Network origin in David Gerard Carroll first degree
Entity | Entity type | Industry | |
---|---|---|---|
Johnson Wealth, Inc.
Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth, Inc. is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Formerly known as Cleary Gull Advisors Inc., the firm was founded by Michael Cleary in 2003 as MBO Cleary Advisors, Inc. They are a wholly owned subsidiary of Johnson Financial Group, Inc. which acquired the firm from Cleary Gull Holdings, Inc. in 2016. Johnson Wealth provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, public and private foundations and endowments, business entities, government entities, and other investment advisers, including their affiliate Johnson Bank.
4
| Subsidiary | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Gerard Carroll via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Cleary Gull Holdings, Inc.
Cleary Gull Holdings, Inc. Investment Banks/BrokersFinance Cleary Gull Holdings, Inc. provides investment advisory and wealth management services. It provides investment advice for individuals and families, pilots and not-for-profit hospitals and senior living communities across the nation. The company investment bankers specializes in providing advice on exclusive sales, mergers and acquisitions and private debt and equity capital placement. Cleary Gull Holdings was founded in 1987 and is headquartered in Milwaukee, WI. | Investment Banks/Brokers | Director/Board Member | |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Analyst-Fixed Income | |
Merit Financial Group LLC
Merit Financial Group LLC Investment ManagersFinance Merit Financial Group LLC, do-business-as Merit Financial Advisors (Merit), is a SEC-registered investment advisor headquartered in Alpharetta, Georgia. The firm was founded by Rick Lee in 1998 and is a subsidiary of Merit Financial, Inc. Merit provides asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Investment Managers | Chief Investment Officer | |
Pathway To Cures
Pathway To Cures Investment ManagersFinance Pathway To Cures (Pathway To Cures) is a venture capital firm founded in 2022. The firm is headquartered in New York. | Investment Managers | Investment Committee Member | |
Johnson Bank (Investment Management)
Johnson Bank (Investment Management) Investment ManagersFinance Johnson Bank (Investment Management) (Johnson Bank-IM) is the investment management division of Johnson Bank, an international financial services company headquartered in Racine, Wisconsin. The firm is a subsidiary of Johnson Financial Group, Inc., a banking and financial services firm. Founded in 2007, Johnson Bank-IM offers banking, trust, insurance and investment solutions to individuals, families and businesses. | Investment Managers | President | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
CFA Society of Milwaukee, Inc. | Corporate Officer/Principal | ||
Great Lakes Hemophilia Foundation | President | ||
National Hemophilia Foundation | Director/Board Member | ||
Treasury Management Association of Canada | Corporate Officer/Principal | ||
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree |
Statistics
International
United States | 18 |
Canada | 2 |
Sectoral
Finance | 11 |
Consumer Services | 4 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 6 |
Investment Committee Member | 6 |
Chief Investment Officer | 5 |
President | 4 |
Undergraduate Degree | 4 |
Most connected contacts
Insiders | |
---|---|
Brian Andrew | 15 |
Michael J. Peters | 5 |
William H. Braun | 4 |
Charles J. Batchelor | 3 |
- Stock Market
- Insiders
- David Gerard Carroll
- Company connections