Network origin in Charlie Eldemire first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
285
| Subsidiary | Investment Managers | 285 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Eldemire via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| SERVICENOW, INC. | Packaged Software | Director/Board Member | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Bates College | College/University | Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stony Brook University | College/University | Undergraduate Degree Doctorate Degree | |
| DePaul University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| United States Naval Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| University of Georgia | College/University | Masters Business Admin Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal | |
Citigroup North America, Inc.
 Citigroup North America, Inc. Regional BanksFinance Citigroup North America, Inc. provides banking services. It also provides personal credit services. The company was founded in 2011 and is headquartered in Hartford, CT. | Regional Banks | Corporate Officer/Principal | |
| THOUGHTWORKS HOLDING, INC. | Miscellaneous Commercial Services | Director/Board Member | |
Unqork, Inc.
 Unqork, Inc. Packaged SoftwareTechnology Services Unqork, Inc. develops software application solutions. It serves the insurance, financial services, government, and education sectors. The company was founded by Gary Hoberman in 2017 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
| NU HOLDINGS LTD. | Information Technology Services | Director/Board Member | |
| Sands Point Consulting LLC | Corporate Officer/Principal | ||
| PURE STORAGE, INC. | Computer Peripherals | Director/Board Member | |
| SVF INVESTMENT CORP. | Financial Conglomerates | Director/Board Member | |
| RBC & Associates | Corporate Officer/Principal |
Statistics
International
| United States | 46 |
| Canada | 2 |
| Israel | 2 |
| Cayman Islands | 2 |
Sectoral
| Finance | 23 |
| Consumer Services | 20 |
| Technology Services | 4 |
| Commercial Services | 2 |
| Electronic Technology | 2 |
Operational
| Corporate Officer/Principal | 177 |
| Undergraduate Degree | 83 |
| Director/Board Member | 82 |
| Portfolio Manager-Equities | 41 |
| Masters Business Admin | 27 |
Most connected contacts
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Joseph Grano | 28 |
| Andy Morse | 16 |
| Rosemary Berkery | 15 |
| Christopher John Sylvester | 13 |
| Wes Karger | 11 |
| Daniel F. Davis | 10 |
| Himanshu Shah | 10 |
| Michael Mascis | 9 |
| Marten Sybren Hoekstra | 8 |
| Jim G. Ramsey | 8 |
| Pace Roy Kessenich | 8 |
| Michael Giordano | 8 |
| Michael Messinger | 7 |
| Everett Weinberger | 7 |
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