Greg Friedman
Founder at Private Ocean LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Justin Hult | M | - |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 15 years |
| Fred Dopfel | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | - |
| Richard Alan Stone | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 15 years |
| Frank Joseph Jones | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | - |
| Michael Moriarty | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 2 years |
| Dana R. Waldman | M | 59 |
Golden Gate University
| - |
| Janice Wilkins | F | 79 |
Golden Gate University
| 3 years |
| John Love | M | 84 |
Golden Gate University
| - |
| Jan A. Rosati | M | - |
Golden Gate University
| - |
| Tim Curley | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 14 years |
| Yvette Clark | F | 57 |
Golden Gate University
| - |
| John M. Panetta | M | - |
Golden Gate University
| - |
| Mike LaMena | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 2 years |
| Hans H. Been | M | - |
Golden Gate University
| - |
| Richard A. Stone | M | - |
Salient-Friedman Wealth Management LLC
 Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA. | - |
| Donald B. Bibeault | M | 82 |
Golden Gate University
| - |
| Daniel P. Riley | M | 72 |
Golden Gate University
| - |
| Jeffrey V. Bialik | M | - |
Golden Gate University
| 25 years |
| Deborah McAdam | F | - |
Golden Gate University
| - |
| Bill Bradley | M | 80 |
Golden Gate University
| - |
| Richard Belluzzo | M | 71 |
Golden Gate University
| - |
| Russell Colombo | M | 71 |
Golden Gate University
| - |
| Charles Richard Conradi | M | - |
Golden Gate University
| - |
| Willard Wyman | M | - |
Golden Gate University
| - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Max Holvik | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 5 years |
| Donald Jones | M | - |
University of California San Diego
| 5 years |
| Abdool Rahim Moossa | M | 84 |
University of California San Diego
| 30 years |
| Mee Yee Chan | M | 62 |
University of California San Diego
| 5 years |
| Frank M. Longo | M | - |
University of California San Diego
| 4 years |
| Shawn A. Scranton | M | 60 |
University of California San Diego
| 4 years |
| Steve Block | M | 57 |
University of California San Diego
| 4 years |
| Daniel P. Kolk | M | - |
University of California San Diego
| 4 years |
| Walter Luyten | M | - |
University of California San Diego
| 3 years |
| Fadi Twainy | M | - |
University of California San Diego
| 6 years |
| Mad Yanto Purbo | M | 66 |
Golden Gate University
| 2 years |
| Michael Steven | M | 59 |
Golden Gate University
| 2 years |
| Bruce David Sherman | M | 65 |
University of California San Diego
| 4 years |
| Dono Boestami | M | - |
Golden Gate University
| 1 years |
| Irman Alvian Zahiruddin | M | 61 |
Golden Gate University
| 1 years |
| Chong En Bai | M | 61 |
University of California San Diego
| 3 years |
| Christian Waage | M | 57 |
University of California San Diego
| 4 years |
| Narongchai Wongthanavimok | M | 61 |
Golden Gate University
| 1 years |
| Peter V. Czipott | M | - |
University of California San Diego
| 3 years |
| Greg Harriman | M | - |
University of California San Diego
| 4 years |
| Thomas M. Johnson | M | 63 |
University of California San Diego
| 4 years |
| Dev K. Mishra | M | - |
University of California San Diego
| 3 years |
| Katherine Rincon | F | - |
University of California San Diego
| 4 years |
| Arcediano jason | M | - |
University of California San Diego
| 5 years |
| Jamie Montgomery, | - | - |
University of California San Diego
| 4 years |
| Michael Carpenter | M | 60 |
University of California San Diego
| 4 years |
| Eric Reynolds | M | 64 |
University of California San Diego
| 4 years |
| Dave Homan | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 8 years |
| David Hite | M | - |
Golden Gate University
| 2 years |
| Matt Kesner | M | - |
University of California San Diego
| 3 years |
| Bob Patterson | M | 61 |
University of California San Diego
| 4 years |
| Aeron Wickes | M | - |
University of California San Diego
| 3 years |
| Lee H. Hilborne | M | - |
University of California San Diego
| 4 years |
| Blake Waltrip | M | - |
University of California San Diego
| 4 years |
| Steven David Smith | M | 65 |
University of California San Diego
| 4 years |
| Oscar Bronsther | M | 71 |
University of California San Diego
| - |
| Reid Tomlin | M | - |
University of California San Diego
| 4 years |
| James A. Green | M | 57 |
University of California San Diego
| 4 years |
| Mohammad Syahrial | M | 58 |
Golden Gate University
| 2 years |
| David L. Bauer | M | 64 |
University of California San Diego
| 4 years |
| Andreas Plückthun | M | 65 |
University of California San Diego
| 3 years |
| Chia Wei Woo | M | 87 |
University of California San Diego
| 4 years |
| Tom Carr | M | - |
University of California San Diego
| 4 years |
| Robert Scott Koenigsberger | M | - |
University of California San Diego
| 4 years |
| Alexis Waadt | F | - |
University of California San Diego
| 4 years |
| Patty L. Edwards | F | - |
University of California San Diego
| 4 years |
| Stefan Loren | M | 60 |
University of California San Diego
| 5 years |
| Barry Philip Julien | M | - |
University of California San Diego
| 5 years |
| Lance Bridges | M | 62 |
University of California San Diego
| 4 years |
| Judith M. Bardwick | M | 91 |
University of California San Diego
| 35 years |
| Doug Kelly | M | 63 |
University of California San Diego
| 4 years |
| Orville G. Kolterman | M | 76 |
University of California San Diego
| 9 years |
| Leo S. Spiegel | M | - |
University of California San Diego
| 4 years |
| David Allen Walters | M | 61 |
University of California San Diego
| 4 years |
| Virasb Vahidi | M | 57 |
University of California San Diego
| 4 years |
| Patti McGlasson | F | 59 |
University of California San Diego
| 4 years |
| Stephen D. Rose | M | - |
University of California San Diego
| 4 years |
| Doug Koo | M | - |
University of California San Diego
| 4 years |
| Sean P. O'Neill | M | - |
University of California San Diego
| 5 years |
| James Alan McFall | M | 66 |
University of California San Diego
| 4 years |
| Randolph C. Barrows | M | - |
University of California San Diego
| 4 years |
| Tremaine A. Atkinson | M | - |
University of California San Diego
| 4 years |
| Zev Zaidman | M | - |
University of California San Diego
| 4 years |
| Brad Dezurick | M | - |
University of California San Diego
| 4 years |
| Kevin D. Blair | M | - |
University of California San Diego
| 4 years |
| Eduardo Rallo | M | - |
University of California San Diego
| 4 years |
| Marilyn A. Thompson | F | - |
Golden Gate University
| 1 years |
| Richard Kornfeld | M | 63 |
University of California San Diego
| 4 years |
| Peggy A. Ugent | F | - |
Golden Gate University
| 1 years |
| Lawrence W. Shea | M | - |
University of California San Diego
| 4 years |
| Cheron Vail | M | - |
University of California San Diego
| 8 years |
| Si Mai Rui | M | 63 |
University of California San Diego
| 4 years |
| Douglas G. Muehlhauser | M | - |
University of California San Diego
| - |
| Jeffrey Belk | M | 61 |
University of California San Diego
| 4 years |
| James W. Montgomery | M | - |
University of California San Diego
| 4 years |
| Donald Carruthers | M | - |
University of California San Diego
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Greg Friedman
- Personal Network
