Network origin in James W. Denney first degree
Entity | Entity type | Industry | |
---|---|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
15
| Subsidiary | Investment Managers | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James W. Denney via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
MURT, Inc.
MURT, Inc. Miscellaneous Commercial ServicesCommercial Services MURT, Inc. provides direct marketing and customer care services. The company manages acquisition, activation, and retention of customers through inbound and outbound teleservices and TARP customer satisfaction measurement research. It is headquartered in King of Prussia, PA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
International Data Response Corp.
International Data Response Corp. Miscellaneous Commercial ServicesCommercial Services Part of The Resource Group, International Data Response Corp. provides telemarketing and customer services. The company is based in Rancho Santa Fe, CA. International Data Response was acquired by MURT, Inc. on June 30, 1999 for $98.01 million. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Corporate Officer/Principal | |
Vertis, Inc.
Vertis, Inc. Advertising/Marketing ServicesCommercial Services Vertis, Inc. provides print advertising and direct marketing solutions. The company was founded in 1993 and is headquartered New York, NY. | Advertising/Marketing Services | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Chief Tech/Sci/R&D Officer | |
AXOS FINANCIAL, INC. | Major Banks | Corporate Officer/Principal | |
Grimes & Co., Inc.
Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Investment Managers | President | |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Investment Committee Member | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | President Corporate Officer/Principal | |
CTPARTNERS EXECUTIVE SEARCH INC. | Personnel Services | Corporate Officer/Principal | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Liberty Financial Group, Inc. (Hatfield, Pennsylvania)
Liberty Financial Group, Inc. (Hatfield, Pennsylvania) Finance/Rental/LeasingFinance Part of United Community Banks, Inc., Liberty Financial Group, Inc. is a company based in Hatfield, PA. The company provides direct financing and leasing for all types of new and used essential commercial equipment. For more information, customers can call 800-422-1844. | Finance/Rental/Leasing | Analyst-Equity | |
Circle.com LLC (Maryland)
Circle.com LLC (Maryland) Internet Software/ServicesTechnology Services Part of Vivendi SE, Circle.com LLC (Maryland) is a company that provides Internet professional services and creates customer relationship management systems. The company is based in Baltimore, MD. Circle.com LLC (Maryland was acquired by Havas SA, a subsidiary of Vivendi SE from Snyder Communications, Inc. on June 27, 2001 for $27.76 million. | Internet Software/Services | Corporate Officer/Principal | |
Babson College | College/University | Undergraduate Degree Masters Business Admin | |
San Diego State University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
National University | College/University | Undergraduate 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 | |
Oral Roberts University | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
University of Phoenix | College/University | Graduate Degree | |
University of Tennessee | College/University | Undergraduate Degree | |
Worcester Polytechnic Institute | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
Portfolio Strategies, Inc.
Portfolio Strategies, Inc. Investment ManagersFinance Portfolio Strategies, Inc. is an independent, SEC-registered investment advisor firm headquartered in Tacoma, Washington. The firm was founded in 1982 by Carl Kludt. Portfolio Strategies offers investment advisory services to individuals, business entities, investment companies, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Investment Managers | Director of Research - Equity | |
Provasi Capital Partners LP | Investment Managers | Private Equity Investor | |
Questrom School of Business | College/University | Masters Business Admin | |
Axos Bank
Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Regional Banks | Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 39 |
Sectoral
Finance | 16 |
Consumer Services | 16 |
Commercial Services | 7 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 21 |
Undergraduate Degree | 13 |
President | 5 |
Portfolio Manager-Equities | 5 |
Comptroller/Controller/Auditor | 4 |
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