Stephen Cucchiaro
Chief Executive Officer at 3EDGE Asset Management LP
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Robert Phillips | M | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors.
3EDGE Asset Management LP
 3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations.
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | 11 years |
| Lawrence L. Jules | M | - |
3EDGE Asset Management LP
3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations.
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | 2 years |
| Allan Seymour Bufferd | - | - |
Massachusetts Institute of Technology
| 52 years |
| DeFred G. Folts | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
3EDGE Asset Management LP
3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations. | 16 years |
| Eric Lawrence Biegeleisen | M | - |
3EDGE Asset Management LP
3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations. | 7 years |
| Charles Cooney | M | 80 |
Massachusetts Institute of Technology
| 57 years |
| Monica Chandra | F | - |
3EDGE Asset Management LP
3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations. | 8 years |
| Jerry S. Rosenbloom | M | 84 |
University of Pennsylvania
| 48 years |
| Thomas L. Magnanti | M | 78 |
Massachusetts Institute of Technology
| 53 years |
| Phillip Sharp | M | 79 |
Massachusetts Institute of Technology
| 50 years |
| James L. Kirtley | M | 78 |
Massachusetts Institute of Technology
| 53 years |
| Marc Kastner | M | 78 |
Massachusetts Institute of Technology
| 51 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Eric L. Biegelseisen | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Louis Pyle Crosier | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| David Richard Cabot | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Christopher J. Small | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Susan E. Farris | F | - |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors.
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | 4 years |
| Alexander Joseph Nary | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Walter Mason Cabot | M | 68 |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Dan Zraly | M | - |
3EDGE Asset Management LP
3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations. | 5 years |
| Patrick T. Harker | M | 65 |
University of Pennsylvania
| 6 years |
| Gregory B. Olson | M | - |
Massachusetts Institute of Technology
| 9 years |
| Adnan Akant | M | - |
Massachusetts Institute of Technology
| 5 years |
| Stephen D. Birmingham | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Greg L. Zacharias | M | - |
Massachusetts Institute of Technology
| 3 years |
| Roger McCarthy | M | 75 |
Massachusetts Institute of Technology
| 5 years |
| Howard Stevenson | M | 81 |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Jeff A. Oberg | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | 4 years |
| Patricia M. Ferris | F | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Charles S. Willauer | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | 4 years |
| Sylvester James Gates | M | 73 |
Massachusetts Institute of Technology
| 8 years |
| Steven C. Webster | M | 67 |
Massachusetts Institute of Technology
| 5 years |
| Ashley E. Koed | F | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Gabriel Richard Bitran | M | - |
Massachusetts Institute of Technology
| 5 years |
| Poh Kam Wong | M | 72 |
Massachusetts Institute of Technology
| 5 years |
| Anton P. Dorokhin | M | - |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Elizabeth McCormack | F | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Edward E. David | M | 99 |
Massachusetts Institute of Technology
| 43 years |
| Megan L. Smith | F | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Steve Brown | M | - |
Massachusetts Institute of Technology
| 5 years |
| Jonathan Moore | M | - |
University of Pennsylvania
| 10 years |
| Gaston Silva | M | - |
University of Pennsylvania
| 5 years |
| Ruben Ojeda | M | - |
Massachusetts Institute of Technology
| 6 years |
