Allison Rozell
Analyst-Equity at Stoker Ostler Wealth Advisors, Inc.
Network origin in Allison Rozell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Arizona State University
46
| College/University | Other Consumer Services | 46 |
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Allison Rozell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Merger Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| The Merger Fund VL | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Notre Dame | College/University | Masters Business Admin | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Trinity Capital Investment LLC
 Trinity Capital Investment LLC Investment ManagersFinance Trinity Capital Investment LLC ("Trinity") is an independent Venture Capital firm founded in 2008 by Steven L. Brown. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Private Equity Analyst Analyst-Equity | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
No Borders, Inc.
 No Borders, Inc. Advertising/Marketing ServicesCommercial Services No Borders, Inc. engages in the business of deploying marketing, consulting, e-commerce, technology development, and products in verticals whose existing market participants are behind the curve of technological adoption, creating outsized disruption, and profitability opportunities. It also focuses on the human and pet wellness cannabinoid market, and medical and dental equipment and supplies vertical. The company was founded on May 28, 1999 and is headquartered in Mesa, AZ. | Advertising/Marketing Services | Director/Board Member | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Doctorate Degree Undergraduate Degree | |
Shanghai Chinasoft Huateng Software Systems Co., Ltd.
 Shanghai Chinasoft Huateng Software Systems Co., Ltd. Packaged SoftwareTechnology Services Shanghai Huateng Software Systems Co., Ltd. engages in the provision of software development and system integration services for e-government, e-finance and e-commerce. The company was founded on March 18, 1996 and is headquartered in Shanghai, China. | Packaged Software | Sales & Marketing | |
| University of Warwick | College/University | Masters Business Admin | |
| China Europe International Business School | College/University | Corporate Officer/Principal Masters Business Admin | |
| Fudan University | College/University | Corporate Officer/Principal Undergraduate Degree | |
AirPower Technologies Ltd.
 AirPower Technologies Ltd. Chemicals: SpecialtyProcess Industries AirPower Technologies Ltd. principally engages in the provision of integrated industrial gas solutions. The company was founded in October 1, 2001 and is headquartered in Shanghai, China. | Chemicals: Specialty | Director/Board Member | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Beijing Technology & Business University | College/University | Undergraduate Degree | |
| City University of Macau | College/University | Masters Business Admin | |
| Cheung Kong Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Anqing Normal University | College/University | Undergraduate Degree | |
| CHEETAH MOBILE INC. | Packaged Software | Director/Board Member | |
| Shanghai Advanced Institute of Finance | College/University | Director/Board Member | |
Zhongce Rubber Group Co., Ltd.
 Zhongce Rubber Group Co., Ltd. Automotive AftermarketConsumer Durables Zhongce Rubber Group Co., Ltd. engages in the manufacture and sales of tires. Its product line includes passenger car tire, all steel tires, skew series tire, and two-wheeled tire. The company was founded in 1958 and is headquartered in Hangzhou, China. | Automotive Aftermarket | Director/Board Member | |
Source Global PBC
 Source Global PBC Beverages: Non-AlcoholicConsumer Non-Durables Source Global PBC. operates as an early stage company. The company is headquartered in Scottsdale, AZ. | Beverages: Non-Alcoholic | Corporate Officer/Principal Corporate Officer/Principal | |
Arizona Founders Fund LLC
 Arizona Founders Fund LLC Investment ManagersFinance Arizona Founders Fund LLC (Arizona Founders Fund) is a venture capital firm founded in 2016 by Romi S. Dhillon. The firm is headquartered in Scottsdale, Arizona. | Investment Managers | Private Equity Investor | |
DCA Asset Management, Inc.
 DCA Asset Management, Inc. Investment ManagersFinance DCA Asset Management, Inc. is an investment holding company, which engages in the provision of asset management and investment banking services. The company was founded on May 20, 2013 and is headquartered in Carefree, AZ. | Investment Managers | Chief Investment Officer | |
| HUIFU PAYMENT LIMITED | Regional Banks | Director/Board Member Chief Executive Officer | |
China Pnr Co. Ltd.
