Sean Guldi
Chief Investment Officer at Butensky & Cohen Financial Security, Inc.
Network origin in Sean Guldi first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Florida
212
| College/University | Other Consumer Services | 212 |
Butensky & Cohen Financial Security, Inc.
 Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients.
6
| Private Company | Investment Managers | 6 |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.
3
| Subsidiary | Major Banks | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sean Guldi via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL, INC. | Investment Managers | Corporate Officer/Principal | |
| ROPER TECHNOLOGIES, INC. | Packaged Software | Corporate Officer/Principal | |
| STIFEL FINANCIAL CORP. | Investment Managers | Private Equity Investor | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
WePay, Inc.
 WePay, Inc. Packaged SoftwareTechnology Services WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA. | Packaged Software | Compliance Officer | |
| University of Virginia | College/University | Graduate Degree Graduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Graduate Degree | |
Intrepid Capital Management, Inc. (Florida)
 Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Investment Managers | Analyst-Equity Analyst-Equity | |
| FORTEGRA FINANCIAL CORP | Insurance Brokers/Services | Corporate Officer/Principal | |
Deloitte LLP (New York)
 Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Private Equity Investor | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Equity | |
Ballast Point Ventures LLC
 Ballast Point Ventures LLC Investment ManagersFinance Ballast Point Ventures LLC (Ballast Point Ventures) is a venture capital firm founded in 2001 by Dick Brandewie, Drew Graham and Paul Johan. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Analyst Corporate Officer/Principal | |
Millennium Management LLC
 Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| Georgia Institute of Technology | College/University | Graduate Degree Graduate Degree | |
| Texas A&M University | College/University | Doctorate Degree Doctorate Degree | |
| Jacksonville University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Central Florida | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Private Equity Investor | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
| University of Virginia Darden School of Business | College/University | Graduate Degree Masters Business Admin | |
| University of South Florida | College/University | Graduate Degree Graduate Degree | |
Mangrove Equity Partners LP
 Mangrove Equity Partners LP Investment ManagersFinance Mangrove Equity Partners LP (Mangrove Equity Partners) is a private equity firm founded in 2006 by Matt Young and Hunter Reichert. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Analyst Corporate Officer/Principal | |
The University of Tampa, Inc.
 The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Graduate Degree Masters Business Admin | |
Branch Financial, Inc.
 Branch Financial, Inc. Investment ManagersFinance Branch Financial, Inc. provides personalized financial and investment advisory services. The company is headquartered in Columbus, OH. | Investment Managers | Director/Board Member | |
Future Africa /Venture Capital/
 Future Africa /Venture Capital/ Investment ManagersFinance Future Africa /Venture Capital/ (Future Africa) is a Venture Capital firm founded in 2019 by Iyinoluwa Aboyeji. The firm is headquartered in Lagos, Nigeria. | Investment Managers | Private Equity Investor | |
Patreon, Inc.
 Patreon, Inc. Packaged SoftwareTechnology Services Patreon, Inc. operates as a funding platform for content creators. It offers business tools for creators to run a subscription content service. The company was founded by Samuel Yam and Jack Conte in May 2013 and is headquartered in San Francisco, CA. | Packaged Software | Compliance Officer | |
Clairvoyant Therapeutics, Inc.
