Network origin in Jeff Wagner first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.
42
| Extinct | Investment Managers | 42 |
LVW Advisors LLC
 LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Wagner via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | |
| Rochester Christian University | College/University | Masters Business Admin Undergraduate Degree | |
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Investment Managers | Corporate Officer/Principal | |
Falk Associates Management Enterprises, Inc.
 Falk Associates Management Enterprises, Inc. Miscellaneous Commercial ServicesCommercial Services Part of iHeartMedia, Inc., Falk Associates Management Enterprises, Inc. is a company that provides sports representation and marketing services. The company is based in Chicago, IL. The company was founded by David B. Falk, Curtis J. Polk. Falk Associates Management Enterprises was acquired by SFX Broadcasting, Inc. on May 04, 1998 for $100 million. | Miscellaneous Commercial Services | Founder | |
SFX Sports Group, Inc.
 SFX Sports Group, Inc. Movies/EntertainmentConsumer Services SFX Sports Group, Inc. produces and promotes live entertainment events. The firm also develops nationally televised sporting events and offers corporate hospitality services. It has offices in the United States, Europe, and Australia. The company was founded in 1999 and is headquartered in Washington, DC. | Movies/Entertainment | Corporate Officer/Principal | |
| ADVANCE AUTO PARTS, INC. | Specialty Stores | Director/Board Member | |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal | |
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 | |
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Investment Committee Member Analyst-Equity | |
| University of Virginia | 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 | Undergraduate Degree Corporate Officer/Principal Graduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Graduate Degree Graduate Degree Doctorate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Graduate Degree | |
| Amherst College | College/University | 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 | Undergraduate Degree Masters Business Admin | |
| Ithaca College | College/University | Undergraduate Degree | |
| Lafayette College | College/University | Undergraduate Degree | |
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 | |
| University of Baltimore | College/University | Graduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Roberts Wesleyan College | College/University | Corporate Officer/Principal | |
| University of Dayton | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree | |
| Monroe Community College | College/University | Chairman | |
Ipreo Holdings LLC
 Ipreo Holdings LLC Packaged SoftwareTechnology Services Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
The Blue Buffalo Co. Ltd.
 The Blue Buffalo Co. Ltd. Food: Specialty/CandyConsumer Non-Durables The Blue Buffalo Co. Ltd. manufactures and supplies dogs and cats food. Its products include life protection formula, wilderness, and organics. The firm also provides chicken and brown rice, lamb and brown rice, and fish and sweet potato recipes. The company was founded by Bill Bishop and is headquartered in Wilton, CT. | Food: Specialty/Candy | Director/Board Member | |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
| THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
| Association for Professionals In Infection Control & Epid | Corporate Officer/Principal | ||
Legacy Advisors LLC
 Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Investment Managers | Chief Executive Officer | |
Hornets Basketball LLC
 Hornets Basketball LLC Movies/EntertainmentConsumer Services Bobcats Basketball LLC operates as a sports team and an arena. The company was founded in 2002 and is headquartered in Raleigh, NC. | Movies/Entertainment | Director/Board Member | |
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Chief Investment Officer | |
Connecticut Wealth Management LLC
 Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Investment Managers | Investment Committee Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
| Harvard Business School | College/University | Corporate Officer/Principal | |
Uber, Inc.
 Uber, Inc. Specialty StoresRetail Trade UBER, Inc. retails outdoor sports products. The company was founded on February 2, 2007 and is headquartered in Fountain Valley, CA. | Specialty Stores | Corporate Officer/Principal | |
Viewpost North America, LLC
 Viewpost North America, LLC Packaged SoftwareTechnology Services Viewpost North America LLC engages in the provision of electronic invoice and payment services to businesses. It offers its services to create and send digital invoices; and receive digital invoices from suppliers. The company was founded by Max Eliscu in 2011 and is headquartered in Maitland, FL. | Packaged Software | Director/Board Member | |
| ROBINHOOD MARKETS, INC. | Investment Banks/Brokers | Director/Board Member | |
| BLUE BUFFALO PET PRODUCTS INC | Food: Specialty/Candy | Director/Board Member | |
| George Washington University Law School | College/University | Graduate Degree | |
Acies Acquisition Corp. II
 Acies Acquisition Corp. II Financial ConglomeratesFinance Acies Acquisition Corp. II operates as a blank check company. The firm was formed for the purpose of effectuating a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or other similar business combination with one or more businesses. The company was founded on January 18, 2021 and is headquartered in Manhattan Beach, CA. | Financial Conglomerates | Corporate Officer/Principal |
Statistics
International
| United States | 49 |
| Canada | 2 |
Sectoral
| Consumer Services | 23 |
| Finance | 19 |
| Technology Services | 4 |
| Retail Trade | 3 |
| Consumer Non-Durables | 3 |
Operational
| Corporate Officer/Principal | 74 |
| Undergraduate Degree | 37 |
| Director/Board Member | 30 |
| Portfolio Manager-Equities | 19 |
| Analyst-Equity | 12 |
Most connected contacts
| Insiders | |
|---|---|
| A. Perfall | 24 |
| William Ramsey | 15 |
| Frances Frei | 12 |
| Ronald Gerard Albahary | 10 |
| Lori Ann van Dusen | 9 |
| Douglas Lawrence Wolford | 9 |
| Curtis J. Polk | 8 |
| Sisi C. Tran | 7 |
| Dean C. Graham | 7 |
| Duncan Earl Rolph | 6 |
| Chris Gibbons | 6 |
| Mark Kelly | 6 |
| David Charles Kahn | 6 |
| Kim Pugliese | 5 |
| Albert E. Girod | 5 |
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