Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Linda M. Beck | F | - |
Bailard, Inc.
 Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | 12 years |
| C. Wilson McNeely | M | - |
University of Virginia
| 30 years |
| Benjamin C. Ackerly | M | - |
University of Virginia
| 32 years |
| David Brautigan | M | - |
University of Virginia
| 30 years |
| Dave Smith | M | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | 15 years |
| Osman Tansu Akgun | M | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | 12 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Ed D. Osborn | M | - |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 28 years |
| Rich Golinski | M | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 21 years |
| James P. Dvorak | M | - |
University of Virginia
| 9 years |
| Ferdinand Hui | M | - |
University of Virginia
| 8 years |
| David Altman | M | - |
University of Virginia
| 7 years |
| Rachel W. Sheridan | F | - |
University of Virginia
| 8 years |
| Franklin Edmonds | M | 55 |
University of Virginia
| 6 years |
| Colleen Sue Breit Supran | F | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 14 years |
| Edward W. Elmore | M | - |
University of Virginia
| 7 years |
| Thomas Friedmann | M | - |
University of Virginia
| 3 years |
| Ted S. Hollifield | M | - |
University of Virginia
| 3 years |
| Mark L. Schemper | M | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | - |
| David Clark | M | 47 |
University of Virginia
| 5 years |
| Christopher G. Loos | M | - |
University of Virginia
| 6 years |
| Jane Kang | F | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | - |
| Cyane B. Crump | M | - |
University of Virginia
| 7 years |
| Adam Safir | M | 51 |
University of Virginia
| 7 years |
| Jeff Lancaster | M | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 25 years |
| Andrew Trees | M | - |
University of Virginia
| 4 years |
| Erin McCormack | F | - |
University of Virginia
| 4 years |
| Joseph William Little | M | 54 |
University of Virginia
| 8 years |
| Naila Townes Ahmed | F | - |
University of Virginia
| 2 years |
| Jenilee B. Deal | F | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | - |
| Freda Zietlow | F | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 7 years |
| Joel R. DeMaria | M | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 13 years |
| Kourosh Zamanizadeh | M | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | - |
| Frank Rotman | M | - |
University of Virginia
| 5 years |
| Andrew Schwab | M | - |
University of Virginia
| 11 years |
| George Y. Sokoloff | M | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | - |
| Christopher D. Ray | M | 54 |
University of Virginia
| 7 years |
| Anne Louise Showalter | F | - |
University of Virginia
| 3 years |
| Rosemary Macedo | F | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | 14 years |
| Neil Carter | M | - |
University of Virginia
| 11 years |
| Barbara Anne Ziontz | F | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 29 years |
| Jeff Blanchard | M | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 7 years |
| Kevin Donald Dorwin | M | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 17 years |
| Paul Conley | M | 56 |
University of Virginia
| 5 years |
| David I. Meyers | M | - |
University of Virginia
| 7 years |
| Philip J. Koh | M | - |
University of Virginia
| 5 years |
| Brian Nold | M | - |
University of Virginia
| 8 years |
| Daniel S. Lee | M | - |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | 11 years |
| Dave Esrig | M | - |
University of Virginia
| 4 years |
| Nate Myer | M | - |
University of Virginia
| 4 years |
| Donna L. Byrd | F | - |
University of Virginia
| 4 years |
| Phoebe Yang | F | 55 |
University of Virginia
| 4 years |
| Amran Hafiz Affifudin | M | 50 |
University of Virginia
| 4 years |
| Sarah Wadsworth | F | - |
University of Virginia
| 4 years |
| Eric Tracy | M | - |
University of Virginia
| 4 years |
| Taylor Davidson | M | - |
University of Virginia
| 3 years |
| Charlie Hardwick | M | - |
University of Virginia
| 4 years |
| Natasha M. Zech | F | - |
University of Virginia
| 4 years |
| Nichole Eileen Heidrick | F | - |
University of Virginia
| 4 years |
| George Holland | M | 50 |
University of Virginia
| 4 years |
| Cope Willis | M | - |
University of Virginia
| 4 years |
| Alan Borger | M | 90 |
University of Virginia
| 2 years |
| Amit Sharma | M | - |
University of Virginia
| 3 years |
| Lorin Wolfe | F | - |
University of Virginia
| 5 years |
| Nick Travaglino | M | - |
University of Virginia
| 4 years |
| Roland M. Müller | M | 61 |
University of Virginia
| 3 years |
| Steve Pearce | M | - |
University of Virginia
| 4 years |
| Daniel Paul Goodall | M | - |
University of Virginia
| 4 years |
| JP Bolduc | M | 84 |
University of Virginia
| 4 years |
| Carolyn Patton | F | - |
University of Virginia
| 4 years |
| Chris B. Norton | M | - |
University of Virginia
| 4 years |
| Matthew Pachman | M | 59 |
University of Virginia
| 3 years |
| James H. Murphy | M | - |
University of Virginia
| 2 years |
| Austin Brockenbrough | M | - |
University of Virginia
| 4 years |
| Glen Kacher | M | - |
University of Virginia
| 4 years |
| Edgar Roesch | M | - |
University of Virginia
| 4 years |
| David W. Ghegan | M | - |
University of Virginia
| 4 years |
| William E. Connolly | M | - |
University of Virginia
| 4 years |
| Walker Chapman Simmons | M | - |
University of Virginia
| 75 years |
| Shea Goggin | M | - |
University of Virginia
| 4 years |
| C. Stewart Verdery | M | 55 |
University of Virginia
| 3 years |
| Richard MacLean | M | - |
University of Virginia
| 2 years |
| Jennifer C. Owen | F | - |
University of Virginia
| 4 years |
| Ahmed Elcott | M | - |
University of Virginia
| 4 years |
| Uzair Dossani | M | - |
University of Virginia
| 4 years |
| Raymond P. Mecherle | M | - |
University of Virginia
| 4 years |
| Kevin M. Anderson | M | - |
University of Virginia
| 4 years |
| Madison Pendleton Wootton | M | - |
University of Virginia
| 4 years |
| Kathleen C. Knight | F | - |
University of Virginia
| 4 years |
| Gregory P. Rodgers | M | - |
University of Virginia
| 3 years |
| Paul F. Sheridan | M | - |
University of Virginia
| 3 years |
| Jordon Louis Kruse | M | 53 |
University of Virginia
| 4 years |
| Christian Sinding | M | 52 |
University of Virginia
| 4 years |
| Jeff Seiters | M | - |
University of Virginia
| 4 years |
| Anoop Dhakad | M | - |
University of Virginia
| 4 years |
| Simon Michael Baukh | M | - |
University of Virginia
| 4 years |
| Farrah Holder | F | - |
University of Virginia
| 4 years |
| James A. Catlin | M | 52 |
University of Virginia
| 4 years |
| W. Hunter Purcell | M | - |
University of Virginia
| 4 years |
| Elizabeth W. Turner | F | - |
University of Virginia
| 4 years |
| Ryan Patrick Kenny Lentell | M | - |
University of Virginia
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Michelle Espiritu Soto
- Personal Network
