Denton Jay Olde
Chief Executive Officer at Olde Wealth Management LLC
Network origin in Denton Jay Olde first degree
Entity | Entity type | Industry | |
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Fidelity Investments Tax-Exempt Services Co.
9
| Subsidiary | 9 | |
The Leeds School of Business
7
| College/University | Other Consumer Services | 7 |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services
4
| Subsidiary | Investment Banks/Brokers | 4 |
Olde Wealth Management LLC
Olde Wealth Management LLC Investment ManagersFinance Olde Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by Denton Olde and Micah Brooks in 2020 as Financial Network Wealth Management LLC. OWM provides investment advice to individuals, high net-worth individuals, trusts, estates, or charitable organizations, corporations or business entities.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Denton Jay Olde via their personal network
Company | Sector | Related people | Main position |
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BALL CORPORATION | Containers/Packaging | Corporate Officer/Principal | |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity | |
Roffman Miller Associates, Inc.
Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. | Investment Managers | Investment Committee Member | |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Investment Managers | Analyst-Fixed Income | |
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 | Analyst-Equity | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Chief Executive Officer | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Stanford University | College/University | Undergraduate 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 Corporate Officer/Principal | |
The Boston Consulting Group, Inc.
The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Xavier University | College/University | Undergraduate Degree | |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Bates College | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Undergraduate Degree | |
St. Louis University | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Corporate Officer/Principal | |
University of Maine | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Citibank, NA (United Kingdom)
Citibank, NA (United Kingdom) Investment ManagersFinance Citibank, NA (United Kingdom) (Citibank UK) is the Great Britain-based wealth management arm of Citibank NA (New York), which is ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Headquartered in London, Citibank UK was founded in 1920 and provides wealth management products such as investment funds, structured products, foreign exchange, insurance products, bonds and equities. | Investment Managers | General Counsel | |
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Investment Managers | Analyst-Equity | |
Colorado Society of Certified Public Accountants, Inc. | Corporate Officer/Principal | ||
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer | |
J.D. Edwards Canada Ltd. | Corporate Officer/Principal | ||
Britt Dirt Contracting, Inc.
Britt Dirt Contracting, Inc. Wholesale DistributorsDistribution Services Britt Dirt Contracting, Inc. provides general contracting services. The company was founded in 1994 and is headquartered in Lamesa, TX. | Wholesale Distributors | Corporate Officer/Principal | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Portfolio Manager-Equities | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Dyn, Inc.
Dyn, Inc. Data Processing ServicesTechnology Services Dyn, Inc. provides web based application services. It offers products for various categories in the areas of Internet intelligence, traffic management, domain service, and message management aspects. It provides solutions for business executives, infrastructures and operations, and home users. The company offers support, training, and professional services. It serves retail and Ecommerce, software and Software-as-a-Service, advertising technology, media and entertainment, consumer Internet, and travel and hospitality customers. The company was founded by Jeremy Hitchcock in 2001 and is headquartered in Manchester, NH. | Data Processing Services | Corporate Officer/Principal | |
Oraclewizard.com, Inc.
Oraclewizard.com, Inc. Information Technology ServicesTechnology Services Oraclewizard.com, Inc. provides database security and performance services. The company is headquartered in Glen Burnie, MD. | Information Technology Services | Private Equity Investor | |
Defendify, Inc.
Defendify, Inc. Packaged SoftwareTechnology Services Defendify, Inc. provides cyber security services. The company was founded by Rob Simopoulos and Andrew Rinaldi in 2017 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member | |
VideWell, Inc.
VideWell, Inc. Internet Software/ServicesTechnology Services VideWell, Inc. operates an online platform for information about health concerns. The company was founded by Michael Sheeley and Steve McAveeney and is headquartered in Boston, MA. | Internet Software/Services | Director/Board Member | |
York Investments Holdings, LLC
York Investments Holdings, LLC Investment ManagersFinance York Investment Holdings LLC (York Investments) is a venture capital firm founded in 2019 Kyle York, Joe Raczka, Adam Coughlin and Mike Veilleux. The firm is headquartered in Manchester, New Hampshire. | Investment Managers | Founder | |
The University of Nevada, Reno | College/University | Undergraduate Degree | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
Nuveen (Private Equity)
Nuveen (Private Equity) Investment ManagersFinance Nuveen (Private Equity) (Nuveen) subsidiary of TIAA founded in 1898 by John Nuveen. The firm is headquartered in Kansas City, Missouri. | Investment Managers | Director/Board Member | |
University of Colorado Boulder | College/University | Undergraduate Degree | |
JPMorgan Securities LLC (Investment Management)
JPMorgan Securities LLC (Investment Management) Investment ManagersFinance JPMorgan Securities LLC (Investment Management) (JPMS-IM) is the investment management division of JPMorgan Securities LLC, a registered broker/dealer firm headquartered in New York City. The firm is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co. (NYSE: JPM). JPMS-IM offers investment advisory services which sponsors a variety of wrap fee programs and provides certain consulting services to defined contribution plan sponsors. Clients include individuals, trusts, retirement plans (such as IRAs and pension plans), estates, corporations and other business entities, foundations and endowments. | Investment Managers | Market Strategist | |
University of Maryland Baltimore County | College/University | Undergraduate Degree | |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 43 |
United Kingdom | 2 |
Canada | 2 |
Sectoral
Finance | 21 |
Consumer Services | 16 |
Technology Services | 5 |
Process Industries | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 38 |
Director/Board Member | 24 |
Undergraduate Degree | 18 |
Chief Executive Officer | 9 |
Analyst-Equity | 9 |
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