Network origin in Joe Zimmerman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CW Advisors LLC
 CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities.
5
| Holding Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joe Zimmerman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Maryland | College/University | Undergraduate Degree | |
| University of Bocconi | College/University | Graduate Degree | |
| Indiana Institute of Technology, Inc. | College/University | Undergraduate Degree | |
Galecki Financial Management, Inc.
 Galecki Financial Management, Inc. Investment ManagersFinance Galecki Financial Management, Inc. provides investment advice. The private company is based in Fort Wayne, IN. | Investment Managers | Corporate Officer/Principal | |
Congress Wealth Management Enhanced Yield Fund LP
 Congress Wealth Management Enhanced Yield Fund LP Financial ConglomeratesFinance Congress Wealth Management Enhanced Yield Fund LP provides investment services. The company is headquartered in Boston, MA. | Financial Conglomerates | President | |
| University of Massachusetts Amherst | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin | |
| Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 12 |
| Italy | 2 |
Sectoral
| Consumer Services | 7 |
| Finance | 6 |
Operational
| Undergraduate Degree | 5 |
| Corporate Officer/Principal | 4 |
| Analyst-Equity | 3 |
| Chief Investment Officer | 2 |
| Head of Private Banking | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Richard James Barrett | 6 |
| Ross Causley | 4 |
| Carl W. Noble | 3 |
| Sauro Locatelli | 3 |
| Paul Lonergan | 3 |
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