James Millard Lewis
Analyst-Equity at Bartlett & Co. Wealth Management LLC
Network origin in James Millard Lewis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Legg Mason Wood Walker, Inc.
104
| Extinct | Investment Banks/Brokers | 104 |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
23
| Extinct | Investment Managers | 23 |
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Millard Lewis via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Chairman Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Director of Research - Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Xavier University | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Yale Law School | College/University | Graduate Degree Graduate Degree Graduate Degree | |
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 | Undergraduate Degree Masters Business Admin | |
Maryland Zoological Society, Inc.
 Maryland Zoological Society, Inc. Other Consumer ServicesConsumer Services Maryland Zoological Society, Inc. operates a zoo. It also holds activities such as weddings, corporate events, picnics, bridal and baby showers, family reunions, and social and non-profit events. The company was founded in 1967 and is headquartered in Baltimore, MD. | Other Consumer Services | Director/Board Member Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree 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 Corporate Officer/Principal | |
| STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Cincinnati Society of Financial Analysts | Corporate Officer/Principal President | ||
| Cleveland State University | College/University | Undergraduate Degree Masters Business Admin | |
| Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Clemson University | College/University | Masters Business Admin Undergraduate Degree | |
| Wake Forest University | College/University | Masters Business Admin Undergraduate Degree | |
| LEGG MASON, INC. | Investment Managers | Chief Executive Officer Director/Board Member | |
LaSalle Partners Ltd.
 LaSalle Partners Ltd. Real Estate DevelopmentFinance LaSalle Partners Ltd. is a real estate holding private company. The company is based in Chicago, IL and has subsidiaries in United Kingdom. The company was founded by William D. Sanders. | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal | |
Hovde Group LLC
 Hovde Group LLC Investment Banks/BrokersFinance Hovde Group LLC is a leading boutique investment bank that has been providing advisory services to the financial services sector for over 30 years. The private company offers a full suite of investment banking, capital markets, research, equity sales, and trading services to its clients, including institutional and retail investors, community and regional banks, and other financial companies located throughout the United States. The company is based in Inverness, IL, and has subsidiaries in the United States. Hovde Group consistently ranks among the bank sector's top M&A and capital markets advisory firms, is a leading market maker of community and regional bank stocks, and produces high-quality research from award-winning analysts. The American company was founded in 1987 by Steven Donald Hovde, who has been the CEO since then. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
RailWorks Corp.
 RailWorks Corp. Trucks/Construction/Farm MachineryProducer Manufacturing RailWorks Corp. provides track and transit systems construction and maintenance services. It provides railway construction and railroad maintenance services to industries served by rail, ports, waterways and utilities. The company was founded in 1998 and is headquartered in New York, NY. | Trucks/Construction/Farm Machinery | President Corporate Officer/Principal | |
Westwicke Partners LLC
 Westwicke Partners LLC Investment ManagersFinance Westwicke Partners LLC operates as a strategic communications and advisory firm that is focused exclusively on healthcare. It offers digital branding, crisis communications, and capital markets advisory. The company was founded by Robert East and Mark Klausner in 2006 and is headquartered in Baltimore, MD. | Investment Managers | Corporate Officer/Principal | |
| UNDER ARMOUR, INC. | Apparel/Footwear | Investor Relations Contact | |
| Wofford College | College/University | Undergraduate Degree | |
| American University | College/University | Undergraduate Degree | |
Primedica Corp
 Primedica Corp Pharmaceuticals: MajorHealth Technology Part of Charles River Laboratories International, Inc., Primedica Corp develops and produces pharmaceutical products for the biopharmaceutical industry. The company is based in Worcester, MA. Primedica was acquired by Charles River Laboratories, Inc. from rEVO Biologics, Inc. on February 27, 2001 for $42.50 million. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Chase Investment Counsel Corp.
 Chase Investment Counsel Corp. Investment ManagersFinance Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia. | Investment Managers | Sales & Marketing |
Statistics
International
| United States | 50 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 28 |
| Finance | 17 |
| Commercial Services | 2 |
| Technology Services | 2 |
| Producer Manufacturing | 2 |
Operational
| Analyst-Equity | 188 |
| Corporate Officer/Principal | 98 |
| Undergraduate Degree | 78 |
| Portfolio Manager-Equities | 43 |
| Masters Business Admin | 41 |
Most connected contacts
| Insiders | |
|---|---|
| David Fick | 20 |
| Hugh Warns | 13 |
| John Guinee | 11 |
| Thomas Allen Carroll | 11 |
| Glenn Matthew Guard | 10 |
| Richard Jaffe | 10 |
| Mike Egan | 10 |
| John Yuncza | 9 |
| Richard J. Himelfarb | 9 |
| John Griffith Larkin | 9 |
| Tahmin O. Clarke | 9 |
| Bryce Rowe | 8 |
| George Price | 8 |
| James Shurtleff | 8 |
| Rebecca Ann Arbogast | 8 |
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