Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Marty Kossoff | M | - |
Allegiant Private Advisors LLC
 Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | 7 years |
| Michael Bonney | M | 65 |
Bates College
| 17 years |
| Will Geisdorf | M | - |
Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | 1 years |
| Robert Stockwell | M | - |
Bates College
| 4 years |
| Geoffrey Eisenberg | M | - |
Bates College
| 4 years |
| George Carr | M | - |
Bates College
| 4 years |
| Le-Yi Wang | M | - |
Bates College
| 4 years |
| Sarah Bowen | F | - |
Bates College
| 4 years |
| Edward Levy Ely | M | - |
Bates College
| 4 years |
| Kristian Bodek | M | - |
Bates College
| 4 years |
| Carson Lappetito | M | - |
Bates College
| 4 years |
| Noah J Sabich | M | - |
Bates College
| 4 years |
| Cameron Dees | M | - |
Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | 3 years |
| Holly Klose | F | - |
Bates College
| 4 years |
| Jay Tankersley | M | - |
Bates College
| 5 years |
| Derek J.V. DiGregorio | M | - |
Bates College
| 4 years |
| Matt Wu | M | - |
Bates College
| 4 years |
| Paul Kazarian | M | 40 |
Bates College
| 4 years |
| Erik Zwick | M | - |
Bates College
| 4 years |
| Arta Osmanaj | F | - |
Bates College
| 4 years |
| Caitlin J. Murphy | F | - |
Bates College
| 4 years |
| Sean J. Caplice | M | - |
Bates College
| 4 years |
| Andrew Loula | M | - |
Bates College
| 4 years |
| Kathleen Burke | F | 43 |
Bates College
| 4 years |
| Zak Ray | M | - |
Bates College
| 4 years |
| Lindsey Hanson | F | - |
Bates College
| 4 years |
| David A. Fredston | M | - |
Bates College
| 4 years |
| Kevin Boylan | M | - |
Bates College
| 4 years |
| Margot K. Sakoian | F | - |
Bates College
| 4 years |
| Nassime C. Ruch-Kamgar | F | - |
Bates College
| 4 years |
| Ashley Neil Serrao | F | - |
Bates College
| 4 years |
| Paul David Schroetter | M | - |
Bates College
| 4 years |
| Matthew Moulis | M | - |
Bates College
| 4 years |
| Meredith Stein | F | - |
Bates College
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 34 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ben Jones
- Personal Network
