Network origin in Scott Swenson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.
32
| Extinct | Investment Managers | 32 |
Ithaca College
28
| College/University | Other Consumer Services | 28 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Scott Swenson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Analyst-Equity President Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member Investment Committee Member Analyst-Equity Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
| Boston College | College/University | Graduate Degree Doctorate Degree Graduate Degree Undergraduate Degree | |
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Graduate Degree Graduate Degree Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Florida Atlantic University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Consultant / Advisor | |
Ropes Wealth Advisors LLC
 Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Bridgeport | College/University | Masters Business Admin Graduate Degree | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Investment Managers | Investment Committee Member Chief Executive Officer | |
Cumberland Advisors, Inc.
 Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Investment Managers | Director of Investments | |
DIRECTV Latin America LLC
 DIRECTV Latin America LLC Cable/Satellite TVConsumer Services DIRECTV Latin America LLC provides satellite television services. The company was founded in 1995 and is headquartered in New York, NY. | Cable/Satellite TV | Corporate Officer/Principal | |
Private Capital Management LLC (Colorado)
 Private Capital Management LLC (Colorado) Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2000 and is a wholly-owned subsidiary of Independent Bank, which in turn is wholly-owned by Independent Bank Group, Inc. (NASDAQ: IBTX). PCM provides portfolio management and financial planning advisory services to individuals, businesses, corporate pension and profit-sharing plans, charitable institutions, trusts, estates and foundations. | Investment Managers | Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Graduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree | |
| Mississippi State University | College/University | Undergraduate Degree | |
| New York Institute of Technology | College/University | Masters Business Admin | |
| Nova Southeastern University, Inc. | College/University | Masters Business Admin | |
Cypress Capital Group, Inc.
 Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Investment Managers | Director of Research - Equity | |
Papamarkou & Co., Inc.
 Papamarkou & Co., Inc. Investment Banks/BrokersFinance Papamarkou & Co., Inc. provides securities brokerage services. The private company is based in New York, NY. | Investment Banks/Brokers | President | |
| University of Rhode Island | College/University | Corporate Officer/Principal | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
| NAVIGATORS GROUP INC | Property/Casualty Insurance | Director/Board Member | |
Sun & Earth LLC
 Sun & Earth LLC Household/Personal CareConsumer Non-Durables Sun & Earth LLC manufactures non-toxic household cleaning products and laundry supplies. Its products include laundry detergent, fabric softener, liquid dish and hand soap, biodegradable all surface wipes, glass, floor, and all purpose cleanser. The company was founded by Jay T. Deakins and Thaddeus J. Fortin in 1988 and is headquartered in King of Prussia, PA. | Household/Personal Care | Founder | |
| DRAFTKINGS INC. | Movies/Entertainment | Human Resources Officer | |
| AOL Media Networks, Inc. | Corporate Officer/Principal |
Statistics
International
| United States | 49 |
| Canada | 2 |
Sectoral
| Finance | 30 |
| Consumer Services | 19 |
| Consumer Non-Durables | 2 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 74 |
| Portfolio Manager-Equities | 73 |
| Director/Board Member | 64 |
| Undergraduate Degree | 59 |
| Analyst-Equity | 35 |
Most connected contacts
| Insiders | |
|---|---|
| Romolo Santarosa | 18 |
| David Lebow | 16 |
| Nancy Miller-Rich | 15 |
| Dave P. Whalen | 13 |
| Andrew Jones | 13 |
| Kevin E. Glazer | 11 |
| Gary Kubera | 10 |
| William Yang | 9 |
| Robert Cheney Stimson | 9 |
| John Allen Vann | 9 |
| Thomas Manning | 9 |
| Douglas Grip | 9 |
| Michael Guy Blackmon | 8 |
| Stewart Leonard | 8 |
| Robert Glenn Pavlik | 8 |
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