Mark Joseph Reed
Portfolio Manager-Equities at Wealth Enhancement Advisory Services LLC
Network origin in Mark Joseph Reed first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.
209
| College/University | Other Consumer Services | 209 |
Denison University
45
| College/University | Other Consumer Services | 45 |
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
29
| Subsidiary | Investment Managers | 29 |
North American Management Corp.
 North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.
9
| Extinct | Investment Managers | 9 |
Bush O'Donnell Investment Advisors, Inc.
 Bush O'Donnell Investment Advisors, Inc. Investment ManagersFinance Bush O'Donnell Investment Advisors, Inc. (BOIA) is a wealth management firm and registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1986 by William Bush and Richard Kobusch as Bush & Kobusch Investment Advisors. In 1987, James O’Donnell joined Mr. Bush and renamed the firm in 1988. They are a wholly-owned subsidiary of Bush O’Donnell & Co., Inc., which is owned by Ivy Medical LLC. BOIA manages discrete investment portfolios for individuals, families, corporate retirement plans, foundations, endowments and religious communities.
4
| Extinct | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark Joseph Reed 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 | Corporate Officer/Principal Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Fixed Income | |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Investment Managers | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Synecor LLC
 Synecor LLC Investment ManagersFinance Synecor LLC (Synecor) is a venture capital firm founded in 2000 by Richard S. Stack, William N. Starling, and Judith L. Swain. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
Viper Holdings Corp.
 Viper Holdings Corp. Computer CommunicationsElectronic Technology Viper Holdings Corp. operates as a holding company. The company is headquartered in Boston, MA. | Computer Communications | Chairman | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Graduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Corporate Officer/Principal Masters Business Admin Doctorate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Boston University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree Undergraduate Degree Director/Board Member | |
| Seattle University | College/University | Graduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
| University of Michigan | College/University | Director/Board Member Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
| Whitman College | College/University | Undergraduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Institute for Systems Biology
 Institute for Systems Biology Miscellaneous Commercial ServicesCommercial Services Institute for Systems Biology operates as a nonprofit biomedical research organization. It develops a systems approach to characterize, predict, and manipulate state transitions in biological system. The company was founded by Leroy E. Hood, Ruedi Aebersold and Alan Aderem in 2000 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Chairman Founder | |
| Calpoint LLC | Corporate Officer/Principal | ||
| TKC METALS CORPORATION | Steel | Corporate Officer/Principal | |
Northwest Research Associates, Inc.
 Northwest Research Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Northwest Research Associates, Inc. provides geophysical science research services. It offers research services on solar and stellar physics, atmosphere and climate, electromagnetic wave propagation and fluid mechanics, and data assimilation and statistical signal processing. The firm also provides space weather indices, field observations in the Indian ocean, shoreline monitoring service, video metric systems, and coherent radio receiving system. The company was founded by Donald Delisi and Edward Fremouw in 1984 and is headquartered in Redmond, WA. | Miscellaneous Commercial Services | President Director/Board Member | |
| University of Indonesia | College/University | Graduate Degree Undergraduate Degree | |
| Aldex Realty Corp. | Director/Board Member | ||
iRemit Global Remittance Ltd.
 iRemit Global Remittance Ltd. Regional BanksFinance iRemit Global Remittance Ltd. operates as money transfer and remittance pick-up company. It offers I-Remit Visa card, bank to bank, door to door, ishop and ipay services. The company was founded on March 5, 2001 and is headquartered in London, the United Kingdom. | Regional Banks | Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| Discovery Fleet Corp. | Director/Board Member | ||
| One Urdaneta Corp. | President | ||
| Balay Holdings, Inc. | Chairman | ||
| DISCOVERY WORLD CORPORATION | Hotels/Resorts/Cruise lines | Chief Executive Officer | |
| Euro-Pacific Resort, Inc. | Chairman | ||
| One Luscara Corp. | Chairman |
Statistics
International
| United States | 34 |
| Philippines | 9 |
| Indonesia | 2 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 19 |
| Finance | 14 |
| Commercial Services | 3 |
| Technology Services | 2 |
| Electronic Technology | 2 |
Operational
| Director/Board Member | 229 |
| Corporate Officer/Principal | 181 |
| Undergraduate Degree | 98 |
| Portfolio Manager-Equities | 67 |
| President | 57 |
Most connected contacts
| Insiders | |
|---|---|
| Mohammad Syah Indra Aman | 64 |
| John Kacho Y. Tiu | 42 |
| Roscoe Moore | 37 |
| Louis Lange | 35 |
| Leroy Hood | 34 |
| Nathan Every | 26 |
| Bill Burnham | 16 |
| Brian D. Barlow | 16 |
| Steven Reed | 15 |
| Andrew Bohutinsky | 15 |
| Darryl Nakamoto | 14 |
| Murray Smith | 13 |
| Po Hong Cho | 12 |
| Jerry Ng | 11 |
| Sunil Gordhan Hirani | 11 |
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