Network origin in David Burch Dreher first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
193
| Subsidiary | Investment Managers | 193 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC.
135
| Extinct | Investment Banks/Brokers | 135 |
University of Kansas
66
| College/University | Other Consumer Services | 66 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Burch Dreher via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Manhattanville College | College/University | Undergraduate Degree Undergraduate Degree | |
| NCR VOYIX CORPORATION | Electronic Equipment/Instruments | Corporate Officer/Principal | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance 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 Managers | Corporate Officer/Principal Market Strategist | |
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Investment Managers | Chief Executive Officer | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
New Harbor Financial Group LLC
 New Harbor Financial Group LLC Investment ManagersFinance New Harbor Financial Group LLC (New Harbor) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Worcester, Massachusetts. The firm was founded by Mike Preston and John Llodra in 2005. New Harbor provides risk-managed investing and financial guidance to individuals, families and institutions. | Investment Managers | Founder Founder | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
| Stanford University | College/University | Corporate Officer/Principal Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Masters Business Admin | |
Lathrop GPM LLP /Missouri/
 Lathrop GPM LLP /Missouri/ Miscellaneous Commercial ServicesCommercial Services Lathrop & Gage LLP provides legal and management consulting services. Its services include business litigation, construction law, corporate, employee stock ownership plans, energy, environmental law, franchise and brand development, government relations, healthcare, intellectual property, labor and employment law, and policyholder and insurance coverage services. The firm serves advertising, agribusiness, construction, education, energy, financial, healthcare, real estate, technology, and hospitality and entertainment industries. The company was founded by Gardiner Lathrop and William Smith in 1873 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Sterling Bank & Trust, FSB
 Sterling Bank & Trust, FSB Regional BanksFinance Sterling Bank & Trust, FSB operates as a chartered savings bank. It offers personal banking, home loans, business banking, commercial loans, and wealth management services. The company was founded in 1984 and is headquartered in Southfield, MI. | Regional Banks | Director/Board Member | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | College/University | Undergraduate Degree Undergraduate Degree | |
| Golden Gate University | College/University | Director/Board Member Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate Degree | |
| US Military Academy | College/University | Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Masters Business Admin Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
The Children's Mercy Hospital
 The Children's Mercy Hospital Hospital/Nursing ManagementHealth Services The Children's Mercy Hospital provides pediatric health care services. It offers abdominal pain program, adolescent medicine, anesthesiology, bioethics, bone marrow transplantation, burn and trauma care, cardiology, child abuse and neglect, cleft palate and craniofacial, dentistry, dermatology, down syndrome clinic, eating disorders center, endocrinology and diabetes, epilepsy center, fetal health center, gastroenterology, genetics, gynecology, hand clinic and surgery, hematology, heart center, imaging, kidney and liver transplant, medical imaging, neonatology, neurology, nutrition services, ophthalmology, pain management, pathology and laboratory medicine, pharmacology, radiology, respiratory care, sexual differentiation treatment, sleep disorders program, surgery, telemedicine, urgent care, urologic surgery, and weight management services. The company was founded in June 1897 and is headquartered in Kansas City, MO. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Missouri Bar Association | Corporate Officer/Principal | ||
| University of Missouri-Kansas City | College/University | Director/Board Member | |
Kansas City Area Development Council
 Kansas City Area Development Council Miscellaneous Commercial ServicesCommercial Services The Kansas City Area Development Council (KCADC) is a resource for businesses and individuals looking to relocate to the greater Kansas City area. The private company is based in Kansas City, MO. The company's focus is on providing assistance to those seeking to move their businesses or careers to the region. | Miscellaneous Commercial Services | Director/Board Member | |
| Kansas City Metropolitan Bar Association | Corporate Officer/Principal | ||
| STERLING BANCORP, INC. (SOUTHFIELD, MI) | Regional Banks | Director/Board Member | |
Children’S Hospital of Michigan Foundation
 Children’S Hospital of Michigan Foundation Hospital/Nursing ManagementHealth Services The Children's Hospital of Michigan Foundation is based in Detroit. The foundation operates children's hospital services. | Hospital/Nursing Management | Director/Board Member |
Statistics
International
| United States | 49 |
| Israel | 2 |
Sectoral
| Consumer Services | 23 |
| Finance | 20 |
| Commercial Services | 4 |
| Health Services | 3 |
| Electronic Technology | 2 |
Operational
| Corporate Officer/Principal | 202 |
| Director/Board Member | 117 |
| Undergraduate Degree | 81 |
| Portfolio Manager-Equities | 50 |
| Analyst-Equity | 45 |
Most connected contacts
| Insiders | |
|---|---|
| Douglas Clark | 34 |
| Marty Bicknell | 29 |
| Joseph Grano | 28 |
| Lydia Beebe | 26 |
| Ian Thomas Black | 18 |
| Robert Hall | 17 |
| Christopher John Sylvester | 13 |
| Heather Takahashi | 12 |
| Lyle Wolberg | 11 |
| Gregory Evan Parets | 11 |
| Wes Karger | 11 |
| Michael Schultz | 10 |
| Albert Lee Rauch | 10 |
| Joel B. Voran | 9 |
| Gregg Moskowitz | 8 |
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