![Theodore Cambilis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Theodore Cambilis
Director/Board Member at Circle Wealth Management LLC
Network origin in Theodore Cambilis first degree
Entity | Entity type | Industry | |
---|---|---|---|
Rutgers Business School
27
| College/University | Other Consumer Services | 27 |
Circle Wealth Management LLC
![]() Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Theodore Cambilis via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
AXA | Multi-Line Insurance | Private Equity Analyst | |
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 | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Analyst-Fixed Income Analyst-Fixed Income | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Circle Financial Group LLC
![]() Circle Financial Group LLC Regional BanksFinance Circle Financial Group LLC provides wealth management platform and solutions. It also provides philanthropy and tax and estate planning services. The company was founded by Rosemary L. Ripley and Maria L. Chrin was founded on January 24, 2006 and is headquartered in New York, NY. | Regional Banks | Founder Chairman | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
2U, INC. | Packaged Software | President | |
Prestige Wealth Management Group LLC
![]() Prestige Wealth Management Group LLC Investment ManagersFinance Prestige Wealth Management Group LLC (PWM) is an independent, SEC-registered investment advisor headquartered in Flemington, New Jersey. The firm was founded by Roy Williams in 1994. PWM serves the diverse financial needs of their clients who are executives, business owners, physicians, retirees, pre-retirees and their families. | Investment Managers | Corporate Officer/Principal | |
Halo Growth Ventures | Private Equity Analyst | ||
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 | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
Huron River Venture Partners LLC
![]() Huron River Venture Partners LLC Investment ManagersFinance Huron River Venture Partners LLC (Huron River Venture) is a venture capital firm founded in 2010 by Ryan Waddington and Tim Streit. The firm is headquartered in Ann Arbor, Michigan. | Investment Managers | Consultant / Advisor | |
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 | |
Livian & Co. LLC
![]() Livian & Co. LLC Investment ManagersFinance Livian & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael M. Livian in 2010. Livian & Co. provides investment consulting as well as discretionary portfolio management services. Their typical clients are high net worth investors with a liquid net worth between one and fifty million US dollars. | Investment Managers | Analyst-Equity | |
The College of New Jersey | College/University | Undergraduate Degree | |
Hudson Capital Management LLC
![]() Hudson Capital Management LLC Investment ManagersFinance Hudson Capital Management LLC, dba Regency Wealth Management (Regency), is an independent registered investment advisor and wealth management firm headquartered in Ramsey, New Jersey. Founded in 2004, Regency provides Wealth Management, Investment Advisory, Financial Planning and Retirement Plan Consulting Services to individuals, high net worth individuals, corporate pension and profit-sharing plans, businesses, foundations, charitable organizations, and trusts. | Investment Managers | Portfolio Manager-Equities | |
Heller Wealth Advisors LLC
![]() Heller Wealth Advisors LLC Investment ManagersFinance Heller Wealth Advisors LLC provides financial planning and investment management services. It offers financial planning on accumulated assets, current income and expenses, taxes, and insurance;, and investment management for financial needs and goals, cash flow requirements, tax implications, and wealth transfer strategies. The company is headquartered in Summit, NJ. | Investment Managers | Corporate Officer/Principal | |
Halo Diagnostics LLC
![]() Halo Diagnostics LLC Medical/Nursing ServicesHealth Services Halo Diagnostics LLC provides healthcare services. The company is headquartered in Ann Arbor, MI. | Medical/Nursing Services | Director/Board Member | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Solstice Residential Group LLC | Corporate Officer/Principal | ||
Berenberg Capital Markets LLC
![]() Berenberg Capital Markets LLC Investment Banks/BrokersFinance Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Deloitte Financial Advisory Services LLP
![]() Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Susquehanna International Group LLP
![]() Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | Corporate Officer/Principal | |
Cowboy Clean Fuels LLC
![]() Cowboy Clean Fuels LLC Integrated OilEnergy Minerals Cowboy Clean Fuels LLC is an emerging renewable energy technology company based in Wyoming. Cowboy Clean Fuels utilizes non-producing coal bed methane wells and infrastructure to produce renewable natural gas from agricultural byproducts through a naturally-occurring biogenic process. This process also results in permanent sequestration of CO2 in deep, geologic formations. The American company's proprietary and patented technology was developed by Dr. Michael Urynowicz, who is the co-founder and Chief Technology Officer of the company. The leadership team of Cowboy Clean Fuels has over 100 years of experience in clean energy technology commercialization, upstream gas operations, and large-scale energy project development. The company was founded in 2020 by Noah Yates, Michael Urynowicz, Rob Garland, Douglas Bottrell, and Ryan Waddington, with Ryan Waddington serving as the CEO since then. | Integrated Oil | Founder | |
Granite Bridge Partners LLC
![]() Granite Bridge Partners LLC Investment ManagersFinance Granite Bridge Partners LLC (Granite Bridge Partners) is a private equity firm founded in 2018. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Newlight Partners LP
![]() Newlight Partners LP Investment ManagersFinance Newlight Partners LP (Newlight Partners) is a private equity firm founded in 2018. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Federal Reserve Bank of New York | General Government | Private Equity Investor | |
ASIA PACIFIC GENERAL INSURANCE COMPANY LIMITED | Property/Casualty Insurance | Director/Board Member | |
Glenview Capital Management LLC
![]() Glenview Capital Management LLC Investment ManagersFinance Glenview Capital Management LLC (Glenview) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Lawrence Robbins in 2000 and is a wholly owned subsidiary of RINC Family Partnership LLC. Glenview manages capital for qualified investors through a series of private investment funds. | Investment Managers | Analyst-Equity | |
Brand Capital International
![]() Brand Capital International Investment ManagersFinance Brand Capital International (Brand Capital International) is a venture capital subsidiary of Bennett Coleman & Co. Ltd founded in 2015. The firm is headquartered in Redwood City, California. | Investment Managers | Private Equity Investor | |
Wespro Digital Pvt Ltd.
