Dave Robertson
Chief Executive Officer at Arete Asset Management LLC
Network origin in Dave Robertson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses
405
| College/University | Other Consumer Services | 405 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.
29
| Subsidiary | Investment Managers | 29 |
Grinnell College
12
| College/University | Other Consumer Services | 12 |
Investment Counselors of Maryland LLC
 Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund.
7
| Extinct | Investment Managers | 7 |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.
7
| Subsidiary | Investment Managers | 7 |
Credo Capital Management LLC
 Credo Capital Management LLC Investment ManagersFinance Founded in 2004 by Tedd Alexander, Credo Capital Management LLC is a registered investment advisor located in Baltimore, Maryland. The firm provides investment products and services for the institutional investor market.
4
| Extinct | Investment Managers | 4 |
Provident Capital Management, Inc.
 Provident Capital Management, Inc. Investment ManagersFinance Provident Capital Management, Inc. provides investment advice. It specializes in equity, bond, commodity, currency, multi-asset, and portfolio. The company was founded by Michael Chapman in 2000 and is headquartered in Carmel, IN.
1
| Private Company | Investment Managers | 1 |
Perritt Capital Management, Inc.
 Perritt Capital Management, Inc. Investment ManagersFinance Perritt Capital Management, Inc. (PCM) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Gerald W. Perritt in 1987 and is a wholly owned subsidiary of Investment Information Services, Inc. PCM provides discretionary and non-discretionary investment advisory services to individuals, institutions, trusts, and other entities that require investment advice on an ongoing basis. They also serve as an investment adviser to The Perritt Funds, Inc., which has two series: the MicroCap Opportunities Fund, and the Ultra MicroCap Fund.
1
| Subsidiary | Investment Managers | 1 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dave Robertson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | General Counsel Corporate Officer/Principal | |
Student Advantage LLC
 Student Advantage LLC Miscellaneous Commercial ServicesCommercial Services Student Advantage LLC provides student advantage services. It works with colleges, universities and campus organizations, and discount locations nationwide to develop low costs products and services. The company was founded by Timothy G. Healy and Raymond V. Sozzi, Jr. in 1992 and is headquartered in Ithaca, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Chief Executive Officer General Counsel Corporate Officer/Principal | |
| BLACKROCK TAXABLE MUNICIPAL BOND TRUST | Investment Trusts/Mutual Funds | Compliance Officer Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree Masters Business Admin Graduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Chief Executive Officer Head-Fixed Income Invts Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Graduate Degree Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| York University | College/University | Doctorate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Kirkland & Ellis LLP
 Kirkland & Ellis LLP Miscellaneous Commercial ServicesCommercial Services Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Corporate Officer/Principal Graduate Degree | |
| The Johns Hopkins University | College/University | Doctorate Degree Graduate Degree | |
The Lek/Alcar Consulting Group, Inc.
 The Lek/Alcar Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
TeamWorks Media, Inc.
 TeamWorks Media, Inc. Movies/EntertainmentConsumer Services TeamWorks Media, Inc. provides media services including television programming, digital media production, and integrated marketing. The company clients include ESPN, FSN, Wilson, and Comcast Spotlight. The company was established on August 1, 2000 by Tom Smithburg, Kevin Krebs, Jay Sharman, and Todd Gordon and is headquartered in Chicago, IL. | Movies/Entertainment | President Director of Finance/CFO | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Chief Executive Officer Head-Equity Investments | |
| New York University | College/University | Director/Board Member Undergraduate Degree | |
| DePaul University | College/University | Graduate Degree Undergraduate Degree | |
Sirenserv, Inc. (Illinois)
 Sirenserv, Inc. (Illinois) Internet Software/ServicesTechnology Services Sirenserv, Inc. (Illinois) is a company that provides golf information and services online. The company is based in Chicago, IL. The company was founded by Michael Caspar. Sirenserv, Inc. (Illinois was acquired by Chipshot.com on January 24, 2000. | Internet Software/Services | President | |
H.I.G. Acquisition Corp. II
 H.I.G. Acquisition Corp. II Financial ConglomeratesFinance H.I.G. Acquisition Corp. II is a blank check company, which engages in effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded on March 1, 2021, and is headquartered in Miami, FL. | Financial Conglomerates | President | |
Medical Management Resource Group LLC
 Medical Management Resource Group LLC Medical/Nursing ServicesHealth Services Medical Management Resource Group LLC provides ophthalmology services. It specializes in management system, infrastructure and technology to provide patient care. The company was founded in April 2017 and is headquartered in Tempe, AZ. | Medical/Nursing Services | Director/Board Member | |
Buddy Media, Inc.
 Buddy Media, Inc. Advertising/Marketing ServicesCommercial Services Buddy Media LLC develops applications for social media sites. The company was founded by Michael Lazerow, Jeff Ragovin and Kass Savarese Lazerow in 2007 and is headquartered in New York, NY. | Advertising/Marketing Services | Founder | |
Golf.com LLC
 Golf.com LLC Internet Software/ServicesTechnology Services Golf.com LLC operates a golf information website. It delivers news on masters, golf tournaments, players and schedules. The company is headquartered in Tampa, FL. | Internet Software/Services | Founder | |
| TIME INC | Publishing: Books/Magazines | Corporate Officer/Principal | |
The Advertising Council, Inc.
 The Advertising Council, Inc. Miscellaneous Commercial ServicesCommercial Services The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
| United States | 46 |
| Canada | 2 |
Sectoral
| Consumer Services | 24 |
| Finance | 11 |
| Commercial Services | 9 |
| Miscellaneous | 3 |
| Technology Services | 3 |
Operational
| Corporate Officer/Principal | 303 |
| Director/Board Member | 173 |
| Compliance Officer | 141 |
| Undergraduate Degree | 94 |
| General Counsel | 77 |
Most connected contacts
| Insiders | |
|---|---|
| Brian P. Kindelan | 141 |
| Larry Fink | 23 |
| Kevin Kenealey | 22 |
| Michael Lazerow | 22 |
| Scott Gwilliam | 19 |
| Chelsea Stoner | 18 |
| Mike Ferry | 16 |
| Timothy Lewis | 14 |
| Suken Shah | 14 |
| Michael Abecassis | 13 |
| Sean Browne | 13 |
| Mohanbir Singh Sawhney | 12 |
| Stuart Greenbaum | 12 |
| Dennis Schaney | 12 |
| Albert J. DaValle | 11 |
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