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Tom Lamb
Analyst-Equity at Weybosset Research & Management LLC
Network origin in Tom Lamb first degree
Entity | Entity type | Industry | |
---|---|---|---|
Weybosset Research & Management LLC
![]() Weybosset Research & Management LLC Investment ManagersFinance Founded in 2000, Weybosset Research & Management LLC is a registered investment advisor headquartered in Providence, Rhode Island. The firm provides investment management services to high net worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tom Lamb via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Brown University | College/University | 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 | Graduate Degree | |
James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Investment Managers | Compliance Officer | |
Polen Capital Credit LLC
![]() Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Roger Williams University | College/University | Undergraduate Degree | |
Salve Regina University | College/University | Masters Business Admin | |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Investment Managers | Portfolio Manager-Equities | |
New York University | College/University | Undergraduate Degree | |
CHARGE ENTERPRISES, INC. | Engineering & Construction | Director/Board Member | |
GetCharged, Inc.
![]() GetCharged, Inc. Specialty StoresRetail Trade GetCharged, Inc. is a transportation company focused on building the global network of charging and parking stations for micromobility devices, electric scooters, and e-bikes. The company was founded by Andrew Fox and Dan Waldman and is headquartered in New York, NY. | Specialty Stores | Director/Board Member | |
Horn Capital Management LLC
![]() Horn Capital Management LLC Investment ManagersFinance Horn Capital Management LLC provides investment advice. The private company is based in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
OPTIMUS HEALTHCARE SERVICES, INC. | Beverages: Alcoholic | Director/Board Member |
Statistics
International
United States | 13 |
Sectoral
Consumer Services | 6 |
Finance | 5 |
Industrial Services | 2 |
Retail Trade | 2 |
Consumer Non-Durables | 2 |
Operational
Portfolio Manager-Equities | 5 |
Undergraduate Degree | 3 |
Director/Board Member | 3 |
Compliance Officer | 2 |
Corporate Officer/Principal | 2 |
Most connected contacts
Insiders | |
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Justin Deutsch | 6 |
Karin Coulter | 6 |
Fla Lewis | 3 |
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