Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Anthony Coelho | M | 81 |
Wertheim Schroder & Co., Inc.
| 5 years |
| Robert Frank Shapiro | M | 90 |
Wertheim Schroder & Co., Inc.
| - |
| Andrew Bryce Mitchell | M | 60 |
Wertheim Schroder & Co., Inc.
| 3 years |
| Richard Rosenstein | M | 59 |
Wertheim Schroder & Co., Inc.
| 1 years |
| William J. Punk | M | - |
Wertheim Schroder & Co., Inc.
| 8 years |
| Susan I. Suvall | F | - |
Wertheim Schroder & Co., Inc.
| 1 years |
| Emma W. Hill | F | - |
Wertheim Schroder & Co., Inc.
| 9 years |
| Chris Fasciano | M | - |
Wertheim Schroder & Co., Inc.
| 12 years |
| Gary Klem | M | - |
Wertheim Schroder & Co., Inc.
| - |
| Brian D. Berman | M | 56 |
Wertheim Schroder & Co., Inc.
| 14 years |
| Warren Ormerod | M | 87 |
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | 8 years |
| Kevin Simpson | M | - |
Wertheim Schroder & Co., Inc.
| 2 years |
| Pierangelo Battista Bottinelli | M | - |
Wertheim Schroder & Co., Inc.
| - |
| Michael Barbis | M | - |
Wertheim Schroder & Co., Inc.
| 3 years |
| Brian Sterling | M | 63 |
Wertheim Schroder & Co., Inc.
| 8 years |
| Bill H. Parkerson | M | - |
Wertheim Schroder & Co., Inc.
| 2 years |
| Dave E. Hoener | M | - |
Wertheim Schroder & Co., Inc.
| 5 years |
| Robert Bobrow | M | - |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | 4 years |
| Fred Klingenstein | M | - |
Wertheim Schroder & Co., Inc.
| 1 years |
| Gary Yablon | M | 61 |
Wertheim Schroder & Co., Inc.
| 9 years |
| Doug Schimmel | M | 58 |
Wertheim Schroder & Co., Inc.
| 4 years |
| Robert P. Follert | M | - |
Wertheim Schroder & Co., Inc.
| - |
| Ken Pollinger | M | - |
Wertheim Schroder & Co., Inc.
| 5 years |
| Susan H. Curry | F | - |
Wertheim Schroder & Co., Inc.
| - |
| Jerry van Horn | M | - |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | - |
| Michael Joseph Adams | M | - |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | 18 years |
| Edward B. Putnam | M | - |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | 8 years |
| Jon Roberts | M | - |
Wertheim Schroder & Co., Inc.
| - |
| Linda Ruth Killian | F | - |
Wertheim Schroder & Co., Inc.
| 3 years |
| Edward Straus Loeb | M | - |
Wertheim Schroder & Co., Inc.
| 2 years |
| Gary Stevens | M | 84 |
Wertheim Schroder & Co., Inc.
| 2 years |
| Andrew L. Berger | M | 77 |
Wertheim Schroder & Co., Inc.
| - |
| Errol M. Cook | M | 84 |
Wertheim Schroder & Co., Inc.
| 2 years |
| Scott Michael Kaplan | M | - |
Wertheim Schroder & Co., Inc.
| - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 34 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Christopher Mathieu Dunham
- Personal Network
