![Paulo A. Coelho](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Paulo A. Coelho first degree
Entity | Entity type | Industry | |
---|---|---|---|
Lafayette College
44
| College/University | Other Consumer Services | 44 |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.
32
| Extinct | Investment Managers | 32 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paulo A. Coelho via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
T. Rowe Price Corporate Income Fund, Inc. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Falk Associates Management Enterprises, Inc.
![]() Falk Associates Management Enterprises, Inc. Miscellaneous Commercial ServicesCommercial Services Part of iHeartMedia, Inc., Falk Associates Management Enterprises, Inc. is a company that provides sports representation and marketing services. The company is based in Chicago, IL. The company was founded by David B. Falk, Curtis J. Polk. Falk Associates Management Enterprises was acquired by SFX Broadcasting, Inc. on May 04, 1998 for $100 million. | Miscellaneous Commercial Services | Founder | |
SFX Sports Group, Inc.
![]() SFX Sports Group, Inc. Movies/EntertainmentConsumer Services SFX Sports Group, Inc. produces and promotes live entertainment events. The firm also develops nationally televised sporting events and offers corporate hospitality services. It has offices in the United States, Europe, and Australia. The company was founded in 1999 and is headquartered in Washington, DC. | Movies/Entertainment | Corporate Officer/Principal | |
Nottingham Advisors, Inc.
![]() Nottingham Advisors, Inc. Investment ManagersFinance Nottingham Advisors, Inc. (Nottingham) is a SEC-registered investment advisor headquartered in Amherst, New York. The firm was founded in 1981 and formerly known as Elias Asset Management, Inc. They are a wholly-owned subsidiary of Community Bank, N. A., itself owned by Community Bank System, Inc. (NYSE: CBU). Nottingham offers asset management and investment advisory services through the use of separately managed accounts to individuals, trusts, corporations, foundations, endowments and pension funds. | Investment Managers | Corporate Officer/Principal | |
Credit Agricole Securities (USA), Inc.
![]() Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Mizuho Securities USA LLC
![]() Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity | |
Merrill Lynch Investment Managers LP
![]() Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
AMPHION INNOVATIONS PLC | Financial Conglomerates | Public Communications Contact Comptroller/Controller/Auditor | |
PNC Bank, NA
![]() PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Major Banks | Corporate Officer/Principal | |
Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Analyst-Equity | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
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 | Undergraduate Degree Corporate Officer/Principal Graduate Degree Masters Business Admin | |
University of Pennsylvania | College/University | Doctorate Degree Undergraduate Degree Masters Business Admin | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income | |
Copper Beech Advisors LLC
![]() Copper Beech Advisors LLC Investment ManagersFinance Part of Royal Bank of Canada, Copper Beech Advisors LLC is a company that provides investment advice. The company is based in Malvern, PA. The company was founded by Mark Kelly. | Investment Managers | Founder | |
American University | College/University | Undergraduate Degree | |
Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
Clarion University of Pennsylvania | College/University | Undergraduate Degree | |
Gettysburg College | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | 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 Masters Business Admin | |
The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
LVW Advisors LLC
![]() LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Investment Managers | Chief Executive Officer Founder Analyst-Equity Analyst-Equity Analyst-Equity | |
CLSA Americas LLC
![]() CLSA Americas LLC Investment Banks/BrokersFinance CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Corporate Officer/Principal | |
University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Rochester Institute of Technology
![]() Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin Masters Business Admin | |
Widener University | College/University | Graduate Degree | |
Uber, Inc.
![]() Uber, Inc. Specialty StoresRetail Trade UBER, Inc. retails outdoor sports products. The company was founded on February 2, 2007 and is headquartered in Fountain Valley, CA. | Specialty Stores | Corporate Officer/Principal | |
The Pitcairn Trust Co.
