Alan Adler
Portfolio Manager-Equities at Chevy Chase Trust Co.
Network origin in Alan Adler first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. CCTC primarily provides investment management services to high net-worth individuals, but also offers personal trust services, wealth family services, financial planning services, institutional custody services, and for qualifying entities, participation in collective investment funds.
39
| Subsidiary | Investment Managers | 39 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alan Adler via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| SAUL CENTERS, INC. | Real Estate Investment Trusts | Director/Board Member Director/Board Member Director/Board Member | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | President Corporate Officer/Principal | |
B.F. Saul Real Estate Investment Trust
 B.F. Saul Real Estate Investment Trust Real Estate Investment TrustsFinance B.F. Saul Real Estate Investment Trust operates as the savings and loan holding company. It offers financial services, including securities brokerage and insurance products; investment products; and provides fiduciary services to institutional customers and high net worth customers. The company was founded in 1964 and is headquartered in Bethesda, MD. | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
| LENNAR CORPORATION | Homebuilding | Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
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 | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Director of Investments Analyst-Equity Analyst-Fixed Income | |
Heritage Investors Management Corp.
 Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Investment Managers | Analyst-Equity | |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Sales & Marketing | |
Atlantis Investment Co., Inc.
 Atlantis Investment Co., Inc. Investment ManagersFinance Founded in 1986, Atlantis Investment Co., Inc. is a research firm located in Parsippany, New Jersey. The firm counsels mutual funds, banks, insurance companies, portfolio managers, and individual clients. | Investment Managers | Analyst-Equity | |
United Bank (Virginia)
 United Bank (Virginia) Investment ManagersFinance United Bank (Virginia) is an investment management firm headquartered in Vienna, Virginia. The firm is a subsidiary of United Bankshares, Inc. (NASDAQ: UBSI). United Bank provides a range of trust and investment management services for individuals, families and businesses. | Investment Managers | Analyst-Fixed Income | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
| State University of New York College at Oswego | College/University | Undergraduate Degree | |
| Denison University | College/University | Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin | |
| Yale University | College/University | Masters Business Admin Masters Business Admin | |
| Franklin & Marshall College | 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 | |
| Old Dominion University | College/University | Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin 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 Undergraduate Degree | |
| University of Richmond | College/University | Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree | |
Abt Associates, Inc.
 Abt Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Abt Associates, Inc. provides research and consulting services. It offers greenhouse gas emissions mitigation, low-emission development strategies, environmental research, air quality regulatory support, decision-support tools and IT solutions, ecological risk assessment, economic and regulatory analysis, value chain development, housing policies and programs, health systems strengthening, and workforce development. The company was founded by Clark Abt on January 12, 1965 and is headquartered in Cambridge, MA. | Miscellaneous Commercial Services | Analyst-Equity | |
| Georgetown University | College/University | Masters Business Admin Undergraduate Degree | |
| Queens' College Cambridge | College/University | Undergraduate Degree | |
First National Bank (Ames, Iowa)
 First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Major Banks | Corporate Officer/Principal | |
| Holy Cross College (Indiana) | College/University | Undergraduate Degree | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
| Pamplin College of Business | College/University | Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree |
Statistics
International
| United States | 44 |
| United Kingdom | 3 |
| Canada | 2 |
Sectoral
| Consumer Services | 23 |
| Finance | 22 |
| Consumer Durables | 2 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 46 |
| Undergraduate Degree | 35 |
| Portfolio Manager-Equities | 32 |
| Director/Board Member | 30 |
| Analyst-Equity | 25 |
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