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Network origin in Scott Craig Benner first degree
Entity | Entity type | Industry | |
---|---|---|---|
Nelson Capital Management LLC
![]() Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002.
15
| Extinct | Investment Managers | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Scott Craig Benner via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Federated MDTA LLC
![]() Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
D. A. Davidson & Co.
![]() D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity | |
Bailard, Inc.
![]() Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Investment Managers | Analyst-Equity Investment Committee Member Investment Committee Member | |
Trillium Asset Management LLC
![]() Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Director of Research - Equity Analyst-Equity | |
Great Point Capital LLC
![]() Great Point Capital LLC Investment Banks/BrokersFinance Great Point Capital LLC (Great Point) is FINRA-registered broker-dealer headquartered in Chicago, Illinois. The firm was founded in 2001 and is a subsidiary of Great Point Trading LLC. Great Point specializes in retail and proprietary equity day-trading for accredited investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Montecito Bank & Trust (Invt Mgmt)
![]() Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Investment Managers | Portfolio Manager-Equities | |
AssetMark Brokerage LLC
![]() AssetMark Brokerage LLC Investment Banks/BrokersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Brokerage LLC provides security brokerage services. The company is based in Concord, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Willamette Management Associates, Inc.
![]() Willamette Management Associates, Inc. Investment ManagersFinance Willamette Management Associates provides financial advisory and business valuation services. The company's services include tax planning and compliance, litigation support, bankruptcy, reorganization, and strategic planning services. The company was founded in 1969 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
California State University-Sacramento | College/University | Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Mills College | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
Vassar College | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
King's College London | College/University | Undergraduate Degree | |
Ten Thousand Villages (Pennsylvania)
![]() Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Ten Thousand Villages owns and operates as a gift store. The firm offers jewelry, accessories, kitchen and dining products, wall decor, games, gift cards, and special/ bulk orders. The company is headquartered in Akron, PA. | Specialty Stores | Corporate Officer/Principal | |
Boise, Inc.
![]() Boise, Inc. Pulp & PaperProcess Industries Boise, Inc. manufactures paper products. It offers linerboards packaging segment which are used in manufacture of corrugated sheets, containers and corrugated sheets. The company is headquartered in Boise, ID. | Pulp & Paper | Corporate Officer/Principal | |
The Social Investment Forum
![]() The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Uplift Family Services
![]() Uplift Family Services Miscellaneous Commercial ServicesCommercial Services Uplift Family Services provides social services for children and their families. The firm offers services such as foster care and adaptation, residential treatment, transitional housing, and outpatient mental health services. It also operates in San Jose, Los Gatos, Fairfield, Martinez, Los Banos, Sacramento, San Bernardino, and Los Angeles. The company was founded in February 2009 and is headquartered in Campbell, CA | Miscellaneous Commercial Services | Chairman | |
Haas School of Business | College/University | Corporate Officer/Principal | |
Institut de hautes études internationales et du développement | College/University | Graduate Degree | |
Prestige Capital Advisors LLC
![]() Prestige Capital Advisors LLC Investment ManagersFinance Prestige Capital Advisors LLC provides investment advice. The private company is based in Charlotte, NC. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Sustainability Accounting Standards Board
![]() Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
KKR INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer |
Statistics
International
United States | 32 |
United Kingdom | 2 |
Switzerland | 2 |
Sectoral
Consumer Services | 15 |
Finance | 14 |
Commercial Services | 4 |
Retail Trade | 2 |
Process Industries | 2 |
Operational
Portfolio Manager-Equities | 26 |
Portfolio Manager-Fixed Income | 10 |
Analyst-Equity | 10 |
Undergraduate Degree | 10 |
Corporate Officer/Principal | 10 |
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