John Reading Wilson
Portfolio Manager-Equities at Shepherd Kaplan Krochuk LLC
Network origin in John Reading Wilson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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
337
| College/University | Other Consumer Services | 337 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.
84
| Subsidiary | Investment Managers | 84 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago.
53
| Extinct | Investment Managers | 53 |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John Reading Wilson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| LOCKHEED MARTIN CORPORATION | Aerospace & Defense | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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 | Portfolio Manager-Equities Corporate Officer/Principal | |
PMC International, Inc.
 PMC International, Inc. Investment ManagersFinance Part of Envestnet, Inc., PMC International, Inc. is a company that provides investment management and consulting services. The company is based in Denver, CO. The company was founded by Ken S. Phillips. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate 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 Undergraduate Degree | |
| Stanford University | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Boston University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Wake Forest University | College/University | Masters Business Admin Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| Chapman University | College/University | Director/Board Member | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Loyola University of Chicago | College/University | Doctorate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| North Park 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 | Undergraduate Degree Graduate Degree | |
| University of Arizona | College/University | Graduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Denver | College/University | Graduate Degree Undergraduate Degree | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
Council of Better Business Bureaus, Inc.
 Council of Better Business Bureaus, Inc. Miscellaneous Commercial ServicesCommercial Services Council of Better Business Bureaus, Inc. provides network hub for BBBs. It network hub for BBBs. It is the umbrella organization for the local, independent BBBs in the United States, Canada and Mexico, as well as home to its national and international programs on dispute resolution, advertising review, and industry self-regulation. The company was founded on March 13, 1950 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Sales & Marketing | |
Hoag Hospital Foundation
 Hoag Hospital Foundation Investment Trusts/Mutual FundsMiscellaneous Hoag Hospital Foundation raises funds for capital projects, hospital programs and endowment. It offers funds for the hospital's operations, medical research, education and community outreach activities. The company was founded in 1948 and is headquartered in Newport Beach, CA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Hoag Memorial Hospital Presbyterian, Inc.
 Hoag Memorial Hospital Presbyterian, Inc. Hospital/Nursing ManagementHealth Services Hoag Memorial Hospital Presbyterian, Inc. provides healthcare services. It also provides emergency care, orthopedic services, chemical dependency programs, cardiac care, women's health services, and cancer treatment. The company was founded in 1952 and is headquartered in Newport Beach, CA. | Hospital/Nursing Management | Chief Executive Officer | |
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Investment Managers | Corporate Officer/Principal Chief Executive Officer President | |
California Hospital Association
 California Hospital Association Miscellaneous Commercial ServicesCommercial Services The California Hospital Association represents hospitals and health systems. The non-profit company is based in Sacramento, CA. Carmela Coyle has been the CEO of the company since 2017. | Miscellaneous Commercial Services | Chairman | |
| TALPHERA, INC. | Pharmaceuticals: Major | Director/Board Member | |
Shepherd Kaplan LLC
 Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Investment Managers | Founder Chief Executive Officer | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
| Northwestern University School of Law | College/University | Graduate Degree Graduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Providence St. Joseph Health
 Providence St. Joseph Health Miscellaneous Commercial ServicesCommercial Services Providence St. Joseph Health operates as a non-profit organization which provides mental healthcare services. It operates hospitals, long-term care facilities, hospice and home health programs, housing units, and physician clinics. The company was founded in 1912 and is headquartered in Renton, WA. | Miscellaneous Commercial Services | Chief Executive Officer | |
OnSite Waste Technologies, Inc.
 OnSite Waste Technologies, Inc. Medical SpecialtiesHealth Technology OnSite Waste Technologies, Inc. engages in the provision of medical waste processing and disposal services. It offers TE-5000, a desktop-sized device for medical waste processing. The company was founded by Jon Bricken is headquartered in Newport Beach, CA. | Medical Specialties | Director/Board Member | |
Shore Capital Partners LLC
 Shore Capital Partners LLC Investment ManagersFinance Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor |
Statistics
International
| United States | 47 |
| Israel | 2 |
Sectoral
| Consumer Services | 23 |
| Finance | 16 |
| Commercial Services | 4 |
| Health Technology | 4 |
| Health Services | 3 |
Operational
| Corporate Officer/Principal | 148 |
| Director/Board Member | 136 |
| Portfolio Manager-Equities | 94 |
| Undergraduate Degree | 80 |
| Chairman | 38 |
Most connected contacts
| Insiders | |
|---|---|
| William Glastris | 32 |
| Blythe McGarvie | 26 |
| Gary A. Mecklenburg | 26 |
| Bret Maxwell | 19 |
| Rob Brown | 18 |
| Sandy Kemper | 16 |
| Arnold R. Weber | 15 |
| Ajay Bansal | 15 |
| Richard Afable | 15 |
| Timothy Adam Krochuk | 13 |
| Neil Bluhm | 13 |
| Marilyn McCoy | 11 |
| Ramon Marimon | 11 |
| Todd Warren | 11 |
| Steve E. Prostano | 11 |
- Stock Market
- Insiders
- John Reading Wilson
- Company connections
