Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Joe Duran | M | - |
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers.
United Capital Financial Partners, Inc.
 United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | 19 years |
| Michelle Holthaus | F | 50 | 28 years | |
| Caryn Westman | F | - |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | 19 years |
| Mark H. Henninger | M | - | 28 years | |
| Nancy L. Rose | M | 64 |
Massachusetts Institute of Technology
| 29 years |
| Michael Weiss | M | 73 |
University of Illinois
| 37 years |
| Ilesanmi Adesida | M | 74 |
University of Illinois
| 37 years |
| Maria Zuber | M | 66 |
Massachusetts Institute of Technology
| 29 years |
| Ann Kelleher | M | - | 28 years | |
| Sailesh Kottapalli | M | - | 28 years | |
| Dawn Jones | F | - | 27 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Benjamin van Roy | M | - |
Massachusetts Institute of Technology
| 9 years |
| Cary I. Klafter | M | - | 17 years | |
| Rob Brown | M | - |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | 4 years |
| Ricardo Angel | M | 53 |
University of Illinois
| 6 years |
| Gordon Earle Moore | M | 95 | 29 years | |
| Sean Brynjelsen | M | 52 |
University of Illinois
| 6 years |
| Michael Zhang | M | - |
Massachusetts Institute of Technology
| 11 years |
| Frederick W. Burns | M | - |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | - |
| Daniel R. Kastholm | M | - |
University of Illinois
| 6 years |
| Gregory Kazarian | M | 61 |
University of Illinois
| 8 years |
| Matthew J. Adiletta | M | - | - | |
| Andra Bolotin | F | 61 |
Massachusetts Institute of Technology
| 2 years |
| Tim Armstrong | M | - |
University of Illinois
| 4 years |
| Frank Goodman | M | - | - | |
| James L. McGrath | M | - |
Massachusetts Institute of Technology
| 5 years |
| Laurence Kent Hayward | M | - |
University of Illinois
| 5 years |
| Eran Egozy | M | - |
Massachusetts Institute of Technology
| 4 years |
| Katie Hall | M | - |
Massachusetts Institute of Technology
| 9 years |
| Haris Basit | M | 63 |
University of Illinois
| 6 years |
| Jason Jingsheng Cong | M | 61 |
University of Illinois
| 4 years |
| Kenneth L. Serota | M | - |
University of Illinois
| 7 years |
| Doo-Hwan Kim | M | - |
University of Illinois
| 7 years |
| Robert Norton Noyce | M | 96 | 22 years | |
| Jeremy Ellis | M | - |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | 1 years |
| Jeff Bullock | M | - |
University of Illinois
| 5 years |
| Todd Underwood | M | 54 | 29 years | |
| Larry Randall | M | - | 5 years | |
| Ilya Lisansky | M | - |
Massachusetts Institute of Technology
| 4 years |
| Mehmet Yigit Arikök | M | - |
University of Illinois
| 7 years |
| Sandra Rivera | F | 59 | 23 years | |
| Matt Bell | M | - |
University of Illinois
| 14 years |
| Diane Bryant | F | 61 | 25 years | |
| Thomas C. Stewart | M | 56 | 7 years | |
| Mark S. Albert | M | - |
University of Illinois
| 4 years |
| Hongming Chen | M | 53 |
Massachusetts Institute of Technology
| 3 years |
| Keith Wiegold | M | - |
University of Illinois
| 6 years |
| Wayne Everett Boenig | M | - |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | 9 years |
| Todd William Eklund | M | - |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | - |
| Allen E. Hoover | M | - |
University of Illinois
| 7 years |
| Craig Griffin | M | - |
Massachusetts Institute of Technology
| 5 years |
| Adam Liebman | M | - |
University of Illinois
| 5 years |
| Thomas B. Brady | M | - |
University of Illinois
| 6 years |
| Maria Staton | F | 54 |
Massachusetts Institute of Technology
| 2 years |
| Denis Labij | M | - |
University of Illinois
| 5 years |
| Larry Hayward | M | - |
University of Illinois
| 5 years |
| Nardin L. Baker | M | - |
University of Illinois
| 6 years |
| Benjamin L. Carrick | M | - |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | 2 years |
| Rob Guttschow | M | 56 |
University of Illinois
| 7 years |
| Mitch Kovitz | M | - |
University of Illinois
| 5 years |
| Robert A. Chalupnik | M | 59 |
University of Illinois
| 5 years |
| George Mathew Tharakan | M | - |
University of Illinois
| 5 years |
| Frank Latuda | M | - |
University of Illinois
| 4 years |
| Larry Rakers | M | 61 |
University of Illinois
| 6 years |
| Robert Poor | M | - |
Massachusetts Institute of Technology
| 6 years |
| Dan Marriott | M | 61 |
University of Illinois
| 5 years |
| Dave Pottruck | M | 75 | 20 years | |
| Jane E. Shaw | M | 84 | 19 years | |
| William Feehery | M | 54 |
Massachusetts Institute of Technology
| 5 years |
| Timothy A. Dunn | M | 62 | 16 years | |
| Paula Maggio | F | 55 |
University of Illinois
| 7 years |
| Jon Erickson | M | 58 |
University of Illinois
| 6 years |
| Matthias B. Jaffé | M | 50 |
Massachusetts Institute of Technology
| 3 years |
| Doug Melancon | M | - |
University of Illinois
| 5 years |
| Rob Roy | M | - |
University of Illinois
| 4 years |
| Patrick M. Bommarito | M | - |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | - |
| António do Pranto Nogueira Leite | M | 62 |
University of Illinois
| 3 years |
| Renée James | F | 60 | 21 years | |
| Ann Marie Reo | F | - |
University of Illinois
| 5 years |
| Connie J. Foundos | F | - |
University of Illinois
| 6 years |
| Jim Li | M | - |
University of Illinois
| 4 years |
| John R. Wagner | M | - |
University of Illinois
| 5 years |
| Ioannis Kanellakopoulos | M | - |
University of Illinois
| 4 years |
| Joy Laskar | M | - |
University of Illinois
| 3 years |
| Tomas Kirvaitis | M | - |
University of Illinois
| 8 years |
| Shane M. Farritor | M | - |
Massachusetts Institute of Technology
| 5 years |
| Jason S. Steigman | M | - |
University of Illinois
| 5 years |
| Morten Westye Høegh | M | 51 |
Massachusetts Institute of Technology
| 4 years |
| Mary Pat Burke | F | - |
University of Illinois
| 4 years |
| James Dvorak | M | 54 |
University of Illinois
| 4 years |
| Lucy A. Johnston | F | 57 |
University of Illinois
| 4 years |
| Wade Wescott | M | - |
University of Illinois
| 2 years |
| Daniel Hayes | M | - |
University of Illinois
| 6 years |
| Stephen Hinrichs | M | - |
University of Illinois
| 4 years |
| Christine Dahm | F | - |
University of Illinois
| 4 years |
| Scott Nirenberski | M | - | 3 years | |
| Jennifer Rosenblum | F | - |
University of Illinois
| 4 years |
| Matthew A. Carr | M | 50 |
University of Illinois
| 4 years |
| Brad A. Ament | M | - |
University of Illinois
| 4 years |
| Sherwin Zuckerman | M | - |
University of Illinois
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Mike Capelle
- Personal Network
