Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Michael John Schroeder | M | - |
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 29 years |
| Thomas Noyes Richmond | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 23 years |
| Ruta Bruckute Robinson | F | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 10 years |
| Justin Stewart Land | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 23 years |
| Bill Grigsby | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 12 years |
| Jamie Peek | F | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 9 years |
| Marty Wasmer | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 33 years |
| Brendan M. Kerr | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 10 years |
| Brian Michael Dixon | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 13 years |
| Reid Tomlin | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 11 years |
| Jonathan T. Pickel | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 11 years |
| Doug Fowler | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | - |
| Brian Edward Ferry | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 11 years |
| John Stephen Majoros | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 23 years |
| Loren L. McDougall | F | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 11 years |
| Pat Kelly | M | - |
Cleveland State University
| 4 years |
| Jenny Lynn Dunn | F | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 13 years |
| Denis Yevstifeyev | M | 42 |
Washington & Jefferson College
| 4 years |
| Leroy Munster | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 5 years |
| Christina Efstratios Kyrkos | F | - |
Cleveland State University
| 2 years |
| Mark A. Iannarelli | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 6 years |
| Mark Galay | M | - |
Cleveland State University
| 3 years |
| Mohammed bin Hamza bin Abbas Al Oumi | M | 41 |
Cleveland State University
| 2 years |
| Tyler Brummett | M | - |
Cleveland State University
| 3 years |
| Jeffrey Moon Yun | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 11 years |
| Chip Norton | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 11 years |
| Terry Oblander | M | - |
Cleveland State University
| 2 years |
| Faheem F. Sabeiha | M | - |
Cleveland State University
| 2 years |
| Jennifer Falb | F | - |
Cleveland State University
| 2 years |
| Matthew Kukla | M | - |
Cleveland State University
| 4 years |
| Jamie Kleist | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | - |
| Emory L. Redd | M | - |
Washington & Jefferson College
| 3 years |
| Shan Stach | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 10 years |
| Scott G. Rosenblum | M | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 3 years |
| Emily Mahan Riddell | F | - |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | 10 years |
| Brett Linzey | M | - |
Cleveland State University
| 3 years |
| Masha Rzoski | M | - |
Cleveland State University
| 2 years |
| Fangfei Liu | F | 37 |
Cleveland State University
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 38 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Christopher Edward Sheehan
- Personal Network
