Chris Shea
Chief Investment Officer at WealthSource Partners LLC
Network origin in Chris Shea first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Massachusetts
144
| College/University | Other Consumer Services | 144 |
WealthSource Partners LLC
 WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Chris Shea via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal | |
| AGILYSYS, INC. | Packaged Software | Chief Tech/Sci/R&D Officer | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Director of Research - Equity | |
| AMAZON.COM, INC. | Internet Retail | Chief Tech/Sci/R&D Officer | |
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 | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity | |
Martingale Asset Management LP
 Martingale Asset Management LP Investment ManagersFinance Martingale Asset Management LP (Martingale) is an independent, privately held registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1987 by Arnold Wood, Patricia O’Connor and William (Bill) Jacques. Martingale offers investment advisory and supervisory services to separately managed accounts and to private pooled investment funds open to qualified investors. | Investment Managers | Chief Administrative Officer | |
Choate, Hall & Stewart LLP
 Choate, Hall & Stewart LLP Miscellaneous Commercial ServicesCommercial Services Choate, Hall & Stewart LLP provides legal services. It offers services in the areas of private equity, technology, intellectual property, mergers & acquisitions, commercial litigation, and insurance & reinsurance litigation. The company was founded in 1899 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Rudolph Technologies, Inc.
 Rudolph Technologies, Inc. Packaged SoftwareTechnology Services Rudolph Technologies, Inc. engages in the design, development, manufacture, and support of defect inspection, lithography, process control metrology, and process control software. Its products include semiconductor, light emitting diodes (LED), flat panel display, data storage, and compound semi. The company was founded by Otto Curt Rudolph in 1940 and is headquartered in Budd Lake, NJ. | Packaged Software | President | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Doctorate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
| Suffolk University | College/University | Graduate Degree Corporate Officer/Principal Graduate Degree Graduate Degree | |
| Boston University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal | |
| YUNNAN ENERGY NEW MATERIAL CO., LTD. | Containers/Packaging | Chairman Chief Executive Officer | |
SEMCORP Shanghai
 SEMCORP Shanghai Electrical ProductsProducer Manufacturing SEMCORP Shanghai engages in the research and production of high-performance lithium ion battery isolation membrane. It products include base separator and coated separator. The base separator is used in Lithium-Ion Battery application, it has been utilized by large vehicles that require high energy concentrations such as hybrid and electric vehicles. The coated separator such as ceramic coating, PVDF coating, AFL coating, and high-temperature polymer coatings, enables engineers to design safer batteries with long cycling performance. The company was founded on April 27, 2010 and is headquartered in Shanghai, China. | Electrical Products | Chairman Director/Board Member | |
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 | Masters Business Admin Doctorate Degree | |
Alkeon Capital Management LLC
 Alkeon Capital Management LLC Investment ManagersFinance Alkeon Capital Management LLC (Alkeon) is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2002 and is owned by Panayotis 'Takis' Sparaggis. Alkeon provides portfolio management and sub-advisory services to private domestic and offshore investment funds, registered investment funds and other products. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Aegis Capital Corp.
 Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| COLLEGIUM PHARMACEUTICAL, INC. | Pharmaceuticals: Major | Director of Finance/CFO Chief Tech/Sci/R&D Officer | |
| Brandeis University | College/University | Graduate Degree Graduate 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 | Masters Business Admin Masters Business Admin | |
| NEXSTAR MEDIA GROUP, INC. | Broadcasting | Chief Tech/Sci/R&D Officer | |
Orlando Magic Ltd.
 Orlando Magic Ltd. Movies/EntertainmentConsumer Services Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL. | Movies/Entertainment | Corporate Officer/Principal | |
| SINGULUS TECHNOLOGIES AG | Semiconductors | Director of Finance/CFO | |
| University of Hohenheim | College/University | Undergraduate Degree | |
Smiths Medical Ltd.
