Network origin in Sara Strickland first degree
Entity | Entity type | Industry | |
---|---|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families
22
| Extinct | Investment Managers | 22 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sara Strickland via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Keating Investment Counselors, Inc.
Keating Investment Counselors, Inc. Investment ManagersFinance Founded in 1983, Keating Investment Counselors, Inc. is a registered investment advisor that manages assets for individuals and pension and profit sharing plans. The firm is located in Delray Beach, Florida. | Investment Managers | Analyst-Equity | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin | |
StateTrust Capital LLC
StateTrust Capital LLC Investment ManagersFinance StateTrust Capital LLC (STC) is a SEC-registered asset management firm headquartered in Boca Raton, Florida. The firm was founded by Uri Benhamrom in 1999. They are a wholly-owned subsidiary of StateTrust Group LLC. STC provides portfolio management services to individuals who are US and non-US citizens or residents, high-net worth individuals, personal holding companies, and other US and international institutions. | Investment Managers | Corporate Officer/Principal | |
CMS Cos.
CMS Cos. Investment ManagersFinance CMS Cos. operates as an investment company. It provides asset allocation and intergenerational planning services. The firm designs personalized asset allocation strategies for the development of model portfolios; calculates asset class weightings, which incorporate individual goals and objectives; computes optimal amount and mix of investments; and evaluates the impact of investments selected. The company was founded by Mark I. Solomon in 1969 and is headquartered in Wynnewood, PA. | Investment Managers | Corporate Officer/Principal | |
Traders Group Ltd.
Traders Group Ltd. Multi-Line InsuranceFinance Traders Group Ltd. provides insurance services. The private company is based in Toronto, Canada. and has subsidiaries in Canada. | Multi-Line Insurance | Corporate Officer/Principal | |
University of Missouri | College/University | Masters Business Admin | |
Arizona State University | College/University | Graduate Degree | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Boston College | College/University | Undergraduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Kansas State University | College/University | Undergraduate Degree | |
Louisiana State University | College/University | Graduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
University of Baltimore | College/University | Graduate Degree | |
Nicholls State University | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
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. | College/University | Undergraduate Degree | |
Wheaton College (Illinois) | College/University | Undergraduate Degree | |
The Bridge Group, Inc.
The Bridge Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Bridge Group, Inc. is a sales strategy consulting private company that focuses on helping B2B companies with their sales development, account executives, and customer success management. The company is based in Hudson, MA. The company provides custom go-to-market strategies and hyper-focused roadmaps to help companies increase their conversations, build more pipeline, win more deals, and scale for growth. The company was founded by Trish Bertuzzi. Trish Bertuzzi has been the CEO since incorporation. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Dinan & Co. LLC (Private Equity)
Dinan & Co. LLC (Private Equity) Investment ManagersFinance Dinan & Co. LLC (Dinan & Co.) is a private equity investment arm of Dinan & Co. LLC founded in 1988 by Michael A. Dinan. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Corporate Officer/Principal | |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Investment Managers | Investment Committee Member | |
The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
Castle Crow & Company LLC
Castle Crow & Company LLC Investment ManagersFinance Castle Crow & Company LLC (Castle Crow) is a private equity firm founded in 2001 by John Adams and Keith R. O'Donnell. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Sanlam Private Wealth Pty Ltd.
Sanlam Private Wealth Pty Ltd. Investment ManagersFinance Sanlam Private Wealth Pty Ltd. is the Australian wealth management subsidiary of Sanlam Private Wealth (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE:SLM) in South Africa. Headquartered in Sydney, the firm was founded by Werner Stals in 2009 as Calibre Investments Pty Ltd. and they rebranded on July 2015 to Sanlam Private Wealth when its parent company, Sanlam Private Wealth in South Africa, bought a stake in Calibre Investments in 2010. Sanlam Private Wealth provides advisory and dealing services, equity portfolios, funds management, trading portfolios, corporate finance and general advice to private investors, corporate clients and institutional investors. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 38 |
Canada | 2 |
Australia | 2 |
Sectoral
Finance | 22 |
Consumer Services | 17 |
Technology Services | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 22 |
Portfolio Manager-Equities | 17 |
Undergraduate Degree | 12 |
Analyst-Equity | 11 |
Masters Business Admin | 5 |
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