Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rick Woods | M | - |
Hamilton Point Investment Advisors LLC
 Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | 17 years |
| Max Berkovich | M | - |
Strategic Financial Services, Inc. (New York)
 Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | 20 years |
| David Charles Stephan | M | - |
Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | 11 years |
| Alan Remy Leist | M | - |
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | 19 years |
| K. C. Nelson | M | - |
Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | 5 years |
| Nate Byrd | M | - |
Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | 11 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Scott Clyde McCartney | M | - |
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | 9 years |
| Mark Moshier | M | - |
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | - |
| Nancy L. Trela | F | - |
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | - |
| Matt R. Maloney | M | - |
Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | 2 years |
| Edwin B. Connerat | M | - |
Wachovia Bank NA (Charlotte, North Carolina)
| 22 years |
| Barbara Gordon Cohen | F | - |
Wheat First Securities, Inc.
| 1 years |
| William H. Sidford | M | - |
Hamilton College (New York)
| 4 years |
| Marc Luckett | M | - |
Hamilton College (New York)
| 4 years |
| Kim Mink | M | 64 |
Hamilton College (New York)
| 4 years |
| Philip Batterman Smith | M | - |
Irving Trust Co.
| 2 years |
| David W. Riggleman | M | - |
Wheat First Securities, Inc.
| 7 years |
| Michael H. Friedman | M | - |
Hamilton College (New York)
| 4 years |
| Dennis J. Kotlove | M | - |
Hamilton College (New York)
| 4 years |
| Rufus Yates | M | - |
Wachovia Bank NA (Charlotte, North Carolina)
| 6 years |
| James A. Smith | M | - |
Hamilton College (New York)
| 4 years |
| Ann S. Kraus | F | - |
Irving Trust Co.
| 10 years |
| Steven B. Sands | M | 65 |
Hamilton College (New York)
| 4 years |
| Clayton Besch | M | - |
Hamilton College (New York)
| 4 years |
| Paul Christopher Marsh | M | - |
Hamilton College (New York)
| 4 years |
| Charlie W. McAnally | M | - |
Wachovia Bank NA (Charlotte, North Carolina)
| 17 years |
| Bob Keane Lyons | M | 63 |
Hamilton College (New York)
| 4 years |
| Dave B. Loeper | M | - |
Wheat First Securities, Inc.
| 10 years |
| Paul Deleon Reynolds | M | - |
Wheat First Securities, Inc.
| - |
| Cathy Lynn Thomas | F | - |
Wheat First Securities, Inc.
| 8 years |
| Karen Conrad | F | - |
Wheat First Securities, Inc.
| - |
| Bill Coker | M | - |
Wachovia Bank NA (Charlotte, North Carolina)
| 27 years |
| Perrin Arturi | M | - |
Hamilton College (New York)
| 4 years |
| John Peluso | M | - |
Wheat First Securities, Inc.
| - |
| Charles J. Huebner | M | - |
Hamilton College (New York)
| 4 years |
| Allen Salisbury Morton | M | 73 |
Wheat First Securities, Inc.
| 3 years |
| Kevin Blake Darcy | M | - |
Hamilton College (New York)
| 4 years |
| John McCrea | M | - |
Hamilton College (New York)
| 4 years |
| Matt McKenna | M | - |
Hamilton College (New York)
| 7 years |
| Charles Duke | M | 66 |
Hamilton College (New York)
| 4 years |
| Terri B. Fad | F | - |
Wheat First Securities, Inc.
| 5 years |
| Ronald Richard Pressman | M | 65 |
Hamilton College (New York)
| 4 years |
| Peter Breckinridge Coffin | M | 65 |
Hamilton College (New York)
| 4 years |
| Ted Jaeckel | M | 63 |
Hamilton College (New York)
| 4 years |
| Kevin S. Bunn | M | 62 |
Wachovia Bank NA (Charlotte, North Carolina)
| 18 years |
| Kraig Kayser | M | 63 |
Hamilton College (New York)
| 4 years |
| Gregory A. McCrickard | M | - |
Wachovia Bank NA (Charlotte, North Carolina)
| - |
| Brian Rivotto | M | - |
Hamilton College (New York)
| 4 years |
| John Cleveland Knox | M | - |
Hamilton College (New York)
| 4 years |
| Lawrence J. Longua | M | - |
Irving Trust Co.
| 4 years |
| Barry George Haimes | M | - |
Hamilton College (New York)
| 4 years |
| William Wolf | M | - |
Hamilton College (New York)
| 4 years |
| John Emmons | M | - |
Hamilton College (New York)
| 4 years |
| Chester V. A. Murray | M | 68 |
Irving Trust Co.
| 4 years |
| Daniel Marcus Boyd | M | 61 |
Wachovia Bank NA (Charlotte, North Carolina)
| 11 years |
| Robert Schweitzer | M | 78 |
Wachovia Bank NA (Charlotte, North Carolina)
| 10 years |
| Mark Pacala | M | 68 |
Hamilton College (New York)
| 4 years |
| Clay Eubank | M | - |
Wheat First Securities, Inc.
| - |
| Gregory L. White | M | - |
Hamilton College (New York)
| 4 years |
| Jack Syage | M | 69 |
Hamilton College (New York)
| 4 years |
| Thomas P. Livingston | M | - |
Hamilton College (New York)
| 4 years |
| Thomas E. Charbonneau | M | - |
Hamilton College (New York)
| 4 years |
| Carlos A. Migoya | M | 73 |
Wachovia Bank NA (Charlotte, North Carolina)
| 27 years |
| Ronald Joelson | M | - |
Hamilton College (New York)
| 4 years |
| Thomas W. Osgood | M | 68 |
Wachovia Bank NA (Charlotte, North Carolina)
| 5 years |
| Paul Kaleta | M | 68 |
Hamilton College (New York)
| 4 years |
| Gregory B. Scurlock | M | 75 |
Wachovia Bank NA (Charlotte, North Carolina)
| - |
| John Kelley | M | 63 |
Hamilton College (New York)
| 4 years |
| Jeffrey Tessler | M | 69 |
Irving Trust Co.
| 24 years |
| Seth G. Gelsthorpe | M | - |
Hamilton College (New York)
| 4 years |
| Phillip Weinberg | M | - |
Hamilton College (New York)
| 4 years |
| W. Hutchings | M | 67 |
Hamilton College (New York)
| 4 years |
| Craig Knutson | M | 64 |
Hamilton College (New York)
| 4 years |
| Robert Hurst | M | - |
Irving Trust Co.
| 2 years |
| Mark Vallely | M | 66 |
Hamilton College (New York)
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 75 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Andrew Conover Burns
- Personal Network
