![Shruti Bansal](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Shruti Bansal
Portfolio Manager-Equities at Ropes Wealth Advisors LLC
Network origin in Shruti Bansal first degree
Entity | Entity type | Industry | |
---|---|---|---|
Montclair State University
11
| College/University | Other Consumer Services | 11 |
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.
9
| Subsidiary | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Shruti Bansal via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ABM INDUSTRIES INCORPORATED | Miscellaneous Commercial Services | Private Equity Investor | |
VERIS RESIDENTIAL, INC. | Real Estate Investment Trusts | Director/Board Member | |
PEP BOYS - MANNY MOE & JACK | Wholesale Distributors | Director/Board Member | |
A SCHULMAN INC | Chemicals: Specialty | Director/Board Member | |
Veris Residential LP
![]() Veris Residential LP Real Estate Investment TrustsFinance Veris Residential LP owns and operates a real estate portfolio. It offers real estate leasing, management, acquisition, development and construction services on an in-house basis. The company was founded on May 24, 1994 and is headquartered in Jersey City, NJ. | Real Estate Investment Trusts | Director/Board Member | |
Ropes & Gray LLP (Private Client Group)
![]() Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Yorktown Partners LLC
![]() Yorktown Partners LLC Investment ManagersFinance Yorktown Partners LLC (Yorktown Partners) is a private equity firm founded in 1983 by Bryan Huntington Lawrence, Peter August Leidel and Tomas Ramon Lacosta. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Cowen Investment Management LLC
![]() Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Safra Securities LLC
![]() Safra Securities LLC Investment Banks/BrokersFinance Part of SNBNY Holdings Ltd., Safra Securities LLC is a leading private bank that offers a comprehensive range of services to meet the needs of a select group of high-net worth individuals, their families, and their respective businesses. Safra Securities is headquartered in New York, NY, with a branch in Aventura, FL, and representative offices in Palm Beach, FL, and other locations. The bank is a member of the Federal Deposit Insurance Corporation (FDIC) and is supervised by the Office of the Comptroller of the Currency. Safra Securities has a strong balance sheet and consistent core earnings throughout its history. The bank's digital experience is enhanced by its online services through the Safralink app and website. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brill Securities, Inc.
![]() Brill Securities, Inc. Investment Banks/BrokersFinance Brill Securities, Inc. is a full-service brokerage firm headquartered in New York City. Founded in 1987, the firm's accounts are cleared through New York City-based investment bank, JP Morgan Clearing Corp. Brill Securities is a member of the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Water Island Capital LLC
![]() Water Island Capital LLC Investment ManagersFinance Water Island Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by John Orrico in 2000 and is owned by Water Island Capital Partners LP. They provide investment advisory services for both institutional and retail clients through registered investment companies (including mutual funds and an ETF), other pooled investment vehicles (hedge funds or private funds), and separately managed accounts. | Investment Managers | Analyst-Equity | |
Wayne State University (Michigan) | College/University | Director/Board Member | |
PT MERCK TBK | Pharmaceuticals: Major | Comptroller/Controller/Auditor | |
Boston University | College/University | Undergraduate Degree | |
MultiPlan, Inc.
![]() MultiPlan, Inc. Data Processing ServicesTechnology Services MultiPlan, Inc. engages in provision of healthcare cost management solutions. It offers payment integrity services, network based services, and analytic-based services. The company was founded in 1980 and is headquartered in New York, NY. | Data Processing Services | Corporate Officer/Principal | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Rothstein, Kass & Co. LLC
![]() Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Johnson & Wales University, Inc.
![]() Johnson & Wales University, Inc. Other Consumer ServicesConsumer Services Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree | College/University | Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree | |
The College of New Jersey | College/University | Undergraduate Degree | |
Syracuse University | College/University | Undergraduate Degree | |
Howard University | College/University | Graduate Degree | |
Stonehill College, Inc. | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Corporate Officer/Principal | |
Baruch College | College/University | Undergraduate Degree | |
Michigan Economic Development Corp.
![]() Michigan Economic Development Corp. Miscellaneous Commercial ServicesCommercial Services Michigan Economic Development Corp. provides economic development efforts and policy development and technology development. Its services include business retention and attraction, financial assistance, employee recruitment and training, assistance for providing permits, and site development services. The company was founded in 1999 and is headquartered in Lansing, MI. | Miscellaneous Commercial Services | Director/Board Member | |
Federal Reserve Bank of Chicago | General Government | Director/Board Member | |
The Detroit Institute of Arts
![]() The Detroit Institute of Arts Other Consumer ServicesConsumer Services The Detroit Institute of Arts provides art conservation services to the museums. The museum includes more than 100 galleries, 150-seat auditorium, a 380-seat lecture/recital hall, an art reference library, and a state-of-the-art conservation services laboratory. The company was founded in 1885 and is headquartered in Detroit, MI. | Other Consumer Services | Director/Board Member | |
Pzena Investment Management LLC
![]() Pzena Investment Management LLC Investment ManagersFinance Pzena Investment Management LLC (Pzena) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard S. Pzena 1995 and is owned by Pzena Investment Management LP. Pzena manages investment portfolios for endowments, foundations, state and municipal government entities, partnerships, corporations, investment companies, public funds, pension trusts, profit-sharing plans, high net-worth individuals, and pooled funds located in the US and in select foreign jurisdictions. The firm became a signatory to the Principles for Responsible Investment (PRI) in early 2018 and a SASB Alliance member in 2020, and they have accepted Japan’s Stewardship Code. | Investment Managers | Corporate Officer/Principal | |
First Horizon Bank (Memphis, Tennessee)
![]() First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Regional Banks | Director/Board Member | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Fixed Income | |
PT Coca-Cola Distribution Indonesia | Corporate Officer/Principal | ||
Glilot Capital Investments GP Ltd.
![]() Glilot Capital Investments GP Ltd. Investment ManagersFinance Glilot Capital Investments GP Ltd. (Glilot Capital Partners) is a venture capital firm founded in 2011 by Kobi Samboursky and Arik Kleinstein. The firm is headquartered in Herzliya. | Investment Managers | Consultant / Advisor | |
Ropes & Gray LLP
![]() Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree | |
Genworth Life Insurance Co. (Investment Portfolio)
![]() Genworth Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Genworth Life Insurance Co. (Investment Portfolio) (Genworth-IP) is the investment portfolio division of Genworth Life Insurance Co., an insurance holding company headquartered in Richmond, Virginia. The firm was founded in 1956 and is a subsidiary of Genworth Financial, Inc. (NYSE: GNW). Their products and services are offered through financial intermediaries, advisors, independent distributors and sales specialists. Genworth-IP manages the investment portfolio. | Investment Managers | Analyst-Equity | |
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 | Corporate Officer/Principal | |
Scientific Games LLC | Private Equity Investor | ||
Trinity College & University | College/University | Undergraduate Degree |
Statistics
International
United States | 46 |
Indonesia | 3 |
Israel | 2 |
Sectoral
Finance | 22 |
Consumer Services | 14 |
Commercial Services | 6 |
Distribution Services | 3 |
Process Industries | 2 |
Operational
Undergraduate Degree | 20 |
Corporate Officer/Principal | 20 |
Director/Board Member | 15 |
Analyst-Equity | 9 |
Portfolio Manager-Equities | 8 |
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