 China Pnr Co. Ltd. Miscellaneous Commercial ServicesCommercial Services China Pnr Co. Ltd. provides online payment services. The private company is based in Shanghai, China. | Miscellaneous Commercial Services | Chairman | |
| RED AVENUE NEW MATERIALS GROUP CO., LTD. | Chemicals: Specialty | Director/Board Member Chairman Director of Finance/CFO | |
Red Avenue Group Ltd.
 Red Avenue Group Ltd. Wholesale DistributorsDistribution Services Red Avenue Group Ltd. wholesales tires. The private company is based in Shanghai, China. The Chinese company was founded by Ning Zhang. | Wholesale Distributors | Founder | |
| Association of Shanghai Internet Financial Industry | Director/Board Member | ||
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Invest Southwest
 Invest Southwest Internet Software/ServicesTechnology Services Invest Southwest is an organization that connects investors with emerging growth companies in the region. The private company is based in Phoenix, AZ. The company provides valuable information on topics important to the investment community and offer year-round opportunities for investors to connect with these companies. The company's signature event, Venture Madness, is a competition presented in partnership with the Arizona Commerce Authority where thoroughly evaluated emerging companies compete against each other to be crowned the champion of champions. | Internet Software/Services | Director/Board Member | |
MediDent Supplies, Inc.
 MediDent Supplies, Inc. Internet RetailRetail Trade Part of No Borders, Inc., MediDent Supplies, Inc. is an American company that provides a wide range of dental and medical supplies, including at-home tests, N95 respirators, scalers, needles and syringes, emergency trauma first aid kits, handpieces, hygiene instruments, diagnostic instruments, surgical instruments, kits, virus testing supplies, and x-rays. The company offers high-quality products at affordable prices and guarantees customer satisfaction. Joseph Snyder has been the CEO of the company since 2018. | Internet Retail | Director/Board Member | |
No Borders Naturals, Inc.
 No Borders Naturals, Inc. Internet RetailRetail Trade Part of No Borders, Inc., No Borders Naturals, Inc. is a premier CBD brand that offers natural, sustainable, and lab-tested expert skincare products. The American company is the first publicly traded, nationally recognized CBD brand. All of their products are backed by a 60-day 100% moneyback guarantee. Joseph Snyder has been the CEO of the company since 2018. | Internet Retail | Director/Board Member | |
| ZHONG AN INTELLIGENT LIVING SERVICE LIMITED | Real Estate Development | Director/Board Member Chairman | |
Dental Doctor Medical Holding Group Co., Ltd.
 Dental Doctor Medical Holding Group Co., Ltd. Medical/Nursing ServicesHealth Services Dental Doctor Medical Holding Group Co. Ltd. engages in the provision of dental services. It offers implantology, orthodontics, and general dentistry services. The company was founded by Guo Feng Chen and Ming Fe Liu on November 19, 2020 and is headquartered in Suzhou, China. | Medical/Nursing Services | Founder Founder | |
| W.P. Carey School of Business | College/University | Graduate Degree Graduate Degree | |
| University of Shanghai for Science & Technology | College/University | Graduate Degree |
Statistics
International
| United States | 31 |
| China | 18 |
| United Kingdom | 2 |
| Hong Kong | 2 |
Sectoral
| Miscellaneous | 19 |
| Consumer Services | 14 |
| Finance | 6 |
| Technology Services | 4 |
| Commercial Services | 3 |
Operational
| Director/Board Member | 134 |
| Undergraduate Degree | 49 |
| Corporate Officer/Principal | 40 |
| Independent Dir/Board Member | 33 |
| Graduate Degree | 23 |
Most connected contacts
| Insiders | |
|---|---|
| R. Walton | 42 |
| Brian Zino | 30 |
| Xin Jun Liang | 22 |
| Ye Zhou | 15 |
| Taylor Hurst | 14 |
| Kenneth Shropshire | 14 |
| Yu Chang Huang | 13 |
| Kan Cheng Shi | 12 |
| Bryan Segedi | 10 |
| Ning Zhang | 8 |
| Jin Hua Jiang | 7 |
| Stephanie Cope | 5 |
| Molly M. Iarocci | 5 |
| Qi Zhang | 5 |
| Jian Feng Zhang | 5 |
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