![]() Wespro Digital Pvt Ltd. Electronics DistributorsDistribution Services Wespro Digital Pvt Ltd. manufactures and supplies digital electronic products. Its products include digital cameras, MP3 and MP4 players and video cameras. The company was founded in 2007 and is headquartered in Mumbai, India. | Electronics Distributors | Public Communications Contact | |
Tristar Products, Inc.
![]() Tristar Products, Inc. Internet Software/ServicesTechnology Services Tristar Products, Inc. offers long-form infomercials and commercial spots to sell home appliances, fitness equipment, and sports gear. The company was founded by Keith Mirchandani in 1992 and is headquartered in Santa Rosa Beach, FL. | Internet Software/Services | Public Communications Contact | |
Rutgers University, Camden | College/University | Masters Business Admin | |
Yale University | College/University | Undergraduate Degree | |
Rutgers University- Newark | College/University | Doctorate Degree | |
Mill Road Capital Management LLC
![]() Mill Road Capital Management LLC Investment ManagersFinance Mill Road Capital Management LLC (Mill Road Capital) is a private equity firm founded in 2004 by Thomas Lynch. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Director/Board Member | |
Riley Exploration Group LLC
![]() Riley Exploration Group LLC Oil & Gas ProductionEnergy Minerals Riley Exploration Group LLC engages in the exploration, development and production of oil and natural gas. The company was founded by Bobby Riley, Corey Riley and Kevin Riley in January 2012 and is headquartered in Blanchard, OK. | Oil & Gas Production | Director/Board Member | |
Leo Financial, Inc.
![]() Leo Financial, Inc. Financial ConglomeratesFinance Leo Financial, Inc. offers LeoPlanner, a financial planning and guidance service that is professionally designed, automated, and available through subscription. The private company is based in St. Louis, MO. The service is accessible even for those without savings and requires no financial background. The AI technology is guided by human expertise to provide personalized financial advice. | Financial Conglomerates | Director/Board Member | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Keefe, Bruyette & Woods, Inc.
![]() Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity | |
BNP Paribas Securities Corp.
![]() BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Investment Banks/Brokers | Analyst-Equity |
Statistics
International
United States | 44 |
France | 2 |
United Kingdom | 2 |
Bangladesh | 2 |
India | 2 |
Sectoral
Finance | 29 |
Consumer Services | 9 |
Commercial Services | 3 |
Technology Services | 3 |
Energy Minerals | 3 |
Operational
Undergraduate Degree | 29 |
Corporate Officer/Principal | 25 |
Analyst-Equity | 23 |
Director/Board Member | 18 |
Masters Business Admin | 12 |
Most connected contacts
Insiders | |
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Ann Frances Kaplan | 12 |
Douglas Bottrell | 11 |
John Robert Chrin | 10 |
Matt Fishbein | 10 |
Ashish Mago | 9 |
Morris Davis | 9 |
Kegeles Gregory | 6 |
Diane Ashley | 6 |
Devesh Ramchandani | 5 |
Sagar Shah | 5 |
Maria Lourdes Kattan-Chrin | 5 |
Joanna Gassoso | 5 |
Tom Shaughnessy | 4 |
Keith Spano | 4 |
Chinmay Kulkarni | 4 |
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