Joe O'Flaherty
Chief Investment Officer at Channel Wealth LLC
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| James J. Jolinger | M | - |
Santa Barbara Asset Management LLC
 Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 1 years |
| David Park | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | - |
| Mark T. Hackett | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 1 years |
| Jonathan Siegel | M | - |
University of California, Santa Barbara
| 14 years |
| Chris Leonard | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | - |
| George Mathew Tharakan | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 6 years |
| Allan D. House | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 1 years |
| Mike G. Mayfield | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 18 years |
| Jeffrey Shealy | M | 55 |
University of California, Santa Barbara
| 4 years |
| Mark C. Griffin | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 7 years |
| Dan Roarty | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 1 years |
| Mike Cashin | M | - |
Pepperdine University
| 6 years |
| Kevin M. Breen | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | - |
| Jennifer Gray | F | 42 |
Pepperdine University
| 3 years |
| Suzanne M. Cunningham | F | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 1 years |
| Roger Kjensrud | M | - |
University of California, Santa Barbara
| 3 years |
| Ashley Newsom Giesler | F | - |
University of California, Santa Barbara
| - |
| Duane A. Louderback | M | - |
University of California, Santa Barbara
| 5 years |
| David Shara | M | 49 |
University of California, Santa Barbara
| 4 years |
| Spencer Siino | M | - |
University of California, Santa Barbara
| 4 years |
| Paul Chau | M | - |
University of California, Santa Barbara
| 4 years |
| Amandeep S. Anand | M | - |
University of California, Santa Barbara
| 4 years |
| Andy Jones | M | - |
University of California, Santa Barbara
| 1 years |
| Shaughnessey Ryan | M | - |
University of California, Santa Barbara
| 4 years |
| Dannell Rice Stuart | F | - |
University of California, Santa Barbara
| 4 years |
| Danielle Edberg | F | - |
University of California, Santa Barbara
| 4 years |
| Alula Damte | M | - |
University of California, Santa Barbara
| 3 years |
| David Howard Lund | M | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | 2 years |
| Alexander Lazarev | M | - |
University of California, Santa Barbara
| 4 years |
| Rich M. Grant | M | - |
University of California, Santa Barbara
| 4 years |
| Corrine Schrall | F | - |
University of California, Santa Barbara
| 4 years |
| Eric Clayton Pritz | M | - |
University of California, Santa Barbara
| 4 years |
| Damian Ornani | M | - |
University of California, Santa Barbara
| 4 years |
| Scott Brian Preston | M | - |
University of California, Santa Barbara
| 3 years |
| John F. Dowling | M | - |
University of California, Santa Barbara
| 5 years |
| Barry Mendelson | M | - |
University of California, Santa Barbara
| 4 years |
| KC Pelle | M | - |
University of California, Santa Barbara
| 2 years |
| Dave Reed | M | - |
University of California, Santa Barbara
| 5 years |
| Maria Llambias | F | - |
University of California, Santa Barbara
| 4 years |
| Tuan Palmer | M | - |
University of California, Santa Barbara
| 5 years |
| Wei-Ying Ma | M | 55 |
University of California, Santa Barbara
| 3 years |
| Alex Stump | M | - |
University of California, Santa Barbara
| 4 years |
| Rodney Pelzel | M | - |
University of California, Santa Barbara
| 3 years |
| Carl Matthew Gabler | M | - |
University of California, Santa Barbara
| 4 years |
| Simon Mosk-Aoyama | M | - |
University of California, Santa Barbara
| 4 years |
| Debra Frimerman | F | 44 |
University of California, Santa Barbara
| 4 years |
| Amy Siegler Stout | F | - |
University of California, Santa Barbara
| 4 years |
| Raj Gupta | M | - |
University of California, Santa Barbara
| 4 years |
| Jeffery Coleman | M | 49 |
University of California, Santa Barbara
| 4 years |
| Theresa Janke | F | 49 |
