Network origin in Ron Sugameli first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients.
23
| Subsidiary | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ron Sugameli via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
| New Century Portfolios | Investment Trusts/Mutual Funds | President | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Crown Point Trust Co.
 Crown Point Trust Co. Regional BanksFinance Part of Meiji Yasuda Life Insurance Co., Crown Point Trust Co. is a company that serves as a trustee for retirement plan clients. The company is based in Portland, OR. Crown Point Trust was acquired by Dougherty Petroff Associates, Inc. from Bank of America Corp. on September 30, 2005. | Regional Banks | Corporate Officer/Principal | |
The Washington Trust Co. of Westerly (Investment Management)
 The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Investment Managers | Chief Investment Officer | |
Amica Mutual Insurance Co.
 Amica Mutual Insurance Co. Multi-Line InsuranceFinance Amica Mutual Insurance Co. provides investment advice for Insurance Company Portfolio. The firm operates as direct writer of personal insurance with auto, homeowners, personal excess liability and marine coverages. The company was founded in 1907 and is headquartered in Lincoln, RI. | Multi-Line Insurance | Corporate Officer/Principal | |
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Investment Managers | Portfolio Manager-Equities | |
John Hancock Investment Management LLC
 John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Investment Managers | Analyst-Equity | |
| Boston University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| George Washington University | College/University | Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Bentley University | College/University | Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| Stonehill College, Inc. | College/University | Undergraduate Degree | |
New England Financial
 New England Financial Insurance Brokers/ServicesFinance Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests. | Insurance Brokers/Services | Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
| Boston University School of Law | College/University | Graduate Degree | |
Deloitte Corporate Finance LLC
 Deloitte Corporate Finance LLC Investment ManagersFinance Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop. | Investment Managers | Corporate Officer/Principal | |
| Assumption College | College/University | Undergraduate Degree | |
| Lake Forest College | College/University | Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree | |
Peak Financial Management, Inc.
 Peak Financial Management, Inc. Investment ManagersFinance Peak Financial Management, Inc. (Peak Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Pran Tiku in 1991. Peak Financial provides wealth management services to individuals and families. | Investment Managers | Corporate Officer/Principal | |
| Duquesne University of The Holy Spirit | College/University | Undergraduate Degree | |
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 | |
| Boston College | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree | |
| Syracuse University | College/University | Undergraduate Degree | |
The Rhode Island Foundation
 The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Vermont | College/University | Undergraduate Degree | |
| Salem State University | College/University | Corporate Officer/Principal | |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| Canada | 3 |
Sectoral
| Finance | 23 |
| Consumer Services | 22 |
| Commercial Services | 4 |
| Miscellaneous | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 29 |
| Undergraduate Degree | 22 |
| Portfolio Manager-Equities | 11 |
| Graduate Degree | 10 |
| Investment Committee Member | 5 |
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