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Network origin in Bernie Kent first degree
Entity | Entity type | Industry | |
---|---|---|---|
Schechter Private Capital LLC
![]() Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan.
48
| Subsidiary | Investment Managers | 48 |
Telemus Capital Partners LLC
![]() Telemus Capital Partners LLC Investment ManagersFinance Telemus Capital Partners LLC provides objective financial advice to clients to help them plan and achieve their financial goals. The private company is based in East Lansing, MI. The company's services range from financial planning to wealth transfers, philanthropy, and education savings. The company assists clients in managing their personal balance sheets and developing asset allocation strategies that align with their objectives.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bernie Kent via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Consultant / Advisor Consultant / Advisor | |
MSX International, Inc.
![]() MSX International, Inc. Engineering & ConstructionIndustrial Services MSX International, Inc. provides outsourced business, engineering, and human capital services. It offers technical staffing, training, warranty, and dealer solutions. The company was founded in 1996 and is headquartered in Detroit, MI. | Engineering & Construction | Private Equity Investor | |
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Private Equity Investor | |
Westwood Management Corp. (Texas)
![]() Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Investment Managers | Head-Equity Investments | |
Salient Partners LP
![]() Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Portfolio Manager-Equities | |
JPMORGAN CHASE & CO. | Major Banks | Private Equity Investor | |
Lincoln Financial Distributors, Inc.
![]() Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Private Equity Investor | |
Telemus Capital LLC
![]() Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Investment Managers | Corporate Officer/Principal | |
AXA Assistance USA, Inc.
![]() AXA Assistance USA, Inc. Insurance Brokers/ServicesFinance AXA Assistance USA, Inc. engages in the provision of insurance. It services include Travel Assistance, insurance, and security services; Global Healthcare Solutions; and Concierge Services. The company was founded on May 17, 1983 and is headquartered in Chicago, IL. | Insurance Brokers/Services | Private Equity Investor | |
Salient Capital Advisors LLC
![]() Salient Capital Advisors LLC Investment ManagersFinance Salient Capital Advisors LLC (Salient) is an asset management firm headquartered in Houston, Texas. The firm was founded when their direct parent, Salient Partners LP acquired RDG Capital LLC in December 2010. Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | President | |
SALIENT MIDSTREAM & MLP FUND | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Michigan State University | College/University | Graduate Degree | |
Principal Financial Services, Inc.
![]() Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Financial Conglomerates | Private Equity Investor | |
Clc-Squared LLC
![]() Clc-Squared LLC Miscellaneous Commercial ServicesCommercial Services Clc-Squared LLC provides health care consulting services. The company is headquartered in North Riverside, IL. | Miscellaneous Commercial Services | Private Equity Investor | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
Texas A&M University | College/University | Undergraduate Degree | |
Texas Tech University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
Mercedes-Benz USA LLC
![]() Mercedes-Benz USA LLC Wholesale DistributorsDistribution Services Mercedes-Benz USA LLC distributes and markets and Mercedes-Benz products in the United States. It offers sedans, coupes, SUV's and wagons and convertibles and roadsters. The firm also offers maybach, smart, and sprinter products. It has offices in Irvine, Jacksonville, Montvale, Parsippany and Rosemont. The company was founded by Karl Benz, Emil Jellinek, Gottlieb Daimler and Wilhelm Maybach in 1965 and is headquartered in Montvale, NJ. | Wholesale Distributors | Private Equity Investor | |
Benteler Automotive Corp.
![]() Benteler Automotive Corp. Wholesale DistributorsDistribution Services Benteler Automotive Corp. manufactures automotive components. Its products include chassis systems, structures, and exhaust systems. The company offers engine applications and engineering systems. Benteler Automotive was founded in 1986 and is headquartered in Auburn Hills, MI. | Wholesale Distributors | Private Equity Investor | |
UBS AG (Singapore)
![]() UBS AG (Singapore) Major BanksFinance UBS Wealth Management (Singapore) (UBSWM-Singapore) is the wealth management operation of UBS AG (Singapore), a subsidiary of UBS AG (NYSE: UBS) in Switzerland. The firm provides a range of services including strategic wealth planning, liquidity solutions, retirement planning and succession planning to private clients. | Major Banks | Consultant / Advisor | |
Securian Financial Group, Inc.
![]() Securian Financial Group, Inc. Life/Health InsuranceFinance Securian Financial Group, Inc. provides insurance, retirement planning and investment services. It offers individual and group life and disability insurance, annuities and mortgage life insurance. The firm also provides mutual funds, institutional asset management, annuity and retirement plans through its subsidiaries. The company was founded by Russell Dorr on August 6, 1880 and is headquartered in St. Paul, MN. | Life/Health Insurance | Private Equity Investor | |
Salient Capital Management LLC
![]() Salient Capital Management LLC Miscellaneous Commercial ServicesCommercial Services Salient Capital Management LLC provides asset and wealth management services. It offers services to high net worth and affluent individuals and smaller institutions including financial and estate planning, trusts and custody services. The company was founded on May 28, 2003 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | President | |
Pulse 220 LLC
![]() Pulse 220 LLC Advertising/Marketing ServicesCommercial Services Pulse 220 LLC provides consulting and advertising services. It provides experiential marketing and promotional products. The company was founded by Renee Ehrlich and is headquartered in Auburn Hills, MI. | Advertising/Marketing Services | Chief Executive Officer | |
Fullerton Tool Co., Inc.
