![Jacob Buchanan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Rob Pharr | M | - |
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | 20 years |
Ned Durden | M | - |
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | 18 years |
Fritz Porter | M | - |
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | 16 years |
Ty Peebles | M | - |
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | 10 years |
Anna Forte Brown | F | - |
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | 16 years |
Roger Regelbrugge | M | - |
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | 5 years |
Charles Thies | M | - |
WestEnd Advisors LLC
![]() WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | 8 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Adam Kelleher | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
John Alston Gardner | M | - |
The University of North Carolina at Chapel Hill
| 8 years |
benjamin horlick | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Rachel Nicole Bilskie | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
James K. Izlar | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Ethan Peikes | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Jill Hardies | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
Jack Shannon | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Richard Miller | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Stefanos Crist | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Matthew G. Rothstein | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Mallory Sanborn | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
Mackenzie Miller | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Abigail Kinnaman | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
Hayley Hunter | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Michael T Thaden | M | - |
The University of North Carolina at Chapel Hill
| 5 years |
Simi Kavthekar | F | - |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | 2 years |
Alexander di Ruzza | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Dylan Thomas Wright | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Andrew Petry | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Noel Sinozich | M | - |
The University of North Carolina at Chapel Hill
| 3 years |
Jack Halpert | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Falko Huettenberger | M | - |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | 4 years |
Kevin McGowan | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Peter Balogh | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Ashwin Karanth | M | - |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | 3 years |
Christopher Frantz | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
Jessica Brack | F | - |
The University of North Carolina at Chapel Hill
| - |
Mohammed Ceesay | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Angela Schmith | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
Walter Yarbrough | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Everett F. Saslow | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Alex Rento | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Alex Blair | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Josephine Wong | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
Peyton Bohnsack | M | - |
The University of North Carolina at Chapel Hill
| 5 years |
Burke Brown | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Justin Hinshaw | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Steven Demeraski | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
William Stelpflug | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Alfred Bryant | M | - |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | 12 years |
Shontel Jung | F | - |
The University of North Carolina at Chapel Hill
| 6 years |
Emily Cerciello | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
Michael James Valentinas | M | - |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | 14 years |
Logan Lee Bolick | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
Julian Forero | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Mario Castro | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
Kevin S Overby | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Brad Pence | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Brian Daniel Peak | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
David Su | M | - |
The University of North Carolina at Chapel Hill
| 3 years |
Daniel Roberts | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Steven Jay Lerner | M | 69 |
The University of North Carolina at Chapel Hill
| - |
Susan Cates | F | 53 |
The University of North Carolina at Chapel Hill
| 8 years |
Jon Hendrickson | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
John Bitsas | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
Sidney Browne | M | - |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | 4 years |
Trey M. Lambert | M | - |
The University of North Carolina at Chapel Hill
| 3 years |
Stephanie Marie Michael | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
Michael Melvin | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Gonzalo Asis | M | - |
The University of North Carolina at Chapel Hill
| 3 years |
Forrest Cherry | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Luv Sodha | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
Hai Peng Shen | M | 48 |
The University of North Carolina at Chapel Hill
| 6 years |
Wood Lay | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Hunter Hammond | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Ben Craig | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Alexander Bales | M | - |
The University of North Carolina at Chapel Hill
| 3 years |
Vivek Dakoriya | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Jacob Conger | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Niket Patel | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
Sean Burns | M | - |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | 1 years |
Veronica Clark | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
R Wilson Orr | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Lukas Davaz | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Heather Lambert Kidde | F | - |
Credit Suisse Asset Management LLC
![]() Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | 10 years |
James Stafford | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Zack G. Zlatev | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
Stoney Jack | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 86 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jacob Buchanan
- Personal Network