| Carl L. Campbell | M | - |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Henry Hoppe | M | - |
Massachusetts Institute of Technology
| 7 years |
| Doug Roberts | M | - |
University of Pennsylvania
| 6 years |
| Brian Sullivan | M | - |
University of Pennsylvania
| 5 years |
| Jodi L. Detch | F | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| John Lord | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Mark R. Jaffe | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Robert Gough | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| Caitlyn T. Jurczak | F | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | - |
| J. Wargo | M | 69 |
Massachusetts Institute of Technology
| 6 years |
| JP Jagusiak | M | - |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | - |
| David A. Vise | M | - |
University of Pennsylvania
| 6 years |
| Zaurie Zimmerman | F | - |
Massachusetts Institute of Technology
| 6 years |
| Roy Shiller Neff | M | 71 |
Massachusetts Institute of Technology
University of Pennsylvania
| 6 years |
| Ethan E. Jacks | M | 70 |
Massachusetts Institute of Technology
| 5 years |
| Walter C. Price | M | 76 |
Massachusetts Institute of Technology
| 5 years |
| Bob Goodof | M | - |
Massachusetts Institute of Technology
| 5 years |
| Andy Fillat | M | - |
Massachusetts Institute of Technology
| 5 years |
| Dan I. DeWolf | M | 67 |
University of Pennsylvania
| 7 years |
| James W. Mortenz | M | - |
University of Pennsylvania
| 3 years |
| Grant Norman Smith | M | 72 |
Massachusetts Institute of Technology
| 5 years |
| Jill Wittels | M | 74 |
Massachusetts Institute of Technology
| 8 years |
| George Economou | M | 71 |
Massachusetts Institute of Technology
| 5 years |
| Wai Leung Chin | M | 73 |
University of Pennsylvania
| 7 years |
| M. Norman Goldberger | M | - |
University of Pennsylvania
| 7 years |
| Gary L. Sasso | M | - |
University of Pennsylvania
| 7 years |
| James G. Hannoosh | M | - |
Massachusetts Institute of Technology
| 4 years |
| Jack Baldwin | M | 86 |
Massachusetts Institute of Technology
| - |
| Bob Frankston | M | - |
Massachusetts Institute of Technology
| 5 years |
| Montgomery Alger | M | 67 |
Massachusetts Institute of Technology
| 5 years |
| Bill S. Elkus | M | - |
Massachusetts Institute of Technology
| 3 years |
| Richard Marcus | M | 77 |
Massachusetts Institute of Technology
| 6 years |
| Peter J. Ulrich | M | - |
University of Pennsylvania
| 4 years |
| George Murnane | M | 67 |
University of Pennsylvania
| 4 years |
| David Douglas Langfitt | M | - |
University of Pennsylvania
| 4 years |
| David Rodman | M | 69 |
University of Pennsylvania
| 3 years |
| Joel C. Barrish | M | - |
University of Pennsylvania
| 4 years |
| Aldo Roldan | M | 77 |
University of Pennsylvania
| 3 years |
| Whittemore Kim | F | - |
University of Pennsylvania
| 4 years |
| Marc P. Applebaum | M | - |
University of Pennsylvania
| 4 years |
| Roger Hamilton | M | - |
University of Pennsylvania
| 2 years |
| David L. Landis | M | - |
University of Pennsylvania
| 2 years |
| Merrie Frankel | F | 69 |
University of Pennsylvania
| 4 years |
| John R. Barr | M | 67 |
University of Pennsylvania
| 4 years |
| David D. Elliman | M | 73 |
University of Pennsylvania
| 4 years |
| Sam W. Levitt | M | - |
University of Pennsylvania
| 4 years |
| Mike A. Cuneo | M | - |
University of Pennsylvania
| 2 years |
| Daniel M. Perlman | M | 67 |
University of Pennsylvania
| 4 years |
| Steven J. Paraggio | M | - |
University of Pennsylvania
| 4 years |
| Harry L. Alverson | M | - |
University of Pennsylvania
| 2 years |
| Craig G. Zolot | M | - |
University of Pennsylvania
| 4 years |
| Andrew Soussloff | M | 71 |
University of Pennsylvania
| 4 years |
| Andrew M. Ziolkowski | M | - |
University of Pennsylvania
| 4 years |
| Steven E. Hooper | M | - |
University of Pennsylvania
| 4 years |
| Robert L. Goodman | M | 83 |
University of Pennsylvania
| 13 years |
| Anne Welsh McNulty | F | - |
University of Pennsylvania
| 2 years |
| Bernard Lee | M | - |
University of Pennsylvania
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Stephen Cucchiaro
- Personal Network