Bob Weisse
Chief Investment Officer at Heritage Financial Services LLC
Network origin in Bob Weisse first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Babson College
201
| College/University | Other Consumer Services | 201 |
Heritage Financial Services LLC
 Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.
15
| Subsidiary | Investment Managers | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bob Weisse via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
HarbourVest Partners LLC
 HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor Private Equity Investor Corporate Officer/Principal Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Harris Williams & Co.
 Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Alumni Ventures Group LLC
 Alumni Ventures Group LLC Investment ManagersFinance Alumni Ventures Group LLC (Alumni Ventures) is an independent venture capital firm founded by Michael Collins in 2010. The firm is headquartered in Manchester, United Kingdom. | Investment Managers | Private Equity Investor Private Equity Investor | |
Derflan, Inc.
 Derflan, Inc. Miscellaneous Commercial ServicesCommercial Services Derflan, Inc. is provides marketing consultation and project management services. The firm provides sales, technology services and business management services. The company was founded by Ellen E. Sova and Shanaz N. Diefendorf in 2007 and is headquartered in Westchester, IL. | Miscellaneous Commercial Services | Founder Founder | |
| University of Mumbai | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Sales & Marketing Analyst-Equity | |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Audax Private Equity
 Audax Private Equity Investment ManagersFinance Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California. | Investment Managers | Private Equity Analyst Private Equity Investor | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin | |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
FIL Ltd.
 FIL Ltd. Investment ManagersFinance FIL Ltd. provides investment advisory and financial management services. It offers class investment solutions and retirement expertise to institutions, individuals and advisers. The firm serves retail clients and intermediaries such as banks, financial advisers, and insurance companies. The company was founded by Edward C. Johnson III in 1969 and is headquartered in Pembroke, Bermuda.. | Investment Managers | Director/Board Member | |
Truebill, Inc.
 Truebill, Inc. Packaged SoftwareTechnology Services Truebill, Inc. engages in the development of an online platform. Its platform helps users to optimize spending, manages subscriptions, lower bills, and get refunds on fees and outages. The company was founded by Yahya Mokhtarzada, Haroon Mokhtarzada, Zeki Mokhtarzada and Idris Mokhtarzada in 2015 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Paytronix Systems, Inc.
 Paytronix Systems, Inc. Packaged SoftwareTechnology Services Paytronix Systems, Inc. provides reward program solutions to restaurants and retailers. Its solutions include gift programs, data insights, email marketing, and reward programs. The company was founded by Andrew Robbins and Matt d?Arbeloff in 2001 and is headquartered in Newton, MA. | Packaged Software | Director/Board Member | |
Polen Capital Credit LLC
 Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Sales & Marketing | |
Rollbar, Inc.
 Rollbar, Inc. Packaged SoftwareTechnology Services Rollbar, Inc. collects errors that occurs in applications, notifies and analyzes them so that it can be debugged. The company was founded by Brian Rue and Cory Virok in 2012 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
| FOX CORPORATION | Broadcasting | Consultant / Advisor | |
Vave Health, Inc.
 Vave Health, Inc. Packaged SoftwareTechnology Services Vave Health, Inc. develops healthcare technologies. Its offers personal ultrasound solution. The company was founded by Amin Nikoozadeh and is headquartered in Santa Clara, CA. | Packaged Software | Director/Board Member | |
Contender.Com, Inc.
 Contender.Com, Inc. Specialty StoresRetail Trade Contender.Com, Inc. manufactures sport fishing boats. The firm offers open, tournament, sport, fish around, ST, side, fish, LS, express, bay, and family entertainment boats. It sells its products through dealers. The company was founded by Ken Blaustein and Wes Brodsky and is headquartered in Los Angeles, CA. | Specialty Stores | Corporate Officer/Principal | |
Level Ventures Management LLC
 Level Ventures Management LLC Investment ManagersFinance Level Ventures Management LLC (Level Ventures Management) is a venture capital firm founded in 2011 by Albert Azout. The firm is headquartered in Sunny Isles Beach, Florida. | Investment Managers | Founder | |
Cota Capital Management LLC
 Cota Capital Management LLC Investment ManagersFinance Cota Capital Management LLC (Cota Capital) is a venture capital firm founded in 2014 by Babak Poushanchi and Bobby Yazdani. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor | |
| Cassadecor | Corporate Officer/Principal | ||
Qwiki, Inc.
 Qwiki, Inc. Packaged SoftwareTechnology Services Qwiki, Inc. provides an online information platform. The firm's technology transforms data into rich-media narratives, delivering an information experience. The company was founded by Douglas Imbruce, Jay Oh, Gregory Smith and Louis Monier in October 2009 and is headquartered in Sunnyvale, CA. | Packaged Software | Corporate Officer/Principal | |
| Last Pictures LLC | Corporate Officer/Principal | ||
PanAgora Asset Management, Inc.
 PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is a subsidiary of PanAgora Holdings, Inc., ultimately held by Power Corp. of Canada (TSE: POW) in Canada. PAM is the sponsor and investment manager for certain private unregistered investment pools, such as funds organized under US tax-qualified group trusts, domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. They also provide investment advisory services to institutional separate account clients. | Investment Managers | Sales & Marketing | |
| Subrosa | Founder | ||
StyleCaster Media Group LLC
 StyleCaster Media Group LLC Internet Software/ServicesTechnology Services StyleCaster Media Group LLC operates as a women’s lifestyle media platform. Its StyleCaster platform enables users to share trending fashion, beauty, lifestyle, entertainment. The company was founded by Ari S. Goldberg, David A. Goldberg and Brandon Perlman and is headquartered in New York, NY. | Internet Software/Services | Founder | |
Marlin Management Co LLC
 Marlin Management Co LLC Investment ManagersFinance Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California. | Investment Managers | Private Equity Investor | |
Great Hill Partners LP
 Great Hill Partners LP Investment ManagersFinance Great Hill Partners LP (Great Hill Partners) is a private equity firm founded in 1998 by Christopher S. Gaffney, Steve F. Gormley and John G. Hayes. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Digitas, Inc.
 Digitas, Inc. Miscellaneous Commercial ServicesCommercial Services Digitas, Inc. provides digital and interactive marketing services to the Internet-based and e-commerce companies. The company also provides cross-channel communications to clients. Its services include customer acquisition, cross-sell, loyalty, affinity and customer care operations. The company was founded by Robert L. Cosinuk in 1999 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| India | 2 |
| Israel | 2 |
| Bermuda | 2 |
| United Kingdom | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 13 |
| Technology Services | 8 |
| Commercial Services | 3 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 116 |
| Director/Board Member | 115 |
| Undergraduate Degree | 100 |
| Masters Business Admin | 50 |
| Analyst-Equity | 42 |
Most connected contacts
| Insiders | |
|---|---|
| Joel Allen Russ | 23 |
| Chi Ming Cheng | 21 |
| Albert Azout | 15 |
| Amritesh Jatia | 14 |
| Jessica B. Reed | 13 |
| John Huffard | 12 |
| Matthew J. Ahern | 11 |
| Adam Cahill | 10 |
| Geoff Gilton | 10 |
| Allan Boruchowicz | 10 |
| Priya Parrish | 9 |
| Sanket Sushilkumar Parekh | 9 |
| Andrea LaSala Snyder | 9 |
| Eric Johnson | 9 |
| Jialipto Jiaravanon | 9 |
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