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Sam Sheldon
Analyst-Equity at Punch & Associates Investment Management, Inc.
Network origin in Sam Sheldon first degree
Entity | Entity type | Industry | |
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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.
18
| College/University | Other Consumer Services | 18 |
Punch & Associates Investment Management, Inc.
![]() Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates Investment Management, Inc. (Punch & Associates) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Howard D. Punch, Jr. in 2002. Punch & Associates provides discretionary portfolio management services to private and institutional clients. They also serve as investment advisor and managing member to two private funds – Micro Cap Fund and Nano Cap Fund.
7
| Private Company | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sam Sheldon via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
DOMINION ENERGY, INC. | Electric Utilities | Director/Board Member | |
KB HOME | Homebuilding | Director/Board Member | |
MGIC INVESTMENT CORPORATION | Property/Casualty Insurance | Director/Board Member | |
Leslie's Poolmart, Inc.
![]() Leslie's Poolmart, Inc. Wholesale DistributorsDistribution Services Leslie's Poolmart, Inc. retails swimming pool and spa supplies. Its products include pool cleaners, chemicals, heaters, pumps, and filters. The firm also offers professional on-site equipment installation and repair services. The company was founded by Phil Leslie and Ray Cesmat in March 1963 and is headquartered in Phoenix, AZ. | Wholesale Distributors | Director/Board Member | |
SONIDA SENIOR LIVING, INC. | Medical/Nursing Services | Corporate Officer/Principal | |
Värde Partners, Inc.
![]() Värde Partners, Inc. Investment ManagersFinance Värde Partners, Inc. provides investment advisory services. It serves foundations and endowments, pension plans, insurance companies, other institutional investors and private clients. The company was founded by George G. Hicks, Gregory Scott McMillian and Marcia Lynn Page in 1993 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal | |
TARGET CORPORATION | Specialty Stores | Human Resources Officer | |
Cantor Fitzgerald & Co.
![]() Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Analyst-Equity | |
U.S. Bancorp Investments, Inc.
![]() U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Investment Managers | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Market Strategist | |
Scotia Capital (USA), Inc.
![]() Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy. | Investment Banks/Brokers | Analyst-Equity | |
Zillow, Inc.
![]() Zillow, Inc. Commercial Printing/FormsCommercial Services Zillow, Inc. provides online real estate services. It buys, sells, rents, finances, and remodels homes. The company was founded in 2006 and is headquartered in Seattle, WA. | Commercial Printing/Forms | Investor Relations Contact | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Market Strategist | |
Invenshure LLC
![]() Invenshure LLC Investment ManagersFinance Invenshure LLC (Invenshure) is a venture capital firm founded in 2011 by Troy D Kopischke and Danny J Cunagin. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor | |
Talentsky, Inc.
![]() Talentsky, Inc. Internet Software/ServicesTechnology Services Talentsky, Inc. operates an online career engagement network. It provides employers opportunities for employee engagement, internal up-skilling and insight into internal and external talent. The company was founded by Rick Devine and Cindy Conbs in 2013 and is headquartered Redwood City, CA. | Internet Software/Services | Director/Board Member | |
Michigan State University | College/University | Undergraduate Degree | |
Colliers Securities LLC
![]() Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Investment Banks/Brokers | Analyst-Equity | |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | |
KYNDRYL HOLDINGS, INC. | Data Processing Services | Corporate Officer/Principal | |
BluVector, Inc.
![]() BluVector, Inc. Information Technology ServicesTechnology Services BluVector, Inc. develops and provides cyber-threat detection and hunting platform that defends enterprises against evolving security threats. It offers BluVector, a machine learning-based network appliance, helping security teams automate the hunt. BluVector was designed to interoperate with an organization's existing security solutions, including security information and event management (SIEM) tools, threat intelligence data feeds, incident response toolsets, and post analyzers to orchestrate key processes and compress detection, and investigation timelines. The company is headquartered in McLean, VA. | Information Technology Services | Chief Executive Officer | |
Grotech Management Co.
![]() Grotech Management Co. Investment ManagersFinance Grotech Management Co (Grotech Management) is a venture capital firm founded in 1984 by Frank A. Adams. The firm is headquartered in Owings Mills, Maryland. | Investment Managers | Consultant / Advisor | |
IBM /Visionary Product Business/ | Packaged Software | Corporate Officer/Principal | |
Radiant Logic, Inc.
