Jake E.J. Kelly
Trading-Equity at Cardinal Capital Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rob Kirkpatrick | M | - |
Cardinal Capital Management LLC
 Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | 24 years |
| Gene Fox | M | - |
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | 29 years |
| Rachel Dean Matthews | F | - |
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | 23 years |
| Robert Hugh Fields | M | 53 |
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | 11 years |
| Chitra Sundaram | F | - |
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | 19 years |
| Michael Patrick Cotogno | M | - |
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | 13 years |
| Christopher Wade Robertson | M | - |
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | 17 years |
| Amy Errett | F | 66 |
University of Connecticut
| 9 years |
| Michael Henry Povemba | M | - |
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | 10 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Philip Caldwell | M | - |
University of Connecticut
| 5 years |
| Ryan Phalen | M | - |
University of Connecticut
| 2 years |
| Jennifer Fortaney Vazquez | F | - |
University of Connecticut
| 2 years |
| John Collins | M | - |
University of Connecticut
| 4 years |
| Isabel Thompson | F | - |
University of Connecticut
| 4 years |
| Trish Creta | F | - |
University of Connecticut
| - |
| Matthew Petridis | M | - |
University of Connecticut
| 4 years |
| Raymond Updyke | M | - |
University of Connecticut
| 2 years |
| Anthony Mottolese | M | - |
University of Connecticut
| 4 years |
| Jake Lambert | M | - |
University of Connecticut
| 4 years |
| Douglas Wardlaw | M | - |
University of Connecticut
| 4 years |
| Bart Walas | M | - |
University of Connecticut
| 4 years |
| Taylor VanFleet | F | - |
University of Connecticut
| 4 years |
| Ryan Cui | M | - |
University of Connecticut
| 2 years |
| Elliott Bosco | M | - |
University of Connecticut
| 4 years |
| Rubina Anand | F | - |
University of Connecticut
| 1 years |
| Stephen Mwangi | M | - |
University of Connecticut
| 4 years |
| Dhvani Visaria | F | - |
University of Connecticut
| 4 years |
| Sean Elliott | M | - |
University of Connecticut
| 4 years |
| Jack Manson | M | - |
University of Connecticut
| 4 years |
| Cameron James Sugrue | M | - |
University of Connecticut
| 4 years |
| Saleh Mohammad Al Mohana | M | - |
University of Connecticut
| 1 years |
| Libin Lu | M | 31 |
University of Connecticut
| 4 years |
| Brian Wilczynski | M | - |
University of Connecticut
| 4 years |
| Nicolette Vartuli | F | - |
University of Connecticut
| 3 years |
| Kevin Vito Catale | M | - |
University of Connecticut
| 4 years |
| Jack Wray Quevreaux | M | - |
University of Connecticut
| 4 years |
| Matt Sokal | M | - |
Bourgeon Capital Management LLC
 Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | - |
| Gabriel Hack | M | - |
University of Connecticut
| 4 years |
| Michael Morabito | M | - |
University of Connecticut
| 4 years |
| Justin Lee | M | - |
University of Connecticut
| 3 years |
| Dustin Fowler | M | - |
University of Connecticut
| 3 years |
| Monir Koummal | M | - |
University of Connecticut
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 42 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jake E.J. Kelly
- Personal Network
