Network origin in Phil Koch first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Castle Wealth Management LLC
 Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Phil Koch via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
| University of Delaware | College/University | Masters Business Admin | |
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
| Azusa Pacific University | College/University | Undergraduate Degree |
Statistics
International
| United States | 8 |
Sectoral
| Finance | 6 |
| Consumer Services | 3 |
Operational
| Corporate Officer/Principal | 6 |
| Portfolio Manager-Equities | 2 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Most connected contacts
| Insiders | |
|---|---|
| John Joseph Manuel | 5 |
| Josh Davis | 4 |
| Kimberly Bodge | 1 |
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