Network origin in Phil Beckner first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Phil Beckner via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Wisconsin | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Heritage Investors Management Corp.
 Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Investment Managers | Portfolio Manager-Equities | |
Aegis Wealth Management LLC
 Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Investment Managers | Analyst-Equity | |
Garnet Group LLC
 Garnet Group LLC Investment ManagersFinance Garnet Group LLC provides investment advice. The private company is based in Bethesda, MD. | Investment Managers | Corporate Officer/Principal | |
| Universidad Técnica Federico Santa María | College/University | Masters Business Admin | |
| Joseph M. Katz Graduate School of Business | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
| Virginia Tech Graduate School | College/University | Undergraduate Degree |
Statistics
International
| United States | 10 |
| Chile | 2 |
Sectoral
| Consumer Services | 8 |
| Finance | 4 |
Operational
| Portfolio Manager-Equities | 7 |
| Undergraduate Degree | 6 |
| Analyst-Equity | 5 |
| Corporate Officer/Principal | 2 |
| Masters Business Admin | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Laura Lee McAree | 5 |
| Rod Huerta | 3 |
| Daniel Trosch | 2 |
| Ryan Scott Streilein | 2 |
| R. Stolz | 2 |
| Rodger Isom | 2 |
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