Bob Willen
Portfolio Manager-Equities at WBH Advisory, Inc.
Network origin in Bob Willen first degree
Entity | Entity type | Industry | |
---|---|---|---|
Tufts University
190
| College/University | Other Consumer Services | 190 |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs.
9
| Private Company | Investment Managers | 9 |
Robert H. Smith School of Business
8
| College/University | Other Consumer Services | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bob Willen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
WALT DISNEY COMPANY (THE) | Movies/Entertainment | Corporate Officer/Principal Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Analyst-Equity Analyst-Equity | |
Rustic Crust, Inc.
Rustic Crust, Inc. Food DistributorsDistribution Services Rustic Crust, Inc. provides natural and organic pizza crusts and sauces. It operates through two brands, Rustic Crust and American Flatbread. The firm’s products include natural gluten free pizza curst, natural old world pizza sauce, clabatta flatbread and ready made natural old world pizza crust. The company was founded by Bradford S. Sterl, Jr. and Crust Crusader in 1996 and is headquartered in Pittsfield, NH. | Food Distributors | Director/Board Member | |
University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
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 | Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
Stanford University | College/University | Masters Business Admin Masters Business Admin | |
DLJ Real Estate Capital Partners LLC
DLJ Real Estate Capital Partners LLC Investment ManagersFinance DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo. | Investment Managers | Corporate Officer/Principal | |
White & Case LLP
White & Case LLP Miscellaneous Commercial ServicesCommercial Services White & Case LLP provides legal services. The company's clients include commercial businesses, financial institutions, government, and state-owned entities. It has offices in the United States, Latin America, Europe, the Middle East, Africa, and Asia. The company was founded in 1901 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Shearman & Sterling LLP
Shearman & Sterling LLP Miscellaneous Commercial ServicesCommercial Services Shearman & Sterling LLP provides legal services. It specializes in appellate litigations, capital markets, corporate governance, environmental, finance, international arbitration, investment funds, litigation, mergers and acquisitions, privatization, real estate, and tax. The company was founded by Thomas Shearman in 1873 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Wachtell, Lipton, Rosen & Katz
Wachtell, Lipton, Rosen & Katz Miscellaneous Commercial ServicesCommercial Services Wachtell, Lipton, Rosen & Katz provides advisory and legal services. It specializes in mergers and acquisitions, strategic investments, takeovers and takeover defense, corporate and securities law, and corporate governance. The company was founded in 1965 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
The University of Texas at Austin | College/University | Graduate Degree Graduate Degree | |
Columbia Business School | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
New York University | College/University | Graduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
State Bar of Texas
State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Fordham University School of Law | College/University | Graduate Degree Graduate Degree | |
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree Graduate Degree | |
Georgetown University | College/University | Masters Business Admin Masters Business Admin | |
EDSCO Fasteners LLC
EDSCO Fasteners LLC Metal FabricationProducer Manufacturing EDSCO Fasteners LLC engages in the manufacture of anchor bolts. Its products include smooth bar bolts, rebar bolts, plate, and cages. It serves energy and power, communications, transportation, industrial construction, and sea port and marine construction markets. The company was founded in 1985 and is headquartered in Denton, TX. | Metal Fabrication | Director/Board Member | |
Heartland Steel Products LLC
Heartland Steel Products LLC Metal FabricationProducer Manufacturing Heartland Steel Products LLC manufactures steel products. It offers steel manufactured rack products and services through both direct sales and distributor channels. The company was founded in 2008 and is headquartered in Marysville, MI. | Metal Fabrication | Chairman | |
American Flatbread Co., Inc.
American Flatbread Co., Inc. RestaurantsConsumer Services American Flatbread Co., Inc. provides food products. It offers bread, pizza, and other related food products. The company was founded by George Schenk in 1985 and is headquartered in Burlington, VT. | Restaurants | Director/Board Member | |
The Governor's Academy | College/University | Director/Board Member | |
Vektek LLC
Vektek LLC Industrial MachineryProducer Manufacturing Vektek LLC manufactures work holding devices, pallet fixture devices, power supplies, and plumbing accessories. Its products include hydraulic, metric, and pneumatic. The company is headquartered in Emporia, KS. | Industrial Machinery | Director/Board Member | |
H.A. Eckhart & Associates, Inc.