![]() Fullerton Tool Co., Inc. Industrial MachineryProducer Manufacturing Fullerton Tool Co., Inc. engages in the design and production of solid carbide cutting tools. It offers end mills, drills, reamers, burrs, saws, key seat cutters, and custom tooling. The company was founded by Morgan A. Curry in 1942 and is headquartered in Saginaw, MI. | Industrial Machinery | Private Equity Investor | |
BlackRock Financial Management, Inc.
![]() BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Investment Managers | Private Equity Analyst | |
PinPoint Solutions, Inc.
![]() PinPoint Solutions, Inc. Personnel ServicesCommercial Services PinPoint Solutions, Inc. engages in the operation of recruitment firm. It provides customized recruiting products and services. It offers services to accounting and finance, engineering and scientist, general management, operations and manufacturing, and supply chain management. The company was founded by Dennis Dunlavey in 2005 and is headquartered in Greenville, SC. | Personnel Services | Consultant / Advisor | |
Schechter Wealth Strategies
![]() Schechter Wealth Strategies Investment ManagersFinance Part of NFP Holdings LLC, Schechter Wealth Strategies is an American company that provides wealth advisory and financial services. Marc Schechter has been the CEO of the company since 2002. | Investment Managers | Chief Executive Officer Consultant / Advisor Chief Investment Officer Consultant / Advisor President | |
Stephen M. Ross School of Business | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Schechter Investment Advisors LLC
![]() Schechter Investment Advisors LLC Investment ManagersFinance Schechter Investment Advisors LLC (Schechter) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. The firm was founded in 1939 and formerly known as Aravello Capital Partners LLC. Schechter provides financial planning and investment management services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Symetra Life Insurance Co. (Investment Portfolio)
![]() Symetra Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Symetra Life Insurance Co. (Investment Portfolio) (Symetra-IP) is the investment portfolio division of Symetra Life Insurance Co., an insurance management firm headquartered in Bellevue, Washington. The firm was founded in 1957 and is a subsidiary of Symetra Financial Corp., itself owned by Sumitomo Life Insurance Co. in Japan. Symetra provides annuities, life insurance and benefits products to people and businesses nationwide. Symetra-IP manages the investment portfolio of insurance clients. | Investment Managers | Private Equity Investor | |
TRG Capital Management, Inc.
![]() TRG Capital Management, Inc. Investment ManagersFinance TRG Capital Management, Inc. provides investment advice. The private company is based in Raleigh, NC. | Investment Managers | Private Equity Investor | |
University of Detroit Mercy School of Law | College/University | General Counsel | |
Lotsoff Capital Management LLC | Consultant / Advisor | ||
Retirement Planners of America
![]() Retirement Planners of America Investment ManagersFinance RPOA Advisors, Inc. (dba Retirement Planners of America) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Kenneth “Ken” Moraif in 2011 and is principally owned by the Moraif Family Exempt Irrevocable Trust, for which Ken Moraif serves as Trustee. Retirement Planners of America provides financial planning, investment management, family estate planning & income tax planning services to individuals who are retired or soon to be retired. | Investment Managers | Consultant / Advisor | |
Walsh Financial Solutions LLC
![]() Walsh Financial Solutions LLC Investment ManagersFinance Walsh Financial Solutions LLC provides investment advice. The private company is based in Golden, CO. | Investment Managers | Private Equity Investor | |
Pamplin College of Business | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC (Private Banking)
![]() Goldman Sachs & Co. LLC (Private Banking) Investment ManagersFinance Goldman Sachs & Co. LLC (Private Banking) is the private banking division of Goldman Sachs & Co. LLC (GS&Co.), itself owned by The Goldman Sachs Group, Inc. (NYSE: GS), a bank and financial holding company headquartered in New York City. GS&Co.'s Private Wealth Management (PWM) group primarily provides advisory services to high-net worth individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Kellogg School of Management | College/University | Masters Business Admin | |
Young President Organization (Austin) | Corporate Officer/Principal | ||
BM TECHNOLOGIES, INC. | Packaged Software | Director/Board Member |
Statistics
International
United States | 46 |
Hong Kong | 2 |
Singapore | 2 |
Sectoral
Finance | 23 |
Consumer Services | 12 |
Commercial Services | 6 |
Distribution Services | 3 |
Industrial Services | 2 |
Operational
Private Equity Investor | 41 |
Consultant / Advisor | 37 |
Undergraduate Degree | 12 |
Corporate Officer/Principal | 11 |
President | 6 |
Most connected contacts
Insiders | |
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Greg Reid | 13 |
Aaron Hodari | 8 |
Hildebrand Ulli | 6 |
Marc Schechter | 5 |
Michael Gregg | 5 |
Risi Alfredo | 5 |
Feldman Bradley | 5 |
Wehner Paul | 4 |
Liss Ilana | 4 |
Jason Zimmerman | 4 |
Adsit Phillip | 3 |
Ricks Bob | 3 |
Beauchamp Kevin | 3 |
Stein John | 3 |
Vieder Jeff | 3 |
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