Roger Scott Balser
Chief Executive Officer at Balser Wealth Management LLC
Network origin in Roger Scott Balser first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Pittsburgh
81
| College/University | Other Consumer Services | 81 |
Smith Barney & Co., Inc.
79
| Extinct | Investment Banks/Brokers | 79 |
E. F. Hutton & Co.
29
| Extinct | Investment Banks/Brokers | 29 |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY).
28
| Extinct | Investment Managers | 28 |
Baldwin-Wallace College
18
| College/University | Other Consumer Services | 18 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Roger Scott Balser via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Michigan | College/University | Graduate Degree Doctorate Degree Doctorate Degree Graduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Niche.com, Inc.
Niche.com, Inc. Internet Software/ServicesTechnology Services Niche.com, Inc. provides online college reviews. It specializes in education, college, university, ratings, scholarships, k-12, high school, elementary, neighborhoods, cities and towns. The firm provides reviews and insight from everyday experts, choosing a neighborhood, college, or K-12 school a more transparent process. The company was founded by Luke Skurman in 2002 and is headquartered in Pittsburgh, PA. | Internet Software/Services | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree Doctorate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Graduate Degree Corporate Officer/Principal | |
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 Analyst-Equity | |
EHS Support LLC
EHS Support LLC Medical/Nursing ServicesHealth Services EHS Support LLC operates as an environmental, health and safety consulting firm. It offers consultation, remediation management, health and safety, potentially responsible parties, mergers and acquisitions, investigation, risk assessment, environmental compliance, sustainability, oil and gas services. The company was founded in 2005 and is headquartered in Pittsburgh, PA | Medical/Nursing Services | Comptroller/Controller/Auditor Sales & Marketing | |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Founder Founder | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree | |
Duquesne University of The Holy Spirit | College/University | Undergraduate Degree Masters Business Admin | |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Georgetown University | College/University | Undergraduate Degree Doctorate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree Undergraduate Degree | |
GloboMax LLC | Corporate Officer/Principal | ||
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree | |
Chatsworth Securities LLC
Chatsworth Securities LLC Investment Banks/BrokersFinance Chatsworth Securities LLC is an independent registered broker-dealer headquartered in Greenwich, Connecticut. The firm was founded in 1996 by Ralph DiFiore, Daniel Maclean, Joel Matcovsky and Syngon Hare. Chatsworth Securities provides brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
Optimal Solutions Group LLC
Optimal Solutions Group LLC Miscellaneous Commercial ServicesCommercial Services Optimal Solutions Group LLC provides policy analysis research and consulting services. It offers program and policy evaluation, cost-benefit and effectiveness analyses, custom econometric modeling, and market analyses for decision makers in both the public and private sectors. The firm works for government at the federal, state, and local level and also works with non-profit companies. The company was founded by Mark D. Turner and Tracye Turner in February 2000 and is headquartered in Hyattsville, MD. | Miscellaneous Commercial Services | President | |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Investment Committee Member | |
US Food & Drug Administration
US Food & Drug Administration General GovernmentGovernment US Food & Drug Administration operates agencies to protect health and human services. It protects and promotes public health through the control and supervision of food safety, tobacco products, dietary supplements, prescription and over-the-counter pharmaceutical drugs, vaccines, biopharmaceuticals, blood transfusions, medical devices, electromagnetic radiation emitting devices, cosmetics, animal foods and feed and veterinary products. The company was founded by Theodore Roosevelt and Harvey Washington Wiley on 30th June, 1906 and is headquartered in Silver Spring, MD. | General Government | Corporate Officer/Principal | |
University of Rhode Island | College/University | Corporate Officer/Principal | |
INTUIT INC. | Packaged Software | Corporate Officer/Principal | |
Mint Software, Inc.
Mint Software, Inc. Packaged SoftwareTechnology Services Mint Software, Inc. provides online money management services. It offers debt management, expense tracking, investment and budget management, mutual fund, IRA, and financial planning services. The company was founded by Thomas Aaron Patzer in 2005 and is headquartered in Mountain View, CA. | Packaged Software | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
Sullivan & Cromwell LLP
Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Parsons The New School for Design | College/University | Graduate Degree | |
Fitting Group, Inc.
Fitting Group, Inc. Advertising/Marketing ServicesCommercial Services Fitting Group, Inc. provides branding and advertising services. The company is headquartered in Pittsburgh, PA. | Advertising/Marketing Services | Corporate Officer/Principal | |
Universität Salzburg | College/University | Undergraduate Degree | |
Brigade Group, Inc.
Brigade Group, Inc. Internet Software/ServicesTechnology Services Brigade Group, Inc. operates an online startup firm. The company was founded by James Windon, Jason Putorti and Miche Capone in June 2014 and is headquartered in San Francisco, CA. | Internet Software/Services | Founder | |
CITIGROUP INC. | Major Banks | Chief Operating Officer | |
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 | Analyst-Equity | |
MITIMCo. Private Equity
MITIMCo. Private Equity Investment ManagersFinance MITIMCo Private Equity (MITIMCo) is a private equity operating division of MIT Investment Management Co. headquartered in Cambridge, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Massachusetts Institute of Technology Retirement Plan | Investment Managers | Corporate Officer/Principal | |
Carlow College | College/University | Undergraduate Degree | |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 50 |
Austria | 2 |
Sectoral
Finance | 21 |
Consumer Services | 19 |
Technology Services | 6 |
Commercial Services | 5 |
Health Services | 2 |
Operational
Director/Board Member | 224 |
Corporate Officer/Principal | 167 |
Undergraduate Degree | 96 |
Masters Business Admin | 29 |
Chief Executive Officer | 27 |
Most connected contacts
Insiders | |
---|---|
George Beckwith | 131 |
Lerner Andy | 27 |
Robert Baldwin | 17 |
Neil Ashe | 16 |
Robert Druskin | 15 |
Thomas Samuelson | 13 |
Clay B. Lifflander | 12 |
Marc R. Gastonguay | 10 |
Jonathan Pressnell | 10 |
Jason Putorti | 9 |
Debora Horvath | 9 |
Marc A. Cabrera | 9 |
Stacia Eyerly-Hatfield | 9 |
John S. Lazo | 9 |
Cid Wilson | 9 |
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