Network origin in David Henry Bugen first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.
41
| Extinct | Investment Managers | 41 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Henry Bugen via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
| Rochester Christian University | College/University | Masters Business Admin | |
Beacon Trust Co.
 Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs Bank AG
 Goldman Sachs Bank AG Major BanksFinance Goldman Sachs Bank AG engages in the provision of banking and financial services. Its business activities also include securities trading, asset management, and investment consulting. The company was founded on May 27, 1992 and is headquartered in Zurich, Switzerland. | Major Banks | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree | |
PNC Bank, NA
 PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Major Banks | Corporate Officer/Principal | |
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
| Wake Forest University | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Bowling Green State University | College/University | Graduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| Fairleigh Dickinson University | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal Graduate Degree | |
| Florida State University | College/University | Undergraduate Degree | |
| Kean University | College/University | Undergraduate Degree | |
| Lafayette College | College/University | Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Tufts University | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| Quinnipiac University | College/University | Graduate Degree | |
| Ramapo College of New Jersey | College/University | Undergraduate Degree | |
| St. Michael's College | College/University | Undergraduate Degree | |
| Saint Peter's University | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toledo (Ohio) | College/University | Undergraduate Degree | |
| Wesleyan University | College/University | Undergraduate Degree | |
| Western State College of Colorado | College/University | Undergraduate Degree | |
| William Paterson University | College/University | Undergraduate Degree | |
| Dougas College | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree | |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
USI, Inc. (Connecticut)
 USI, Inc. (Connecticut) Pulp & PaperProcess Industries USI, Inc. manufactures laminating equipment, film and supplies. It offers 3D printers, super saver kits, laminating, customer banner printing and binding machines. The company was founded in 1975 and is headquartered in Madison, CT. | Pulp & Paper | Corporate Officer/Principal | |
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Corporate Officer/Principal | |
| Government College of Technology | College/University | Undergraduate Degree | |
Alex Brown, Inc.
 Alex Brown, Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Alex Brown, Inc. is a diversified financial services company based in Baltimore, MD. The company offers financial planning, wealth management, investment banking, asset management, and capital markets services. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Upsala College | College/University | Undergraduate Degree | |
| New York Law School | College/University | Graduate Degree |
Statistics
International
| United States | 46 |
| Switzerland | 2 |
| Canada | 2 |
| India | 2 |
Sectoral
| Consumer Services | 34 |
| Finance | 15 |
| Process Industries | 2 |
Operational
| Undergraduate Degree | 38 |
| Corporate Officer/Principal | 33 |
| Portfolio Manager-Equities | 24 |
| Analyst-Equity | 20 |
| Masters Business Admin | 8 |
Most connected contacts
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