Network origin in Paul G. Veith first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.
54
| Subsidiary | Investment Managers | 54 |
NationsBank Corp.
43
| Extinct | Major Banks | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paul G. Veith via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal President Corporate Officer/Principal Corporate Officer/Principal | |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Analyst-Equity Trading-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Graduate Degree Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Investment Managers | Corporate Officer/Principal Chief Executive Officer President | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Graduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Masters Business Admin | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree Undergraduate Degree | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Oaktree Capital Management LP
 Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Founder Portfolio Manager-Fixed Income | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Graduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| University of South Carolina | College/University | Masters Business Admin Masters Business Admin | |
| University of Maryland | College/University | Undergraduate Degree Doctorate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
Smith Group Asset Management LLC
 Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Cantor Select Portfolios Trust
 Cantor Select Portfolios Trust Finance/Rental/LeasingFinance Cantor Select Portfolios Trust is a statutory trust and is authorized to have multiple series or portfolios. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Finance/Rental/Leasing | Chief Investment Officer Chief Executive Officer | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal Corporate Officer/Principal |
Statistics
International
| United States | 50 |
Sectoral
| Finance | 25 |
| Consumer Services | 22 |
| Commercial Services | 4 |
Operational
| Corporate Officer/Principal | 187 |
| Portfolio Manager-Equities | 112 |
| Director/Board Member | 84 |
| Undergraduate Degree | 75 |
| President | 39 |
Most connected contacts
| Insiders | |
|---|---|
| Robert Schweitzer | 25 |
| Buddy Ortale | 24 |
| Russell Jacob Page | 19 |
| Robert Vitale | 18 |
| Roger Taylor | 17 |
| William Andrew Hodges | 13 |
| Michael Shields | 13 |
| Michael Moriarty | 13 |
| Steve E. Prostano | 11 |
| Robert Fauber | 11 |
| Barry Lewis Hilliard | 10 |
| John L. Johnson | 10 |
| John David Brim | 9 |
| Tracy E. Little | 9 |
| Edward Phillips | 9 |
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