Network origin in Gretchen Halpin first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wipfli Financial Advisors LLC
 Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US.
7
| Extinct | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gretchen Halpin via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Team Hewins LLC
 Team Hewins LLC Investment ManagersFinance Team Hewins LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Redwood City, California. The firm was founded by Roger C. Hewins III in 2017. Team Hewins offers financial planning and investment advisory services to individuals and families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Ordway Center For The Performing Arts
 Ordway Center For The Performing Arts Media ConglomeratesConsumer Services Ordway Center for the Performing Arts is a not-for-profit organization that hosts, presents, and creates performing arts and educational programs that engage artists and enrich audiences. The Center provides home for The Saint Paul Chamber Orchestra, The Schubert Club, and The Minnesota Opera. Founded in 1985 by Sally Ordway, Ordway Center for the Performing Arts is headquartered in Saint Paul, MN. | Media Conglomerates | Director/Board Member | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin | |
| University of California | College/University | Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
| Washington State University | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree |
Statistics
International
| United States | 9 |
Sectoral
| Consumer Services | 8 |
| Finance | 2 |
Operational
| Undergraduate Degree | 5 |
| President | 3 |
| Chief Executive Officer | 2 |
| Chief Operating Officer | 2 |
| Corporate Officer/Principal | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Roger Colburn Hewins | 5 |
| John Matthew Bussel | 3 |
| Mikhael Balachov | 2 |
| Jefff Pierce | 2 |
| Jandy Rowe | 2 |
| Martha Post | 1 |
| Ka-Tye Koo | 1 |
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- Gretchen Halpin
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