Network origin in Brian Mattingly first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Louisville
26
| College/University | Other Consumer Services | 26 |
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations.
10
| Subsidiary | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Mattingly via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Kentucky | College/University | Corporate Officer/Principal Undergraduate Degree | |
University of Western Kentucky | College/University | Director of Finance/CFO Undergraduate Degree | |
ARGI Financial Group LLC
ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
Beam Technologies, Inc.
Beam Technologies, Inc. Packaged SoftwareTechnology Services Beam Technologies, Inc. operates as a platform that uses a connected toothbrush to connect consumers to the dental goods and services. It develops a toothbrush that is paired with a smartphone application which monitors daily brushing and sends reports to user's dentist if required. The company was founded by Alex Xavier Frommeyer, Dan Dyche, Daniell Edward Dykes, and Alexander David Curry in 2012 and is headquartered in Columbus, OH. | Packaged Software | Founder Founder | |
Access Ventures, Inc.
Access Ventures, Inc. Investment ManagersFinance Access Ventures, Inc (Access Ventures) is a venture capital firm founded in 2014 by Bryce Butler. The firm is headquartered in Louisville, Kentucky. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Chief Investment Officer Analyst-Equity | |
Cincinnati USA Regional Chamber | Director/Board Member | ||
Cintrifuse
Cintrifuse Miscellaneous Commercial ServicesCommercial Services Cintrifuse is a startup ecosystem that aims to make Greater Cincinnati the number one startup hub in the world. Cintrifuse is based in Cincinnati, OH, and has subsidiaries in the United States. The private company inspires ideas, empower founders, attract investors, and lure talent to the region. The company offers startup services, including insight, membership, and mentorship, and a strategic fund of funds that connects a broad network of venture capital, startups, and solutions. | Miscellaneous Commercial Services | Director/Board Member | |
CincyTech LLC
CincyTech LLC Investment ManagersFinance CincyTech LLC (CincyTech) is a venture capital firm founded in 2007. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Director/Board Member | |
Purdue Research Foundation
Purdue Research Foundation Miscellaneous Commercial ServicesCommercial Services Purdue Research Foundation manages and licenses intellectual property, administers trusts, acquires property, negotiates research contracts and performs other services. The organization was founded in 1930 and is headquartered in West Lafayette, IN. | Miscellaneous Commercial Services | Director/Board Member | |
REDI Cincinnati | Director/Board Member | ||
University of Cincinnati Research Institute | Chief Executive Officer | ||
Indiana Public Employees' Retirement Fund
Indiana Public Employees' Retirement Fund Investment ManagersFinance Based in Indianapolis, the Indiana Public Employees' Retirement Fund (PERF) was created in 1945 to provide secure, long-term pension benefits for Indiana public service employees | Investment Managers | Corporate Officer/Principal | |
COMMUNITY TRUST BANCORP, INC. | Regional Banks | Director/Board Member | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Harvard Divinity School | College/University | Graduate Degree | |
Hanover College | College/University | Undergraduate Degree | |
Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
LaSalle University | College/University | Graduate Degree | |
Todd Asset Management LLC
Todd Asset Management LLC Investment ManagersFinance Todd Asset Management LLC (TAM) is a privately-held registered investment advisory firm headquartered in Louisville, Kentucky. The firm was founded by Bosworth Todd in 2009 upon the combination of Veredus Asset Management LLC (VAM) with Todd Investment Advisors, Inc. (TIA) and subsequently changed its name to Todd-Veredus Asset Management LLC (TVAM). They renamed their name into Todd Asset Management in 2013. TAM provides advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
River Road Asset Management LLC
River Road Asset Management LLC Investment ManagersFinance River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients. | Investment Managers | Analyst-Equity | |
Deloitte/Malawi/
Deloitte/Malawi/ Miscellaneous Commercial ServicesCommercial Services Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi. | Miscellaneous Commercial Services | Consultant / Advisor | |
Boston College | College/University | Graduate Degree | |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Portfolio Manager-Equities | |
Legible Media, Inc.
