineapple, new orleans coffee, pure, vanilla, coconut, peach nonfat, and blueberry and strawberry nonfat. The company was founded by Smari Asmundsson in 2011 and is headquartered in Petaluma, CA. | Food: Meat/Fish/Dairy | Founder | |
| University of Virginia | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
Tower Bridge Advisors, Inc.
 Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Investment Managers | Portfolio Manager-Equities Investment Committee Member | |
BB&T Securities LLC (Broker)
 BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity President Analyst-Equity Analyst-Equity Analyst-Equity Chief Executive Officer | |
Scott & Stringfellow, Inc.
 Scott & Stringfellow, Inc. Investment Banks/BrokersFinance Part of Truist Financial Corp., Scott & Stringfellow, Inc. is a company that provides investment banking services. The company is based in Richmond, VA. Scott & Stringfellow was acquired by BB&T Corp. on October 02, 1997. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Emory University | College/University | Masters Business Admin | |
| Brandeis University | College/University | Undergraduate Degree | |
| The College of William & Mary | College/University | Masters Business Admin Undergraduate Degree | |
| East Carolina University | College/University | Undergraduate Degree Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
| Lake Forest College | College/University | Undergraduate Degree | |
| Macalester College | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Randolph-Macon College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Richmond | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Toledo (Ohio) | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
Blue Edge Capital LLC
 Blue Edge Capital LLC Investment ManagersFinance Founded in 2010, Blue Edge Capital LLC is a registered investment advisor located in Richmond, Virginia. The firm provides investment management services to private investors, family offices, foundations, endowments and institutional investors. | Investment Managers | Founder Founder | |
| Virginia Commonwealth University | College/University | Undergraduate Degree Undergraduate Degree | |
Market Concepts LLC
 Market Concepts LLC Investment ManagersFinance Market Concepts LLC (dba mConcepts) is an independent investment management firm headquartered in Arlington, Virginia. The firm was founded by Douglas Stewart in 2007 as Sherwood Forest Capital Management LLC. mConcepts provides non-correlated liquid alternative investment solutions to individual clients. | Investment Managers | Chief Executive Officer | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
| US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
Sands Anderson PC
 Sands Anderson PC Miscellaneous Commercial ServicesCommercial Services Sands Anderson PC provides transactional and litigation legal services. It focuses on business, business and professional litigation, coverage and casualty litigation, government, and healthcare industry. The company is headquartered in Richmond, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 50 |
Sectoral
| Finance | 27 |
| Consumer Services | 21 |
| Consumer Non-Durables | 2 |
| Government | 2 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 90 |
| Portfolio Manager-Equities | 63 |
| Undergraduate Degree | 49 |
| Director/Board Member | 27 |
| Analyst-Equity | 24 |
Most connected contacts
| Insiders | |
|---|---|
| Julious Smith | 20 |
| Norwood H. Davis | 14 |
| Walter Spencer Robertson | 12 |
| Thomas Bahnson Stanley | 11 |
| Amanda Acker Rice | 10 |
| David L. Kelley | 9 |
| Rufus Yates | 9 |
| Steve DeLaney | 8 |
| Eric Tracy | 8 |
| Mark Hoffman | 8 |
| David Killian | 8 |
| Robert Lee Priest | 7 |
| Jeffrey Scott McCallum | 6 |
| Bagley Reid | 6 |
| Robbie A. Nickle | 6 |
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