Network origin in Dirk Alan Zwiep first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.
19
| Subsidiary | Investment Managers | 19 |
Well Done LLC
 Well Done LLC Investment ManagersFinance Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dirk Alan Zwiep via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Private Equity Investor | |
| SYNERGY BRANDS INC. | Food Distributors | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Analyst-Equity | |
Morgan Stanley Private Equity Asia III LLC
 Morgan Stanley Private Equity Asia III LLC Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY. | Investment Managers | 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 | |
| University of Pennsylvania | College/University | Graduate 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 | |
| Saint John's University | College/University | Undergraduate Degree | |
| University of Mississippi | College/University | Undergraduate Degree | |
Citigroup Global Markets, Inc. (Investment Management)
 Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Mountain Group Capital LLC
 Mountain Group Capital LLC Investment ManagersFinance Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee. | Investment Managers | President | |
Traverso Chambers Private Wealth Management LLC
 Traverso Chambers Private Wealth Management LLC Investment ManagersFinance Traverso Chambers Private Wealth Management LLC (Traverso Chambers) is a SEC-registered investment adviser and wealth management firm headquartered in Santa Rosa, California. In 2024, the firm was acquired by MAI Capital Management LLC, ultimately owned by MAI Capital Management Holdings LLC. Traverso Chambers provides investment advisory services to high-net-worth individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Millersville University | College/University | Undergraduate Degree | |
| Albright College | College/University | Undergraduate Degree | |
| Columbia University School of the Arts | College/University | Graduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| California Lutheran University School of Business Management | College/University | Masters Business Admin | |
| San Diego State University | College/University | Graduate Degree | |
| BEYOND COMMERCE, INC. | Information Technology Services | Corporate Officer/Principal | |
Coldwell Banker & Co.
 Coldwell Banker & Co. Real Estate DevelopmentFinance Part of Avis Budget Group, Inc., Coldwell Banker & Co. provides commercial real estate brokerage services. | Real Estate Development | Corporate Officer/Principal | |
| Loyola Marymount University | College/University | Undergraduate Degree | |
Regatta Capital Group LLC
 Regatta Capital Group LLC Investment ManagersFinance Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California. | Investment Managers | Private Equity Investor | |
| The Isenberg School of Management | College/University | Masters Business Admin | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin | |
| Calvin University | College/University | Undergraduate Degree | |
| Cornerstone University | College/University | Undergraduate Degree | |
Sachem Acquisition Corp.
 Sachem Acquisition Corp. Finance/Rental/LeasingFinance Sachem Acquisition Corp. is a blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 23, 2021 and is headquartered in Branford, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Skidmore College | College/University | Undergraduate Degree | |
| SACHEM CAPITAL CORP. | Real Estate Investment Trusts | Chief Investment Officer | |
Penso Advisors LLC
 Penso Advisors LLC Investment ManagersFinance Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors. | Investment Managers | Trading-Equity | |
| St. Louis University | College/University | Graduate Degree | |
FOCUS St. Louis
 FOCUS St. Louis Miscellaneous Commercial ServicesCommercial Services FOCUS St. Louis provides leadership training, civic issue education and public engagement initiatives. It offers in the areas of youth leadership, community conversations, leadership program, civic leadership and regional issues, and operational assessment and management. The company was founded on July 01, 1996 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
Raymond James Financial Services, Inc.
 Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Corporate Officer/Principal | |
PlanMember Financial Corp.
 PlanMember Financial Corp. Financial ConglomeratesFinance PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA. | Financial Conglomerates | Corporate Officer/Principal | |
| Financial Services Institute, Inc. | Director/Board Member | ||
United Way of Greater St. Louis
 United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
| Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Virginia Commonwealth University | College/University | Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree |
Statistics
International
| United States | 45 |
| Spain | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 20 |
| Commercial Services | 3 |
| Distribution Services | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 38 |
| Undergraduate Degree | 18 |
| Director/Board Member | 11 |
| President | 8 |
| Chief Executive Officer | 7 |
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