Saumen Chattopadhyay
Chief Investment Officer at OneDigital Investment Advisors LLC
Network origin in Saumen Chattopadhyay first degree
Entity | Entity type | Industry | |
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University of Toledo (Ohio)
10
| College/University | Other Consumer Services | 10 |
OneDigital Asset Management LLC
OneDigital Asset Management LLC Investment ManagersFinance Part of Digital Insurance LLC, OneDigital Asset Management LLC is a company that provides investment advice. The company is based in Overland Park, KS. The company was founded in 2021 by Adam Bruckman. Adam Bruckman has been the CEO since 2021.
2
| Subsidiary | Investment Managers | 2 |
OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities.
2
| Subsidiary | Investment Managers | 2 |
Convex Capital Management LLC
Convex Capital Management LLC Investment ManagersFinance Convex Capital Management LLC provides investment advice. The private company is based in Warrenville, IL. The company was founded in 2013 by Saumen Chattopadhyay.
1
| Extinct | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Saumen Chattopadhyay via their personal network
Company | Sector | Related people | Main position |
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UNITEDHEALTH GROUP INC. | Managed Health Care | Sales & Marketing | |
Travelers Insurance Group, Inc.
Travelers Insurance Group, Inc. Property/Casualty InsuranceFinance Part of Citigroup, Inc., Travelers Insurance Group, Inc. is a provider of property and casualty insurance. | Property/Casualty Insurance | Sales & Marketing | |
ChannelPoint, Inc.
ChannelPoint, Inc. Insurance Brokers/ServicesFinance ChannelPoint, Inc. provides insurance services over the Internet. It also provides Internet based e-commerce solutions to the insurance industry. The company was founded in December, 1996 by Kenneth E. Hollen and is headquartered in Westminster, CO. | Insurance Brokers/Services | Sales & Marketing | |
Martin Capital Management LLC
Martin Capital Management LLC Investment ManagersFinance Martin Capital Management LLC (MCM) is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Elkhart, Indiana. The firm was originally founded by Frank Martin in 1987 as McDonald Capital Management. They were a subsidiary of McDonald & Co., a brokerage firm Mr. Martin had been associated with since 1974. In 1991, the firm became independent of McDonald & Co. and was renamed Martin Capital Management. MCM provides investment advisory services to wealthy families and institutions. | Investment Managers | President | |
Magnus Health Technology, Inc.
Magnus Health Technology, Inc. Packaged SoftwareTechnology Services Magnus Health Technology, Inc. provides web-based student medical record solutions. Its primary focus is streamlining the collection and secure storage of student health information. The firm also provides support and data services. The company was founded by William Pittman and Charles W. Scarantino in 2006 and is headquartered in Raleigh, NC. | Packaged Software | Chief Tech/Sci/R&D Officer | |
CNL HEALTHCARE PROPERTIES, INC. | Real Estate Investment Trusts | Director/Board Member | |
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 | Graduate Degree | |
HEARTLAND BANCCORP | Regional Banks | Chief Operating Officer | |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Investment Managers | Corporate Officer/Principal | |
Digital Insurance LLC
Digital Insurance LLC Insurance Brokers/ServicesFinance Digital Insurance LLC engages in the provision of employee benefits and human resources solutions. It offers compliance services, human resource consulting, health and wellbeing, pharmacy consulting, and captive solutions. The company was founded by Michael Sullivan in 2000 and is headquartered in Atlanta, GA. | Insurance Brokers/Services | Chief Executive Officer | |
Illinois Institute of Technology | College/University | Masters Business Admin | |
Prudential HealthCare, Inc.
Prudential HealthCare, Inc. Life/Health InsuranceFinance Part of CVS Health Corp., Prudential HealthCare, Inc. is an American company that offers board & care homes and all levels of care. Prudential HealthCare is based in NJ and serves various locations including , , and the Inland Empire. The company has partnered with NXT Level Care to provide the highest level of caregiving needs for their patients. Prudential HealthCare was acquired by Aetna, Inc., a subsidiary of CVS Health Corp., from PGIM, Inc. on August 06, 1999 for $500 million. | Life/Health Insurance | Sales & Marketing | |
Council of Insurance Agents & Brokers
Council of Insurance Agents & Brokers Miscellaneous Commercial ServicesCommercial Services The Council of Insurance Agents & Brokers is a global organization that provides market intelligence, insights, and connections to over 200 top commercial insurance and employee benefits brokerages worldwide. The private company is based in Washington and has subsidiaries in the United States. The American company offers resources, alerts, and working groups on various topics such as healthcare, cyber insurance, and government regulations. The Council also hosts events such as the Insurance Leadership Forum and the Broker Smackdown. | Miscellaneous Commercial Services | Director/Board Member | |
Bowling Green State University | College/University | Graduate Degree | |
Centre College | College/University | Undergraduate Degree | |
Kalamazoo College | College/University | Undergraduate Degree | |
Sterling College | College/University | President | |
Tufts University | College/University | Undergraduate Degree | |
University of Florida | College/University | Corporate Officer/Principal | |
University of Illinois | College/University | Graduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
3Plus LLC
3Plus LLC HomebuildingConsumer Durables 3Plus LLC is a minority-owned business that provides business consulting services. It offers convenience store corporate mergers consultation, corporate divestiture consultation, strategic planning consultation services, corporate objectives or policy development, organizational structure consultation, and information technology consultation services. The company was founded in 1988 and is headquartered in Kenner, LA. | Homebuilding | Corporate Officer/Principal | |
Federal Reserve Bank of Chicago | General Government | Corporate Officer/Principal | |
Toastmasters International
Toastmasters International Miscellaneous Commercial ServicesCommercial Services Toastmasters International is a non-profit educational organization that teaches public speaking and leadership skills through a worldwide network of clubs. The organization has approximately 270,000 members in more than 14,200 clubs across 148 countries. Since 1924, Toastmasters International has helped people from diverse backgrounds become more confident speakers, communicators, and leaders. The American company is headquartered in an undisclosed location. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Douglas Co.
