Network origin in Joe Dittoe first degree
Entity | Entity type | Industry | |
---|---|---|---|
MGO One Seven LLC
MGO One Seven LLC Investment ManagersFinance Part of MGO/OS Holdings LLC, MGO One Seven LLC is an SEC-registered investment advisor that provides a comprehensive business management platform to financial advisors. The company is based in Beachwood, OH. One Seven is dedicated to a holistic understanding of clients' personal goals and forging a path to help achieve them. The company's independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. One Seven builds relationships that build legacies around the things people truly care about - through a holistic commitment to personal and financial growth. The company was founded in 2016 by Benjamin L. Brigeman and Ronald Scott Gross, who has been the CEO since 2016.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joe Dittoe via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
KEYCORP | Major Banks | Private Equity Investor | |
CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact | |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor | |
Schwab Retirement Plan Services, Inc. | Corporate Officer/Principal | ||
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Director/Board Member | |
Miami University | College/University | Undergraduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Masters Business Admin | |
Wesleyan University | College/University | Undergraduate Degree | |
Ascensus LLC
Ascensus LLC Investment ManagersFinance Ascensus LLC provides recordkeeping services, third-party administrator, and government savings facilitator services. The company offers health savings, education and training, professional development, and trust and custody services. It serves banks, credit unions and financial institutions, employers, financial advisors, governments, individuals, institutional partners, and third party administrators. The company was founded in 1980 and is headquartered in Dresher, PA. | Investment Managers | Director/Board Member | |
Schwab Investor Services | Corporate Officer/Principal | ||
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Chairman | |
MGO Investment Advisors, Inc.
MGO Investment Advisors, Inc. Investment ManagersFinance Part of MGO/OS Holdings LLC, MGO Investment Advisors, Inc. provides investment advisory services. The company is based in Cleveland, OH. The company was founded in 1939. The CEO is Ronald Scott Gross. MGO Investment Advisors was acquired by MGO One Seven LLC from Moskal Gross Orchosky, Inc. on August 03, 2022. | Investment Managers | Chief Executive Officer | |
Foreside Financial Group LLC
Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member | |
Surgical Theater LLC
Surgical Theater LLC Medical SpecialtiesHealth Technology Surgical Theater LLC provides a pre-operative and intra-operative surgery preparation. Its products include Surgical Planner and Surgical Navigation Advanced Platform (SNAP). The company was founded by Moty Avisar and Alon Geri in 2010 and is headquartered in Mayfield Village, OH. | Medical Specialties | Director/Board Member | |
AqGen Island Holdings, Inc.
AqGen Island Holdings, Inc. Financial ConglomeratesFinance AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
Gc Lighthouse Holdings, Inc.
Gc Lighthouse Holdings, Inc. Financial ConglomeratesFinance Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny. | Financial Conglomerates | Director/Board Member | |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member | |
Baldwin Wallace University School of Business | College/University | Masters Business Admin | |
TCWP LLC
TCWP LLC Investment ManagersFinance TCWP LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm is owned by MGO/OS Holdings LLC. TCWP offers a variety of advisory services to individuals, trusts, estates, corporations and business entities. | Investment Managers | Chief Executive Officer |
Statistics
International
United States | 20 |
Sectoral
Finance | 12 |
Consumer Services | 5 |
Technology Services | 2 |
Health Technology | 2 |
Operational
Director/Board Member | 7 |
Chief Executive Officer | 4 |
Undergraduate Degree | 3 |
Corporate Officer/Principal | 2 |
Masters Business Admin | 2 |
Most connected contacts
Insiders | |
---|---|
Benjamin Brigeman | 15 |
Ron Gross | 4 |
Chris Carey | 3 |
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