Network origin in Paul Lonergan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CW Advisors LLC
 CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities.
5
| Holding Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paul Lonergan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Maryland | College/University | Undergraduate Degree | |
| University of Bocconi | College/University | Graduate Degree | |
| Indiana Institute of Technology, Inc. | College/University | Undergraduate Degree | |
Galecki Financial Management, Inc.
 Galecki Financial Management, Inc. Investment ManagersFinance Galecki Financial Management, Inc. provides investment advice. The private company is based in Fort Wayne, IN. | Investment Managers | Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin | |
| Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
| The University of New Mexico | College/University | Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
| United States | 12 |
| Italy | 2 |
Sectoral
| Consumer Services | 7 |
| Finance | 6 |
Operational
| Corporate Officer/Principal | 6 |
| Undergraduate Degree | 5 |
| Analyst-Equity | 3 |
| Trading-Equity | 3 |
| Chief Investment Officer | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Richard James Barrett | 6 |
| Ross Causley | 4 |
| Joe Zimmerman | 4 |
| Carl W. Noble | 3 |
| Sauro Locatelli | 3 |
- Stock Market
- Insiders
- Paul Lonergan
- Company connections
