Network origin in Marilyn Ruth Bergen first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CWM Retiring LLC
 CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans.
4
| Extinct | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Marilyn Ruth Bergen via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Portland Metro Chamber
 Portland Metro Chamber Miscellaneous Commercial ServicesCommercial Services Portland Metro Chamber provides business resource services. Its program offers Alaska airlines referral program, emergency professional of Portland leadership in Portland, and public service training program. The company was founded on April 25, 2002 and is headquartered in Portland, OR. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Utah | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin | |
RedChip Independent
 RedChip Independent Investment ManagersFinance RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast. | Investment Managers | Analyst-Equity | |
| Oregon State University | College/University | Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree | |
| University of Oregon | College/University | Undergraduate Degree Graduate Degree | |
| The Good Samaritan Hospital Foundation | Corporate Officer/Principal | ||
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
CMC Advisers LLC
 CMC Advisers LLC Investment ManagersFinance CMC Advisers LLC provides investment advice. The private company is based in Portland, OR. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 14 |
Sectoral
| Finance | 6 |
| Consumer Services | 6 |
| Commercial Services | 2 |
Operational
| Portfolio Manager-Equities | 6 |
| Undergraduate Degree | 4 |
| Corporate Officer/Principal | 4 |
| Analyst-Equity | 4 |
| Chief Investment Officer | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Lantz Kent Stringham | 6 |
| Greg Houser | 5 |
| Kathleen Jade Kee | 4 |
| David Morganstern | 4 |
- Stock Market
- Insiders
- Marilyn Ruth Bergen
- Company connections
