![Albert Francis Calfo](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Albert Francis Calfo first degree
Entity | Entity type | Industry | |
---|---|---|---|
Valley Brook Capital Group, Inc.
![]() Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Albert Francis Calfo via their personal network
Company | Sector | Related people | Main position |
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West Chester Capital Advisors, Inc.
![]() West Chester Capital Advisors, Inc. Investment ManagersFinance West Chester Capital Advisors, Inc. (WCCA) is a SEC-registered investment adviser headquartered in Johnstown, Pennsylvania. The firm was co-founded by Bruce Marra and Thomas McKeon in 1994. They are a wholly-owned subsidiary of AmeriServ Financial Bank, which is wholly-owned by AmeriServ Financial, Inc. (NASDAQ: ASRV), a bank holding company. WCCA manages fiduciary quality portfolios and investment programs for individuals and institutions. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Boenning & Scattergood, Inc.
![]() Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
St. Joseph's University | College/University | Masters Business Admin | |
Quaker Securities, Inc.
![]() Quaker Securities, Inc. Investment Banks/BrokersFinance Part of Citco III Ltd., Quaker Securities, Inc. is an institutional brokerage firm. The company is based in Phoenixville, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
American Home Opportunity Mortgage Fund LP | Corporate Officer/Principal | ||
Cohen & Company Securities LLC
![]() Cohen & Company Securities LLC Investment Banks/BrokersFinance Part of Cohen & Co., Inc., Cohen & Company Securities LLC provides securities brokerage services. The company is based in Philadelphia, PA. Chris Ricciardi has been the CEO of the company since 2006. | Investment Banks/Brokers | Chief Investment Officer | |
MCG Securities LLC
![]() MCG Securities LLC Investment ManagersFinance Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc. | Investment Managers | President | |
Bluestone Capital Management LLC
![]() Bluestone Capital Management LLC Investment ManagersFinance Bluestone Capital Management LLC (Bluestone) is a SEC-registered investment advisor and hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded in 2010 and is a subsidiary of R5 Partners, Inc. Bluestone provides advisory and investment management services to institutional investors and (primarily) high-net-worth individuals. | Investment Managers | Chief Executive Officer | |
Alden Capital Management LLC
![]() Alden Capital Management LLC Investment ManagersFinance Alden Capital Management LLC provides investment advice. The private company is based in Bellevue, WA. The CEO of the company is Lee Albert Calfo. | Investment Managers | Chief Executive Officer | |
Alden Associates, Inc.
![]() Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA. | Electronics/Appliance Stores | Chief Executive Officer | |
Equalize Capital LLC
![]() Equalize Capital LLC Investment ManagersFinance Equalize Capital LLC provides investment advice. The private company is based in San Juan, Puerto Rico. The Puerto Rican company was founded by Lee Albert Calfo, who has been the CEO since incorporation. | Investment Managers | Chief Executive Officer | |
Equalize Community Development Fund
![]() Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
R5 Partners, Inc.
![]() R5 Partners, Inc. Investment Trusts/Mutual FundsMiscellaneous R5 Partners, Inc. operates as a holding firm. The company is headquartered in Wayne, PA. | Investment Trusts/Mutual Funds | Treasurer | |
Emerald Asset Management, Inc.
![]() Emerald Asset Management, Inc. Investment ManagersFinance Part of Emerald Asset Management Employee Stock Ownership Trust, Emerald Asset Management, Inc. is a diversified investment management holding company that manages client funds through its subsidiaries. The company is based in Lancaster, PA. The company's subsidiaries include Emerald Advisers LLC, Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC, and Emstone Advisers LLC. The company's investment philosophy is research-focused and it primarily focuses on growth-oriented equity investing and income-oriented investing. The company manages assets worth approximately $3.80 billion as of December 31, 2022. The company was founded by Joseph Edward Besecker and he has been the CEO since incorporation. | Investment Managers | Corporate Officer/Principal | |
Boenning & Scattergood, Inc. (Broker)
![]() Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | Investment Banks/Brokers | Analyst-Equity | |
Retirement Advisors, Inc.
![]() Retirement Advisors, Inc. Investment ManagersFinance Retirement Advisors, Inc. provides financial planning advice. Its services include investment consulting, wealth management, and retirement planning. The company was founded by Stephen Haidt in 1996 and is headquartered in Mobile, AL. | Investment Managers | Corporate Officer/Principal | |
SUNOCO, INC. | Specialty Stores | Corporate Officer/Principal | |
University of Georgia | College/University | Masters Business Admin | |
US Airways, Inc.
![]() US Airways, Inc. AirlinesTransportation U.S. Airways, Inc. provides air transportation for passengers and cargo. The company was founded in 1982 and is headquartered in Tempe, AZ. | Airlines | Corporate Officer/Principal | |
Crown Cork & Seal Co., Inc.
![]() Crown Cork & Seal Co., Inc. Containers/PackagingProcess Industries Crown Cork & Seal Co., Inc. manufactures and supplies metal cans & plastic containers for the food, beverage, personal care, industrial and household markets. The firm's primary products include steel and aluminum cans, plastic caps, closures and dispensing systems. The company was founded by William Painter in 1892 and is headquartered in Philadelphia, PA. | Containers/Packaging | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree |
Statistics
International
United States | 24 |
Sectoral
Finance | 16 |
Consumer Services | 5 |
Retail Trade | 3 |
Miscellaneous | 3 |
Transportation | 2 |
Operational
Corporate Officer/Principal | 11 |
Portfolio Manager-Equities | 6 |
Chief Executive Officer | 5 |
Undergraduate Degree | 4 |
President | 4 |
Most connected contacts
Insiders | |
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Lee Calfo | 16 |
Jim D. Harrington | 9 |
Marne Luke DeSantis | 6 |
Greg Martik | 2 |
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