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Network origin in Paul Ha first degree
Entity | Entity type | Industry | |
---|---|---|---|
WMS Partners LLC
![]() WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations.
14
| Subsidiary | Investment Managers | 14 |
Wheaton College (Illinois)
5
| College/University | Other Consumer Services | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paul Ha via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
CAMDEN NATIONAL CORPORATION | Regional Banks | Director/Board Member | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
FRESH DEL MONTE PRODUCE INC. | Agricultural Commodities/Milling | Director/Board Member | |
Brown Investment Advisory & Trust Co.
![]() Brown Investment Advisory & Trust Co. Investment ManagersFinance Brown Investment Advisory & Trust Co. provides fund management services. It serves high net worth individuals and institutions. The firm manages accounts for individuals, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, family office, executives, foundations, trust services and state or municipal government entities. The company was founded in 1993 and is headquartered Baltimore, MD. | Investment Managers | Corporate Officer/Principal | |
United Educators, Inc.
![]() United Educators, Inc. Insurance Brokers/ServicesFinance United Educators, Inc. provides liability insurance and risk management services to almost 1,600 members representing K-12 schools, colleges, and universities throughout the United States. The private company is based in Bethesda, MD. United Educators addresses their members' unique risks through thoughtful underwriting resulting in appropriate coverage. Founded in 1987 as a risk retention group, the American company is owned and governed by the institutions they insure. | Insurance Brokers/Services | Director/Board Member | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Walpert, Smullian & Blumenthal
![]() Walpert, Smullian & Blumenthal Miscellaneous Commercial ServicesCommercial Services Walpert, Smullian & Blumenthal provides accounting services. The private company is based in Towson, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Verrill Dana LLP
![]() Verrill Dana LLP Miscellaneous Commercial ServicesCommercial Services Verrill Dana is a full service law firm with more than 110 attorneys and a growing number of service-based practice groups. The firm has a regional presence in the Northeast, with offices from Maine to Washington, D.C., allowing them to serve clients with interests across the country and around the world. Through scalable staffing, careful communication and skillful project management, Verrill Dana helps individuals and businesses achieve their goals in a manner that suits their unique legal needs and preferred work methods. They embrace the principles behind the Association of Corporate Counsel Value Challenge. They are committed to providing value-driven, quality legal services and practical solutions in a cost-effective manner. Their lawyers are not satisfied being only quality service providers. They strive to earn the status of trusted counsel, advocates and allies in their clients success. Verrill Dana''s enduring commitment to quality client service is complemented by their commitment to community service. Verrill Dana believes that its role as a leading New England business carries a corresponding obligation to give back to the communities in which they live and work. This obligation is fulfilled through the personal service of their lawyers and staff in numerous community organizations, the firm''s prominent charitable giving program and the direct provision of pro bono legal services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Director of Finance/CFO | |
DeSales University | College/University | Undergraduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Yale University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Towson University | College/University | Undergraduate Degree | |
Princeton University | College/University | Doctorate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Maine Employers' Mutual Insurance Co.
![]() Maine Employers' Mutual Insurance Co. Insurance Brokers/ServicesFinance Maine Employers' Mutual Insurance Co. provides workers compensation insurance services. It also offers safety programs, including training workshops and educational materials. The company was founded by in January 1993 and is headquartered in Portland, ME. | Insurance Brokers/Services | Director/Board Member | |
The Jackson Laboratory
![]() The Jackson Laboratory BiotechnologyHealth Technology The Jackson Laboratory provides biotechnology research services. It offers nonprofit research, biomedical research, genomics, genetics, cancer, neuroscience, immunology, aging, bioinformatics, computational biology, research mice, genomic medicine, reproductive biology, developmental biology, eye research and hearing research. The company was founded by Clarence Cook Little in 1929 and is headquartered in Bar Harbor, ME. | Biotechnology | Chief Operating Officer | |
Roland Park Country School | College/University | Corporate Officer/Principal | |
Camden National Bank (Maine)
![]() Camden National Bank (Maine) Major BanksFinance Camden National Bank provides banking services. It offers personal and business banking and investment management. The company is headquartered in Camden, ME. | Major Banks | Director/Board Member | |
Mercantile Investments, Inc. | Corporate Officer/Principal | ||
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Robert Garrett & Sons, Inc.
![]() Robert Garrett & Sons, Inc. Investment ManagersFinance Robert Garrett & Sons, Inc. provides investment advice. The private company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Compassion International, Inc.
![]() Compassion International, Inc. Miscellaneous Commercial ServicesCommercial Services Compassion International, Inc. provides children and orphans with food, shelter, education and health care, as well as Christian training. It exists as a Christian child advocacy ministry that releases children from spiritual, economic, social and physical poverty and enables them to become responsible, fulfilled Christian adults. The company was founded in 1952 and is headquartered in Colorado Springs, CO. | Miscellaneous Commercial Services | Director/Board Member | |
Stevenson University | College/University | Undergraduate Degree | |
The Network for Teaching Entrepreneurship
![]() The Network for Teaching Entrepreneurship Miscellaneous Commercial ServicesCommercial Services The Network for Teaching Entrepreneurship (NFTE) is a non-profit organization that provides entrepreneurship education to middle school, high school, and postsecondary students in 30 states and 31 countries. The non-profit company is based in New York, NY. NFTE aims to ignite the entrepreneurial mindset in students, empowering them to own their futures regardless of their family income, community resources, special needs, gender identity, race, or ethnicity. NFTE has educated over a million students through in-school, out-of-school, in-person, online, or hybrid programs. The company was founded in 1987 by Carl Press and Philip A. McNeill, and J.D. LaRock has been the CEO of the company since 2019. | Miscellaneous Commercial Services | Director/Board Member | |
Marquette Associates, Inc.
![]() Marquette Associates, Inc. Investment ManagersFinance Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Director of Research - Equity | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Suffolk University Law School | College/University | Graduate Degree | |
Wilmington University | College/University | Masters Business Admin | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Partners International (District of Columbia)
![]() Partners International (District of Columbia) Packaged SoftwareTechnology Services Partners International provides software development & IT support services. The firm specializing in quality project management software, outsourced IT support services, and custom software development services. The company is founded in 1998 and based in Washington, DC. | Packaged Software | Director/Board Member | |
First Trust Direct Indexing LP
![]() First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices. | Investment Managers | Chief Investment Officer | |
Maryland Financial Group, Inc.
![]() Maryland Financial Group, Inc. Investment ManagersFinance Part of SCMI, Inc., Maryland Financial Group, Inc. provides investment advice. The company is based in Rockville, MD. | Investment Managers | Corporate Officer/Principal | |
Penn-Mar Human Services
![]() Penn-Mar Human Services Services to the Health IndustryHealth Services Penn-Mar Human Services is a non-profit organization that provides social services to the people with developmental disabilities. It offers educational, vocational training, residential programs, transportation, and individual support services. The company was founded in 1980 and is headquartered in Glen Rock, PA. | Services to the Health Industry | Director/Board Member |
Statistics
International
United States | 49 |
Cayman Islands | 2 |
Canada | 2 |
Sectoral
Finance | 22 |
Consumer Services | 20 |
Commercial Services | 6 |
Process Industries | 2 |
Health Technology | 2 |
Operational
Undergraduate Degree | 18 |
Corporate Officer/Principal | 17 |
Director/Board Member | 14 |
Investment Committee Member | 11 |
Portfolio Manager-Equities | 10 |
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