Brian J. Regan
Portfolio Manager-Equities at Wealth Enhancement Advisory Services LLC
Network origin in Brian J. Regan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Questrom School of Business
40
| College/University | Other Consumer Services | 40 |
Boston College
32
| College/University | Other Consumer Services | 32 |
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
27
| Subsidiary | Investment Managers | 27 |
Asset Management Resources LLC
 Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian J. Regan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| APPLE INC. | Telecommunications Equipment | Sales & Marketing | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity | |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Equities | |
NEPC LLC
 NEPC LLC Investment ManagersFinance NEPC LLC is an independent investment consultant, private wealth advisor, and OCIO provider that serves over 400 retainer clients and manages $1.60 trillion in total assets. NEPC is based in Boston, MA and has subsidiaries in the United States. The private company has a proprietary research team that focuses on long-term challenges facing investors and uses a client-centric model to build forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals. | Investment Managers | Consultant / Advisor | |
Berenberg Capital Markets LLC
 Berenberg Capital Markets LLC Investment Banks/BrokersFinance Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
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 | Analyst-Equity Market Strategist Analyst-Equity | |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity | |
AIP LLC
 AIP LLC Investment ManagersFinance AIP LLC (American Industrial Partners) is a private equity firm founded in 1989. The firm is headquartered in New York City, New York. | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
| Boston University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Riverside Partners LLC (New York)
 Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Investor Relations Contact | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Bates College | College/University | Undergraduate Degree | |
| Central Michigan University | College/University | Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Montana State University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| Trinity College & University | College/University | Undergraduate Degree | |
| China Venture Management, Inc. | Investment Managers | Private Equity Analyst | |
| Ernst & Young (Taiwan) | Consultant / Advisor | ||
| Morgan Stanley Hong Kong Ltd. | Corporate Officer/Principal | ||
Decision Economics, Inc.
 Decision Economics, Inc. Investment ManagersFinance Decision Economics, Inc. provides market research services. It focuses on identifying, monitoring, and forecasting fundamental factors, policies, trends, and risks impacting the economic, business cycle, and the financial markets. The company was founded by Allen L. Sinai in 1996 and is headquartered in Boston, MA. | Investment Managers | Economist | |
| McDonough School of Business | College/University | Masters Business Admin | |
KPMG US LLP
 KPMG US LLP Miscellaneous Commercial ServicesCommercial Services KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Copley Equity Partners LLC
 Copley Equity Partners LLC Investment ManagersFinance Copley Equity Partners LLC (Copley Equity Partners) is a private equity firm founded in 2012 by Peter Trovato, Andrew J. Miller and Robert T. Hale. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
The Economic & Social Research Institute
 The Economic & Social Research Institute Investment ManagersFinance The Economic & Social Research Institute provides investment research. The private company is based in Dublin, Ireland. Alan Barrett has been the CEO of the Irish company since 2013. | Investment Managers | Economist | |
Industry Ventures LLC
 Industry Ventures LLC Investment ManagersFinance Industry Ventures LLC (Industry Ventures) is a venture capital firm founded in 2000 by Johan Douwe Swildens and Tom Litle. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
| F.W. Olin Graduate School of Business | College/University | Masters Business Admin | |
Stefnir hf
 Stefnir hf Investment ManagersFinance Stefnir hf is the wholly-owned asset management subsidiary of Arion banki HF, ultimately held by Kaupthing ehf in Iceland. Headquartered in Reykjavik, the firm was founded in 1996 and manages the Stefnir range of mutual, investment and institutional investment funds for retail and professional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
| University of Iceland | College/University | Undergraduate Degree | |
| Coller Capital Ltd. (Hong Kong) | Investment Managers | Private Equity Analyst | |
| University of Mumbai | College/University | Graduate Degree | |
Curu, Inc.
 Curu, Inc. Packaged SoftwareTechnology Services Curu, Inc. provides software solutions. The company is headquartered in Denver, CO. | Packaged Software | Director/Board Member |
Statistics
International
| United States | 39 |
| Taiwan | 3 |
| Hong Kong | 3 |
| Iceland | 3 |
| Israel | 2 |
Sectoral
| Finance | 30 |
| Consumer Services | 14 |
| Electronic Technology | 2 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operational
| Undergraduate Degree | 92 |
| Corporate Officer/Principal | 70 |
| Portfolio Manager-Equities | 54 |
| Analyst-Equity | 43 |
| Masters Business Admin | 37 |
Most connected contacts
| Insiders | |
|---|---|
| Michael Nugent | 19 |
| Santiago Ribadeneira | 10 |
| Vaibhav Pavan Morarka | 10 |
| Jacqueline Canney | 9 |
| Jeff Dekko | 9 |
| Art French | 8 |
| Mark Keeling | 8 |
| Jason Kennedy | 8 |
| Philip Schiller | 7 |
| Giuseppe Stuto | 7 |
| James Gaul | 6 |
| Gaurav Gandhi | 6 |
| Kan-Ying Kuo | 6 |
| Brian Rossi | 6 |
| Challagulla Rao | 6 |
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