Network origin in Will Geisdorf first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Central Florida
56
| College/University | Other Consumer Services | 56 |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.
34
| Subsidiary | Investment Managers | 34 |
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
22
| Subsidiary | Investment Managers | 22 |
Allegiant Private Advisors LLC
 Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations.
3
| Extinct | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Will Geisdorf via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Georgia-Pacific LLC
 Georgia-Pacific LLC Pulp & PaperProcess Industries Georgia-Pacific LLC manufactures tissue, pulp, paper, packaging, building products and related chemicals. It offers hygienic dispensing systems, towels, tissues, soaps, air fresheners, wipers, cups, cutlery, and napkins. The firm's household brands include Brawny paper towels, Quilted Northern bath tissue and Dixie cups and tableware. The company was founded by Owen R. Cheatham in 1927 and is headquartered in Atlanta, GA. | Pulp & Paper | Corporate Officer/Principal | |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Masters Business Admin Graduate Degree | |
Northwestern Mutual Investment Services LLC
 Northwestern Mutual Investment Services LLC Investment ManagersFinance Northwestern Mutual Investment Services LLC (NMIS) is an asset management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1968 and is a wholly owned subsidiary of The Northwestern Mutual Life Insurance Co. NMIS serves the investment planning and product needs of individuals and businesses through high-quality products, personal service and innovative solutions. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Corporate Officer/Principal | |
Granite Investment Advisors LLC
 Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Investment Managers | Trading-Equity Analyst-Equity | |
Adventist Health System Sunbelt Healthcare Corp.
 Adventist Health System Sunbelt Healthcare Corp. Medical/Nursing ServicesHealth Services Adventist Health System Sunbelt Healthcare Corp. engages in the provision of healthcare services. Its services include bariatric and weight care, behavioral health, cancer care, critical care, children's care, diabetes, and digestive care. The company was founded in 1866 and is headquartered in Altamonte Springs, FL. | Medical/Nursing Services | Private Equity Investor | |
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Chief Investment Officer | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Graduate Degree | |
| Bowling Green State University | College/University | Graduate Degree Undergraduate Degree | |
| DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree Undergraduate Degree | |
BCA Research, Inc.
 BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Graduate Degree Undergraduate Degree | |
| Kenyon College | College/University | Undergraduate Degree | |
| University of Laurentian | College/University | Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree | |
| Muskingum University | College/University | Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree | |
| University of Florida | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin Masters Business Admin | |
| University of South Florida | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Graduate Degree | |
Lubar & Co., Inc.
 Lubar & Co., Inc. Investment ManagersFinance Lubar & Co Inc (Lubar) is a private equity firm founded in 1968 by Sheldon Lubar. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Corporate Officer/Principal | |
| New Jersey Institute of Technology | College/University | Masters Business Admin | |
Palm Beach Capital Partners LLC
 Palm Beach Capital Partners LLC Investment ManagersFinance Palm Beach Capital Partners LLC (Palm Beach Capital) is a private equity firm founded in 2001 by Shaun McGruder and Nathan Ward. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Director of Finance/CFO Director/Board Member | |
| Shanghai Jiao Tong University | College/University | Undergraduate Degree | |
| University of Bielefeld | College/University | Graduate Degree | |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal | |
Interfolio, Inc.
 Interfolio, Inc. Packaged SoftwareTechnology Services Interfolio, Inc. provides higher education credential management and committee based decision making software services. Its Dossier, ByCommittee and letter writer services help scholars manage the lifecycle of their academic and professional careers and enable institutions to select the most talented and diverse candidates. The company was founded by Steve Goldenberg in 1999 and is headquartered in Washington, DC. | Packaged Software | Corporate Officer/Principal | |
Lakeside Behavioral Healthcare, Inc.
 Lakeside Behavioral Healthcare, Inc. Medical/Nursing ServicesHealth Services Lakeside Behavioral Healthcare is a private, not-for-profit 501(c) 3 charitable organization that provides comprehensive community behavioral healthcare services to the Orange County community. Lakeside began as Mental Health Services of Orange County, a community-based agency formed when four local providers joined together in 1983. During this period of time, government funding for mental health services had been severely reduced. In 1991, Mental Health Services of Orange County adopted the name Lakeside Alternatives to reflect a major reorganization that included a new building, new leadership and new strategies to provide the best care at affordable costs. It provides the least restrictive level of care to create the most appropriate environment for independence and wellness for people living with mental illnesses and co-occurring substance use disorders. In 2006, Lakeside Alternatives changed its name to Lakeside Behavioral Healthcare which more clearly reflects the focus of the services provided to the Orange County community. | Medical/Nursing Services | Corporate Officer/Principal | |
Capital Market Consultants, Inc.
 Capital Market Consultants, Inc. Investment ManagersFinance Capital Market Consultants, Inc. provides investment advice. The private company is based in Milwaukee, WI. | Investment Managers | Compliance Officer | |
Independence Wealth Advisors, Inc.
 Independence Wealth Advisors, Inc. Investment ManagersFinance Independence Wealth Advisors, Inc. (IWA) is an independent asset management firm headquartered in McLean, Virginia. The firm was founded in 2006 by Kathleen Elizabeth Duffy. IWA provides investment advisory and portfolio management services to individuals and institutional clients. | Investment Managers | Analyst-Equity | |
Montage Investments LLC
 Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Investment Managers | Chief Executive Officer Market Strategist | |
KJT Investments
 KJT Investments Investment ManagersFinance KJT Investments provides investment advice. The private company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Mariner Wealth Advisors-NYC LLC
 Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Investment Managers | Economist Portfolio Manager-Equities | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Mariner Wealth Advisors LLC
 Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | Chief Executive Officer Founder | |
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 |
Statistics
International
| United States | 46 |
| Canada | 3 |
| China | 2 |
| Germany | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 22 |
| Health Services | 3 |
| Process Industries | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 107 |
| Undergraduate Degree | 96 |
| Director/Board Member | 50 |
| Portfolio Manager-Equities | 45 |
| Analyst-Equity | 44 |
Most connected contacts
| Insiders | |
|---|---|
| Marty Bicknell | 29 |
| Brian V. Iversen | 24 |
| Robert V. Johnson | 18 |
| Lisbet Karin Nærø | 17 |
| Raj K. Shah | 11 |
| Jim L. Farrell | 10 |
| Bashar Al-Rehany | 9 |
| Joseph Johnson | 9 |
| James Kaplan | 9 |
| Joel Palathinkal | 9 |
| Ken Powell | 8 |
| Robert Clark | 8 |
| Matthias Paul | 8 |
| Jeff Krumpelman | 8 |
| Daniel Chin | 8 |
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