Network origin in Ron Savarese first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ron Savarese via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Lake Forest College | College/University | Masters Business Admin | |
| Purdue University | College/University | Undergraduate Degree | |
| Hampden-Sydney College | College/University | Undergraduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree | |
Varn Investment Counsel, Inc.
 Varn Investment Counsel, Inc. Investment ManagersFinance Varn Investment Counsel, Inc. provides investment services. The private company is based in Atlanta, GA. | Investment Managers | Corporate Officer/Principal | |
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
| Denison University | College/University | Undergraduate Degree | |
Kingfisher Capital LLC
 Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Investment Managers | Sales & Marketing | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
| Vanderbilt University | College/University | Masters Business Admin | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
| United States | 21 |
Sectoral
| Finance | 13 |
| Consumer Services | 8 |
| Electronic Technology | 2 |
Operational
| Corporate Officer/Principal | 12 |
| Undergraduate Degree | 5 |
| Portfolio Manager-Equities | 4 |
| Sales & Marketing | 2 |
| Masters Business Admin | 2 |
Most connected contacts
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