H.A. Eckhart & Associates, Inc. Industrial MachineryProducer Manufacturing H.A. Eckhart & Associates, Inc. engages in the provision of industrial engineering solutions for robot and machine application. It offers autocraft autonomous guided vehicles, assembly tooling, robotics and automation, three dimensional printing and additive manufacturing, and engineering services. The company was founded in 1958 and is headquartered in Lansing, MI. | Industrial Machinery | Director/Board Member | |
Sherbrooke Capital LLC
Sherbrooke Capital LLC Investment ManagersFinance Sherbrooke Capital LLC ( Sherbrooke Capital ) is a private equity firm founded in 1999 by John Giannuzzi. The firm is headquartered in Newton Lower Falls,Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Green Park Snacks, Inc.
Green Park Snacks, Inc. Food: Specialty/CandyConsumer Non-Durables Green Park Snacks, Inc. engages in the manufacture and sale of organic chickpea puffs. It offers its product under the Hippeas brand name. The company was founded by Livio Bisterzo in 2015 and is headquartered in Santa Monica, CA. | Food: Specialty/Candy | Chief Executive Officer | |
Blume Suisse SA
Blume Suisse SA Internet Software/ServicesTechnology Services MFG.com Europe SA operates an online marketplace for the manufacturing community. The company is headquartered in Eysins, Switzerland. | Internet Software/Services | Chief Operating Officer | |
BFY Holdings I LLC
BFY Holdings I LLC Food: Specialty/CandyConsumer Non-Durables BFY Holdings I LLC produces and markets snacks products. Its products include PopCorners, PopCorners Whole Grain, PopCrinkles, and popped bean chips and other better-for-you branded and private label snack products. The company was founded by Zeke Alenick in 2015 and is headquartered in Middletown, NY. | Food: Specialty/Candy | Chief Executive Officer | |
Angie's Artisan Treats LLC
Angie's Artisan Treats LLC Agricultural Commodities/MillingProcess Industries Angie's Artisan Treats LLC manufactures and markets kettle corns. It makes non-GMO and gluten-free snacks. Its brand, BoomChickaPop, has flavors including sea salt, sweet and salty, white cheddar, real butter, light kettle corn, cheddar cheese, sea salt and vinegar, dill pickle flavored, and sweet and spicy. The company was founded by Angela Bastian and Daniel Bastian in 2001 and is headquartered in North Mankato, MN. | Agricultural Commodities/Milling | Director/Board Member | |
Indiana University | College/University | Masters Business Admin | |
Siddhi Capital LLC
Siddhi Capital LLC Investment ManagersFinance Siddhi Capital LLC (Siddhi Capital) is an private equity/venture capital firm founded by Steven Finn and Melissa Facchina. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Critical Solutions International, Inc.
Critical Solutions International, Inc. Aerospace & DefenseElectronic Technology Critical Solutions International, Inc. engages in the design, development and production of mine detection vehicles. It offers blast survivable and mission configurable vehicle platforms, accessories, bandolier, the blast gauge system, and training and support. The company was founded in 1999 and is headquartered in Charleston, SC. | Aerospace & Defense | Director/Board Member | |
Siddhi Acquisition Corp.
Siddhi Acquisition Corp. Financial ConglomeratesFinance Siddhi Acquisition Corp. operates as a blank check company which was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination. The company was founded by Brian D. Finn, Melissa Facchina and Steven Finn on August 27, 2020 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member |
Statistics
International
United States | 42 |
Hong Kong | 2 |
Italy | 2 |
Switzerland | 2 |
Sectoral
Consumer Services | 16 |
Finance | 14 |
Commercial Services | 6 |
Producer Manufacturing | 5 |
Consumer Non-Durables | 4 |
Operational
Director/Board Member | 228 |
Corporate Officer/Principal | 168 |
Undergraduate Degree | 100 |
Chief Executive Officer | 58 |
President | 50 |
Most connected contacts
Insiders | |
---|---|
Pinit Puapan | 32 |
Alan Frank Feldman | 32 |
Ali Ismail Sabanci | 31 |
Steve Cook | 27 |
Jonathan Perl | 23 |
Bradley Tirpak | 22 |
Anastassis David | 20 |
Nick Pianim | 19 |
Gregg Felton | 18 |
Michael Granoff | 17 |
Ahmet Fadil Ashaboglu | 17 |
Andrew William Feinberg | 16 |
Paul Nardone | 16 |
Timothy Brog | 16 |
Jay Calnan | 15 |
- Stock Market
- Insiders
- Bob Willen
- Company connections