Kevin Polli
Director of Finance/CFO at Bancreek Capital Management LP
Network origin in Kevin Polli first degree
Entity | Entity type | Industry | |
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University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.
146
| College/University | Other Consumer Services | 146 |
University of Florida
104
| College/University | Other Consumer Services | 104 |
Bancreek Capital Management LP
Bancreek Capital Management LP Investment ManagersFinance Bancreek Capital Management LP (BCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded by Andrew Skatoff in 2021. BCM provides discretionary investment management services, directly or through its affiliates, to pooled investment vehicles intended for institutional investors and other sophisticated investors, as well as to multiple separately managed account clients.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kevin Polli via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Perry Corp. (New York)
Perry Corp. (New York) Investment ManagersFinance Perry Corp., do-business-as Perry Capital, is an independent hedge fund manager headquartered in New York City. The firm was founded by Richard C. Perry and Paul A. Leff in 1988. Perry provides investment advisory and management services for private fund clients. | Investment Managers | Private Equity Investor | |
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Regents of the University of California
Regents of the University of California General GovernmentGovernment The Regents of the University of California (Board of Regents) is the governing board of the University of California (UC), a public university system headquartered in Oakland, California. The firm was founded in 1868 to manage the endowment, pension, retirement savings and working capital assets for UC. Board of Regents manages the assets of the following investment portfolios: Endowment, Pension, Retirement Savings Program, Working Capital Short-Term Investment Pool and Working Capital Total-Return Investment Pool. | General Government | Portfolio Manager-Equities | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Florida State University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
The Florida Bar
The Florida Bar Miscellaneous Commercial ServicesCommercial Services The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of South Florida | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
Florida First Partners
Florida First Partners Investment ManagersFinance Florida First Partners is a joint venture between MILCOM Venture Partners and the Credit Suisse Customized Fund Investment Group founded in 2008. The firm is headquartered in Orlando, Florida. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
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 Masters Business Admin Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
McDonough School of Business | College/University | Masters Business Admin Masters Business Admin | |
Ballast Point Ventures LLC
Ballast Point Ventures LLC Investment ManagersFinance Ballast Point Ventures LLC (Ballast Point Ventures) is a venture capital firm founded in 2001 by Dick Brandewie, Drew Graham and Paul Johan. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
The University of Michigan Law School | College/University | Graduate Degree Graduate Degree | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Warrington College of Business Administration | College/University | Undergraduate Degree Graduate Degree | |
Louisiana State University | College/University | President Undergraduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Doctorate Degree | |
Palo Santo Inc
Palo Santo Inc Investment ManagersFinance Palo Santo Inc (Palo Santo) is a venture capital firm founded in 2005 by Timothy J Schlidt and Daniel L. Goldberg. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Florida Venture Forum, Inc.
Florida Venture Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Florida Venture Forum, Inc. is a non-profit organization, which provides educational and networking opportunities for Florida-based entrepreneurs and private companies. The company was founded in 1984 and is headquartered in Tampa, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Arctaris Capital Partners LLC
Arctaris Capital Partners LLC Investment ManagersFinance Arctaris Capital Partners LLC (Arctaris Capital Partners) is a private equity firm founded by Jonathan Tower in 2009. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor | |
Reznicsek Fraser Hastings White & Shaffer PA
Reznicsek Fraser Hastings White & Shaffer PA Miscellaneous Commercial ServicesCommercial Services Reznicsek Fraser Hastings White & Shaffer PA provides legal and litigation services. The company was founded in 2003 and is headquartered in Jacksonville, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Indiana University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Bryan Cave Leighton Paisner LLP
Bryan Cave Leighton Paisner LLP Miscellaneous Commercial ServicesCommercial Services Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Investment Managers | Portfolio Manager-Equities | |
Kipp Miami, Inc. | Director/Board Member | ||
Magnetar Capital LLC
Magnetar Capital LLC Investment ManagersFinance Magnetar Capital LLC is an alternative asset manager headquartered in Evanston, Illinois. The firm was founded by Alec Litowitz and Ross Laser in 2005 and is a subsidiary of Magnetar Capital Partners LP. Magnetar Capital provides investment solutions to a wide range of investors. | Investment Managers | Director/Board Member | |
AC Capital Management LLC
AC Capital Management LLC Investment ManagersFinance AC Capital Management LLC (AC Capital Management) is a private equity firm founded in 2010 by Andrew Cohan. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
FOCUS IMPACT BH3 ACQUISITION COMPANY | Financial Conglomerates | Director/Board Member | |
Ft. Lewis College | 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 | Corporate Officer/Principal | |
American Health Lawyers Association
American Health Lawyers Association Miscellaneous Commercial ServicesCommercial Services American Health Lawyers Association is an organization that educates and connects the health law community. The non-profit company is based in Washington. The American company offers dispute resolution services, a member concierge program, and focus on post-acute and long term services, as well as tax and finance. David S. Cade has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Energy Water Services, LLC
Energy Water Services, LLC Water UtilitiesUtilities Energy Water Services, LLC is a water infrastructure company. The company is based in HANOVER, NH. The CEO of the company is Andrew Cohan. | Water Utilities | Director of Finance/CFO | |
Fuchs Corp.
