Network origin in Brad Unruh first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Dean Witter Reynolds, Inc.
88
| Extinct | Investment Managers | 88 |
Halbert Wealth Management, Inc.
 Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brad Unruh via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Portfolio Manager-Fixed Income | |
Sears, Roebuck & Co.
 Sears, Roebuck & Co. Department StoresRetail Trade Sears, Roebuck & Co. engages in provision of merchandise and related services. It offers range of home merchandise, apparel and automotive products and services. It also provides a variety of merchandise and services through online and catalogs. The company was founded in 1886 and is headquartered in Hoffman Estates, IL. | Department Stores | Corporate Officer/Principal Corporate Officer/Principal | |
| THE ALLSTATE CORPORATION | Property/Casualty Insurance | Chief Executive Officer Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Institutional Sales Corporate Officer/Principal | |
Emerald Advisers LLC
 Emerald Advisers LLC Investment ManagersFinance Emerald Advisers, Inc. (Emerald) is a SEC-registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded in 1991 by Joseph Besecker and Scott Rehr. They are a wholly-owned subsidiary of Emerald Asset Management PA LLC, ultimately held by 1251 Capital Group, Inc. Emerald provides discretionary advisory services to institutional, governmental, trusts, estates, charitable and high net worth individuals. | Investment Managers | Sales & Marketing | |
PRIMECAP Management Co.
 PRIMECAP Management Co. Investment ManagersFinance PRIMECAP Management Co. (PRIMECAP) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1983 by Theofanis Kolokotrones and Mitchell Milias. PRIMECAP manages US-focused equity portfolios for a limited number of institutions and mutual funds for the Vanguard Group and the PRIMECAP Odyssey Funds. | Investment Managers | Trading-Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Viking Fund Management LLC
 Viking Fund Management LLC Investment ManagersFinance Viking Fund Management LLC is a SEC-registered investment advisor headquartered in Minot, North Dakota. The firm was founded in 1988 by Shannon Radke and is a subsidiary of Corridor Investors LLC. They offer income producing strategies for individual investors, registered investment advisors and broker/dealers. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Evergreen Capital Management LLC
 Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Investment Managers | Chairman Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Masters Business Admin Graduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
| Georgetown University | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of North Dakota | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| Gettysburg College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Waste Services, Inc.
 Waste Services, Inc. TruckingTransportation Waste Services, Inc. operates as a integrated solid waste services company. It provides collection, transfer, landfill disposal and recycling services for the commercial, industrial and residential industries. It was founded in 1997 and is headquartered in Burlington, CA. | Trucking | Director/Board Member Corporate Officer/Principal | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Graduate Degree | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Minot State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
| Loras College | College/University | Undergraduate Degree |
Statistics
International
| United States | 48 |
| France | 2 |
| Canada | 2 |
Sectoral
| Finance | 26 |
| Consumer Services | 20 |
| Retail Trade | 3 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 252 |
| Director/Board Member | 128 |
| Undergraduate Degree | 69 |
| Chairman | 56 |
| Analyst-Equity | 48 |
Most connected contacts
| Insiders | |
|---|---|
| Tom Wilson | 30 |
| David Stockert | 28 |
| Todd Ault | 27 |
| Andrew Taub | 25 |
| Paul K. Kelly | 24 |
| Rick Rick | 19 |
| Patrick Joseph Halloran | 18 |
| Garo Armen | 16 |
| Bryan Maher | 15 |
| Edwin Wahlen | 13 |
| Russell Kenneth Mayerfeld | 12 |
| Alexander T. Shang | 12 |
| Joel Gerson Serebransky | 11 |
| Larry Feinberg | 10 |
| Charles E. McCarthy | 10 |
- Stock Market
- Insiders
- Brad Unruh
- Company connections
