Network origin in Julie D. Kelly first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CoreStates Capital Advisors LLC
 CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania.
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Julie D. Kelly via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Mcginn Penninger Investment Management, Inc.
 Mcginn Penninger Investment Management, Inc. Investment ManagersFinance McGinn Penninger Investment Management, Inc. (MPIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Alexandria, Virginia. The firm was founded by John Hurabiell in 1991 as McGinn Investment Management, Inc. The firm’s name was changed in 2023 to reflect the multigenerational composition of the team. MPIM provides investment management services for institutions, high-net-worth individuals, and a mutual fund (the Union Street Partners Value Fund). | Investment Managers | Portfolio Manager-Equities | |
| Ohio Wesleyan University | College/University | Undergraduate Degree | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
| University of Denver | College/University | Masters Business Admin | |
| The University of Colorado | College/University | Doctorate Degree | |
| United States Army Special Forces | Sovereign | Corporate Officer/Principal |
Statistics
International
| United States | 13 |
Sectoral
| Finance | 8 |
| Consumer Services | 4 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 9 |
| Portfolio Manager-Equities | 3 |
| Undergraduate Degree | 2 |
| Director of Research - Equity | 1 |
| Portfolio Manager-Fixed Income | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Christopher Kelly | 8 |
| James D. Beck | 6 |
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