Network origin in Max Schaul first degree
Entity | Entity type | Industry | |
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Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients.
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| Private Company | Investment Managers | 24 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Max Schaul via their personal network
Company | Sector | Related people | Main position |
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Granahan Investment Management, LLC
Granahan Investment Management, LLC Investment ManagersFinance Granahan Investment Management LLC (GIM) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 1985 by Jack Granahan, Gary Hatton and Jane White. They are principally owned by GIM Holdings, Inc. GIM provides asset management products and services to registered investment companies, corporations, private and public pension plans, trusts, endowments, and foundations, pooled investment funds, and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
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. | Investment Managers | Trading-Equity | |
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM manages assets for institutions, financial intermediaries and individual investors. The firm serves as adviser or sub-adviser to many investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Investment Management of Virginia LLC
Investment Management of Virginia LLC Investment ManagersFinance Investment Management of Virginia LLC (IMVA) is an investment management firm headquartered in Richmond, Virginia. The firm was founded in 1982 as Scott & Stringfellow Capital Management, Inc., in 1982. They were acquired by Pinnacle Associates Ltd. in 2023. IMVA provides professional money management services to high net-worth individuals, foundations, and institutions. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
TWIN Capital Management, Inc.
TWIN Capital Management, Inc. Investment ManagersFinance TWIN Capital Management, Inc. (TWIN Capital) is an independent, SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded in 1990 by Geoffrey Gerber. TWIN Capital provides advisory services both on a discretionary and non-discretionary basis to individuals, institutions, and other organizations such as family offices. | Investment Managers | Trading-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | 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 | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Pinnacle Wealth Management Advisory Group LLC
Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
Broyhill Asset Management LLC
Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Investment Managers | Portfolio Manager-Equities | |
Money Management Institute
Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Universidad Iberoamericana | College/University | Undergraduate Degree | |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity | |
East Stroudsburg University of Pennsylvania | College/University | Undergraduate Degree | |
David Lerner Associates, Inc.
David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Investment Banks/Brokers | Corporate Officer/Principal | |
Connecticut College | College/University | Undergraduate Degree | |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Trading-Equity | |
Iona College | College/University | Undergraduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Shields Asset Management, Inc.
Shields Asset Management, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Shields Asset Management, Inc. is an American company that manages pension assets. The company is located in the US. Shields Asset Management was acquired by AllianceBernstein LP from Xerox Corp. on June 10, 1993 for $85 million. | Investment Managers | Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Capitala Investment Advisors LLC
Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Analyst | |
Fairleigh Dickinson University | College/University | Masters Business Admin | |
Kenyon College | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Princeton University | 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 | |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wake Forest University | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
The Paul H. Nitze School of Advanced International Studies | College/University | Graduate Degree | |
Dartmouth College | College/University | Undergraduate Degree | |
Hofstra University | College/University | Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities | |
New York University | College/University | Masters Business Admin | |
State University of New York at Buffalo | College/University | Undergraduate Degree |
Statistics
International
United States | 48 |
Mexico | 2 |
Sectoral
Finance | 27 |
Consumer Services | 21 |
Commercial Services | 3 |
Operational
Portfolio Manager-Equities | 35 |
Corporate Officer/Principal | 31 |
Undergraduate Degree | 22 |
Masters Business Admin | 11 |
Analyst-Equity | 6 |
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