![]() The Pitcairn Trust Co. Investment ManagersFinance The Pitcairn Trust Co. is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. It delivers objective advice and customized services. | Investment Managers | Corporate Officer/Principal | |
Investment Management Consultants Association | Corporate Officer/Principal | ||
BLUE BUFFALO PET PRODUCTS INC | Food: Specialty/Candy | Director/Board Member | |
AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hornets Basketball LLC
![]() Hornets Basketball LLC Movies/EntertainmentConsumer Services Bobcats Basketball LLC operates as a sports team and an arena. The company was founded in 2002 and is headquartered in Raleigh, NC. | Movies/Entertainment | Director/Board Member | |
Acies Acquisition Corp. II
![]() Acies Acquisition Corp. II Financial ConglomeratesFinance Acies Acquisition Corp. II operates as a blank check company. The firm was formed for the purpose of effectuating a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or other similar business combination with one or more businesses. The company was founded on January 18, 2021 and is headquartered in Manhattan Beach, CA. | Financial Conglomerates | Corporate Officer/Principal | |
Hornets Sports & Entertainment | Corporate Officer/Principal | ||
The Blue Buffalo Co. Ltd.
![]() The Blue Buffalo Co. Ltd. Food: Specialty/CandyConsumer Non-Durables The Blue Buffalo Co. Ltd. manufactures and supplies dogs and cats food. Its products include life protection formula, wilderness, and organics. The firm also provides chicken and brown rice, lamb and brown rice, and fish and sweet potato recipes. The company was founded by Bill Bishop and is headquartered in Wilton, CT. | Food: Specialty/Candy | Director/Board Member | |
Roberts Wesleyan College | College/University | Corporate Officer/Principal | |
Connecticut Wealth Management LLC
![]() Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Investment Managers | Investment Committee Member | |
Brand Foundry Ventures LLC
![]() Brand Foundry Ventures LLC Investment ManagersFinance Brand Foundry Ventures LLC (Brand Foundry Ventures) is a venture capital firm founded by Andrew C. Mitchell in 2013. The firm is headquartered at Austin, Texas. | Investment Managers | Founder | |
Interactive Brokers LLC
![]() Interactive Brokers LLC Investment Banks/BrokersFinance Part of IBG Holdings LLC, Interactive Brokers LLC is a brokerage company. The company is based in Greenwich, CT. The CEO of the company is Milan Galik. | Investment Banks/Brokers | Corporate Officer/Principal | |
KDC Solar LLC
![]() KDC Solar LLC Engineering & ConstructionIndustrial Services KDC Solar LLC develops, owns, and operates solar power facilities. It focuses on net metered facilities for commercial, industrial and institutional customers and landfill or brownfield opportunities. The firm offers discounted solar electricity, capital required to build a project, and roof top, ground mounted, and carport designs. The company was founded in 1985 and is headquartered in Bedminster, NJ. | Engineering & Construction | Director/Board Member | |
MSCI, INC. | Data Processing Services | Corporate Officer/Principal | |
TD Bank, NA
![]() TD Bank, NA Major BanksFinance TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ. | Major Banks | Corporate Officer/Principal |
Statistics
International
United States | 49 |
United Kingdom | 2 |
Sectoral
Finance | 23 |
Consumer Services | 18 |
Commercial Services | 3 |
Consumer Non-Durables | 3 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 99 |
Undergraduate Degree | 67 |
Director/Board Member | 46 |
Analyst-Equity | 37 |
Private Equity Investor | 21 |
Most connected contacts
Insiders | |
---|---|
A. Perfall | 24 |
William Ramsey | 15 |
Phil Dudley | 13 |
Frances Frei | 12 |
Ronald Gerard Albahary | 10 |
Alyssa Ferenz | 9 |
Lori Ann van Dusen | 9 |
Douglas Lawrence Wolford | 9 |
Kevin L. Angelis | 8 |
Youlian Petkov | 8 |
Curtis J. Polk | 8 |
Dean C. Graham | 7 |
Marisa Wyatt | 7 |
Bill Broomall | 7 |
Duncan Earl Rolph | 6 |
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