Jay Shah
Chief Executive Officer at Empower Personal Wealth LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Larry Raffone | M | 60 |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA.
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | 23 years |
Suzanne van Staveren | F | - |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | - |
Neil Gilfedder | M | - |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | 10 years |
Peter deSilva | M | 62 |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | 3 years |
Paul J. Guagliardo | M | - |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | - |
Paul A. Bergholm | M | - |
Empower Personal Wealth LLC
Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | - |
Jeffrey Stein | M | - |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | 3 years |
Barbara Yastine | F | 64 |
One Finance, Inc.
One Finance, Inc. Miscellaneous Commercial ServicesCommercial Services One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA. | 3 years |
Arjan Schütte | M | - |
One Finance, Inc.
One Finance, Inc. Miscellaneous Commercial ServicesCommercial Services One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA. | 4 years |
Michael Martin | M | 68 |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | 3 years |
Charles M. Roame | M | 58 |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | 10 years |
David Simmons | M | 59 |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | - |
Leslie Ferraro | F | 62 |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | 6 years |
Edward Dinan | M | - |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | 11 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
William Harris | M | 68 |
Personal Capital Advisors Corp.
Personal Capital Advisors Corp. Investment ManagersFinance Personal Capital Advisors Corp. (PCAC) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 2010 by William (Bill) Harris, Jr. In 2020 they were acquired by Empower Personal Wealth LLC (formerly known as Personal Capital Corp.), ultimately owned by Power Corp. of Canada (TSE: POW). PCA primarily provides investment management services to individuals, high-net worth individuals, corporations and other business entities through a wrap fee program. | 10 years |
Brian Hamilton | M | - |
One Finance, Inc.
One Finance, Inc. Miscellaneous Commercial ServicesCommercial Services One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA. | - |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 16 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jay Shah
- Personal Network