Kristi de Grys
Chief Investment Officer at Merriman Wealth Management LLC
Network origin in Kristi de Grys first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Yale University
454
| College/University | Other Consumer Services | 454 |
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities.
21
| Subsidiary | Investment Managers | 21 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kristi de Grys via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
| WEYERHAEUSER COMPANY | Forest Products | Corporate Officer/Principal Corporate Officer/Principal | |
Yale University Endowment
 Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous Since 1975, the Yale Corporation Investment Committee has been responsible for oversight of the Yale University Endowment. They are located in New Haven, Connecticut | Investment Trusts/Mutual Funds | President Portfolio Manager-Equities | |
| US BANCORP | Major Banks | Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
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 | |
| BIOSENSORS INTERNATIONAL GROUP LTD | Medical Specialties | Director/Board Member | |
| GOLDSTREAM INVESTMENT LIMITED | Miscellaneous Commercial Services | Director/Board Member | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Oxford | College/University | Undergraduate Degree Doctorate Degree | |
Sullivan & Cromwell LLP
 Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Wachtell, Lipton, Rosen & Katz
 Wachtell, Lipton, Rosen & Katz Miscellaneous Commercial ServicesCommercial Services Wachtell, Lipton, Rosen & Katz provides advisory and legal services. It specializes in mergers and acquisitions, strategic investments, takeovers and takeover defense, corporate and securities law, and corporate governance. The company was founded in 1965 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal General Counsel | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Eastern Washington University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| Princeton University | College/University | Corporate Officer/Principal Graduate Degree Doctorate Degree | |
| Seattle Pacific University | College/University | Undergraduate Degree Undergraduate Degree | |
| Seattle University | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Yale New Haven Health Services Corp.
 Yale New Haven Health Services Corp. Miscellaneous Commercial ServicesCommercial Services Yale-New Haven Health Services Corp. operates as a non-profit organization that provides healthcare services. It offers geriatrics, oncology, neurology and neurosurgery, orthopedics, primary care, transplantation, clinical programs and services, health education, and research and clinical trials. The company was founded in 1995 and is headquartered in New Haven, CT. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Yale-New Haven Hospital, Inc.
 Yale-New Haven Hospital, Inc. Hospital/Nursing ManagementHealth Services Yale-New Haven Hospital, Inc. provides health care services and medical courses. The firm’s clinical programs and services include advanced vascular imaging services, allergy and immunology, ambulatory services, bariatric surgery program, cardiac rehabilitation, dental services, dermatology services, diabetes and endocrinology, ear, nose & throat (otolaryngology), electrophysiology and cardiac arrhythmia service and interventional cardiology. The company was founded in 1826 and is headquartered in New Haven, CT. | Hospital/Nursing Management | Director/Board Member Director/Board Member Corporate Officer/Principal | |
| Nanjing University | College/University | Undergraduate Degree | |
| The Chinese University of Hong Kong | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| Fudan University | College/University | Undergraduate Degree Undergraduate Degree | |
Berman & Co. PA
 Berman & Co. PA Miscellaneous Commercial ServicesCommercial Services Berman & Co. PA is an American company. | Miscellaneous Commercial Services | Private Equity Analyst | |
Credit Suisse First Boston (Hong Kong) Ltd.
 Credit Suisse First Boston (Hong Kong) Ltd. Financial ConglomeratesFinance Part of UBS Group AG, Credit Suisse First Boston (Hong Kong) Ltd. provides investment and financial services. The company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Law School | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Yale School of Management | College/University | Corporate Officer/Principal Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| HOSPITAL CORPORATION OF CHINA LIMITED | Hospital/Nursing Management | Director/Board Member | |
Haichang (China) Co. Ltd.
 Haichang (China) Co. Ltd. Movies/EntertainmentConsumer Services Part of Haichang Ocean Park Holdings Ltd., Haichang (China) Co. Ltd. engages in marketing planning, project construction, and management solutions in the field of tourism, leisure, culture, and entertainment industry. The company is based in Dalian, China. The Chinese company was founded by Nai Jie Qu. | Movies/Entertainment | Director/Board Member | |
| GIANT NETWORK GROUP CO., LTD. | Packaged Software | Director/Board Member | |
Haichang Holdings (Hong Kong) Ltd.
 Haichang Holdings (Hong Kong) Ltd. Media ConglomeratesConsumer Services Part of Haichang Ocean Park Holdings Ltd., Haichang Holdings (Hong Kong) Ltd. engages in the development, construction, and operation of entertainment theme parks and ancillary commercial properties. The company is based in Hong Kong, Hong Kong. | Media Conglomerates | Director/Board Member | |
Haichang Holdings (Asia) Ltd.
 Haichang Holdings (Asia) Ltd. Financial ConglomeratesFinance Part of Haichang Ocean Park Holdings Ltd., Haichang Holdings (Asia) Ltd. functions as an investment holding There is no available country named vg company. The company is based in Road Town, British Virgin Islands. | Financial Conglomerates | Director/Board Member | |
VIRGINIA INNOVATION PARTNERSHIP CORPORATION
 VIRGINIA INNOVATION PARTNERSHIP CORPORATION Investment ManagersFinance Virginia Innovation Partnership Corporation (Virginia Innovation Partnership) is a private equity/venture capital non-profit operating division of the Virginia Innovation Partnership Authority firm founded in 1985. The firm is headquartered in Herndon, Virginia. | Investment Managers | Corporate Officer/Principal | |
Hony Capital Ltd.
 Hony Capital Ltd. Investment ManagersFinance Hony Capital Ltd. operates as a private equity firm and provides investment advice. It focuses on investments in consumer sectors, advanced manufacturing and healthcare services. The company was founded by Ling Huan Zhao on March 15, 2004 and is headquartered in Hong Kong. | Investment Managers | Chief Operating Officer | |
Nextgen Venture Partners LLC
 Nextgen Venture Partners LLC Investment ManagersFinance NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Founder | |
Nextgen Sunroom LLC
 Nextgen Sunroom LLC Investment ManagersFinance Nextgen Sunroom LLC, a special purpose vehicle formed to make investment in B&Z Homes, Inc. | Investment Managers | Director/Board Member |
Statistics
International
| United States | 37 |
| China | 7 |
| Hong Kong | 6 |
| Singapore | 2 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 18 |
| Commercial Services | 7 |
| Health Services | 3 |
| Non-Energy Minerals | 2 |
Operational
| Director/Board Member | 319 |
| Corporate Officer/Principal | 154 |
| Independent Dir/Board Member | 134 |
| Undergraduate Degree | 98 |
| Private Equity Investor | 39 |
Most connected contacts
| Insiders | |
|---|---|
| Frank Fabozzi | 158 |
| Bing Yuan | 26 |
| Nithyanantham Gunananthan | 26 |
| Richard Levin | 20 |
| Gao Wang | 18 |
| Linda Lorimer | 18 |
| Mark Volchek | 17 |
| Peter W. Calamari | 17 |
| Colin Savage | 14 |
| Robert Morse | 13 |
| James Litinsky | 13 |
| Devraj Roy | 13 |
| Helen Chiang | 12 |
| Tad Yanagi | 12 |
| Jill Simandl | 11 |
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