John Caulfield
Director of Finance/CFO at PHILLIPS EDISON & COMPANY, INC.
Net worth: 2 M $ as of 30/03/2024
Network origin in John Caulfield first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Xavier University
97
| College/University | Other Consumer Services | 97 |
World Affairs Council of Jacksonville
 World Affairs Council of Jacksonville Miscellaneous Commercial ServicesCommercial Services World Affairs Council of Jacksonville is a non-profit organization. It engages in the citizens of Northeast Florida in becoming informed participants in the global community. The company was founded in 1985 and is headquartered in Jacksonville Beach, FL.
28
| Subsidiary | Miscellaneous Commercial Services | 28 |
| Public Company | Real Estate Investment Trusts | 25 | |
| Holding Company | Major Telecommunications | 21 | |
| Holding Company | Real Estate Investment Trusts | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John Caulfield via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| FRISCH'S RESTAURANTS, INC. | Restaurants | Chief Executive Officer Chairman | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity | |
| JONES LANG LASALLE INCORPORATED | Real Estate Development | Director of Finance/CFO Corporate Officer/Principal | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) since 2017. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Phillips Edison & Co. Ltd.
 Phillips Edison & Co. Ltd. Real Estate DevelopmentFinance Phillips Edison & Co. Ltd. operates as a real estate company. Its services include in-house leasing, property management, accounting, acquisitions, dispositions, development and financing teams. The firm provides a diverse range of retail solutions for investors and retailers looking to maximize their retail investment. Phillips Edison was founded by Michael C. Phillips and Jeffrey Edison in 1991 and is headquartered in Cincinnati, OH. | Real Estate Development | Director/Board Member Director/Board Member Comptroller/Controller/Auditor Director/Board Member Director/Board Member President Chief Investment Officer Director/Board Member Chief Operating Officer Chief Executive Officer Chief Operating Officer Director/Board Member Sales & Marketing General Counsel Corporate Officer/Principal Human Resources Officer Director/Board Member | |
Phillips Edison-ARC Grocery Center REIT II, Inc.
 Phillips Edison-ARC Grocery Center REIT II, Inc. Real Estate Investment TrustsFinance Phillips Edison-ARC Grocery Center REIT II, Inc. engages in investing in retail real estate properties. It focuses on the necessity-anchored neighborhood and community shopping centers. The company was founded on June 5, 2013 and is headquartered in Cincinnati. OH. | Real Estate Investment Trusts | Comptroller/Controller/Auditor Director/Board Member Director of Finance/CFO President Director/Board Member President Chief Executive Officer Director/Board Member | |
Phillips Edison Grocery Center REIT II, Inc.
 Phillips Edison Grocery Center REIT II, Inc. Real Estate Investment TrustsFinance Phillips Edison Grocery Center REIT II, Inc. provides real estate investment trust services. The company is headquartered in Lutherville-Timonium, MD. | Real Estate Investment Trusts | Analyst-Fixed Income Director/Board Member Director of Finance/CFO Director/Board Member President Chief Executive Officer Director/Board Member | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
CyrusOne LP
 CyrusOne LP Real Estate Investment TrustsFinance CyrusOne LP provides mission-critical data center facilities. The company is headquartered in Dallas, TX. | Real Estate Investment Trusts | Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| PECO-ARC Institutional Joint Venture I LP | Director/Board Member Director of Finance/CFO President Director/Board Member President Chief Executive Officer | ||
Phillips Edison Grocery Center Operating Partnership I LP
 Phillips Edison Grocery Center Operating Partnership I LP Real Estate DevelopmentFinance Phillips Edison Grocery Center Operating Partnership I LP provides real estate services. The company is headquartered in Cincinnati, OH. | Real Estate Development | Director/Board Member Director of Finance/CFO President Director/Board Member President Chief Executive Officer | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
International Council of Shopping Centers, Inc.
 International Council of Shopping Centers, Inc. Real Estate Investment TrustsFinance International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY. | Real Estate Investment Trusts | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Phillips Edison Grocery Center REIT III, Inc
 Phillips Edison Grocery Center REIT III, Inc Real Estate Investment TrustsFinance Phillips Edison Grocery Center REIT III, Inc. seeks to acquire and manage grocery-anchored neighborhood and community shopping centers with mix of national, regional, and local tenants selling necessity-based goods and services, and are anchored by a grocery provider in the region, with the specific grocery store demonstrating solid sales performance. The company was founded on April 15, 2016 and is headquartered in Cincinnati, OH. | Real Estate Investment Trusts | Comptroller/Controller/Auditor Director/Board Member Director of Finance/CFO President Chief Executive Officer | |
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 Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Cincinnati (Ohio) | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
National Association of Real Estate Investment Trusts, Inc.