 Clairvoyant Therapeutics, Inc. BiotechnologyHealth Technology Part of Origin Therapeutics Holdings, Inc., Clairvoyant Therapeutics, Inc. is a Canadian biotechnology company focused on mental health through psilocybin therapy. The company is based in Vancouver, Canada. Clairvoyant is changing the face of psychedelic therapy with a speed-to-market clinical strategy designed to enable psilocybin therapy in the US, the EU, and to treat patients living with alcohol use disorder (AUD) beginning in 2026. Clairvoyant's exceptional team, with a proven clinical track record and deep drug development experience, has made it the most advanced company developing psilocybin therapy for the treatment of AUD. Clairvoyant was founded by Damian Kettlewell, Thomas Digby, and has been led by Damian Kettlewell as CEO since incorporation. Clairvoyant Therapeutics was acquired by Origin Therapeutics Holdings, Inc. on July 07, 2022. | Biotechnology | Director/Board Member | |
| University of Florida Levin College of Law | College/University | Graduate Degree | |
Shoreline Equity Partners LLC
 Shoreline Equity Partners LLC Investment ManagersFinance Shoreline Equity Partners LLC (Shoreline Equity Partners) is a private equity firm founded in 2018 by Michael Hand and Peter Franz. The firm is headquartered in Neptune Beach, Florida. | Investment Managers | Private Equity Investor | |
Citi Ventures, Inc.
 Citi Ventures, Inc. Investment ManagersFinance Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
CDL Marketing Group LLC
 CDL Marketing Group LLC Internet Software/ServicesTechnology Services CDL Marketing Group LLC operates as a data-driven martech company. The firm provides digital solutions for truck driver recruitment and education enrolments. The company was founded by Ben Onnie and Craig Jablonski in 2010 and is headquartered in Royal Oak, MI. | Internet Software/Services | Director/Board Member | |
Florida Veg Investments LLC
 Florida Veg Investments LLC Food DistributorsDistribution Services Florida Veg Investments LLC engages in the production and distribution of food and beverages. It offers vegetables, fruit, specialty produce, micros and flowers, dairy, charcuterie, specialty dry, and dry goods. It serves a variety of clients, including restaurants, hotels, country clubs, caterers, grocery stores, and retail outlets. The company was founded in August 2011 and is headquartered in Miami, FL. | Food Distributors | Director/Board Member | |
Belle Capital Management LLC
 Belle Capital Management LLC Investment ManagersFinance Belle Capital Management LLC (Belle Capital) is a venture capital firm founded in 2010. The firm is headquartered in Gross Pointe Farms, Michigan. | Investment Managers | Consultant / Advisor | |
Sandata Technologies LLC
 Sandata Technologies LLC Packaged SoftwareTechnology Services Sandata Technologies LLC engages in the provision of home care solutions. Its solutions offer agencies, states and MCOs (managed care organizations)with tools and capabilities to advance quality of care and improve patient and client outcomes. The company was founded by Bert E. Brodsky in 1978 and is headquartered in Port Washington, NY. | Packaged Software | Private Equity Investor | |
Hdvi Insurance Services, Inc.
 Hdvi Insurance Services, Inc. Property/Casualty InsuranceFinance Hdvi Insurance Services, Inc. provides vehicle insurance services. The company was founded by Chuck Wallace and Reid Spitz and is headquartered in Chicago, IL. | Property/Casualty Insurance | Director/Board Member | |
| State of Florida | Province/State | Corporate Officer/Principal | |
| University of Illinois College of Medicine | College/University | Undergraduate Degree | |
| South China University of Technology | College/University | Undergraduate Degree | |
| SHIYUE DAOTIAN GROUP CO., LTD. | Agricultural Commodities/Milling | Director/Board Member | |
CNCB (Hong Kong) Investment Ltd.
 CNCB (Hong Kong) Investment Ltd. Investment ManagersFinance CNCB (Hong Kong) Investment Ltd. provides investment services and is ultimately controlled by the Government of China. The company is based in Hong Kong, Hong Kong. | Investment Managers | Director/Board Member |
Statistics
International
| United States | 40 |
| China | 3 |
| Canada | 2 |
| Hong Kong | 2 |
Sectoral
| Finance | 22 |
| Consumer Services | 13 |
| Technology Services | 6 |
| Commercial Services | 2 |
| Health Technology | 2 |
Operational
| Undergraduate Degree | 99 |
| Graduate Degree | 72 |
| Corporate Officer/Principal | 57 |
| Analyst-Equity | 50 |
| Private Equity Investor | 48 |
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