Trevor Montano
Director/Board Member at CFA Society Washington, D.C.
Network origin in Trevor Montano first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CFA Society Washington, D.C.
 CFA Society Washington, D.C. Miscellaneous Commercial ServicesCommercial Services CFA Society Washington, D.C. is a an association for investment professionals. The company was founded in 1953 and is headquartered Washington, District of Columbia.
20
| Non-Profit Organization | Miscellaneous Commercial Services | 20 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Trevor Montano via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| George Washington University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree | |
| University of Virginia Darden School of Business | College/University | Director/Board Member Masters Business Admin | |
Association for Financial Professionals, Inc.
 Association for Financial Professionals, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Pittsburgh | College/University | Doctorate Degree Undergraduate Degree | |
The Middlefield Banking Co.
 The Middlefield Banking Co. Regional BanksFinance The Middlefield Banking Co. provides banking services. It provides personal and commercial banking services. The firm offers personal and business checking accounts, savings, investments, online banking, online bill pay, mortgages, loans, reorder checks, remote merchant deposit, and loans and lines of credit; investments, which include brokerage services, insurance, retirement and planning and tools. The company was founded on September 16, 1901 and is headquartered in Middlefield, OH. | Regional Banks | Director/Board Member | |
Independent Community Bankers of America
 Independent Community Bankers of America Regional BanksFinance The Independent Community Bankers of America provides community banking services. The private company is based in Washington and has subsidiaries in the United States. Rebeca Romero-Rainey has been the CEO of the American company since 2011. | Regional Banks | Corporate Officer/Principal | |
Washington Analysis LLC
 Washington Analysis LLC Investment ManagersFinance Washington Analysis LLC is an institutional research firm headquartered in Washington, DC. The firm was founded in 1973 and is a subsidiary of Accounting Research & Analytics LLC, which is owned by MSCI, Inc. (NYSE: MSCI). Washington Analysis focuses on anticipating and analyzing changes in public policy that will impact the financial markets. Their expertise lies in assessing investment risks and opportunities arising from legislative, judicial and regulatory developments across the sectors most impacted by policy developments including financial services and housing, healthcare, energy (including utilities/FERC, oil & gas, pipelines and renewables), defense, tax, trade and TMT (tech, media and telecommunications). | Investment Managers | Chief Executive Officer | |
H Bancorp LLC
 H Bancorp LLC Financial ConglomeratesFinance H Bancorp LLC operates as a holding company which engages in the acquisition and operation of community banks in the United States. It provides corporate development, risk management, investment selection and asset liability management. The company was founded in 2014 and is headquartered in Columbia, MD. | Financial Conglomerates | President | |
| FREEDOM B | Regional Banks | Chief Executive Officer | |
Virginia Bankers Association
 Virginia Bankers Association Miscellaneous Commercial ServicesCommercial Services Virginia Bankers Association is an organization which helps provide solutions to aid in resolving differences, unifying efforts, and accomplishing objectives. The company was founded in 1893 and is headquartered in Glen Allen, VA. | Miscellaneous Commercial Services | Director/Board Member | |
| FREEDOM FINANCIAL HOLDINGS, INC. | Regional Banks | Chief Executive Officer | |
Autologic Information International, Inc.
 Autologic Information International, Inc. Information Technology ServicesTechnology Services Part of Agfa-Gevaert NV, Autologic Information International, Inc. develops image setting publication system equipment and software. The company is based in Thousand Oaks, CA. Autologic Information International was acquired by Agfa-Gevaert NV on December 31, 2001 for $41.25 million. | Information Technology Services | Director of Finance/CFO | |
| The Fuqua School of Business | College/University | Masters Business Admin | |
| The College & Graduate School of Arts & Sciences | College/University | Director/Board Member | |
| St Stephen's & St Agnes School Foundation | Director/Board Member | ||
Sunwest Bank
 Sunwest Bank Regional BanksFinance SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA. | Regional Banks | Director/Board Member | |
| MIDDLEFIELD BANC CORP. | Regional Banks | Director/Board Member | |
| Financial Services Volunteer Corps | Corporate Officer/Principal | ||
| BAY NATIONAL CORPORATION | Regional Banks | Director/Board Member | |
First Atlantic Bank Plc
 First Atlantic Bank Plc Major BanksFinance First Atlantic Bank Plc is a nationally chartered commercial bank. | Major Banks | Director/Board Member | |
Optisure Risk Holdings, Inc.
 Optisure Risk Holdings, Inc. Insurance Brokers/ServicesFinance Optisure Risk Holdings, Inc. operates as a brokerage holding company. It provides employee benefits brokerage and risk management services. The firm serves real estate, construction, transportation, healthcare and hospitality industries. The company was founded by Robert B. Lockhart in 2006 and is headquartered in West Orange, NJ. | Insurance Brokers/Services | Director/Board Member | |
| Wachovia Asset Securitization, Inc. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Holland & Knight LLP
 Holland & Knight LLP Miscellaneous Commercial ServicesCommercial Services Holland & Knight LLP provides legal services. The firm offers four practice sections: litigation, government, business and real estate. It also provides corporate transactions, litigation and dispute resolution, regulator and government affairs and private wealth services. The company was founded in 1968 and is headquartered in Miami, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Infrastructure Management Group, Inc.
 Infrastructure Management Group, Inc. Investment ManagersFinance Infrastructure Management Group, Inc. provides financial advisory services. The private company is based in Bethesda, MD. | Investment Managers | Treasurer | |
| National Presbyterian School, Inc. | Director/Board Member | ||
ASB Capital Management LLC
 ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Corporate Officer/Principal | |
The Nature Conservancy, Inc.
 The Nature Conservancy, Inc. Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy is a conservation organization working around the world to protect land and waters for nature and people. The organization pursues non-confrontational, pragmatic solutions to conservation challenges. The company was founded in 1951 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
| Western Governors University | College/University | Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| AMERICAN CAPITAL LTD. | Investment Managers | Corporate Officer/Principal | |
| GRAHAM HOLDINGS COMPANY | Other Consumer Services | Treasurer | |
| TWIN VEE POWERCATS CO. | Recreational Products | Director/Board Member | |
| U.S. Endowment for Forestry & Communities, Inc. | Director/Board Member | ||
Sentara Martha Jefferson Hospital
 Sentara Martha Jefferson Hospital Hospital/Nursing ManagementHealth Services Sentara Martha Jefferson Hospital operates hospitals that specialize in clinical and healthcare services. The private company is based in Charlottesville. | Hospital/Nursing Management | Director/Board Member | |
| FORZA X1, INC. | Recreational Products | Director/Board Member | |
CornerStone Partners Capital Management LLC
 CornerStone Partners Capital Management LLC Investment ManagersFinance CornerStone Partners Capital Management LLC (CornerStone Partners) is a private, SEC-registered investment advisor headquartered in Charlottesville, Virginia. The firm was founded in 2002 and is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). CornerStone Partners provides Outsourced Chief Investment Officer and investment office (OCIO) services to a select group of not-for-profit organizations. Their clients are colleges and universities, private foundations, endowments, and public charities in the areas of: Health, Education, Conservation, and other Non-Profits. | Investment Managers | Chief Investment Officer |
Statistics
International
| United States | 50 |
| Nigeria | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 11 |
| Commercial Services | 6 |
| Consumer Durables | 3 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 58 |
| Director/Board Member | 50 |
| Undergraduate Degree | 14 |
| Director of Finance/CFO | 13 |
| Independent Dir/Board Member | 11 |
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