Network origin in Steven Roland Parish first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven Roland Parish via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Iowa | College/University | Undergraduate Degree | |
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Investment Managers | Portfolio Manager-Equities | |
| St. John's University | College/University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Operational
| Portfolio Manager-Equities | 3 |
| Undergraduate Degree | 2 |
| Director of Investments | 1 |
| Investment Committee Member | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Kevin Charles Kosgard | 3 |
| Robert Alvin Cron | 2 |
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