Adam Brett Bergman
Portfolio Manager-Equities at Davenport & Co. LLC
Network origin in Adam Brett Bergman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Davenport & Co. LLC
 Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. Founded in 1863, Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds.
19
| Private Company | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Adam Brett Bergman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Carolina Capital Markets, Inc.
 Carolina Capital Markets, Inc. Regional BanksFinance Founded in 1994 as Carolina Capital Markets, CCM provides money managers with access to the secondary fixed-income market, best execution capability, and a compliant method for clients to acquire independent research through competitive commissions. CCM believes that strong relationships in the street and with the buy side are key to delivering value to their clients. At other firms, a salesman may pass off customer’s order to a busy trader. At CCM customer’s broker goes directly to the street and works customer’s trade all the way through to execution. By combining sales and trading roles, they cut a layer of cost, allowing them to work on thinner spreads while still providing best execution. CCM is an institutional fixed income broker dealer and leading provider of third party fixed income research with bond trades executed on an agency basis. | Regional Banks | Corporate Officer/Principal | |
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Analyst-Equity | |
| University of Virginia | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree 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 | Undergraduate Degree | |
Davenport & Co. LLC (Broker)
 Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| Colgate University | College/University | Masters Business Admin | |
| The College of William & Mary | College/University | Masters Business Admin | |
| Hollins University Corp. | College/University | Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
| University of Richmond | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Virginia Commonwealth University | College/University | Masters Business Admin Masters Business Admin | |
The Community Foundation, Inc.
 The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous The Community Foundation, Inc. operates as a community foundation that provides stewardship services for endowments. The firm works with donors and partner organizations to address needs through grant making, leadership and community development programs. It administers charitable grant-making funds established by individuals and corporations for the purpose of benefiting non-profit community organizations. The company was founded in 1968 and is headquartered in Richmond, VA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Falcon Square Capital LLC
 Falcon Square Capital LLC Investment Banks/BrokersFinance Founded in 2012, Falcon Square Capital LLC is an SEC-registered broker/dealer located in Raleigh, North Carolina. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Radford University College of Business & Economics | College/University | Undergraduate Degree |
Statistics
International
| United States | 21 |
Sectoral
| Consumer Services | 12 |
| Finance | 10 |
| Miscellaneous | 2 |
Operational
| Undergraduate Degree | 17 |
| Analyst-Equity | 16 |
| Portfolio Manager-Equities | 9 |
| Masters Business Admin | 7 |
| Investment Committee Member | 5 |
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