Brian Peterson
Analyst-Equity at Capstone Financial Advisors, Inc.
Network origin in Brian Peterson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Capstone Financial Advisors, Inc.
 Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions.
13
| Private Company | Investment Managers | 13 |
Valparaiso University
6
| College/University | Other Consumer Services | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Peterson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Nebraska | College/University | Undergraduate Degree | |
Harvey Investment Co. LLC
 Harvey Investment Co. LLC Investment ManagersFinance Founded in 2000 by Sam Harvey, John Davis and Mary Herrmann, Harvey Investment Co. LLC is a registered investment advisor located in Louisville, Kentucky. The firm's principal owners are WT Acquisition LLC and Samuel Harvey. The ultimate owner of WT Acquisition LLC is HighTower Holding, LLC. Their clients include individual persons, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Investment Managers | Compliance Officer | |
State Farm Insurance Cos.
 State Farm Insurance Cos. Multi-Line InsuranceFinance State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal | |
JMG Financial Group Ltd.
 JMG Financial Group Ltd. Investment ManagersFinance JMG Financial Group Ltd. (JMG) is an independent, fee-only wealth management firm headquartered in Downers Grove, Illinois. Founded in 1984, JMG provides comprehensive and customized wealth management services for high net worth individuals and families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Krossover Intelligence, Inc.
 Krossover Intelligence, Inc. Movies/EntertainmentConsumer Services Krossover Intelligence, Inc. provides web based video indexing platform for sports teams. The firm sells the platform as Software-as-a-Service, allowing sports teams from around the world to purchase the product as well as indexing services. The company was founded by Vasudev Kulkarni and James M. Piette III on November 26, 2008 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member | |
LCM Capital Management, Inc.
 LCM Capital Management, Inc. Investment ManagersFinance LCM Capital Management, Inc. (LCM) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by John Nowicki and Gary Wozny in 1998. LCM offers private money management services to individuals and families and investment advisory services to 401(k) and 403(b) retirement plans. | Investment Managers | Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree | |
| The College for Financial Planning, Inc. | College/University | Graduate Degree Graduate Degree | |
| Benedictine University | College/University | Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Undergraduate Degree | |
| Illinois State University | College/University | Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
ClariVest Asset Management LLC
 ClariVest Asset Management LLC Investment ManagersFinance ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Monroe Capital LLC
 Monroe Capital LLC Investment ManagersFinance Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
| King Saud University | College/University | Undergraduate Degree | |
Sigma Chi Corp.
 Sigma Chi Corp. Miscellaneous Commercial ServicesCommercial Services Sigma Chi Corp. operates as a collegiate leadership development organization that promotes the cultivation, maintenance and promotion of the core values of friendship, justice and learning. The company was founded on June 28, 1855 and is headquartered in Evanston, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Aljomaih Automotive Co. Ltd.
 Aljomaih Automotive Co. Ltd. Specialty StoresRetail Trade Aljomaih Automotive Co. Ltd. operates car dealerships. It offers distribution of passenger cars, pickups, vans, and automotive spare parts. It also provides repair and maintenance services. The company was founded in 1967 and is headquartered in Dammam, Saudi Arabia. | Specialty Stores | General Counsel | |
Johnson & Johnson, Inc.
 Johnson & Johnson, Inc. Insurance Brokers/ServicesFinance Johnson & Johnson, Inc. provides insurance brokerage services. The company was founded in 1930 and is headquartered in Mount Pleasant, SC. | Insurance Brokers/Services | Corporate Officer/Principal | |
| THE POWER AND WATER UTILITY COMPANY FOR JUBAIL AND YANBU | Water Utilities | General Counsel | |
| Haas School of Business | College/University | Graduate Degree | |
CWM LLC
 CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Investment Managers | Analyst-Equity | |
Acequia Capital Management LLC
 Acequia Capital Management LLC Investment ManagersFinance Acequia Capital Management LLC(Acequia Capital Management) is a Venture Capital firm founded by Henry P. Vigil in 2010. The firm is headquartered in Seattle, Washington. | Investment Managers | Private Equity Investor | |
TechNexus LLC
 TechNexus LLC Investment ManagersFinance TechNexus LLC (TechNexus) is a venture capital firm founded in 2007 by Fred Hoch and Terry Howerton. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
| Zicklin School of Business | College/University | Masters Business Admin | |
| Stc Channels | General Counsel | ||
| General Authority for Awqaf | General Counsel | ||
| Naji Khairan Law Firm | Corporate Officer/Principal |
Statistics
International
| United States | 33 |
| Saudi Arabia | 7 |
Sectoral
| Finance | 19 |
| Consumer Services | 16 |
| Commercial Services | 2 |
| Retail Trade | 2 |
| Utilities | 2 |
Operational
| Undergraduate Degree | 17 |
| Corporate Officer/Principal | 14 |
| Analyst-Equity | 7 |
| Portfolio Manager-Equities | 7 |
| Graduate Degree | 7 |
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