Network origin in Larry Richard Bernstein first degree
Entity | Entity type | Industry | |
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PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.
31
| Operating Division | Investment Managers | 31 |
Xponance, Inc.
Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals.
14
| Private Company | Investment Managers | 14 |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Larry Richard Bernstein via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
FEDERATED HERMES, INC. | Investment Managers | Director of Finance/CFO | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Chairman Corporate Officer/Principal Corporate Officer/Principal | |
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Chief Investment Officer Corporate Officer/Principal | |
The Rockland Funds Trust | Investment Trusts/Mutual Funds | President | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Federated Investment Counseling
Federated Investment Counseling Investment ManagersFinance Federated Investment Counseling (FIC) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., which is ultimately owned by Federated Hermes, Inc. (NYSE: FHI). FIC offers investment advisory services to high-net-worth individuals through separate accounts (Separate Accounts) and serves as the investment manager or model provider in certain separately managed accounts or wrap fee programs. | Investment Managers | Head-Fixed Income Invts | |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Investment Managers | Portfolio Manager-Equities | |
Wilmington Funds Management Corp.
Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Investment Managers | President Portfolio Manager-Equities | |
BLB&B Advisors LLC
BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | Investment Managers | Portfolio Manager-Equities | |
Point Asset Management, Inc.
Point Asset Management, Inc. Investment ManagersFinance Point Asset Management, Inc. provides mortgage-backed securities services. The company is externally managed and advised by Federated Investment Counseling. The company was founded in February, 2008 and is headquartered in Pittsburgh, PA. | Investment Managers | Chief Operating Officer | |
University of Pittsburgh | College/University | Director/Board Member Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree Masters Business Admin | |
Drexel University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
Wake Forest University | College/University | Undergraduate Degree | |
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Cross Atlantic Capital Partners LLC
Cross Atlantic Capital Partners LLC Investment ManagersFinance Cross Atlantic Capital Partners LLC (Cross Atlantic Capital) is a venture capital firm founded in 1999 by Donald Caldwell and Gerry McCrory. The firm is headquartered in Radnor, Pennsylvania with an additional offices in the United Kingdom and Israel. | Investment Managers | Private Equity Investor | |
Xavier University | College/University | Director/Board Member Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
Grove City College | College/University | Undergraduate Degree | |
LaSalle University | College/University | Undergraduate Degree Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Muhlenberg College | College/University | Undergraduate Degree | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Masters Business Admin Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree Graduate Degree | |
Ursinus College | College/University | Undergraduate Degree Undergraduate Degree | |
Widener University | College/University | Masters Business Admin Masters Business Admin | |
Episcopal Community Services of the Diocese of Pennsylvania
Episcopal Community Services of the Diocese of Pennsylvania Services to the Health IndustryHealth Services Episcopal Community Services has continued to meet the changing needs of the Philadelphia community for nearly 140 years. Its mission is to empower vulnerable individuals and families by providing high-quality social and educational services that affirm human dignity and promote social justice. ECS services help people of all faiths improve their own lives and gain the skills they need to be self-sufficient. Current programs include: Foster care for abused and neglected children Home care services for frail elderly persons Shelter for homeless women and their children After-school youth development programs and teen workshops on Saturdays Permanent housing for homeless families Adult literacy and GED classes ECS offers an array of human service programs for vulnerable individuals and families of all faiths. The ECS approach is strength-based and client-centered. In the coming year, ECS programs will serve more than 2,000 children, youth and adults. Funding is provided by government contracts, foundation grants and support of parishes and individuals. ECS is blessed to have an endowment built by generations of Episcopalians, the income of which covers overhead costs, so 100% of every contributed dollar goes directly to services. A gift to ECS is your faith in action. Episcopal Community Services is a 501(c)(3) nonprofit organization, contributions to which are tax-deductable to the fullest extent permitted by law. | Services to the Health Industry | Director/Board Member | |
Republic First Bank
Republic First Bank Regional BanksFinance Republic First Bank engages in the provision of personal and business banking services. It offers checking and savings, loans, mortgage, credit and debit cards, online and mobile banking, treasury management, loans and lines of credit, merchant services, remote and mobile deposit services, and business cards. The company was founded in 1988 and is headquartered in Philadelphia, PA. | Regional Banks | Corporate Officer/Principal | |
National Association of Corporate Directors (Philadelphia) | Chairman | ||
University of Connecticut | College/University | Undergraduate Degree | |
Georgetown University | College/University | Graduate Degree | |
Provident Bank (Jersey City, New Jersey)
Provident Bank (Jersey City, New Jersey) Savings BanksFinance Part of Provident Financial Services, Inc., Provident Bank is a banking company based in Jersey City, NJ. Provident Bank provides personal and business banking services from its 90+ locations throughout New Jersey, New York, and Pennsylvania. Anthony J. Labozzetta has been the CEO of the company since 2020. | Savings Banks | Director/Board Member | |
CFA Society of Pittsburgh | Corporate Officer/Principal |
Statistics
International
United States | 45 |
Israel | 2 |
France | 2 |
Sectoral
Finance | 25 |
Consumer Services | 19 |
Miscellaneous | 2 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 81 |
Director/Board Member | 72 |
Undergraduate Degree | 46 |
Portfolio Manager-Equities | 36 |
Chairman | 17 |
Most connected contacts
Insiders | |
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Ralph Michael | 32 |
William Turner | 20 |
Thomas Donahue | 19 |
Fred Choate | 14 |
James Dunigan | 13 |
Thomas H. O'Brien | 12 |
Aristides W. Georgantas | 10 |
Richard M. Fox | 9 |
Robert James Christian | 8 |
Duane C. Hewlett | 8 |
Jeff C. Kastelic | 7 |
Dick Gould | 7 |
Randall Bauer | 7 |
James V. Schermerhorn | 7 |
Francis X. Morris | 6 |
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