![Chris Fasciano](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Chris Fasciano
Portfolio Manager-Equities at Commonwealth Equity Services LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
James McAllister | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 16 years |
Brad McMillan | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 18 years |
Joe Deitch | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 45 years |
Dave Kelly | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 33 years |
Wayne Michael Bloom | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 35 years |
Chad Andrew LaFauci | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 24 years |
Justin Charles Duft | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 17 years |
Dana Graves | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
David Hart | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
Kelly Roark | F | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
Luke Graves | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
Bobby Yount | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 1 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Gail Landis | F | 71 |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
Timothy D. Buckley | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund.
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 13 years |
Andrew Ronald Moloff | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
Gregory Sawers | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
William Francis Harnisch | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 4 years |
Michael Cook | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 12 years |
Susan S. Hager | F | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund.
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 14 years |
Allen Rubin Margolius | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
Gus Scacco | M | 62 |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
Nancy Briggs Tooke | F | 78 |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 2 years |
Ray Lewis | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund.
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 9 years |
Steve Lurito | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
Peter William Hermann | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 4 years |
Elizabeth B. Dater | F | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
Jennifer McGuire | F | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund.
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
Anthony Coelho | M | 81 |
Wertheim Schroder & Co., Inc.
| 5 years |
Margot Nones | F | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
Richard M. Goldman | M | 63 |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 3 years |
Mark D. Bergen | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 4 years |
Andrew Rondepierre | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
Steven Siegler | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 5 years |
Kris Tomasovic Nelson | F | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 7 years |
Nicholas A. Lopardo | M | 77 |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 14 years |
Steven G. Butler | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
Dana C. Troxell | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
Andrew Bryce Mitchell | M | 60 |
Wertheim Schroder & Co., Inc.
| 3 years |
Kevin Simpson | M | - |
Wertheim Schroder & Co., Inc.
| 2 years |
Basem W. Pharaon | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 10 years |
Lisa S. Chai | F | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
Brian Marc Deitelzweig | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
Steven J. Appell | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 7 years |
Jeffrey Addis | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 2 years |
Nicholas Ellery Follett | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 11 years |
Brody Preston | M | - |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | 4 years |
Scott Michael Kaplan | M | - |
Wertheim Schroder & Co., Inc.
| - |
Jason Sporer | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
Bill H. Parkerson | M | - |
Wertheim Schroder & Co., Inc.
| 2 years |
Brian Sterling | M | 63 |
Wertheim Schroder & Co., Inc.
| 8 years |
Dave Brown | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
Alexandra Uglijesa | F | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
Mary K. McTague | F | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
Michael J. Fechter | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
Michael Barbis | M | - |
Wertheim Schroder & Co., Inc.
| 3 years |
Damon Gough | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
Brinton Moore | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 4 years |
Michael Beckerman | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
Mary Ellen Sadim | F | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 12 years |
Brian Zimmerman | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 4 years |
John P. Rhodes | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
Karen E. Liesching | F | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 12 years |
Robert P. Follert | M | - |
Wertheim Schroder & Co., Inc.
| - |
Errol M. Cook | M | 84 |
Wertheim Schroder & Co., Inc.
| 2 years |
Andrew L. Berger | M | 77 |
Wertheim Schroder & Co., Inc.
| - |
Darlene DeRemer | F | 68 |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 2 years |
César Hernández | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 2 years |
Peter T. Wen | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 5 years |
Linda Ruth Killian | F | - |
Wertheim Schroder & Co., Inc.
| 3 years |
John H. Myers | M | 78 |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 3 years |
Larry Renfro | M | 70 |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 1 years |
Kenneth Londoner | M | 57 |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
Ken Pollinger | M | - |
Wertheim Schroder & Co., Inc.
| 5 years |
Lauren G. McMahon | F | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 2 years |
Daniel J. Otmar | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 2 years |
Wayne Thomas Owen | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
Kim Roger McCant | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | - |
Doug Schimmel | M | 58 |
Wertheim Schroder & Co., Inc.
| 4 years |
Simeon R. Wallis | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | 1 years |
Richard Rosenstein | M | 59 |
Wertheim Schroder & Co., Inc.
| 1 years |
Joseph William Sullivan | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 6 years |
Robert A. Willis | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
A. Edward Allinson | M | 89 |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 9 years |
Jason Doctor | M | - |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
David Schlaff | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 2 years |
William L. Potter | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | 7 years |
Alan L. Newton | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 13 years |
Gary Yablon | M | 61 |
Wertheim Schroder & Co., Inc.
| 9 years |
Jeffrey C. Johnson | M | 52 |
Evercore Asset Management
![]() Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | - |
Dave E. Hoener | M | - |
Wertheim Schroder & Co., Inc.
| 5 years |
Sam T. Lee | M | - |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | - |
Robert J. Kea | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 1 years |
Christopher Mathieu Dunham | M | - |
Wertheim Schroder & Co., Inc.
| 20 years |
Jerry H. Tempelman | M | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 6 years |
Roberta Benkovic | F | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 95 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Chris Fasciano
- Personal Network