The Douglas Co. HomebuildingConsumer Durables The Douglas Co. provides construction services. The firm specializes in senior living and multi-family development and construction. It uses a three dimensional process in developing projects. The company was founded in 1976 and is headquartered in Holland, OH. | Homebuilding | Chief Executive Officer | |
Young Presidents' Organization, Inc.
Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Organisation for Economic Co-Operation & Development | Supranational | Corporate Officer/Principal | |
Winter Park Public Library | Director/Board Member | ||
Heartland Bank (Whitehall, Ohio)
Heartland Bank (Whitehall, Ohio) Regional BanksFinance Part of Heartland BancCorp, Heartland Bank is a state chartered commercial bank based in Whitehall, OH. The company's primary focus is on providing commercial banking services to businesses and individuals in the local community. G. Scott McComb has been the CEO of the company since 1999. | Regional Banks | Chief Operating Officer | |
R2 Logistics, Inc.
R2 Logistics, Inc. Air Freight/CouriersTransportation R2 Logistics, Inc. engages in the provision of transportation services and logistics solutions. Its services include less-than-truckload, managed transportation, expedited and air, intermodal, ocean, and reverse logistics.The company was founded by Ben Gase in 2007 and is headquartered in Columbus, OH. | Air Freight/Couriers | Sales & Marketing | |
Community Bankers Association of Ohio
Community Bankers Association of Ohio Miscellaneous Commercial ServicesCommercial Services Community Bankers Association of Ohio operates as a business association. It provides education services, membership services, customer relationships, and political advocacy. The company is headquartered in Columbus, OH. | Miscellaneous Commercial Services | Director/Board Member | |
The World Bank | Supranational | Corporate Officer/Principal | |
Harvard Development Co. LLC | Chief Executive Officer | ||
Festival of Orchestras | Director/Board Member | ||
NEXUS ENTERPRISE SOLUTIONS, INC. | Advertising/Marketing Services | Director/Board Member | |
Triad Financial Advisors, Inc.
Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Investment Managers | Chief Executive Officer | |
The University of Chicago Law School | College/University | Graduate Degree | |
Graduate School of Banking At University of Wisconsin-Madison | College/University | Undergraduate Degree | |
RIA Solutions Group LLC
RIA Solutions Group LLC Packaged SoftwareTechnology Services RIA Solutions Group LLC provides software development services. It builds software and systems for clients across the US and Europe. The firm’s services include software architecture, software development, database design, database programming, quality assurance testing and project management. The company was founded by Tim Starets in 2008 and is headquartered in Winston-Salem, NC. | Packaged Software | Private Equity Investor | |
The Orlando Economic Development Commission
The Orlando Economic Development Commission Miscellaneous Commercial ServicesCommercial Services The Orlando Economic Development Commission provides economic development services. It offers confidential project management assistance, site selection assistance, in-depth market data, connections, financial and entrepreneurial resources, workforce recruitment and training, permitting and scouting film assistance and commercial productions services. The company was founded in 1977 and is headquartered in Orlando, FL. | Miscellaneous Commercial Services | Director/Board Member | |
Global Data Consortium, Inc.
Global Data Consortium, Inc. Information Technology ServicesTechnology Services Global Data Consortium, Inc. engages in the provision of digital identity verification solutions. It offers consumer identity, contact information, and age verification solutions. It serves fintech, iGaming, and Regtech industries. The company was founded by William R. Spruill and Charles Gaddy in 2011 and is headquartered in Raleigh, NC. | Information Technology Services | Private Equity Investor | |
Jurassic Capital
Jurassic Capital Investment ManagersFinance Jurassic Capital (Jurassic Capital) is a private equity firm founded in 2019. The firm is headquartered in Durham, North Carolina. | Investment Managers | Consultant / Advisor | |
The Cedars-Sinai Accelerator
The Cedars-Sinai Accelerator Investment ManagersFinance The Cedars-Sinai Accelerator (Cedars Sinai) is a venture capital subsidiary of Cedars Sinai Health System founded in 2015. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Equities | |
GAHANNA-JEFFERSON EDUCATION FOUNDATION | Chairman |
Statistics
International
United States | 48 |
France | 2 |
Sectoral
Finance | 16 |
Consumer Services | 13 |
Commercial Services | 7 |
Technology Services | 4 |
Government | 4 |
Operational
Undergraduate Degree | 13 |
Corporate Officer/Principal | 13 |
Director/Board Member | 11 |
President | 8 |
Chief Executive Officer | 7 |
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