Patrick McKnight
Portfolio Manager-Equities at Creative Planning LLC
Network origin in Patrick McKnight first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
69
| Holding Company | Investment Managers | 69 |
Beloit College
3
| College/University | Other Consumer Services | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patrick McKnight via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal 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 | Corporate Officer/Principal Corporate Officer/Principal | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Rockhurst University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Excelsior College (New York) | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stetson University | College/University | Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree | |
| Northwood University (Michigan) | College/University | Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Western Carolina University | College/University | Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin | |
| University Of Missouri School of Law | College/University | Graduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin | |
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 | Corporate Officer/Principal | |
Hartwood Advisors, Inc.
 Hartwood Advisors, Inc. Investment ManagersFinance Hartwood Advisors, Inc. provides investment advice. The private company is based in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Candide Group LLC
 Candide Group LLC Investment ManagersFinance Candide Group LLC is an Independent Private Equity/Venture Capital firm founded in 2017 by Aner Ben-Ami and Morgan Simon. The firm is headquartered in Oakland, California. | Investment Managers | Private Equity Investor | |
FactoryFix, Inc.
 FactoryFix, Inc. Internet Software/ServicesTechnology Services FactoryFix, Inc. owns and operates a platform that connects manufacturers to qualified experts. The firm provides labor resources for same-day service projects, part-time skilled workers, contract and temporary resources, and factory automation and engineering projects. The company was founded by O'Rahilly Patrick Jr. is headquartered in Chicago, IL. | Internet Software/Services | Director/Board Member | |
Hologram, Inc.
 Hologram, Inc. Computer PeripheralsElectronic Technology Hologram, Inc. builds infrastructure for network connectivity. It creates a turnkey platform for makers of internet connected devices to integrate cellular connectivity. The firm provides global internet connectivity with a single piece of hardware, allowing makers, OEMs and systems integrators of all sizes and levels of sophistication to build devices that easily and securely connect to the internet with cellular connectivity. The company was founded by Ben Forgan and Pat Wilbur in 2013 and is headquartered in Chicago, IL. | Computer Peripherals | Director/Board Member | |
AIQ Global, Inc.
 AIQ Global, Inc. Packaged SoftwareTechnology Services AIQ Global, Inc. develops artificial intelligence clinical decision support platform. The company was founded by Robert Jeraj, Dona Alberti, Guy Starbuck and Glenn Liu in 2015 and is headquartered in Madison, WI. | Packaged Software | Director/Board Member | |
Character Capital LLC
 Character Capital LLC Investment ManagersFinance Character Capital LLC (Character Capital) is a venture capital firm founded in 2021 by John Zeratsky, Eli Blee-Goldman and Jake Knapp. The firm is headquartered in Milwaukee. | Investment Managers | Founder | |
Northern Lights Group, Inc.
 Northern Lights Group, Inc. Data Processing ServicesTechnology Services Northern Lights Group, Inc. engages in the provision of data security, cyber threats, and vendor risk management services. It develops a software as a service vendor management platform that measures and monitors vendor risk and related cyber threats. The company was founded by Robert Aleksick, Anders Norremo, and Rich Skinner in 2014 and is headquartered in Chicago, IL. | Data Processing Services | Director/Board Member | |
Capital Midwest Fund
 Capital Midwest Fund Investment ManagersFinance Capital Midwest Fund (Capital Midwest Fund) is a venture capital firm founded in 2006. The firm is headquartered in Mequon, Wisconsin. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 50 |
Sectoral
| Consumer Services | 31 |
| Finance | 15 |
| Technology Services | 4 |
| Electronic Technology | 2 |
Operational
| Portfolio Manager-Equities | 77 |
| Undergraduate Degree | 71 |
| Corporate Officer/Principal | 39 |
| Masters Business Admin | 13 |
| Director/Board Member | 11 |
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