Cindy Koury
Portfolio Manager-Equities at CM Wealth Advisors LLC
Network origin in Cindy Koury first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.
153
| Operating Division | Investment Managers | 153 |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.
63
| College/University | Other Consumer Services | 63 |
CM Wealth Advisors LLC
 CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities.
5
| Subsidiary | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Cindy Koury via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| ABBOTT LABORATORIES | Medical Specialties | Corporate Officer/Principal | |
| KEYCORP | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Portfolio Manager-Equities | |
The Lubrizol Corp.
 The Lubrizol Corp. Chemicals: SpecialtyProcess Industries The Lubrizol Corp. develops and produces chemical additives for automotive and industrial lubricants. Its business segments are Lubrizol Additives, Lubrizol Advanced Materials, and Lubrizol Oilfield Solutions. The company was founded by Vincent Smith, Kent Smith, Tommy James and Kelvin Smith in 1928 and is headquartered in Wickliffe, OH. | Chemicals: Specialty | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
McDonald & Co. Investments, Inc.
 McDonald & Co. Investments, Inc. Investment Banks/BrokersFinance Part of KeyCorp, McDonald & Co. Investments, Inc. is a company that provides investment advisory, investment banking, and brokerage services. The company is based in Cleveland, OH. McDonald & Co. Investments was acquired by KeyCorp on October 26, 1998 for $584.77 million. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income | |
Spears, Benzak, Salomon & Farrell, Inc.
 Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995. | Investment Managers | Founder Chief Operating Officer | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Head-Equity Investments Analyst-Equity Analyst-Equity | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
SEI Investments Distribution Co.
 SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The company is based in Oaks, PA and was founded in 1981. | Financial Conglomerates | Corporate Officer/Principal | |
| CMWA Capital Appreciation Fund LLC | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Gartmore Emerging Managers LLC
 Gartmore Emerging Managers LLC Investment Trusts/Mutual FundsMiscellaneous Part of Nationwide Mutual Insurance Co., Gartmore Emerging Managers LLC is a company that manages open-ended investment funds. The company is based in Conshohocken, PA. | Investment Trusts/Mutual Funds | President Director of Finance/CFO | |
JumpStart, Inc.
 JumpStart, Inc. Miscellaneous Commercial ServicesCommercial Services JumpStart, Inc. is a non profit organization that supports entrepreneurial service organizations. The firm advises, invests in, assists and accelerates Northeast Ohio's early-stage ideas and companies. The company was founded in 2004 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Director/Board Member | |
| Baldwin-Wallace College | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Cleveland State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin Undergraduate Degree | |
| Dickinson College | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Director/Board Member Masters Business Admin Masters Business Admin Masters Business Admin | |
| John Carroll University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Kent State University (Ohio) | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Muhlenberg College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Akron
 University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Ohio Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal | |
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 | |
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Investment Managers | Investment Committee Member Portfolio Manager-Equities | |
| The College of Wooster | College/University | Undergraduate Degree Undergraduate Degree | |
| West Virginia University | College/University | Undergraduate Degree Undergraduate Degree | |
| Baruch College | College/University | Masters Business Admin Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree Masters Business Admin | |
| Cleveland-Marshall College of Law | College/University | Graduate Degree Graduate Degree | |
First Fidelity Bank (Oklahoma City, Oklahoma)
 First Fidelity Bank (Oklahoma City, Oklahoma) Regional BanksFinance First Fidelity Bank, financial security means having a relationship with professionals who make customer, and customer's financial goals, their top priority. Customer's banker is not only a trusted colleague, but customer's personal financial consultant. It believes banking means putting customers first. Though it has grown to 28 full-service locations, it is a growing community bank with a small bank attitude. Our growth provides the ability to compete with the largest banks in the country. Its established deposit base allows for flexibility in offering a complete financial option for both families and small-to mid-sized businesses. Its client-focused commitment makes First Fidelity Bank a strong, reliable partner in the communities it serves. As 2010 marks its 90th Anniversary, it proudly 7 continues its commitment to superior customer service, honest lending and community stewardship. Through its strong reputation, it works hard every day to out big the small banks and out small the big banks. | Regional Banks | Corporate Officer/Principal | |
Summa Health System (Ohio)
 Summa Health System (Ohio) Hospital/Nursing ManagementHealth Services Summa Health System, Inc. provides integrated and coordinated care services. It offers medical, specialized, support, and testing services. The company was founded in 1989 and is headquartered in Akron, OH. | Hospital/Nursing Management | Director/Board Member | |
| VICTORY CAPITAL HOLDINGS, INC. | Investment Managers | Chief Executive Officer | |
Bluecoats, Inc.
 Bluecoats, Inc. Miscellaneous Commercial ServicesCommercial Services Bluecoats, Inc. provides community and social services. It offers welfare services to the families of Cuyahoga County (Ohio) safety forces employees who lost their lives in the line of duty. The company was founded in 1956 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Victory Capital Management, Inc.
 Victory Capital Management, Inc. Investment ManagersFinance Victory Capital Management, Inc. is an investment management firm, which engages in the provision of institutions, financial advisors and retirement platforms. The company is headquartered in Brooklyn, OH. | Investment Managers | Chief Executive Officer |
Statistics
International
| United States | 49 |
| Canada | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 18 |
| Commercial Services | 3 |
| Health Technology | 2 |
| Process Industries | 2 |
Operational
| Corporate Officer/Principal | 128 |
| Undergraduate Degree | 100 |
| Portfolio Manager-Equities | 66 |
| Director/Board Member | 64 |
| Analyst-Equity | 47 |
Most connected contacts
| Insiders | |
|---|---|
| George L. Perry | 15 |
| Shao Meng Wang | 14 |
| Rick Buoncore | 13 |
| Robert Hall | 13 |
| Jim Wert | 13 |
| David Brown | 12 |
| Peter Gutermann | 10 |
| Jay C. Poffenberger | 9 |
| Joshua Lindland | 9 |
| Anthony Meeker | 9 |
| John Fry | 9 |
| Vince D. Farrell | 8 |
| Bob Leonard Wagner | 8 |
| Robert T. Graf | 8 |
| Margaret S. Lindsay | 8 |
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