David Charles Stephan
Analyst-Equity at Hamilton Point Investment Advisors LLC
Network origin in David Charles Stephan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Duquesne University of The Holy Spirit
29
| College/University | Other Consumer Services | 29 |
Hamilton Point Investment Advisors LLC
 Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Charles Stephan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| FEDERATED HERMES, INC. | Investment Managers | Director/Board Member | |
| KEURIG GREEN MOUNTAIN INC | Food: Specialty/Candy | Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | President Portfolio Manager-Equities | |
Strategic Financial Services, Inc. (New York)
 Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Investment Managers | President | |
Northcoast Research Partners LLC
 Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
| Hamilton College (New York) | College/University | Undergraduate Degree | |
| University of Pittsburgh | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Graduate Degree | |
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 | Analyst-Equity | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Federal Home Loan Bank of Pittsburgh
 Federal Home Loan Bank of Pittsburgh Major BanksFinance Federal Home Loan Bank of Pittsburgh engages in the provision of financial products and services. Its products include credit, mortgage, and banking products. The firm also offers advances and letters of credit, and various bank services like depository; electronic funds transfer; safekeeping; and settlement. Its community products include community lending program, banking on business, and blueprint communities. The company was founded in 1932 and is headquartered in Pittsburgh, PA. | Major Banks | Corporate Officer/Principal | |
The Kresge Foundation
 The Kresge Foundation Investment Trusts/Mutual FundsMiscellaneous The Kresge Foundation (Kresge) is a private, national foundation headquartered in Troy, Michigan. The firm was founded in 1924 to promote human progress. Kresge works to expand opportunities in America’s cities through grantmaking and social investing in arts and culture, education, environment, health, human services and community development, nationally and in Detroit, Memphis and New Orleans. | Investment Trusts/Mutual Funds | Analyst-Equity | |
| Wake Forest University | College/University | Undergraduate Degree | |
| Catawba College | College/University | Undergraduate Degree | |
| Clarion University of Pennsylvania | College/University | Undergraduate Degree | |
| Holy Family University | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Chatham Capital Partners, Inc.
 Chatham Capital Partners, Inc. Investment ManagersFinance Chatham Capital Partners Inc (Chatham Capital Partners) is a private equity firm founded in 2001 by Brian G. Reynolds, Nick Anacreonte and Lin Wang. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Analyst | |
Soles Brower Smith & Co.
 Soles Brower Smith & Co. Investment ManagersFinance Soles Brower Smith & Co. provides investment advice. The private company is based in Greensboro, NC. The company was founded by Joseph M. Brower. | Investment Managers | Corporate Officer/Principal | |
Habitat for Humanity of Collier County, Inc.
 Habitat for Humanity of Collier County, Inc. Services to the Health IndustryHealth Services Habitat for Humanity of Collier County, Inc. engages in builidng, repairing and renovating. The company was founded in 1978 and is headquartered in Naples, FL. | Services to the Health Industry | Corporate Officer/Principal | |
| Tepper School of Business | College/University | Masters Business Admin | |
Bridgeway Capital, Inc.
 Bridgeway Capital, Inc. Investment ManagersFinance Founded in 1990 by Mark Peterson, Bridgeway Capital, Inc. is a private equity firm located in Pittsburgh, Pennsylvania. | Investment Managers | Private Equity Analyst | |
| CNN Worldwide | Corporate Officer/Principal | ||
| Wuhan Institute of Technology | College/University | Undergraduate Degree | |
Foyil Securities CJSC
 Foyil Securities CJSC Investment Banks/BrokersFinance Part of Foyil Group, Foyil Securities CJSC is an Ukrainian company that provides brokerage services. The company is based in Kiev, Ukraine. Founded in 1997. | Investment Banks/Brokers | Director of Research - Equity | |
| The University of North Carolina at Asheville | College/University | Masters Business Admin | |
| Saint Vincent Seminary | College/University | Director/Board Member | |
| JonesPassodelis Pllc | Corporate Officer/Principal | ||
EHS Support LLC
 EHS Support LLC Medical/Nursing ServicesHealth Services EHS Support LLC operates as an environmental, health and safety consulting firm. It offers consultation, remediation management, health and safety, potentially responsible parties, mergers and acquisitions, investigation, risk assessment, environmental compliance, sustainability, oil and gas services. The company was founded in 2005 and is headquartered in Pittsburgh, PA | Medical/Nursing Services | Chief Executive Officer | |
Meyer, Darragh, Buckler, Bebenek & Eck Pllc
 Meyer, Darragh, Buckler, Bebenek & Eck Pllc Miscellaneous Commercial ServicesCommercial Services Meyer, Darragh, Buckler, Bebenek & Eck PLLC is a law firm that provides legal services. The private company is based in Pittsburgh. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sunrise Strategic Partners LLC
 Sunrise Strategic Partners LLC Investment ManagersFinance Sunrise Strategic Partners LLC (Sunrise Strategic Partners) is a private equity firm founded in 2016 by Stephen Hughes and Vincent Love. The firm is headquartered in Boulder, Colorado. | Investment Managers | Consultant / Advisor | |
| BOULDER BRANDS INC | Food: Meat/Fish/Dairy | Comptroller/Controller/Auditor | |
| University of Vermont | College/University | Undergraduate Degree | |
ParkerGale LLC
 ParkerGale LLC Investment ManagersFinance ParkerGale LLC (Parkergale) is a private equity firm founded in 2014. The firm is headquartered in Chicago, Illinois. | Investment Managers | Compliance Officer | |
| Capital University Law School | College/University | Graduate Degree |
Statistics
International
| United States | 44 |
| China | 2 |
| Ukraine | 2 |
Sectoral
| Finance | 20 |
| Consumer Services | 16 |
| Consumer Non-Durables | 3 |
| Commercial Services | 3 |
| Miscellaneous | 3 |
Operational
| Corporate Officer/Principal | 53 |
| Director/Board Member | 40 |
| Undergraduate Degree | 31 |
| Masters Business Admin | 17 |
| Chairman | 10 |
Most connected contacts
| Insiders | |
|---|---|
| Joseph Clinton Guyaux | 22 |
| Randall L. Vanderveen | 18 |
| Joseph DiNucci | 13 |
| William J. Lyons | 12 |
| James C. Stalder | 11 |
| Tiffany Bell | 8 |
| K. C. Nelson | 8 |
| Ryan Stump | 7 |
| Nate Byrd | 6 |
| Pat Heath | 6 |
| Rick Woods | 6 |
| Jeff Acquafondata | 6 |
| Andrew Conover Burns | 6 |
| Thaddeus Senko | 5 |
| Kristopher Crown | 5 |
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