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Network origin in Charles R. Carroll first degree
Entity | Entity type | Industry | |
---|---|---|---|
GFO Advisory Services LLC
![]() GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.
23
| Subsidiary | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles R. Carroll via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
DEUTSCHE BANK AG | Investment Banks/Brokers | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
![]() Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
New York State Common Retirement Fund
![]() New York State Common Retirement Fund Investment ManagersFinance New York State Common Retirement Fund (NYSCRF) is a pension fund management firm headquartered in Albany, New York. NYSCRF was founded in 1967 to provide retirement security for New York State and Local Retirement System (NYSLRS) members, retirees and beneficiaries. | Investment Managers | Compliance Officer | |
ARBOR REALTY TRUST, INC. | Real Estate Investment Trusts | Director/Board Member | |
Franklin Madison Group LLC
![]() Franklin Madison Group LLC Advertising/Marketing ServicesCommercial Services Franklin Madison Group LLC provides financial security services for individuals and families by delivering insurance products. It specializes in the distribution, marketing and administration of insurance products. The company was founded in 1979 and is headquartered in Franklin, TN. | Advertising/Marketing Services | Director/Board Member | |
Michigan State University | College/University | Undergraduate Degree | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree | |
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Chief Executive Officer President Chief Operating Officer | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree Graduate Degree | |
WE Family Offices Holdings LLC
![]() WE Family Offices Holdings LLC Financial ConglomeratesFinance WE Family Offices Holdings LLC provides financial services. Maria Elena Lagomasino has been the CEO of the American company since 2013. | Financial Conglomerates | Chief Executive Officer Private Equity Investor | |
Versant Capital Management, Inc.
![]() Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Investment Managers | Chief Executive Officer | |
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
University of Phoenix | College/University | Undergraduate Degree | |
Discovery Place, Inc.
![]() Discovery Place, Inc. Other Consumer ServicesConsumer Services Discovery Place, Inc. offers and exhibits educational programs that inform, challenge and engage audiences of all ages. It operates discovery place and charlotte nature museum and discovery place kids. The company was founded in 1981 and is headquartered in Charlotte, NC. | Other Consumer Services | Director/Board Member | |
Claybrook Capital LLC
![]() Claybrook Capital LLC Investment ManagersFinance Claybrook Capital LLC (Claybrook) is a wealth management firm headquartered in Wellesley, Massachusetts. The firm was co-founded by Jerry A. Nigro and Bruce Arella in 2016. They were acquired in 2023 by Lido Advisors LLC. Claybrook offers wealth management and related advisory services to individuals, high-net-worth individuals, trusts, estates and small business owners. | Investment Managers | Consultant / Advisor | |
Unity International Group, Inc.
![]() Unity International Group, Inc. Information Technology ServicesTechnology Services Unity International Group, Inc. provides information technology and telecommunications services. It offers electrical construction, mission critical systems, data and telecommunication construction, and maintenance services. The company was founded in 1947 and is headquartered in Flushing, NY. | Information Technology Services | Director/Board Member | |
Mill Point Capital LLC
![]() Mill Point Capital LLC Investment ManagersFinance Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
The Ardent Cos. LLC
![]() The Ardent Cos. LLC Investment ManagersFinance The Ardent Cos. LLC provides real estate investment and asset management services. It offers residential real estate, commercial real estate, and ardent lending. The company was founded by Matthew Shulman in 2012 and is headquartered in Atlanta, GA. | Investment Managers | Founder | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Graduate Degree | |
Biltmore Family Office LLC
![]() Biltmore Family Office LLC Investment ManagersFinance Biltmore Family Office LLC (BFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Chris Cecil in 2008. BFO provides asset management services to high-net worth clients, families and their related entities. | Investment Managers | Chief Executive Officer | |
St. Lawrence University | College/University | Undergraduate Degree | |
Barry University | College/University | Undergraduate Degree | |
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 | Masters Business Admin | |
Fairfield University | College/University | Undergraduate Degree | |
Mohawk Valley Economic Development Growth Enterprise
![]() Mohawk Valley Economic Development Growth Enterprise Miscellaneous Commercial ServicesCommercial Services Mohawk Valley Economic Development Growth Enterprise specializes in social services. The company is headquartered in Rome, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Emory University | College/University | Undergraduate Degree | |
The Atlanta History Center
![]() The Atlanta History Center Other Consumer ServicesConsumer Services Atlanta History Center provides information about exhibitions, archives, programs, events, and tours of historic local homes and gardens. The company was founded in 1926 and is headquartered in Atlanta, GA. | Other Consumer Services | Director/Board Member | |
National Society of Compliance Professionals | Director/Board Member | ||
Prudential Financial | Private Equity Investor | ||
University of Florida | College/University | Undergraduate Degree | |
Bernstein Global Wealth Management
![]() Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Arlington Partners LLC
![]() Arlington Partners LLC Investment ManagersFinance Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth. | Investment Managers | Chief Investment Officer |
Statistics
International
United States | 46 |
Germany | 2 |
United Kingdom | 2 |
Sectoral
Finance | 25 |
Consumer Services | 16 |
Commercial Services | 5 |
Health Technology | 2 |
Technology Services | 2 |
Operational
Director/Board Member | 50 |
Corporate Officer/Principal | 47 |
Undergraduate Degree | 19 |
Independent Dir/Board Member | 12 |
Portfolio Manager-Equities | 11 |
Most connected contacts
Insiders | |
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Richard Dozer | 28 |
Maria Lagomasino | 21 |
David Cusimano | 16 |
Karen Edwards | 15 |
Bruce Arella | 12 |
Ginny Rae Neal | 7 |
Mark David Feldman | 7 |
Chris Trotter | 6 |
Chris Cecil | 6 |
Larry M. Christ | 5 |
Michael A. Woocher | 5 |
Tracy Abbott | 5 |
Mike James Holden | 5 |
Felicia Yieh | 4 |
Liz Shabaker | 4 |
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