Brian Michael Robertson
Founder at Pacific Life Fund Advisors LLC
Network origin in Brian Michael Robertson first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Michigan
663
| College/University | Other Consumer Services | 663 |
Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.
38
| Subsidiary | Investment Managers | 38 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Michael Robertson via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Corporate Officer/Principal Graduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
European Bank for Reconstruction & Development
European Bank for Reconstruction & Development SupranationalGovernment European Bank for Reconstruction & Development provides project financing for the financial sector from central Europe to central Asia and the southern and eastern Mediterranean. It provides project financing for banks, industries and businesses, both new ventures and investments in existing companies. The company also provides loan and equity finance, guarantees, leasing facilities and trade finance. European Bank for Reconstruction & Development was founded in 1991 and is headquartered in London, the United Kingdom. | Supranational | Chairman | |
MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal | |
GrafTech International Holdings, Inc.
GrafTech International Holdings, Inc. Electrical ProductsProducer Manufacturing Graftech International Holdings, Inc. manufactures carbon and graphite materials. It offers graphite electrodes, advanced carbon, and flexible graphite. The company was founded on December 8, 1988 and is headquartered in Parma, OH. | Electrical Products | Sales & Marketing | |
Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
Arthur D. Little, Inc.
Arthur D. Little, Inc. Miscellaneous Commercial ServicesCommercial Services Arthur D. Little, Inc. engages in the provision of management consulting services. It specializes in strategy and organization, operations management, technology and innovation management, corporate finance, and global carbon advisory serving corporations and organizations worldwide. The firm serves the automotive, healthcare, information, chemicals, consumer goods, retail, manufacturing, and transportation industries. The company was founded by Arthur Dehon Little and Roger Griffin in October 1886 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Stanford University | College/University | Graduate Degree Graduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Graduate Degree | |
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 Corporate Officer/Principal | |
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 | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Kirkland & Ellis LLP
Kirkland & Ellis LLP Miscellaneous Commercial ServicesCommercial Services Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | General Counsel Corporate Officer/Principal | |
Industria Solutions, Inc.
Industria Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Part of NexPrise, Inc., Industria Solutions, Inc. provides solutions for collaborative engineering, electronic procurement, and collaborative project and materials management. The company is based in Mountain View, CA. Industria Solutions was acquired by Ventro Corp. on July 31, 2001. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
LETCO Group
LETCO Group Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, LETCO Group is a company that provides equity and asset trading services. The company is based in Chicago, IL. LETCO Group was acquired by The Toronto-Dominion Bank on March 01, 2002. | Investment Banks/Brokers | Corporate Officer/Principal | |
VTB BANK | Major Banks | Director/Board Member | |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Consultant / Advisor | |
University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
San Diego State University | College/University | Undergraduate Degree | |
The California State University | College/University | Undergraduate Degree | |
Geneva College | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Corporate Officer/Principal Undergraduate Degree | |
Michigan Technological University | College/University | Undergraduate Degree | |
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 | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Aristotle Pacific Capital LLC
Aristotle Pacific Capital LLC Investment ManagersFinance Part of Aristotle Capital Management LLC, Aristotle Pacific Capital LLC is a company that focuses on corporate credit securities. The company is based in Newport Beach, CA. The company helps clients improve portfolio diversification and total return by capturing value opportunities in credit securities. Aristotle Pacific Capital actively invests in corporate credit securities based on fundamental credit analysis to identify and realize relative value. The CEO of the company is Dominic D. Nolan. Aristotle Pacific Capital was acquired by Aristotle Capital Management LLC from Pacific Mutual Holding Co. on April 17, 2023. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Director of Research - Fxd Inc | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Pacific Life Insurance Co.
Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Wisconsin School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
UCLA Anderson School of Management | College/University | Graduate Degree Masters Business Admin | |
Stephen M. Ross School of Business | College/University | Graduate Degree Masters Business Admin | |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Michigan Law School | College/University | Doctorate Degree Graduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
Equity Armor Investments LLC
Equity Armor Investments LLC Investment ManagersFinance Equity Armor Investments LLC (EAI) is a registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Brian S. Stutland in 2010 and is owned by Alpha II Zeta LLC. EAI offers advisory services to individual and institutional investors through proprietary funds, managed futures strategies, and outsourced advisory solutions. | Investment Managers | Founder | |
Mason Investment Advisory Services, Inc.
Mason Investment Advisory Services, Inc. Investment ManagersFinance Part of Mason International, Inc., Mason Investment Advisory Services, Inc. is a company that provides investment advice. The company is based in Reston, VA. The company was founded in 1982 by William Mason. William Mason has been the CEO since 1982. | Investment Managers | Corporate Officer/Principal | |
Shell Chemical Corp. | Corporate Officer/Principal | ||
Dianal America, Inc.
Dianal America, Inc. Chemicals: SpecialtyProcess Industries Part of Mitsubishi Chemical Group Corp., Dianal America, Inc. is a company that manufactures coating resins. The company is based in Pasadena, TX. | Chemicals: Specialty | Sales & Marketing | |
JWI Capital LLC
JWI Capital LLC Investment ManagersFinance JWI Capital LLC (JWI Capital) is a private equity firm founded in 2009 by Mark Jantzen, Marc L. Walinsky and Bill M. Isaac. The firm is headquartered in Twinsburg, Ohio. | Investment Managers | Founder | |
The New Economic School | College/University | Director/Board Member | |
Shasta Ventures Management LLC
Shasta Ventures Management LLC Investment ManagersFinance Shasta Ventures Management LLC is a Venture Capital firm founded in the year 2004 by Ravi Mohan, Tod H. Francis and Rob T. Coneybeer. The firm is headquartered in Menlo Park. | Investment Managers | Private Equity Investor | |
University College London | College/University | Graduate Degree |
Statistics
International
United States | 44 |
United Kingdom | 3 |
Russia | 3 |
Canada | 2 |
Sectoral
Consumer Services | 22 |
Finance | 18 |
Commercial Services | 6 |
Process Industries | 3 |
Government | 2 |
Operational
Corporate Officer/Principal | 140 |
Director/Board Member | 117 |
Undergraduate Degree | 95 |
Private Equity Investor | 53 |
Graduate Degree | 49 |
Most connected contacts
Insiders | |
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Gil Omenn | 42 |
Denis Kalscheur | 25 |
Jason Park | 15 |
David Quick | 14 |
Mike K. Jung | 14 |
Jacob Cohen | 12 |
Jason B. Koenig | 11 |
Marc Ferrentino | 11 |
Dan Rubin | 10 |
Marc L. Walinsky | 10 |
Kuan Hsu | 10 |
Robert G. Wilson | 9 |
Annie Maxwell | 9 |
Arun Ramamoorthy | 9 |
Steven Petrevski | 8 |
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