Kelly Roark
Portfolio Manager-Equities at Commonwealth Equity Services LLC
Network origin in Kelly Roark first degree
Entity | Entity type | Industry | |
---|---|---|---|
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.
12
| Subsidiary | Investment Managers | 12 |
Western Carolina University
6
| College/University | Other Consumer Services | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kelly Roark via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Equity | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
New England Life Insurance Co.
New England Life Insurance Co. Insurance Brokers/ServicesFinance New England Life Insurance Co. provides insurance and financial products and services. Its services include life insurance, long term care, and disability income insurance. The company is headquartered in Boston, MA. | Insurance Brokers/Services | Corporate Officer/Principal | |
M&A SECURITIES SDN. BHD. | Real Estate Development | Director/Board Member | |
Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
Dartmouth College | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
LBS BINA GROUP | Real Estate Development | Director/Board Member | |
FIAMMA HOLDINGS | Electronics/Appliance Stores | Director/Board Member | |
University of Malaya | College/University | Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
Wingate University | College/University | Undergraduate Degree | |
University of Innsbruck | College/University | Doctorate Degree | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Young Presidents' Organization, Inc.
Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
R.G. Dickinson & Co. | Corporate Officer/Principal | ||
Commonwealth Financial Advisors LLC
Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom. | Investment Managers | Chief Executive Officer | |
PT WASKITA KARYA (PERSERO) TBK | Engineering & Construction | Director/Board Member | |
Southworth Development LLC
Southworth Development LLC Real Estate DevelopmentFinance Southworth Development LLC is a privately held company founded in 2005, specializing in the development of residential resort and hospitality-branded real estate communities. The company is based in Newton, MA and has subsidiaries in the United States. Southworth Development believes in celebrating life and creating opportunities for their club members, community residents, and resort guests to do the same. | Real Estate Development | Chairman | |
University Of The West Indies | College/University | Masters Business Admin | |
Airports Authority of Jamaica Ltd.
Airports Authority of Jamaica Ltd. Other TransportationTransportation Airports Authority of Jamaica Ltd. is an independent statutory body established in 1974 with the initial responsibility of ownership and management of the nation's two international airports, Norman Manley International Airport and Sangster International Airport. The private company is based in Kingston, Jamaica, and has subsidiaries in Jamaica. The Jamaican company's business involves airport system development programs, job opportunities, annual reports, and tenders. The company operates several aerodromes, including Ian Fleming International Airport, Ken Jones Aerodrome, Negril Aerodrome, Tinson Pen Aerodrome, and Vernamfield Aerodrome. The company's CEO is Audley H. Deidrick, who has been leading the company since 2005. | Other Transportation | Chairman | |
Universitas Gadjah Mada | College/University | Corporate Officer/Principal | |
National Crime Prevention Fund | Director/Board Member | ||
Young Entrepreneurs Association of Jamaica | Founder | ||
The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
Port Klang Free Zone Sdn. Bhd. | Director/Board Member | ||
Horizons Wealth Management, Inc.
Horizons Wealth Management, Inc. Investment ManagersFinance Horizons Wealth Management, Inc. (HWM) is an independent registered investment advisor headquartered in Asheville, North Carolina. Founded in 2007, HWM offers wealth management and financial planning services to individual clients, businesses and charitable organizations. | Investment Managers | Chief Executive Officer | |
The Postal Corp. of Jamaica Ltd.
The Postal Corp. of Jamaica Ltd. Air Freight/CouriersTransportation The Postal Corp. of Jamaica Ltd. offers a range of mail services, including local and overseas expedited services, as well as business solutions. The private company is based in Kingston, Jamaica. The Jamaican company also provides products such as parcels, EMS, and Zip Mail, with pick-up services available. Customers can track and trace their shipments, calculate postage rates, and make payments online. | Air Freight/Couriers | Chairman | |
Paymaster Jamaica Ltd.
Paymaster Jamaica Ltd. Miscellaneous Commercial ServicesCommercial Services Paymaster Jamaica Ltd. provides business support services. It offers collection services for various areas of business, such as remittances, cable service providers, Internet service providers, tertiary institutions, etop up, financial service companies, advertising, cheque cashing, insurance, security, membership clubs, ticket sales, and remittances. The company was founded by Audrey Patrice Marks in April 1995 and is headquartered in Kingston, Jamaica. | Miscellaneous Commercial Services | Chief Operating Officer | |
Crime Stop Jamaica | Director/Board Member | ||
Wallace E Carroll School of Management | College/University | Graduate Degree | |
Tennis Jamaica Ltd. | Director/Board Member | ||
Commonwealth Equity Services, Inc. (Broker) | Investment Banks/Brokers | Chief Executive Officer | |
Faculty of Economics & Business UGM | College/University | Corporate Officer/Principal | |
RED IDEAS HOLDINGS | Information Technology Services | Chairman | |
Iprint Digital Jamaica Ltd.
Iprint Digital Jamaica Ltd. Advertising/Marketing ServicesCommercial Services Iprint Digital Jamaica Ltd. provides advertising and marketing services. It offers Large Format Printing, Custom Fabrication, Outdoor Advertising and Booth Rental products. The company was founded by Richard Bair, Sheldon Barnes, Katrina Kelly, Solomon Sharpe, Stephen Steele and Newton Barnes in 2006 and is headquartered in Kingston, Jamaica. | Advertising/Marketing Services | Director/Board Member | |
University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
VESTLAND | Engineering & Construction | Director/Board Member | |
PT Barata Indonesia (Persero)
PT Barata Indonesia (Persero) HomebuildingConsumer Durables PT Barata Indonesia (Persero) engages in the provision of engineering procurement and construction services. Its portfolio include pabrik bioethanol, pabrik sagu, penstock parmonangan, and coal fired steam power plant. The company was founded in 1924 and is headquartered in Gresik, ID. | Homebuilding | Chairman |
Statistics
International
United States | 29 |
Jamaica | 10 |
Malaysia | 8 |
Indonesia | 5 |
Austria | 2 |
Sectoral
Finance | 18 |
Consumer Services | 16 |
Commercial Services | 5 |
Industrial Services | 3 |
Transportation | 3 |
Operational
Undergraduate Degree | 16 |
Corporate Officer/Principal | 16 |
Director/Board Member | 14 |
Portfolio Manager-Equities | 12 |
Chairman | 8 |
Most connected contacts
Insiders | |
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Marcus James | 14 |
Chris Fasciano | 8 |
Choo Yong Lei | 8 |
Brad McMillan | 6 |
R. Agus Sartono | 6 |
Wayne Michael Bloom | 6 |
Jason Young | 6 |
Joe Deitch | 4 |
James McAllister | 3 |
Delane Taylor | 3 |
Dave Kelly | 3 |
Chad Andrew LaFauci | 2 |
David S. Hunter | 2 |
Dana Graves | 2 |
David Hart | 2 |
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