Michael Batista
Portfolio Manager-Equities at Creative Planning LLC
Network origin in Michael Batista first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of California
138
| College/University | Other Consumer Services | 138 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
78
| Holding Company | Investment Managers | 78 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Batista via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
| WALT DISNEY COMPANY (THE) | Movies/Entertainment | Private Equity Investor Corporate Officer/Principal | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
First Bight Management LLC
 First Bight Management LLC Investment ManagersFinance First Bight Ventures (First Bight) is a venture capital firm founded in 2021 by Veronica B Wu. The firm is headquartered in Houstan, Texas. | Investment Managers | Consultant / Advisor Founder | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
IDbyDNA, Inc.
 IDbyDNA, Inc. BiotechnologyHealth Technology IDbyDNA, Inc. operates as a precision medicine company that focuses on metagenomic approaches for infectious disease identification. It develops technologies to enable universal microorganism detection. The firm help doctors and scientists to detect any pathogen in any sample, thereby removing barriers for the adoption of metagenomics in clinical settings, ultimately leading to faster public health responses during infectious disease outbreaks. The company was founded by Martin G. Reese, Guochun Liao, Mark Yandell, and Robert Schlaberg in Noveber 2014 and is headquartered in San Mateo, CA. | Biotechnology | Founder | |
Morgan Stanley DW, Inc.
 Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Pontificia Universidad Católica de Chile | College/University | Undergraduate Degree | |
| Nebraska Wesleyan University | College/University | Undergraduate Degree | |
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
Citicorp Investment Services
 Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Investment Managers | Corporate Officer/Principal | |
Sociedad de Inversiones Norte Sur SA
 Sociedad de Inversiones Norte Sur SA Financial ConglomeratesFinance Sociedad de Inversiones Norte Sur SA operates as an investment holding company. It engages in capital investments in movable and immovable, tangible and intangible assets and securities, in securities and shares, in licenses and concessions of any nature. The company was founded on October 9, 1989 and is headquartered in Santiago, Chile. | Financial Conglomerates | Director/Board Member | |
NuProbe USA, Inc.
 NuProbe USA, Inc. Miscellaneous Commercial ServicesCommercial Services NuProbe USA, Inc. engages in the development of ultra-sensitive and multiplexed platform with reagents for non-invasive nucleic acid profiling and diagnostics. The firm offers VarTrace EGFR Assay, VarTrace BFAR Assay, and VarTrace AML multi-gene panel. The company was founded by Peng Yin, David Yu Zhang, and Victor Chenyang Shi in 2016 and is headquartered in Cambridge, MA. | Miscellaneous Commercial Services | Consultant / Advisor | |
| Haas School of Business | College/University | Masters Business Admin | |
| University of California San Diego | College/University | Undergraduate Degree | |
Hartwood Advisors, Inc.
 Hartwood Advisors, Inc. Investment ManagersFinance Hartwood Advisors, Inc. provides investment advice. The private company is based in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
MegaRobo Technologies Co., Ltd.
 MegaRobo Technologies Co., Ltd. Packaged SoftwareTechnology Services MegaRobo Technologies Co., Ltd. develops TV internal visual inspection equipment for LED TV assembly production processes. The equipment can be widely used in mobile phones, car displays, and large-size TV panel production lines. The company is based in Beijing, China. The equipment detects various defects such as missing screws, misplaced adhesive tape, loose terminals, and incorrect positioning of magnetic rings and wires. It provides automatic detection and alarm, and can upload production information to MES systems for easy traceability. The Chinese company was founded in 2016 by Yu Qing Huang, Zhi Xin Qiao, Yan Zhang. Yu Qing Huang has been the CEO since 2016. | Packaged Software | Consultant / Advisor | |
| Rutgers University Graduate School of Banking | College/University | Graduate Degree | |
Centrillion Technologies, Inc.
 Centrillion Technologies, Inc. Pharmaceuticals: MajorHealth Technology Centrillion Technology Holdings Ltd. provides genomics solutions. Its products and services can isolate, manipulate, visualize and analyze intact kilobase and megabase fragments of DNA. The company was founded by Wei Zhou in 2009 and is headquartered in Palo Alto, CA. | Pharmaceuticals: Major | Private Equity Investor | |
| University of Science & Technology of China | College/University | Undergraduate Degree | |
| University of Redlands | College/University | Undergraduate Degree | |
| Saint Xavier University | College/University | Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin | |
| Excelsior College (New York) | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
The Burney Co.
 The Burney Co. Investment ManagersFinance The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Sales & Marketing |
Statistics
International
| United States | 47 |
| Chile | 3 |
| China | 3 |
Sectoral
| Consumer Services | 34 |
| Finance | 13 |
| Health Technology | 3 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operational
| Undergraduate Degree | 98 |
| Portfolio Manager-Equities | 81 |
| Corporate Officer/Principal | 67 |
| Director/Board Member | 55 |
| Graduate Degree | 21 |
Most connected contacts
| Insiders | |
|---|---|
| Peter Preuss | 19 |
| Fabrizio Dorian Zappaterra | 15 |
| Jakob Bardram | 15 |
| Paul Stamas | 13 |
| Chris Stern | 10 |
| Veronica Wu | 10 |
| Juin Kuan Chong | 10 |
| Guochun Liao | 8 |
| Kerby Woo | 7 |
| Tak Yan Tao | 7 |
| Gil Klier | 7 |
| Jason Dodd Droege | 7 |
| Jason Young | 6 |
| Jefferson TQ | 6 |
| James Y. Kim | 6 |
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