Jeff Boyer
Portfolio Manager-Equities at Corient Private Wealth LLC
Network origin in Jeff Boyer first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Colby College
57
| College/University | Other Consumer Services | 57 |
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.
44
| Extinct | Investment Managers | 44 |
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.
32
| Subsidiary | Investment Managers | 32 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Boyer via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Director/Board Member Masters Business Admin Corporate Officer/Principal Graduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Chief Investment Officer Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree President | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
| ENVESTNET, INC. | Packaged Software | Corporate Officer/Principal | |
Evolve Capital LLC.
 Evolve Capital LLC. Investment ManagersFinance Evolve Capital LLC (Evolve Capital) is a private equity firm founded in 2005 by Mike Crothers. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Analyst-Fixed Income | |
| University of California, Los Angeles | College/University | Masters Business Admin | |
Industrial Economics, Inc.
 Industrial Economics, Inc. Miscellaneous Commercial ServicesCommercial Services Industrial Economics, Inc. provides environmental and economic consulting services. Its services include natural resources, decision support, objective analysis, finance and accounting, policy and strategic services. The company was founded by Mike Huguenin and Sharon Chown on October 1, 1981 and is headquartered in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Economics Research Associates, Inc.
 Economics Research Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Economics Research Associates, Inc. provides economic analysis and consulting services for entertainment and leisure industry, real estate development, public-policy analysis, tourism, and economic development. The firm assists private developers and public agencies in assessing the future economics and outcomes of real estate projects and economic development plans. It also offers a diverse array of economic analysis and tools to answer complex problems. The company was founded in 1958 and headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Graduate Degree | |
Economic & Planning Systems, Inc.
 Economic & Planning Systems, Inc. Real Estate DevelopmentFinance Economic & Planning Systems, Inc. provides land economic consulting services. Its services include real estate economics, public finance, land use and transportation, economic development and revitalization, fiscal and economic impact analysis, housing policy, public-private partnership, and parks and open space economics. The company was founded by Walter Kieser and Tim Youmans in 1983 and is headquartered in Oakland, CA. | Real Estate Development | Corporate Officer/Principal | |
Top Form Brassiere Mfg. Co. Ltd.
 Top Form Brassiere Mfg. Co. Ltd. TextilesProcess Industries Part of Top Form International Ltd., Top Form Brassiere Mfg. The parent company, Top Form International Ltd., is based in Hong Kong, Hong Kong. Co. Ltd. is a Chinese company that provides services related to the manufacturing of brassieres. | Textiles | Director/Board Member | |
| TOP FORM INTERNATIONAL LIMITED | Apparel/Footwear | Chief Executive Officer | |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
The Trustees of Reservations
 The Trustees of Reservations Miscellaneous Commercial ServicesCommercial Services The Trustees of Reservations operates organization for conserving and preserving parks. It offers event search, special programs, summer camps, hike trustees, and volunteer. The company was founded by Charles Eliot on March 5, 1890 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Long Trail Holdings LLC
 Long Trail Holdings LLC Financial ConglomeratesFinance Long Trail Holdings LLC purchases a majority stake in founder-owned or closely-held businesses through a majority recap structure. It provides strategic, financial and operating resources to continue the growth and development of the company. The company is headquartered in Jackson, WY. | Financial Conglomerates | Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin | |
Mission Critical Electronics LLC
 Mission Critical Electronics LLC Electrical ProductsProducer Manufacturing Mission Critical Electronics, Inc. manufactures and supplies automatic battery chargers and electronic equipment. The firm serves the niche vehicle, marine, network, industrial, and portable power markets. The company is headquartered in Huntington Beach, CA. | Electrical Products | Corporate Officer/Principal | |
First Pacific Advisors LP
 First Pacific Advisors LP Investment ManagersFinance First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies. | Investment Managers | Analyst-Equity | |
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 | |
| Hurricane Island Outward Bound School | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| Hong Kong | 3 |
| Chile | 2 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 24 |
| Finance | 19 |
| Commercial Services | 4 |
| Process Industries | 3 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 108 |
| Undergraduate Degree | 98 |
| Portfolio Manager-Equities | 69 |
| Analyst-Equity | 57 |
| Director/Board Member | 44 |
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