Network origin in Derek Robert Tam first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of San Diego
46
| College/University | Other Consumer Services | 46 |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.
27
| Extinct | Investment Managers | 27 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Derek Robert Tam via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Private Equity Investor | |
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Analyst-Equity President Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member Investment Committee Member Analyst-Equity Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| Boston University | College/University | Graduate Degree Corporate Officer/Principal Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Florida Atlantic University | College/University | Undergraduate Degree Undergraduate Degree | |
Ropes Wealth Advisors LLC
 Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| The University of Colorado | College/University | Undergraduate Degree Masters Business Admin | |
Transom Capital Group LLC
 Transom Capital Group LLC Investment ManagersFinance Transom Capital Group LLC (Transom Capital) is an independent private equity firm founded in 2008 by Russ William Roenick. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Analyst Private Equity Investor | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Graduate Degree Undergraduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The State Bar of California
 The State Bar of California Miscellaneous Commercial ServicesCommercial Services The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree Graduate Degree | |
Glacier Peak Capital LLC
 Glacier Peak Capital LLC Investment ManagersFinance Glacier Peak Capital LLC (Glacier Peak) is a hedge fund manager headquartered in Bellevue, Washington. The firm was founded by John Rudolf in 2012 and is a wholly-owned subsidiary of Fortis Holdings LLC. Glacier Peak serves as the General Partner to select private funds that are only available to accredited investors and qualified clients. | Investment Managers | Trading-Equity | |
Analytics Ventures LLC
 Analytics Ventures LLC Investment ManagersFinance Analytics Ventures LLC (Analytics Ventures) is a venture capital firm founded in 2012 by Blaise P. Barrelet. The firm is headquartered in San Diego, California. | Investment Managers | Founder | |
Kansas Bioscience Authority LLC
 Kansas Bioscience Authority LLC Financial ConglomeratesFinance Kansas Bioscience Authority LLC operates as a venture investor. It invests its own funds, attracts co-investors, manages its portfolio companies, and calls on its network of partners and experts to generate a return on and of invested capital. The firm focuses on agribusiness, animal health, human health, and life sciences technology sectors. The company was founded in 2004 and is headquartered in Olathe, KS. | Financial Conglomerates | Director/Board Member | |
CureMatch, Inc.
 CureMatch, Inc. Packaged SoftwareTechnology Services CureMatch, Inc. develops combination therapy software system for decision support in personalized cancer medicine. The company was founded by Blaise Barrelet, Razelle Kurzrock, Igor Tsigelny, Navid Alipour and Gregory horowitt in October 2015 and is headquartered in San Diego, CA. | Packaged Software | Founder | |
Kazuhm, Inc.
 Kazuhm, Inc. Internet Software/ServicesTechnology Services Kazuhm, Inc. operates as a workload processing platform company. The firm offers hosting services. The company was founded by Tim O'Neal and is headquartered in San Diego, CA. | Internet Software/Services | Director/Board Member | |
Alphatrai, Inc.
 Alphatrai, Inc. Packaged SoftwareTechnology Services Alphatrai, Inc. operates as an AI-based equity trading platform. The firm trades stocks and commodities using algorithms. The company is headquartered in San Diego, CA. | Packaged Software | Director of Finance/CFO | |
La Costa Investment Group LLC
 La Costa Investment Group LLC Investment ManagersFinance La Costa Investment Group LLC (La Costa Investment Group) is a venture capital firm founded in 2009. The firm is headquartered in Newport Beach, California. | Investment Managers | Private Equity Investor | |
Curemetrix, Inc.
 Curemetrix, Inc. Information Technology ServicesTechnology Services CureMetrix, Inc. develops the next generation of medical image analysis technology. Its products include CM Assist, CM Triage and CM Audit. The company was founded by Kevin Harris in 2014 and is headquartered in La Jolla, CA. | Information Technology Services | Founder | |
Dynam.AI
 Dynam.AI Packaged SoftwareTechnology Services Dynam.AI offers AI driven solutions. The company is headquartered in San Diego, CA. | Packaged Software | Founder | |
| PT ELECTRONIC CITY INDONESIA TBK | Electronics/Appliance Stores | Director/Board Member | |
| PT Artha Telekomindo | Corporate Officer/Principal | ||
| Benedictine College | College/University | Corporate Officer/Principal | |
| SAGA ENERGY INC | Integrated Oil | Corporate Secretary | |
Events.com, Inc.
 Events.com, Inc. Internet Software/ServicesTechnology Services Events.com, Inc. operates a social networking platform. It offers event management software, on site check-in, onsite-sales promotional tools, digital marketing services, virtual events, and sponsorship. The company was founded by Mitchell F. Thrower and Stephen Partridge and is headquartered in La Jolla, CA. | Internet Software/Services | Founder | |
Competitor Group, Inc.
 Competitor Group, Inc. Movies/EntertainmentConsumer Services Competitor Group, Inc. operates as a media and event entertainment company. It publishes and print magazine on information related to running, cycling, triathlon, and other multi sports. The company was founded in 2007 and is headquartered in San Diego, CA. | Movies/Entertainment | Corporate Officer/Principal | |
| St. Lawrence University | College/University | Undergraduate Degree |
Statistics
International
| United States | 43 |
| Indonesia | 3 |
Sectoral
| Finance | 23 |
| Consumer Services | 12 |
| Technology Services | 7 |
| Commercial Services | 4 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 81 |
| Undergraduate Degree | 68 |
| Portfolio Manager-Equities | 61 |
| Director/Board Member | 45 |
| Analyst-Equity | 37 |
Most connected contacts
- Stock Market
- Insiders
- Derek Robert Tam
- Company connections
