Andy Smith
Portfolio Manager-Equities at Wells Fargo Clearing Services LLC
Network origin in Andy Smith first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.
114
| Subsidiary | Investment Managers | 114 |
Utah State University
33
| College/University | Other Consumer Services | 33 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Andy Smith via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Mirage Resorts LLC
 Mirage Resorts LLC Hotels/Resorts/Cruise linesConsumer Services Mirage Resorts LLC operates casino hotels and resorts. Its services include entertainment, restaurants, bars, games, employment, and racing. The company was founded in 1949 and is headquartered in Las Vegas, NV. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
| IFIT HEALTH & FITNESS INC | Recreational Products | Founder Director/Board Member | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
ICON International Holdings, Inc.
 ICON International Holdings, Inc. Specialty StoresRetail Trade ICON International Holdings, Inc. markets and distributes a broad line of products in the fitness equipment industry. The company's equipment include cardiovascular and other fitness equipment includes treadmills, elliptical, exercise bikes and other equipment. The company was founded in 1994 and is headquartered in Logan, UT. | Specialty Stores | Director/Board Member Director/Board Member | |
Dearborn Partners LLC
 Dearborn Partners LLC Investment ManagersFinance Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
High Plains Gas, Inc.
 High Plains Gas, Inc. Oil & Gas ProductionEnergy Minerals High Plains Gas, Inc. produces and markets natural gas in the powder river basin. High Plains Gas operates through two segments: Natural Gas and Energy Construction Services, Repair and Maintenance Services. The Natural Gas segment consists of all activities related to the exploration and production of natural gas, natural gas liquids and crude oil. The Energy Construction Services, Repair and Maintenance Services segment consists of all activities related to the construction of equipment and providing of services to the energy industry. The company was founded by Joseph Hettinger and Mark D. Hettinger on November 17, 2004 and is headquartered in Gillette, WY. | Oil & Gas Production | Director/Board Member | |
MGM Grand Detroit, Inc.
 MGM Grand Detroit, Inc. Hotels/Resorts/Cruise linesConsumer Services Part of MGM Resorts International, MGM Grand Detroit, Inc. operates hotels. The company is based in Detroit, MI. | Hotels/Resorts/Cruise lines | President | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Benjamin F. Edwards & Co., Inc.
 Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Investment Managers | Portfolio Manager-Equities | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Undergraduate Degree Graduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Wake Forest University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Corporate Officer/Principal | |
| The College of William & Mary | College/University | Director/Board Member Masters Business Admin | |
Young Presidents' Organization, Inc.
 Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Graduate Degree | |
Concordance Academy of Leadership
 Concordance Academy of Leadership Miscellaneous Commercial ServicesCommercial Services Concordance Academy of Leadership engages in the provision of restoring individuals, rebuilding families, and transforming communities. It provides support to substance use and mental health treatment; education; job readiness; employment; housing; and legal services. The company is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Chief Executive Officer Director/Board Member | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Masters Business Admin Graduate Degree | |
| St. Louis University | College/University | Undergraduate Degree Doctorate Degree | |
Intermountain Health (Utah)
 Intermountain Health (Utah) Hospital/Nursing ManagementHealth Services Intermountain Health Care, Inc. provides healthcare services. It focuses in kidney care, plastic surgery, tele-health services, urology, paediatrics, pharmacy services, heart care, and imaging services. The company was founded in 1976 and is headquartered in Salt Lake City, UT. | Hospital/Nursing Management | Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree Masters Business Admin | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Director/Board Member | |
| University of Oklahoma | College/University | Graduate Degree Undergraduate Degree | |
| University of Utah | College/University | Masters Business Admin Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income | |
Digital Jersey Ltd.
 Digital Jersey Ltd. Information Technology ServicesTechnology Services Digital Jersey Ltd. provides IT services. | Information Technology Services | Director/Board Member | |
U.S. Translation Co.
 U.S. Translation Co. Miscellaneous Commercial ServicesCommercial Services U.S. Translation Co. engages in the provision of written translation, live interpretation and equipment services, desktop publishing, localization, voice over and transcription, global consulting, linguists for instruction and language testing for different languages. The firm offers certified document translations with lightning turnaround times and white glove services. It provides translation services for every level and function of the business world. The company was founded by David Utrilla in 1995 and is headquartered in Salt Lake City, UT. | Miscellaneous Commercial Services | Compliance Officer | |
| University of Scranton | College/University | Undergraduate Degree | |
The United States Postal Service
 The United States Postal Service Air Freight/CouriersTransportation The United States Postal Service is a delivery service that reaches every address in the United States. It relies on the sale of postage, products, and services to pay for operating expenses. The company was founded in 1775 and is headquartered in Washington, DC. | Air Freight/Couriers | Corporate Officer/Principal | |
| Atlantic Cape Community College | College/University | Undergraduate Degree | |
MGM Grand Darwin Casino
 MGM Grand Darwin Casino Media ConglomeratesConsumer Services Part of SKYCITY Entertainment Group Ltd., MGM Grand Darwin Casino is a casino operator. The company is based in Darwin, Australia. MGM Grand Darwin Casino was acquired by SKYCITY Entertainment Group Ltd. from MGM Resorts International on February 11, 2004 for $152.41 million. | Media Conglomerates | President | |
| Private Charitable Foundation | Director/Board Member |
Statistics
International
| United States | 46 |
| Spain | 2 |
| United Kingdom | 2 |
| Australia | 2 |
Sectoral
| Consumer Services | 21 |
| Finance | 16 |
| Commercial Services | 7 |
| Consumer Durables | 2 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 162 |
| Director/Board Member | 109 |
| Undergraduate Degree | 81 |
| Chairman | 41 |
| Portfolio Manager-Equities | 38 |
Most connected contacts
| Insiders | |
|---|---|
| Prasert Bunsumpun | 45 |
| Danny Ludeman | 25 |
| Ivan Nikkhoo | 24 |
| Eric Harrison Edwards | 19 |
| Chris X. Moloney | 17 |
| Reid Holbrook | 15 |
| Alan K. Smith | 12 |
| Robert K. Reynolds | 12 |
| Kent R. van Kampen | 11 |
| Ronald L. Smith | 11 |
| Frank L. Madarasz | 10 |
| Matt Fishbein | 10 |
| Atul Kamra | 10 |
| V. Kelly Randall | 10 |
| Craig Ray Swann | 9 |
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