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Network origin in David Faherty first degree
Entity | Entity type | Industry | |
---|---|---|---|
Citi Fund Services Ohio, Inc.
5
| Subsidiary | 5 | |
Investors Bank & Trust Co.
![]() Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA
4
| Extinct | Regional Banks | 4 |
Outlook Funds Trust
![]() Outlook Funds Trust Financial ConglomeratesFinance Outlook Funds Trust operates as an open-end management investment company. It is an instrument which permits to offer separate series of shares of beneficial interest. The trust reserves the right to create and issue shares of additional funds. Outlook Funds Trust was founded on October 18, 2013 and is headquartered in Portland, ME.
3
| Private Company | Financial Conglomerates | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Faherty via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ASA GOLD AND PRECIOUS METALS LIMITED | Investment Trusts/Mutual Funds | Compliance Officer | |
THE CHINA FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer | |
THE SWISS HELVETIA FUND INC. | Investment Trusts/Mutual Funds | Compliance Officer Corporate Secretary | |
THE TAIWAN FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer | |
WALMART INC. | Specialty Stores | Private Equity Investor | |
WILLIAMS-SONOMA, INC. | Specialty Stores | Private Equity Investor | |
SABA CAPITAL INCOME & OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Mutual Fund & Variable Insurance Trust | Investment Trusts/Mutual Funds | Treasurer | |
Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Investment Managers | Analyst-Equity | |
METLIFE, INC. | Multi-Line Insurance | General Counsel | |
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Unified Series Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Diamond Hill Capital Management, Inc.
![]() Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds, separate accounts, collective investment trusts (CITs), other pooled vehicles such as sub advised funds, and a private fund. | Investment Managers | Analyst-Equity | |
Strategy Shares | Investment Trusts/Mutual Funds | Treasurer | |
Capitol Series Trust
![]() Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Context Capital Funds
![]() Context Capital Funds Investment Trusts/Mutual FundsMiscellaneous Context Capital Funds operates as a development stage company. It oversees the management of the Fund and review the Fund's performance, monitor investment activities and practices and discuss other matters affecting the Fund. The company is headquartered in Portland, ME. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
ALTX Trust
![]() ALTX Trust Investment Trusts/Mutual FundsMiscellaneous ALTX Trust operates as an open end investment management company. The company was founded on August 20, 2013 and is headquartered in Portland, ME. | Investment Trusts/Mutual Funds | Compliance Officer | |
George Washington University | College/University | Masters Business Admin | |
New Heritage Capital LLC
![]() New Heritage Capital LLC Investment ManagersFinance New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
West Financial Services, Inc.
![]() West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Investment Managers | Analyst-Equity | |
Bridgewater State College | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Simmons University | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Windsor | College/University | Masters Business Admin | |
Dechert LLP
![]() Dechert LLP Miscellaneous Commercial ServicesCommercial Services Dechert LLP provides legal services. It serves the chemical, construction, finance and real estate, energy, insurance, and health sectors. The firm's practice areas include business restructuring and reorganization, commercial litigation, corporate and securities, energy, finance and real estate, financial services, mergers and acquisitions, and private equity. The company was founded in 1875 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Citigroup Global Transaction Services
![]() Citigroup Global Transaction Services Investment ManagersFinance Citigroup Global Transaction Services provides trade services. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Voyant Advisors LLC
![]() Voyant Advisors LLC Investment ManagersFinance Voyant Advisors is a research firm located in San Diego, California. The firm performs in-depth accounting policy and working capital analysis to assess the validity and reliability of the earnings, cash flow and financial position reported by U.S. public companies. The research provides rigorous analysis of companies that exhibit signs of potential fundamental business deterioration, competitive landscape challenges, and/or operational inefficiencies that may be precursors of future earnings disappointments. Voyant Advisors employs a unique systematic three stage research process to identify companies exhibiting a high risk of underperformance. On a monthly basis, clients receive 2-3 comprehensive reports focused on companies in which Voyant Advisors believes to have a high probability of underperforming over the next 1-3 quarters. Voyant Advisors also provides a monthly Balance Sheet Watch List highlighting 4 to 8 companies exhibiting an elevated risk of near term underperformance. | Investment Managers | Analyst-Equity | |
Huntington Asset Services
![]() Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN. | Investment Managers | Corporate Officer/Principal | |
Foreside Compliance Services LLC | Corporate Officer/Principal Compliance Officer | ||
Registered Investment Advisers LLC
![]() Registered Investment Advisers LLC Investment ManagersFinance Registered Investment Advisers LLC provides investment advice. The private company is based in Glen Cove, NY. | Investment Managers | Treasurer | |
Georgetown University Law Center | College/University | Graduate Degree | |
Sturm College of Law | College/University | Graduate Degree | |
Drake University Law School | College/University | Graduate Degree | |
Jet.com, Inc.
![]() Jet.com, Inc. Advertising/Marketing ServicesCommercial Services Jet.com, Inc. operates an e-commerce marketplace. Its products include household products, beauty and health, grocery, baby, pet supplies, electronics, home and furniture, appliances, patiao and garden, and toys and video games. The company was founded by Marc Lore, Nathan Faust, and Mike Hanrahan in 2014 and is headquartered in Hoboken, NJ. | Advertising/Marketing Services | Director of Finance/CFO | |
Micro Focus Software, Inc.
![]() Micro Focus Software, Inc. Packaged SoftwareTechnology Services Part of Open Text Corp., Micro Focus Software, Inc. is a software company. The company is based in Provo, UT. The company's description states that Novell software is now a part of OpenText and all products and information previously on novell.com is now on opentext.com. | Packaged Software | Director/Board Member | |
Foreside Fund Officer Services LLC
![]() Foreside Fund Officer Services LLC Financial ConglomeratesFinance Foreside Fund Officer Services LLC provides investment services. The private company is based in Columbus. | Financial Conglomerates | Corporate Officer/Principal Compliance Officer | |
Datum One Series Trust
![]() Datum One Series Trust Finance/Rental/LeasingFinance Datum One Series Trust operates as a pooled investment company, which has created and issued shares in one or more series. The company is headquartered in Chicago, IL. | Finance/Rental/Leasing | Compliance Officer | |
Amplifyher Ventures LLC
![]() Amplifyher Ventures LLC Investment ManagersFinance Amplifyher Ventures LLC (Amplifyher Ventures) is a venture capital firm founded in 2018 by Tricia Black. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Coach IP Holdings LLC
![]() Coach IP Holdings LLC Consumer SundriesConsumer Non-Durables Part of Tapestry, Inc., Coach IP Holdings LLC is a company that specializes in designer handbags, wallets, shoes, and more. The company was founded in 1941 and is based in New York, NY. Customers can shop for their products online and enjoy free shipping and returns on all orders. | Consumer Sundries | Director of Finance/CFO |
Statistics
International
United States | 45 |
Canada | 3 |
France | 2 |
Sectoral
Finance | 16 |
Miscellaneous | 15 |
Consumer Services | 12 |
Retail Trade | 3 |
Commercial Services | 3 |
Operational
Corporate Officer/Principal | 15 |
Compliance Officer | 13 |
Undergraduate Degree | 8 |
Treasurer | 6 |
Analyst-Equity | 6 |
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