Charles Wert
Chief Executive Officer at COLISEUM ACQUISITION CORP.
Network origin in Charles Wert first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
192
| Extinct | Major Banks | 192 |
| Holding Company | Packaged Software | 19 | |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.
14
| Operating Division | Investment Managers | 14 |
| Public Company | Financial Conglomerates | 14 | |
| Public Company | Financial Conglomerates | 5 | |
AdMY Technology Group, Inc.
 AdMY Technology Group, Inc. Financial ConglomeratesFinance AdMY Technology Group, Inc. operates as a blank check company. The firm was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was incorporated on January 25, 2021 and is headquartered in Las Vegas, NV.
5
| Private Company | Financial Conglomerates | 5 |
4
| Extinct | Financial Conglomerates | 4 |
4
| Subsidiary | Finance/Rental/Leasing | 4 |
Fiduciary Resolutions, Inc.
1
| Private Company | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles Wert via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Director/Board Member Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Investment Committee Member Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities Investment Committee Member | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| EMC CORPORATION | Computer Peripherals | General Counsel Corporate Officer/Principal Chief Executive Officer Director/Board Member Director/Board Member Comptroller/Controller/Auditor | |
| University of Pennsylvania | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| DMY TECHNOLOGY GROUP, INC. VI | Financial Conglomerates | Chairman Chief Executive Officer Director/Board Member Director/Board Member | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
GI Manager LP
 GI Manager LP Investment ManagersFinance GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst Private Equity Investor | |
| PIVOTAL SOFTWARE, INC. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal Corporate Officer/Principal | |
Bridge Growth Partners LLC
 Bridge Growth Partners LLC Investment ManagersFinance Bridge Growth Partners LLC (Bridge Growth Partners) is a private equity firm founded in 2013 by Joseph M. Tucci, Alok Singh and Sander Morton Levy. The firm headquartered in New York. | Investment Managers | Founder Consultant / Advisor Consultant / Advisor | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Country Pure Foods LLC
 Country Pure Foods LLC Food: Specialty/CandyConsumer Non-Durables Country Pure Foods, Inc. produces, processes, and distributes juice products and other beverages. The firm provides juices and concentrates, blends, fortified juices, and drinks in various flavors, portion sizes, and packaging options; and other beverages, such as natural spring water, fruit drinks, and iced tea. It serves foodservice, retail, and co-pack markets; retail grocery chains and club stores; and institutions, such as hospitals, nursing homes, and schools in the United States. The company was founded in 1948 and is headquartered in Akron, OH. | Food: Specialty/Candy | Director/Board Member Director/Board Member | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| HAYMAKER ACQUISITION CORP. 4 | Financial Conglomerates | Chief Executive Officer Director of Finance/CFO | |
| AF ACQUISITION CORP. | Financial Conglomerates | Director/Board Member Director of Finance/CFO | |
| PRIVETERRA ACQUISITION CORP. II | Financial Conglomerates | Director/Board Member Director of Finance/CFO | |
SAC Acquisition LLC
 SAC Acquisition LLC Home FurnishingsConsumer Durables SAC Acquisition LLC manufactures and distributes furniture. Its products include FootSac, SquattoMan, TubeSac and SodaSac. The company was founded by Shawn David Nelson and Dave Underwood in 1995 and is headquartered in Stamford, CT. | Home Furnishings | Director/Board Member Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| JAMBA, INC. | Restaurants | Director/Board Member Director/Board Member | |
Mistral Capital Management LLC
 Mistral Capital Management LLC Investment ManagersFinance Mistral Capital Management LLC (Mistral Capital Management) is a private equity and venture capital firm founded in 2007 by Andrew Heyer. The firm is headquartered in New York. | Investment Managers | Chief Executive Officer Private Equity Analyst | |
| ARKO CORP. | Financial Conglomerates | President Director of Finance/CFO | |
| THE LOVESAC COMPANY | Home Furnishings | Chairman Director/Board Member | |
| XWELL, INC. | Other Consumer Services | Director/Board Member Director/Board Member | |
Worldwise, Inc.
 Worldwise, Inc. Recreational ProductsConsumer Durables Worldwise, Inc. designs, produces and markets pet products. Its brands include SmartyKat, TrustyPup, Petlinks, goDog and Guaranteed On Board. The firm offers pet bedding, cat scratchers, cat toys and other cat accessories. The company was founded by Aaron Lamstein, Phil Genet and Debra Lynn Dadd in 1990 and is headquartered in Novato, CA. | Recreational Products | Director/Board Member Director/Board Member | |
| St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree Graduate Degree | |
The Business Roundtable
 The Business Roundtable Miscellaneous Commercial ServicesCommercial Services The Business Roundtable advocates public policies that ensure economic growth. It considers public policy issues which contains groups like the construction users anti-inflation roundtable, a group devoted to containing construction costs; and the labor law study committee, made up of labor relations executives of major companies. The Business Roundtable was founded in 1972 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chief Executive Officer Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of South Florida | College/University | Masters Business Admin Undergraduate Degree | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
| GLU MOBILE INC. | Packaged Software | Chief Executive Officer Director/Board Member |
Statistics
International
| United States | 50 |
| Bermuda | 2 |
Sectoral
| Finance | 21 |
| Consumer Services | 19 |
| Commercial Services | 5 |
| Consumer Durables | 4 |
| Electronic Technology | 3 |
Operational
| Director/Board Member | 321 |
| Corporate Officer/Principal | 199 |
| Independent Dir/Board Member | 104 |
| Undergraduate Degree | 86 |
| Portfolio Manager-Equities | 84 |
Most connected contacts
| Insiders | |
|---|---|
| Andrew Heyer | 56 |
| Constance K. Weaver | 32 |
| Harry You | 31 |
| William Green | 30 |
| Christopher Bradley | 27 |
| Niccolo de Masi | 26 |
| Maribeth Rahe | 25 |
| Joseph Tucci | 25 |
| Ciara Burnham | 24 |
| Raghav V. Nandagopal | 24 |
| Alan Weber | 23 |
| Evelyn Dilsaver | 21 |
| Frances Sevilla-Sacasa | 21 |
| Paul Dacier | 20 |
| James Lanzone | 20 |
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