 National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Corporate Officer/Principal Private Equity Investor Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Corporate Officer/Principal Masters Business Admin | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| MARRIOTT VACATIONS WORLDWIDE CORPORATION | Other Consumer Services | Director/Board Member Director of Finance/CFO | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Corporate Officer/Principal Masters Business Admin | |
Pension Real Estate Association
 Pension Real Estate Association Miscellaneous Commercial ServicesCommercial Services Pension Real Estate Association (PREA) is a non-profit trade association based in Hartford, CT, for the institutional real estate investment industry. The company's members include public and corporate pension funds, endowments, foundations, insurance companies, and investment advisory firms. PREA provides its members with materials to keep up to date on trends and issues in real estate investment decisions, including sustainability and other ESG considerations. The company also offers access to the MSCI/PREA U.S. Property Fund Index, which allows for detailed analysis of the performance of open-end property funds and their underlying investments. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Urban Land Institute
 The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| Florida State University | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Eastern Kentucky University | College/University | Undergraduate Degree Undergraduate Degree | |
| American University | College/University | Undergraduate Degree Graduate Degree | |
Ameritas Investment Partners, Inc.
 Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| BROOKFIELD OFFICE PROPERTIES INC. | Real Estate Development | Director/Board Member | |
| University of Toledo (Ohio) | College/University | Graduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity | |
| Bowling Green State University | College/University | Undergraduate Degree | |
| Huntington College (Indiana) | College/University | Undergraduate Degree | |
B6 Real Estate Advisors LLC
 B6 Real Estate Advisors LLC Miscellaneous Commercial ServicesCommercial Services B6 Real Estate Advisors LLC operates as an investment sales and capital advisory firm. It offers investment sales, capital advisory, and special situations services. The company was founded by Paul J. Massey, Jr., Neil Heilberg, and Michael Wlody in July 2018 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Founder | |
| Roxbury Latin School | College/University | Chairman | |
Equity Investment Group LLC
 Equity Investment Group LLC Financial ConglomeratesFinance Equity Investment Group LLC provides investment services. The company was founded on March 7, 1996 and is headquartered in For Wayne, IN. | Financial Conglomerates | Corporate Officer/Principal | |
Cushman & Wakefield, Inc.
 Cushman & Wakefield, Inc. Real Estate DevelopmentFinance Cushman & Wakefield, Inc. provides commercial real estate services. Its services include agency leasing, asset services, capital markets, facility services, global occupier services, investment and asset management, project and development, tenant representation, and valuation and advisory. The company was founded by J. Clydesdale Cushman and Bernard Wakefield on October 31, 1917 and is headquartered in New York, NY. | Real Estate Development | Corporate Officer/Principal | |
| Coldwell Banker Commercial Real Estate Group | Corporate Officer/Principal | ||
East Tennessee Realtors
 East Tennessee Realtors Real Estate DevelopmentFinance East Tennessee Realtors is a member of the National Association of Realtors (NAR), which is the largest trade association in America representing over 1.5 million members involved in all aspects of the residential and commercial real estate industries. The non-profit company is based in Chicago, IL and has subsidiaries in the United States. The NAR is composed of residential and commercial realtors, who are brokers, salespeople, property managers, appraisers, counselors, and others engaged in all aspects of the real estate industry. Bob Goldberg has been the CEO of the company since 2017. | Real Estate Development | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| Taiwan | 2 |
| Canada | 2 |
| Australia | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 20 |
| Commercial Services | 6 |
Operational
| Director/Board Member | 275 |
| Corporate Officer/Principal | 125 |
| Independent Dir/Board Member | 92 |
| Undergraduate Degree | 72 |
| President | 49 |
Most connected contacts
| Insiders | |
|---|---|
| Jakki Haussler | 38 |
| Gary Wojtaszek | 30 |
| Stephen Quazzo | 27 |
| T. Nielsen | 24 |
| Devin Murphy | 23 |
| Theodore Torbeck | 23 |
| Daniel W. Geeding | 21 |
| Paul J. Massey | 21 |
| William Sullivan | 19 |
| Brian A. Ross | 19 |
| Jeffrey Edison | 18 |
| Lynn Wentworth | 17 |
| Alex Shumate | 17 |
| Kimberly Sheehy | 17 |
| John Strong | 16 |
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