Network origin in Kasey L. Phillips first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Evergreen Global Dividend Opportunity Fund
 Evergreen Global Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen Global Dividend Opportunity Fund is a Closed-End Investment Fund/Investment Trust. Its investment management services are provided by Evergreen Investment Management Company, LLC. The company is headquartered in Boston, MA.
23
| Extinct | Investment Trusts/Mutual Funds | 23 |
Evergreen International Balanced Income Fund
 Evergreen International Balanced Income Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen International Balanced Income Fund is a closed-end investment fund. The fund seeks to provide a high level of income. The fund will invest primarily in dividend-paying international stocks and other equity securities and international debt securities. In addition, the fund will write call options on international indexes. The fund was founded on 27 October, 2005 and is headquartered in Boston, MA
22
| Extinct | Investment Trusts/Mutual Funds | 22 |
Evergreen Investment Services, Inc.
3
| Extinct | Investment Banks/Brokers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kasey L. Phillips via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Anchor Capital Advisors LLC
 Anchor Capital Advisors LLC Investment ManagersFinance Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies. | Investment Managers | Portfolio Manager-Equities | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Corporate Officer/Principal | |
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | General Counsel Chief Operating Officer | |
CJS Securities, Inc.
 CJS Securities, Inc. Investment Banks/BrokersFinance CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors. | Investment Banks/Brokers | Chief Executive Officer | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | General Counsel President Director/Board Member Corporate Secretary Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman | |
Foreside Distribution Solutions LLC
 Foreside Distribution Solutions LLC Investment Banks/BrokersFinance PNC Funds Distributor LLC underwrites mutual funds. The company is headquartered in Berwyn, PA. | Investment Banks/Brokers | Director/Board Member | |
| ALLSPRING UTILITIES AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | General Counsel President Director/Board Member Corporate Secretary Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman | |
Aquila Distributors LLC
 Aquila Distributors LLC Investment Banks/BrokersFinance Part of Aquila Management Corp., Aquila Distributors LLC is a company that provides financial services. The company is based in New York, NY. | Investment Banks/Brokers | President | |
Foresters Financial Services, Inc.
 Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Asset Allocation Trust
 Asset Allocation Trust Investment Trusts/Mutual FundsMiscellaneous Asset Allocation Trust provides trust services. The private company is based in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
| Stanford University | College/University | Corporate Officer/Principal | |
| ALLSPRING MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | General Counsel President Director/Board Member Director/Board Member Corporate Secretary Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman | |
Willeke & Daniels
 Willeke & Daniels Miscellaneous Commercial ServicesCommercial Services Willeke & Daniels provides legal services. It specializes in the areas of business litigation, family law and high asset divorce. The company was founded by John H. Daniels, Jr. in 1981 and is headquartered in Minneapolis, MN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Appalachian State University | College/University | Undergraduate Degree | |
| State of Minnesota | Province/State | Corporate Officer/Principal | |
| Middlebury College | College/University | Undergraduate Degree | |
| Saint Joseph's College (Indiana) | College/University | Director/Board Member | |
Evergreen Investment Corp.
 Evergreen Investment Corp. Investment Banks/BrokersFinance Evergreen Investment Corp. provides investment and brokerage services. The firm provides real estate activities that include commercial real estate acquisition & disposition, asset management, real estate exchanging, land development and consulting. The company is headquartered in Shelbyville, IN. | Investment Banks/Brokers | Corporate Officer/Principal Chief Operating Officer | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Founder | |
YMCA of Greater Hartford
 YMCA of Greater Hartford Services to the Health IndustryHealth Services YMCA of Greater Hartford is a non-profit company based in Hartford, CT. The CEO of the company is Harold W. Sparrow. | Services to the Health Industry | Director/Board Member | |
The Arthritis Foundation
 The Arthritis Foundation Miscellaneous Commercial ServicesCommercial Services Arthritis Foundation provides funds research, advocacy and support services for various kinds of arthritis and related diseases. It offers programs and services including aquatic programs, information about treatment breakthroughs, exercise tips for people with the disease and pain management information. Arthritis Foundation is located in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
| Independent Directors Council | Chairman Corporate Officer/Principal | ||
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | President | |
Hartford Hospital, Inc.
 Hartford Hospital, Inc. Hospital/Nursing ManagementHealth Services Hartford Hospital provides health care services. Its services include behavioral and health care, bone and joint, cancer care, cardiology and heart care, centers for surgical weight loss, diabetes and endocrinology, emergency services, neurosciences, physical rehabilitation, senior services, and women’s health. The company was founded in 1854 and is headquartered in Hartford, CT. | Hospital/Nursing Management | Director/Board Member | |
Crystal Geyser Water Co.
 Crystal Geyser Water Co. Beverages: Non-AlcoholicConsumer Non-Durables Part of Otsuka Holdings Co., Ltd., Crystal Geyser Water Co. is a company that offers flavored sparkling waters enhanced with natural fruit essences. The company is based in San Francisco, CA. The company's products are derived from the purest of sources and contain no artificial flavors, zero calories, and no sweeteners. The company was founded by Peter G. Gordon, Leo Soong. Peter G. Gordon has been the CEO since incorporation. | Beverages: Non-Alcoholic | Chief Executive Officer | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman | |
| American Chestnut Foundation | Director/Board Member | ||
| The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| NACD Carolinas Chapter, Inc. | Corporate Officer/Principal | ||
| NEXTPOINT FINANCIAL INC. | Internet Software/Services | Director/Board Member | |
| C200 Foundation | Chairman | ||
| AMALGAMATED FINANCIAL CORP. | Regional Banks | Director/Board Member | |
Amalgamated Bank
 Amalgamated Bank Regional BanksFinance Amalgamated Bank engages in the provision of financial services. The firm also offers commercial and retail banking, investment management, and trust and custody solutions. The company was founded in 1923 and is headquartered in New York, NY. | Regional Banks | Director/Board Member | |
| Rock Center For Corporate Governance Stanford University | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| Canada | 2 |
Sectoral
| Finance | 21 |
| Miscellaneous | 9 |
| Consumer Services | 7 |
| Commercial Services | 4 |
| Health Services | 3 |
Operational
| Director/Board Member | 150 |
| Corporate Officer/Principal | 54 |
| Independent Dir/Board Member | 44 |
| Chairman | 22 |
| President | 21 |
Most connected contacts
| Insiders | |
|---|---|
| Maryann Bruce | 21 |
| Isaiah Harris | 20 |
| Timothy Penny | 17 |
| Leroy Keith | 15 |
| Bob Guerin | 14 |
| Michael S. Scofield | 13 |
| David Larcker | 12 |
| Olivia Mitchell | 12 |
| William Walt Pettit | 11 |
| Charles A. Austin | 11 |
| Jeremy DePalma | 10 |
| Donald C. Willeke | 9 |
| Tim M. Stevenson | 9 |
| Richard J. Shima | 9 |
| Peter G. Gordon | 9 |
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