 Smiths Medical Ltd. Medical SpecialtiesHealth Technology Smiths Medical manufactures and supplies medical devices and equipment. It offers medical devices for the hospital, emergency, home, and specialist environments. The firm's products are used in intensive care, surgery, post-operative care during recovery, and in a series of high-end home infusion therapies. The company was founded by S. A. Leader in 1940 and is located in London, UK | Medical Specialties | Corporate Officer/Principal | |
| AMERESCO, INC. | Engineering & Construction | Director/Board Member | |
Douglass Screen Printers, Inc.
 Douglass Screen Printers, Inc. Commercial Printing/FormsCommercial Services Douglass Screen Printers, Inc. provides digital printing services. It offers a full array of weather durable graphics including but not limited to decals posters, banners, signs, tags, wraps and nameplates. The company was by Leroy J. Douglass in 1939 and is headquartered in Lakeland, FL. | Commercial Printing/Forms | Director/Board Member | |
Planet 10 Spirits LLC
 Planet 10 Spirits LLC Beverages: AlcoholicConsumer Non-Durables Part of Constellation Brands, Inc., Planet 10 Spirits LLC is a company that produces and distributes spirits. The company is based in Chicago, IL. | Beverages: Alcoholic | Sales & Marketing | |
Nimbit, Inc.
 Nimbit, Inc. Miscellaneous Commercial ServicesCommercial Services Nimbit, Inc. offers direct-to-fan sales and marketing platform for the music industry. It powers the brands and businesses of thousands of artists by giving them the ability to easily market and sell their music and products. The company was founded by Philip Antoniades, Patrick Faucher, Matthew Silbert and Joseph P. Twarog in 2002 and is headquartered in Framingham, MA. | Miscellaneous Commercial Services | Sales & Marketing | |
| Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
WBUR Boston
 WBUR Boston Internet Software/ServicesTechnology Services WBUR Boston operates a publication house both online and offline. | Internet Software/Services | Corporate Officer/Principal | |
Alert Logic, Inc.
 Alert Logic, Inc. Information Technology ServicesTechnology Services Alert Logic, Inc. provides managed detection and response (MDR) solutions. It offers coverage for public clouds, software as a service (SaaS), on-premises, and hybrid environments. The company was founded by Misha Govshteyn and Matthew Harkrider in 2002 and is headquartered in Houston, TX. | Information Technology Services | Chief Tech/Sci/R&D Officer | |
Airbiquity, Inc.
 Airbiquity, Inc. Packaged SoftwareTechnology Services Airbiquity, Inc. engages in provision of private cloud connected car services platform. It offers Choreo, a platform that connects and processes transactions. Its products include OTA software and data management, service management, intelligent vehicle and electric vehicle. The company was founded by Joseph Preston and James Vroman in 1997 and is headquartered in Seattle, WA. | Packaged Software | Chief Tech/Sci/R&D Officer | |
| VMWARE, INC. | Packaged Software | Director/Board Member |
Statistics
International
| United States | 40 |
| United Kingdom | 3 |
| China | 3 |
| Germany | 3 |
| Canada | 2 |
Sectoral
| Finance | 14 |
| Consumer Services | 12 |
| Technology Services | 9 |
| Commercial Services | 6 |
| Electronic Technology | 3 |
Operational
| Corporate Officer/Principal | 135 |
| Undergraduate Degree | 98 |
| Director/Board Member | 80 |
| Analyst-Equity | 41 |
| Portfolio Manager-Equities | 35 |
Most connected contacts
| Insiders | |
|---|---|
| Sameer Sushil Sain | 26 |
| Kevin Murphy | 17 |
| Jim A. Counihan | 13 |
| Brett J. L'Esperance | 13 |
| Venkatraman Anantha Nageswaran | 11 |
| Christopher C. Jarvis | 11 |
| Adam Aarons | 10 |
| Prabuddha Biswas | 10 |
| Brett Jenkins | 9 |
| Paul Brannelly | 9 |
| Eric W. Dickson | 9 |
| Kelly B. Cheng | 8 |
| James Shurtleff | 8 |
| Ajay Mehra | 8 |
| Robert C. Brady | 8 |
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