Fuchs Corp. Oil Refining/MarketingEnergy Minerals Part of FUCHS SE, Fuchs Corp. is a company that manufactures lubricants. The company is based in Harvey, IL. L. Frank Kleinman has been the CEO of the company since 1986. | Oil Refining/Marketing | Corporate Officer/Principal | |
The University of Tulsa | College/University | Graduate Degree | |
Raymond James Financial, Inc. (Broker)
Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hendrix College | College/University | Undergraduate Degree | |
BLOOMIN' BRANDS, INC. | Restaurants | Director of Finance/CFO | |
Ifrah Financial Services, Inc.
Ifrah Financial Services, Inc. Investment ManagersFinance Ifrah Financial Services, Inc. (Ifrah) is an independent, SEC-registered investment advisor headquartered in Little Rock, Arkansas. The firm was founded in 2006 by Patrick Ifrah, Stephen DeSalvo, Micah Brown and Robert Harris. Ifrah works with individuals, families, trusts, businesses and institutions to build customized plans and portfolios. | Investment Managers | Corporate Officer/Principal | |
KIPP NJ, Inc. | Director/Board Member | ||
Cedarline Outdoor LLC
Cedarline Outdoor LLC Other Consumer ServicesConsumer Services Cedarline Outdoor LLC operates and manages recreational vehicle park properties. The American company was founded by Daniel Alexander Adan. | Other Consumer Services | Founder | |
Northpoint Roofing Systems LLC
Northpoint Roofing Systems LLC Engineering & ConstructionIndustrial Services Northpoint Roofing Systems LLC is a roofing company that specializes in shingles, metal roofing, gutters, and solar for both homeowners and commercial property owners. The company is based in Woodstock, GA and has subsidiaries in the United States. The company has three locations operating in the United States and has over 100 years of combined experience serving the greater metropolitan area. Northpoint is known for providing top-quality services using AI technology and innovative full-roof protection. The company was founded in 2019 by Joseph Happe, Joseph Happe, Keith Priddy. Patrick Maginn has been the CEO of the company since 2023. Northpoint Roofing Systems was acquired by AC Capital Management LLC on February 15, 2023. | Engineering & Construction | Director/Board Member | |
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Investment Managers | Sales & Marketing | |
Bucknell University | College/University | Undergraduate Degree | |
National University of Singapore | College/University | Graduate Degree | |
INCA Investments LLC
INCA Investments LLC Investment ManagersFinance INCA Investments LLC (INCA) is a SEC-regisered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded by Fernando X. Donayre in 2004 and is a subsidiary of FXD Holdings LLC. INCA provides investment management and advisory services to institutional investors such as charitable endowments and foundations, corporations, partnerships, limited liability companies, sovereign wealth funds, pooled investment funds, and other business entities. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 47 |
Germany | 2 |
United Kingdom | 2 |
Singapore | 2 |
Sectoral
Finance | 19 |
Consumer Services | 19 |
Commercial Services | 8 |
Government | 2 |
Utilities | 2 |
Operational
Corporate Officer/Principal | 211 |
Undergraduate Degree | 99 |
Director/Board Member | 94 |
Graduate Degree | 59 |
Masters Business Admin | 31 |
Most connected contacts
Insiders | |
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Steve Hlavin | 93 |
Daniel E. Greenleaf | 20 |
Jay Skyler | 18 |
Nelson Fonseca | 17 |
Dianna Morgan | 14 |
Daniel Adan | 13 |
Robert D. Klingler | 11 |
Allison S. Johnson | 10 |
Anthony Eisenberg | 9 |
Tian Yi Zhang | 9 |
John V. Lombardi | 9 |
Mauricio Reyes | 8 |
Susan Amat | 8 |
Ryan Cortner | 8 |
Doug Pace | 8 |
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