Network origin in Michael Ross first degree
Entity | Entity type | Industry | |
---|---|---|---|
The Wealth Enhancement Group, Inc.
The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Ross via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
WEG Sub Parent LLC
WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
TA/WEG Parent LLC
TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member Director/Board Member | |
Wealth Enhancement Group LLC
Wealth Enhancement Group LLC Investment ManagersFinance Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN. | Investment Managers | Chief Operating Officer Chief Executive Officer | |
CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact | |
Russell Investments UK Blocker Ltd.
Russell Investments UK Blocker Ltd. Financial ConglomeratesFinance Founded in 2016, Russell Investments UK Blocker Ltd. is a company that provides investment services. The company is based in London, UK and is part of Russell Investments Group Ltd. | Financial Conglomerates | Director/Board Member | |
ZOOMINFO TECHNOLOGIES INC. | Packaged Software | Director/Board Member | |
ZoomInfo Holdings LLC
ZoomInfo Holdings LLC Internet Software/ServicesTechnology Services ZoomInfo Holdings LLC operates as a holding company. The company through its subsidiaries designs and develops sells and marketing intelligence solutions. ZoomInfo Holdings was founded by Henry Schuck in 2007 and is headquartered in Vancouver, WA. | Internet Software/Services | Director/Board Member | |
Evanston Capital Management LLC
Evanston Capital Management LLC Investment ManagersFinance Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund. | Investment Managers | Director/Board Member | |
Procare Software LLC
Procare Software LLC Packaged SoftwareTechnology Services Procare Software LLC provides management solutions for child care owners, administrators, educators, and parents. It offers software solutions for family and child data, family accounting, agency accounting, child care tuition collection, time and attendance, menus and meal counts, employee records, and time cards. The company was founded by Jeffrey R. Blum in 1992 and is headquartered in Medford, OR. | Packaged Software | Director/Board Member | |
Mao Corp. | Director/Board Member | ||
Zoominfo Technologies LLC
Zoominfo Technologies LLC Packaged SoftwareTechnology Services Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA. | Packaged Software | Director/Board Member | |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Director/Board Member | |
Gemini Fund Services LLC
Gemini Fund Services LLC Investment Banks/BrokersFinance Founded in 2002, Gemini Fund Services LLC is a fund distributor headquartered in Hauppauge, New York. The firm partners with investment companies to deliver comprehensive pooled investment solutions including mutual funds, hedge funds and collective investment trusts. | Investment Banks/Brokers | Director/Board Member | |
Carleton College | College/University | Undergraduate Degree | |
Russell Investments Group LLC (United States)
Russell Investments Group LLC (United States) Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events. | Financial Conglomerates | Director/Board Member | |
Russell Investments UK Midco Ltd.
Russell Investments UK Midco Ltd. Investment ManagersFinance Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people. | Investment Managers | Director/Board Member | |
The University of Chicago | College/University | Masters Business Admin | |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Chief Executive Officer | |
WEG Holdings LLC
WEG Holdings LLC Financial ConglomeratesFinance WEG Holdings LLC engages in the provision of single-family housing construction services. The company is headquartered in St. Paul, MN. | Financial Conglomerates | Chief Executive Officer | |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
University of Dayton | College/University | Undergraduate Degree | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
Washington Square Capital, Inc.
Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Investment Managers | Corporate Officer/Principal | |
Emerald Acquisition Ltd.
Emerald Acquisition Ltd. Investment ManagersFinance Part of Russell Investments Group Ltd., Emerald Acquisition Ltd. is a British company that specializes in advanced botox® training and dermal filler applications. The company is based in London, UK. The company offers specialized botox® training courses that provide enhanced training into advanced methods of facial rejuvenation. Additionally, they are 2021 business ambassadors for Operation Smile. The company also offers an advanced masterclass lip filler course to learn lip augmentation in an intensive environment from Acquisition Aesthetics expert surgical trainers. | Investment Managers | Director/Board Member | |
Russell Investments US Institutional Holdco, Inc.
Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Investment Managers | Director/Board Member | |
Russell Investments UK Lower-Tier Holdco Ltd.
Russell Investments UK Lower-Tier Holdco Ltd. Investment ManagersFinance Founded in 2016, Russell Investments UK Lower-Tier Holdco Ltd. is a holding company that provides investment management, advice, and consulting services through its subsidiaries. Part of Russell Investments Group Ltd., the company is based in London, UK. | Investment Managers | Director/Board Member | |
TaxAct, Inc.
TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA. | Packaged Software | Director/Board Member | |
United Services Automobile Association
United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
College of Saint Benedict | College/University | Director/Board Member | |
Charles & Helen Schwab Foundation
Charles & Helen Schwab Foundation Miscellaneous Commercial ServicesCommercial Services Charles & Helen Schwab Foundation provide social activity services. It is a private, nonprofit organization that helps parents of children who struggle with learning. Through the Schwab Learning program, the foundation aspires to help kids with learning and attention problems. The company was founded in 1989 and is headquartered in San Mateo, CA | Miscellaneous Commercial Services | Director/Board Member | |
The American College of Financial Services | College/University | Director/Board Member | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Financial Conglomerates | Corporate Officer/Principal | |
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 | Investor Relations Contact | |
Rise Growth Partners
Rise Growth Partners Investment ManagersFinance Rise Growth Partners (Rise Growth Partners) is a private equity firm founded in 2023. The firm is headquartered in Austin, Texas. | Investment Managers | Consultant / Advisor | |
TA Associates Management LP
TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Private Equity Investor | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Investment Managers | Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree | |
The Clayton Group, Inc.
The Clayton Group, Inc. Investment ManagersFinance The Clayton Group, Inc. manages risk for loan related assets. The private company is based in Shelton, CT. | Investment Managers | Director/Board Member | |
Cupertino Electric, Inc.
Cupertino Electric, Inc. Engineering & ConstructionIndustrial Services Cupertino Electric, Inc. provides electrical and data infrastructure services. The firm provides electrical contracting services to industries in the commercial and institutional construction market. The industry consists of commercial and institutional buildings which includes office buildings, schools, hospitals, stores, hotels, and public warehouses. The company was founded by Gene Ravizza and Pete Kraljev in 1954 and is headquartered in San Jose, CA. | Engineering & Construction | Director/Board Member | |
Clayton Fixed Income Services, Inc.
Clayton Fixed Income Services, Inc. Investment ManagersFinance Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO. | Investment Managers | Director/Board Member | |
Clayton Holdings, Inc.
Clayton Holdings, Inc. Insurance Brokers/ServicesFinance Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL. | Insurance Brokers/Services | Director/Board Member |
Statistics
International
United States | 47 |
United Kingdom | 5 |
Sectoral
Finance | 30 |
Consumer Services | 8 |
Technology Services | 7 |
Commercial Services | 5 |
Producer Manufacturing | 2 |
Operational
Director/Board Member | 34 |
Corporate Officer/Principal | 15 |
Undergraduate Degree | 5 |
Chief Executive Officer | 4 |
Chief Operating Officer | 2 |
Most connected contacts
Insiders | |
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Todd Crockett | 32 |
Terri Kallsen | 14 |
Jeff Dekko | 9 |
Brian P. McGunnigle | 6 |
Jamie Fritschel | 4 |
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