Joseph Fazekas
Portfolio Manager-Equities at Creative Planning LLC
Network origin in Joseph Fazekas first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Michigan
539
| College/University | Other Consumer Services | 539 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
84
| Holding Company | Investment Managers | 84 |
PaineWebber, Inc.
55
| Extinct | Investment Banks/Brokers | 55 |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joseph Fazekas via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| VISTEON CORPORATION | Auto Parts: OEM | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Doctorate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Baylor University | College/University | Undergraduate Degree 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 | Corporate Officer/Principal Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
SigFig Wealth Management LLC
 SigFig Wealth Management LLC Investment ManagersFinance SigFig Wealth Management LLC (SigFig) is a SEC-registered financial advisor headquartered in San Francisco, California. The firm was co-founded by Michael Sha in 2011 and is a wholly owned subsidiary of Nvest, Inc. SigFig provides a free portfolio tracking service to individuals by allowing them to link their external brokerage accounts to SigFig’s web-based platform. The firm also provides discretionary investment advisory and portfolio management services to individuals who open an investment management account. | Investment Managers | Director/Board Member | |
Chime Financial, Inc.
 Chime Financial, Inc. Packaged SoftwareTechnology Services Chime Financial, Inc. engages in the design and development of a digital banking application. Its mobile app, Chime, provides online banking, fee-free overdraft, mobile banking, automatic savings, mobile payments, and security and control capabilities. The company was founded by Christopher R. Britt and Ryan King in 2013 and is headquartered in San Francisco, CA. | Packaged Software | Corporate Officer/Principal | |
| BLEND LABS, INC. | Information Technology Services | Director/Board Member | |
| Harvard Business School Club of New York | Director/Board Member | ||
Albert Corp.
 Albert Corp. Packaged SoftwareTechnology Services Albert Corp. designs and develops a software for tracking finances as well as personalized recommendations aimed at increasing overall financial standing. The company was founded by Yinon Ravid and Andrzej Baraniak in 2015 and is headquartered in Culver City, CA. | Packaged Software | Director/Board Member | |
| ENGAGESMART, INC. | Packaged Software | Chairman | |
| Harvard Business School | College/University | Masters Business Admin | |
Insurity, Inc.
 Insurity, Inc. Packaged SoftwareTechnology Services Insurity, Inc. engages in the provision of cloud-based core system solutions and data analytics for insurers, brokers, and managing general agents (MGAs). It offers Insurity policy, Insurity claims, Insurity integrated suites, and Insurity payment solutions. The company was founded by Jeffrey J. Glazer in 1985 and is headquartered in Hartford, CT. | Packaged Software | Director/Board Member | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Analyst-Equity | |
| University of California, Irvine | College/University | Masters Business Admin | |
BCWM LLC
 BCWM LLC Investment ManagersFinance BCWM LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Richard Boyer and Mindy Corporon in 2007 as Boyer & Corporon Wealth Management LLC. BCWM provides investment management and advisory services to high net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations. | Investment Managers | Analyst-Equity | |
| Oklahoma State University | College/University | Undergraduate Degree | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
Destination Media, Inc.
 Destination Media, Inc. Specialty TelecommunicationsCommunications Destination Media, Inc. owns and operates a digital video network for reaching on-the-go consumers. It engages, influences, and drives consumers to action content from various channels at fuel retailers. The firm serves to the automotive, retail, consumer packaged goods, and personal finance industries. The company was founded by David Leider, Stephen J. Kuehn and Mo Alcaptan in 2006 and is headquartered in Birmingham, MI. | Specialty Telecommunications | Chief Executive Officer | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
| Thompson McKinnon Securities, Inc. | Corporate Officer/Principal | ||
Everdays, Inc.
 Everdays, Inc. Packaged SoftwareTechnology Services Everdays, Inc. provides technology services for funeral homes. It designs and develops an iOS and Android application. The company was founded by Mark Alhermizi and is headquartered in Birmingham, MI. | Packaged Software | Chief Executive Officer | |
IZI Ventures LLC
 IZI Ventures LLC Investment ManagersFinance IZI Ventures LLC (IZI Ventures) is a venture capital and private equity company founded in 2014 by Mark Alhermizi. The firm is headquartered in Birmingham, Michigan. | Investment Managers | Founder | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 48 |
| Ireland | 2 |
Sectoral
| Consumer Services | 25 |
| Finance | 12 |
| Technology Services | 7 |
| Commercial Services | 4 |
| Producer Manufacturing | 2 |
Operational
| Compliance Officer | 98 |
| Undergraduate Degree | 98 |
| Corporate Officer/Principal | 90 |
| Director/Board Member | 90 |
| Portfolio Manager-Equities | 79 |
Most connected contacts
| Insiders | |
|---|---|
| Charles Park | 98 |
| Marc Weiser | 26 |
| Usama Mohammad Fayyad | 26 |
| Rapp Rapoport | 20 |
| D. Nordlund | 15 |
| Paul McCreadie | 15 |
| Paul Stamas | 13 |
| Jason B. Koenig | 11 |
| Alec Gallimore | 10 |
| Daniel Beltzman | 8 |
| Jessica Kleiman | 7 |
| Kerby Woo | 7 |
| Jeneanne Hanley | 7 |
| Jason Young | 6 |
| Brigid Jones-Mook | 6 |
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