University of California, Santa Barbara
| 4 years |
| Michael Mo | M | 53 |
University of California, Santa Barbara
| 1 years |
| Bryan Dahmes | M | - |
University of California, Santa Barbara
| 8 years |
| Tony Kyuwhan Jung | M | - |
University of California, Santa Barbara
| 4 years |
| Jim Cyb | M | - |
University of California, Santa Barbara
| 5 years |
| Peter J. Kremer | M | 43 |
University of California, Santa Barbara
| 4 years |
| Kevin Rubin | M | 49 |
University of California, Santa Barbara
| 4 years |
| Kern McPherson | M | - |
University of California, Santa Barbara
| 4 years |
| Kathy Nolan | F | - |
University of California, Santa Barbara
| 4 years |
| Adam Krejcik | M | 43 |
University of California, Santa Barbara
| 4 years |
| Jason Georgatos | M | - |
University of California, Santa Barbara
| 4 years |
| Jesse T. Herrick | M | 45 |
University of California, Santa Barbara
| 4 years |
| Angela Belcher | M | - |
University of California, Santa Barbara
| 3 years |
| Scott Freshman | M | - |
University of California, Santa Barbara
| 4 years |
| Mark Janko | M | - |
University of California, Santa Barbara
| 4 years |
| Paul Yossem | M | - |
University of California, Santa Barbara
| 4 years |
| Jeff Provenzano | M | - |
University of California, Santa Barbara
| 4 years |
| James Thompson | M | - |
University of California, Santa Barbara
| 5 years |
| Gregory A. Fish | M | - |
University of California, Santa Barbara
| 5 years |
| Scott Francis | M | - |
University of California, Santa Barbara
| 4 years |
| Nick Swinmurn | M | 51 |
University of California, Santa Barbara
| 4 years |
| Eric Becker | M | - |
University of California, Santa Barbara
| 4 years |
| Alex Christie | M | - |
University of California, Santa Barbara
| 4 years |
| Rene Padilla Casis | M | - |
University of California, Santa Barbara
| 4 years |
| Andrew Michael Gluck | M | - |
University of California, Santa Barbara
| 4 years |
| W. Henry Weinberg | M | 79 |
University of California, Santa Barbara
| 7 years |
| William J. Lurie | M | 51 |
University of California, Santa Barbara
| 4 years |
| Peter Spasov | M | 48 |
University of California, Santa Barbara
| 4 years |
| Shelly Lynn Henbest | F | - |
University of California, Santa Barbara
| 4 years |
| Jonah Michael Stowe | M | - |
University of California, Santa Barbara
| 4 years |
| Roger Skjetne | M | - |
University of California, Santa Barbara
| 1 years |
| Shaun Wright | M | - |
University of California, Santa Barbara
| 4 years |
| Jordan Roker | M | - |
University of California, Santa Barbara
| 4 years |
| Kirsten M. Viers | F | - |
University of California, Santa Barbara
| 4 years |
| Mark Schelbert | M | - |
University of California, Santa Barbara
| 4 years |
| Pedro Urrutia | M | - |
University of California, Santa Barbara
| 2 years |
| Derrek I. Ransford | M | - |
University of California, Santa Barbara
| 4 years |
| Andy Ogawa | M | 51 |
University of California, Santa Barbara
| 2 years |
| Eric Marlin | M | 48 |
University of California, Santa Barbara
| 4 years |
| Fred Ebrahemi | M | - |
University of California, Santa Barbara
| 4 years |
| David McReynolds | M | - |
University of California, Santa Barbara
| 4 years |
| Gideon Samuel Bernstein | M | - |
University of California, Santa Barbara
| 4 years |
| Geneve Monnes | F | - |
University of California, Santa Barbara
| 3 years |
| Kelly M. Sanders | M | - |
University of California, Santa Barbara
| 4 years |
| Ted Chen | M | - |
University of California, Santa Barbara
| 4 years |
| Michael Burcher | M | - |
University of California, Santa Barbara
| 4 years |
| Byron Myers | M | 44 |
University of California, Santa Barbara
| 4 years |
| Brenton Taylor | M | 42 |
University of California, Santa Barbara
| 4 years |
| Jacquelynne Bohlen | F | - |
University of California, Santa Barbara
| 4 years |
| Glenn Bartholomew | M | - |
University of California, Santa Barbara
| 3 years |
| Brian Saito | M | - |
University of California, Santa Barbara
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Joe O'Flaherty
- Personal Network