David Wayne Hefty
Chief Executive Officer at CX Institutional LLC
Network origin in David Wayne Hefty first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Purdue University
166
| College/University | Other Consumer Services | 166 |
Hefty Wealth Partners, Inc.
 Hefty Wealth Partners, Inc. Investment ManagersFinance Hefty Wealth Partners, Inc. provides investment advice. The private company is based in Auburn, IN and has subsidiaries in the United States. The company was founded in 2000 by David Wayne Hefty, who has been the CEO since 2000.
3
| Extinct | Investment Managers | 3 |
CX Institutional LLC
 CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Wayne Hefty via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| ELI LILLY AND COMPANY | Pharmaceuticals: Major | Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Undergraduate Degree Graduate Degree | |
Stock Yards Bank & Trust Co.
 Stock Yards Bank & Trust Co. Investment ManagersFinance Stock Yards Bank & Trust Co. (SYBT) is an investment adviser headquartered in Louisville, Kentucky. The firm was founded in 1904 and is a wholly-owned subsidiary of Stock Yards Bancorp, Inc. (NASDAQ: SYBT). SYBT offers financial planning, investment management, retirement planning, and trust and estate services to individuals, families, and businesses. | Investment Managers | Private Equity Investor | |
Google LLC
 Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Michigan State University | College/University | Graduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Masters Business Admin | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| George Washington University | College/University | Masters Business Admin Graduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Graduate Degree | |
| DeVry University | College/University | Graduate Degree | |
| Indiana University | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
| Lawrence University | College/University | Undergraduate Degree | |
| Loyola University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Doctorate Degree Graduate Degree | |
| University of Illinois | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Graduate Degree Graduate Degree | |
Indian Institute of Technology Madras
 Indian Institute of Technology Madras Other Consumer ServicesConsumer Services The Indian Institute of Technology, Madras, is among the foremost of institutes of national importance in higher technological education and in basic and applied research. The Institute, with nearly 360 faculty, 4000 students, 1250 administrative and supporting staff, is a self-contained campus and is located in a beautiful, wooded land of about 250 hectares in South Madras | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Sao Paulo | College/University | Undergraduate Degree | |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Portfolio Manager-Equities | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Little Engine Ventures
 Little Engine Ventures Investment ManagersFinance Little Engine Ventures (Little Engine Ventures) is a venture capital firm founded in 2016 by Daryl Starr. The firm is headquartered in Lafayette, Indiana. | Investment Managers | Founder Private Equity Investor | |
Tau Ventures LLC
 Tau Ventures LLC Investment ManagersFinance Tau Ventures LLC (Tau Ventures) is a venture capital firm founded in 2018 by Amit Garg and Sanjay K. Rao. The firm is headquartered in Palo Alto, California. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
| Kelley School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| Damien Center | Director/Board Member | ||
| Fundação Instituto de Administração | College/University | Graduate Degree | |
MarketCounsel LLC
 MarketCounsel LLC Miscellaneous Commercial ServicesCommercial Services MarketCounsel LLC provides business and regulatory compliance consulting services. Its services include RIA incubator program, compliance management, and custom consulting. The company was founded by Brian S. Hamburger in 2000 and is headquartered in Englewood, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lumia Capital LLC
 Lumia Capital LLC Investment ManagersFinance Lumia Capital LLC (Lumia Capital) is a venture capital firm founded in 2011 by Martin Gedalin. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor | |
Neon Payments Ltd.
 Neon Payments Ltd. Packaged SoftwareTechnology Services Neon Payments Ltd. is a holding British company that provides payment technology services through its subsidiaries. The private company is based in London, UK. The company was founded in 2018 by Pedro Henrique De Souza Conrade. | Packaged Software | Director/Board Member | |
| CHINOOK THERAPEUTICS, INC. | Pharmaceuticals: Major | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin | |
| AIMMUNE THERAPEUTICS, INC. | Pharmaceuticals: Major | Chief Executive Officer | |
Estes Design & Manufacturing, Inc.
 Estes Design & Manufacturing, Inc. Building ProductsProducer Manufacturing Estes Design & Manufacturing, Inc. provides sheet metal fabricator services. It offers rapid prototyping, 3D laser welding, medical, fabrication, product design and inventory management services. The company was founded by Larry Estes on November 1, 1976 and is headquartered in Indianapolis, IN. | Building Products | Corporate Officer/Principal | |
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Investment Managers | Corporate Officer/Principal | |
| Arkan & Ergin Kurumsal Danismanlik AS | Director of Finance/CFO | ||
| Beneficial Concepts Group LLC | Founder | ||
| Jordan University of Science & Technology | College/University | Undergraduate Degree |
Statistics
International
| United States | 38 |
| Brazil | 3 |
| India | 2 |
| United Kingdom | 2 |
| Turkey | 2 |
Sectoral
| Consumer Services | 21 |
| Finance | 13 |
| Health Technology | 4 |
| Technology Services | 4 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 142 |
| Director/Board Member | 124 |
| Undergraduate Degree | 95 |
| Graduate Degree | 45 |
| Private Equity Investor | 42 |
Most connected contacts
| Insiders | |
|---|---|
| Utama Gondokusumo | 56 |
| John Absmeier | 17 |
| Samir Batra | 15 |
| Suresh Garimella | 15 |
| ALLEN Chao | 14 |
| Min Xu | 14 |
| Jeff Helminski | 14 |
| Lucas Nelson | 12 |
| Patrick Sigrist | 11 |
| Richard A. Cosier | 11 |
| Burhanudin bin Noordin Ali | 11 |
| John E. Timberlake | 10 |
| Mike Reynolds | 10 |
| Tim Tickel | 10 |
| Michael S. Klassen | 10 |
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