![]() Radiant Logic, Inc. Packaged SoftwareTechnology Services Radiant Logic, Inc. provides software solutions. It offers federated identity service, cloud security, directory virtualization and context aware supplication solutions. The company was founded by Michel Prompt in 2000 and is headquartered in Novato, CA. | Packaged Software | Director/Board Member | |
University of North Dakota | College/University | Undergraduate Degree | |
Alerus Financial, NA (Private Banking) | Investment Managers | Analyst-Fixed Income | |
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. | Investment Managers | Portfolio Manager-Equities | |
Lafayette College | College/University | Undergraduate Degree | |
University of Minnesota Duluth | College/University | Undergraduate Degree | |
The College of Saint Scholastica | College/University | Undergraduate Degree | |
Waypoint Capital Advisors LLC
![]() Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Investment Managers | Analyst-Equity | |
Northland Securities, Inc.
![]() Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Consul Risk Management Int. BV
![]() Consul Risk Management Int. BV Packaged SoftwareTechnology Services Consul Risk Management Int. BV develops and markets security management software solutions. It develops products which help security managers to monitor access, review reports, manage passwords, manage audit data and perform audit analysis from a single central platform. The firm was founded in 1986 and is headquartered in Delft, the Netherlands. | Packaged Software | Chief Tech/Sci/R&D Officer | |
Creighton University | College/University | Undergraduate Degree | |
Guardian RFID, Inc.
![]() Guardian RFID, Inc. Packaged SoftwareTechnology Services Guardian RFID, Inc. is a public safety technology company that focuses on protecting the 480,000 correctional officers who safeguard the nation's jails and prisons. The company is based in Maple Grove, MN, and was founded in 2001 by Ken Dalley. The company helps officers execute their mission through modern cloud, mobile, RFID, and AI technologies that provide real-time situational awareness. Guardian RFID's patented and patents-pending solutions automate inmate tracking, guard tour, and other related tasks. | Packaged Software | Private Equity Investor | |
Merced Capital LP (Private Equity)
![]() Merced Capital LP (Private Equity) Investment ManagersFinance Merced Capital LP (Merced Capital) is a private equity firm a subsidiary of Merced Capital LP founded in 1988. The firm is headquartered in Minnetonka. | Investment Managers | Private Equity Investor | |
Automation Control Products
![]() Automation Control Products Miscellaneous Commercial ServicesCommercial Services Automation Control Products provides centralized thin client, remote desktop and server management software. It offers full-featured industrial thin client management and location-based mobility software. The firm''s platform offers centralized solutions for the modern factory by simplifying management of applications and visual resources. The company was founded in 1999 and is headquartered in Alpharetta, GA. | Miscellaneous Commercial Services | Chief Executive Officer | |
Carleton College | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
Aspen Dental Management, Inc.
![]() Aspen Dental Management, Inc. Medical/Nursing ServicesHealth Services Aspen Dental Management, Inc. provides dental care services. The firm offers comprehensive exams, cleanings, extractions, fillings, periodontal treatment, whitening, crown and bridge work, preventive care, general dentistry, and restoration. It also provides oral surgery in the areas of tooth loss, wisdom teeth extraction, dental implants, unequal jaw growth (malocclusion), jaw/mouth/teeth injury, cleft lip and cleft palate repair, extraction of teeth, treatment of endodontic diseases, esthetic aspects of the oral and maxillofacial regions, and adjunctive treatments. The company was founded in 1998 and is headquartered in East Syracuse, NY. | Medical/Nursing Services | Director/Board Member | |
LESLIE'S, INC. | Specialty Stores | Director/Board Member | |
Mortgage Guaranty Insurance Corp.
![]() Mortgage Guaranty Insurance Corp. Multi-Line InsuranceFinance Mortgage Guaranty Insurance Corp. provides mortgage insurance services. It provides services to home mortgage lenders. The company was founded in 1957 by Max Karl and is headquartered in Milwaukee, WI. | Multi-Line Insurance | Director/Board Member | |
Alibaba Group (U.S.), Inc.
![]() Alibaba Group (U.S.), Inc. Catalog/Specialty DistributionRetail Trade Alibaba Group (U.S.), Inc. operates as an online and mobile commerce company. The company was founded by Yun Ma and Mingyong Huang and is headquartered in San Mateo, CA. | Catalog/Specialty Distribution | Human Resources Officer |
Statistics
International
United States | 49 |
Netherlands | 2 |
Sectoral
Finance | 22 |
Technology Services | 10 |
Consumer Services | 10 |
Retail Trade | 4 |
Health Services | 3 |
Operational
Director/Board Member | 31 |
Undergraduate Degree | 23 |
Analyst-Equity | 17 |
Corporate Officer/Principal | 13 |
Independent Dir/Board Member | 9 |
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