Network origin in Sharon Porter first degree
Entity | Entity type | Industry | |
---|---|---|---|
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sharon Porter via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
The Community Foundation, Inc.
The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous The Community Foundation, Inc. operates as a community foundation that provides stewardship services for endowments. The firm works with donors and partner organizations to address needs through grant making, leadership and community development programs. It administers charitable grant-making funds established by individuals and corporations for the purpose of benefiting non-profit community organizations. The company was founded in 1968 and is headquartered in Richmond, VA. | Investment Trusts/Mutual Funds | Director/Board Member | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Visual Arts Center of Richmond | Director/Board Member | ||
West Virginia University | College/University | Undergraduate Degree | |
CHESAPEAKE FINANCIAL SHARES, INC. | Regional Banks | Director/Board Member | |
Robert Morris University | College/University | Undergraduate Degree |
Statistics
International
United States | 10 |
Sectoral
Consumer Services | 4 |
Finance | 4 |
Miscellaneous | 2 |
Commercial Services | 2 |
Operational
Undergraduate Degree | 4 |
Portfolio Manager-Equities | 3 |
Analyst-Equity | 3 |
Director/Board Member | 3 |
Corporate Officer/Principal | 2 |
Most connected contacts
Insiders | |
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Dee Ann Remo | 6 |
Jay Jordan | 3 |
Cary Baronian | 3 |
Kaitlyn Renken | 2 |
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