Brian Aaron Zavalkoff
Portfolio Manager-Equities at Chesley, Taft & Associates LLC
Network origin in Brian Aaron Zavalkoff first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The University of Chicago
364
| College/University | Other Consumer Services | 364 |
McGill University
272
| College/University | Other Consumer Services | 272 |
Chesley, Taft & Associates LLC
 Chesley, Taft & Associates LLC Investment ManagersFinance Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.
7
| Private Company | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Aaron Zavalkoff via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fred Alger Management LLC
 Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Genentech, Inc.
 Genentech, Inc. BiotechnologyHealth Technology Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA. | Biotechnology | Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
CareerBuilder LLC
 CareerBuilder LLC Internet Software/ServicesTechnology Services CareerBuilder LLC provides end-to-end human capital solutions. The firm specializes in human resources software-as-a-service to help companies with the recruitment process from acquire to hire. It offers job distribution, sourcing, workflow, customer relationship management, data and analytics in one pre-hire platform. The company was founded by Robert J. McGovern in 1995 and is headquartered in Chicago, IL. | Internet Software/Services | Director/Board Member Director/Board Member | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity | |
| BLUERUSH INC. | Packaged Software | Director/Board Member | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
NimbleTV, Inc.
 NimbleTV, Inc. Packaged SoftwareTechnology Services NimbleTV, Inc. operates as a cloud-based TV platform. It enables users to play TV on various devices. The company was founded in 2010 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Xcede Technologies, Inc.
 Xcede Technologies, Inc. Medical SpecialtiesHealth Technology Part of Dynasil Corp. of America, Xcede Technologies, Inc. develops innovative hemostatic and sealant products for surgical applications. The company is based in Rochester, MN. Linda Zuckerman has been the CEO of the company since 2015. | Medical Specialties | Chief Executive Officer | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Latham & Watkins LLP
 Latham & Watkins LLP Miscellaneous Commercial ServicesCommercial Services Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Prescott, Ball & Turben, Inc.
 Prescott, Ball & Turben, Inc. Financial ConglomeratesFinance Prescott, Ball & Turben, Inc. provides investment services. The private company is based in Cleveland, OH. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Investment Adviser Association
 Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| Burton J. Vincent, Chesley & Co. | Director/Board Member President | ||
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Corporate Officer/Principal Undergraduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| PYROGENESIS CANADA INC. | Environmental Services | Chief Operating Officer Chief Tech/Sci/R&D Officer | |
| London School of Economics & Political Science | College/University | Graduate Degree Corporate Officer/Principal | |
Ordre des Ingénieurs du Québec
 Ordre des Ingénieurs du Québec Miscellaneous Commercial ServicesCommercial Services Ordre des Ingénieurs du Québec operates as a self-regulatory body that governs Quebec's professional engineers. The firm specifically admits and supports its members, monitors and improves engineering practice and implements a disciplinary framework. It also conducts specific activities to promote prevention, raise the profile of the profession, improve and maintain competencies and ensure that engineers fulfill their ethical and professional obligations in their professional practice. The company was founded in February 14, 1920 and is headquartered in Montréal, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Zandica, Inc.
 Zandica, Inc. Internet Software/ServicesTechnology Services Zandica, Inc. operates as an Internet media company. It offers celebrities, pop culture, the offbeat, health, and current event news. The company was founded by Chris Tolles and Michael Markson in 2002 and is headquartered in Palo Alto, CA. | Internet Software/Services | Director/Board Member Director/Board Member | |
QuadrantONE
 QuadrantONE Packaged SoftwareTechnology Services QuadrantONE develops and builds e-commerce systems to craft B2C & B2B solutions. The private company is based in New York, NY. Mario Diez has been the CEO of the company since 2010. | Packaged Software | Director/Board Member | |
Legacy.com, Inc.
 Legacy.com, Inc. Publishing: NewspapersConsumer Services Legacy.com, Inc. provides online obituaries for the newspaper industry. It offers obituaries, funeral homes, newspapers, send flowers, news & advice, and memorials. The company was founded by Stopher Bartol in 1998 and is headquartered in Evanston, IL. | Publishing: Newspapers | Director/Board Member | |
HomeFinder.com LLC
 HomeFinder.com LLC Packaged SoftwareTechnology Services HomeFinder.com LLC operates as a digital real estate site. It offers home search experience and a full mobile search platform that includes Real Estate Search iPhone app, Real Estate Android app, and mobile-optimized site. The company is headquartered in Irvine, CA. | Packaged Software | Director/Board Member | |
Perfect Market, Inc.
 Perfect Market, Inc. Miscellaneous Commercial ServicesCommercial Services Perfect Market, Inc. provides marketing services for publishers. The company was founded by Bill T Gross in 2007 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Director/Board Member | |
ProFibrix BV
 ProFibrix BV BiotechnologyHealth Technology ProFibrix BV develops and markets products for the hemostasis and regenerative medicine markets. Its product in pipeline, ProFibrix, is a hemostatic agent for mild to moderate surgical bleeding. The firm operates through its offices located in Leiden and Seattle. It is a subsidiary of The Medicines Company. The company was founded in 2004 by Jaap Koopman and is headquartered in Leiden, the Netherlands. | Biotechnology | Corporate Officer/Principal | |
McGill University Health Center
 McGill University Health Center Hospital/Nursing ManagementHealth Services McGill University Health Center provides health care services. The firm offers multidisciplinary patient centric care services. The company was founded in 1997 and is headquartered in Montreal, Canada. | Hospital/Nursing Management | Corporate Officer/Principal |
Statistics
International
| United States | 44 |
| Canada | 5 |
| United Kingdom | 2 |
| Netherlands | 2 |
Sectoral
| Finance | 17 |
| Consumer Services | 15 |
| Technology Services | 7 |
| Commercial Services | 7 |
| Health Technology | 5 |
Operational
| Director/Board Member | 184 |
| Corporate Officer/Principal | 166 |
| Undergraduate Degree | 94 |
| Masters Business Admin | 61 |
| Portfolio Manager-Equities | 49 |
Most connected contacts
| Insiders | |
|---|---|
| Peter Kagan | 38 |
| Chad Williams | 27 |
| Christopher Joseph Clower | 21 |
| Rima Qureshi | 19 |
| Daniel Kazan | 17 |
| Timothy J. Landon | 15 |
| John Sznewajs | 14 |
| Isaac Barchas | 14 |
| Charles Boorady | 14 |
| Kurt Stefan Victor Clulow | 14 |
| Laurence Nicole Mengin de Loyer | 13 |
| Ron Logan | 13 |
| Alok Gaur | 13 |
| William Allen Goldstein | 13 |
| David Lawee | 12 |
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