Legible Media, Inc. Internet Software/ServicesTechnology Services Part of Legible, Inc., Legible Media, Inc. operates as a digital reading and publishing platform. The company is based in Vancouver, Canada. The Canadian company was founded in 2020 by Mark Hanson Holden, Angela Doll Carlson, Kaleeg Hainsworth. Kaleeg Hainsworth has been the CEO since 2020. Legible Media was acquired by Twenty20 Investments, Inc. on November 29, 2021 for $0.0 million. | Internet Software/Services | Chief Executive Officer | |
Keyhorse Capital
Keyhorse Capital Investment ManagersFinance Keyhorse Capital (Keyhorse) is a venture capital subsidiary of The Kentucky Science & Technology Corp founded in 2001. The firm is headquartered in Louisville, Kentucky. | Investment Managers | Consultant / Advisor | |
Thoroughbred Spirits Partners LLC
Thoroughbred Spirits Partners LLC Investment ManagersFinance Thoroughbred Spirits Partners LLC (Thoroughbred Spirits Partners) is a private equity firm founded in 2009 by David Large. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Vanderbilt University | College/University | Masters Business Admin | |
EDSCO Fasteners LLC
EDSCO Fasteners LLC Metal FabricationProducer Manufacturing EDSCO Fasteners LLC engages in the manufacture of anchor bolts. Its products include smooth bar bolts, rebar bolts, plate, and cages. It serves energy and power, communications, transportation, industrial construction, and sea port and marine construction markets. The company was founded in 1985 and is headquartered in Denton, TX. | Metal Fabrication | Director/Board Member | |
Validor Capital LLC
Validor Capital LLC Investment ManagersFinance Validor Capital LLC (Validor Capital) is a private equity firm founded in 2012 by Matthew C. Kaufman. The firm is headquartered in Boca Raton, Florida. | Investment Managers | Private Equity Investor | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
Stony Brook University | College/University | Doctorate Degree | |
Evalueserve, Inc.
Evalueserve, Inc. Information Technology ServicesTechnology Services Evalueserve, Inc. is a global provider of AI-enhanced managed services. Its solutions uniquely combine expert services with domain-specific AI and have been recognized by analysts such as Forrester and Chartis. Evalueserve’s solutions include data analytics, insights & advisory, intellectual property & R&D, investment banking services, lending services, private equity services, and risk & compliance. These solutions are powered by Evalueserve’s modular AIRA (AI for Research and Analytics) ecosystem, which includes domain-specific accelerators, products, and platforms. Evalueserve experts use these tools to reduce time to value and integrated new solutions into existing workflows. Notable products and platforms include Insightsfirst, Insightloupe, Publishwise, Spreadsmart, and Compsbuilder. The company supports three categories of firms: financial services, corporates, and professional services. Specifically, this includes Investment Banks, Corporate & Commercial Banks, Asset & Wealth Management Firms, Private Equity & Venture Capital Firms, Index Providers, Technology & Telecom, Life Sciences & Healthcare, Manufacturing & Industrial Goods, Energy, Chemicals, CPG & Retail, Logistics & Transportation, Professional Service Firms, Consultancy & Advisory Firms, Legal Firms, Real Estate Firms, Education & EdTech Firms. The company was founded by Alok Aggarwal & Marc Vollenweider in 2000 and is headquartered in Raleigh, NC. | Information Technology Services | Corporate Officer/Principal | |
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 | |
Bellarmine University | College/University | Masters Business Admin | |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Portfolio Manager-Equities | |
Monomoy Capital Partners LLC
Monomoy Capital Partners LLC Investment ManagersFinance Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
University of Dayton | College/University | Undergraduate Degree | |
Cressey & Co. LP
Cressey & Co. LP Investment ManagersFinance Cressey & Co. LP (Cressey & Co) is a private equity firm. The firm is founded in the year 2008 by Bryan Charles Cressey and it is headquartered in Chicago, Illinois and Nashville, Tennessee. | Investment Managers | Corporate Officer/Principal | |
Indiana University Southeast | College/University | Masters Business Admin | |
New Covenant Trust Co., NA
New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors. | Investment Trusts/Mutual Funds | Director of Investments |
Statistics
International
United States | 48 |
Malawi | 2 |
Canada | 2 |
Sectoral
Finance | 20 |
Consumer Services | 13 |
Commercial Services | 7 |
Technology Services | 6 |
Distribution Services | 2 |
Operational
Director/Board Member | 40 |
Undergraduate Degree | 31 |
Corporate Officer/Principal | 28 |
Portfolio Manager-Equities | 12 |
Graduate Degree | 11 |
Most connected contacts
Insiders | |
---|---|
Phoebe Wood | 21 |
James R. Ramsey | 17 |
Vikram Chadha | 17 |
David Adams | 14 |
Ben Pace | 6 |
Sarah Krupp | 5 |
Emily Snyder | 5 |
Gavin Wayne Stephens | 4 |
Matthew Pearson | 4 |
Brad Fry | 4 |
Hunter Willis | 4 |
Candice Rezvanian | 4 |
Ron Butt | 4 |
Daniell Dykes | 3 |
Joe Tichenor | 3 |
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