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Larry Adam
Chief Investment Officer at Raymond James & Associates, Inc. (Invt Mgmt)
Network origin in Larry Adam first degree
Entity | Entity type | Industry | |
---|---|---|---|
Raymond James & Associates, Inc. (Invt Mgmt)
![]() Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.
6
| Operating Division | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Larry Adam via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Atlas Wealth LLC
![]() Atlas Wealth LLC Investment ManagersFinance Atlas Wealth LLC provides investment advice. The private company is based in Cincinnati, OH. Kyle Gearhart has been the CEO of the company since 2022. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Bucknell University | College/University | Undergraduate Degree | |
Hillsdale College | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
Xavier University | College/University | Masters Business Admin | |
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
CR Group LP
![]() CR Group LP Investment ManagersFinance CR Group LP (CRG) is a venture capital firm founded in 2003 by Charles Tate. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Analyst | |
University of Colorado Boulder | College/University | Undergraduate Degree | |
Revelstoke Capital Partners LLC
![]() Revelstoke Capital Partners LLC Investment ManagersFinance Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Analyst | |
Fidelity Brokerage Services LLC
![]() Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Packaged Software | Corporate Officer/Principal | |
Boenning & Scattergood, Inc.
![]() Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | Corporate Officer/Principal | |
Polaris Wealth Advisory Group LLC
![]() Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Investment Managers | Analyst-Equity | |
CHARLES STANLEY GROUP | Investment Managers | Director/Board Member | |
Emory University | College/University | Undergraduate Degree | |
Raymond James Bank, NA
![]() Raymond James Bank, NA Major BanksFinance Raymond James Bank NA operates as a bank. It offers securities mortgage, lending, home equity lending, residential mortgages, state bond home loan programs, and deposit services. The company was founded in 1962 and is headquartered in St. Petersburg, FL. | Major Banks | Director/Board Member | |
WR Hambrecht & Co. Ventures
![]() WR Hambrecht & Co. Ventures Investment ManagersFinance WR Hambrecht & Co. Ventures (WR Hambrecht & Co) is a venture capital subsidiary of WR Hambrecht + Co. LLC founded in 1999 by William Robert Hambrecht and Igor M. Sill. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Tekla Capital Management LLC
![]() Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Investment Managers | Corporate Officer/Principal | |
Tait Weller & Baker LLP
![]() Tait Weller & Baker LLP Miscellaneous Commercial ServicesCommercial Services Tait Weller & Baker LLP is an accounting and advisory firm with over 100 years of experience. The private company is based in Philadelphia, PA. The company aims to create opportunities for their clients and people. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
College of Charleston | College/University | Undergraduate Degree |
Statistics
International
United States | 19 |
United Kingdom | 2 |
Sectoral
Finance | 11 |
Consumer Services | 8 |
Technology Services | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 8 |
Undergraduate Degree | 6 |
Portfolio Manager-Equities | 5 |
Director/Board Member | 2 |
Analyst-Equity | 2 |
Most connected contacts
Insiders | |
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Terry Fant | 6 |
Shadia Bucciarelli | 5 |
Tash Elwyn | 4 |
Brett Miller | 4 |
Sean Scanlan | 4 |
Alexandra Rice | 3 |
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