Network origin in Estee Faranda first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Packaged Software | 18 | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients.
12
| Subsidiary | Investment Managers | 12 |
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL.
9
| Holding Company | Packaged Software | 9 |
New England Financial
 New England Financial Insurance Brokers/ServicesFinance Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests.
2
| Subsidiary | Insurance Brokers/Services | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Estee Faranda via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
| TRIBUNE MEDIA CO | Broadcasting | Corporate Officer/Principal | |
| METLIFE, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
Jackson National Asset Management LLC
 Jackson National Asset Management LLC Investment ManagersFinance Jackson National Asset Management LLC (JNAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Lansing, Michigan. Founded in 1989, the firm is an indirect, wholly owned subsidiary of Jackson Financial, Inc. (NYSE: JXN). JNAM serves as an investment adviser but limits its investment management services to rendering investment advisory services in connection with mutual funds sponsored by affiliated entities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Chief Executive Officer Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| YODLEE INC | Data Processing Services | Director/Board Member Director/Board Member Chief Executive Officer | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Chief Executive Officer Analyst-Equity President | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Graduate Degree | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Director/Board Member Chief Executive Officer | |
| Loyola University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree | |
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 | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| Loyola Marymount University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin | |
| Oklahoma State University | College/University | Graduate Degree | |
Sandefer Capital Partners LP
 Sandefer Capital Partners LP Investment ManagersFinance Sandefer Capital Partners LP is a private equity firm, founded in 1995 by Jeff D. Sandefer. The firm headquartered in Austin, Texas. | Investment Managers | Corporate Officer/Principal | |
| Whittier College | College/University | Graduate Degree | |
| University of Florida | College/University | Undergraduate Degree | |
US Coast Guard
 US Coast Guard General GovernmentGovernment US Coast Guard provides security services. It is a military branch of the United States involved in maritime law, mariner assistance, and search & rescue. The company operates in international waters, US coastal waters, ports, and inland waterways. Its primary roles consist of promoting maritime safety, supporting national defense, providing maritime security, protecting natural resources, facilitating maritime transport, commerce, and recreation. The company was founded on August 4, 1790 and is headquartered in Washington, DC. | General Government | Corporate Officer/Principal | |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Analyst-Equity | |
Gladstone Technology Partners LLC
 Gladstone Technology Partners LLC Packaged SoftwareTechnology Services Gladstone Technology Partners LLC provides business intelligence platform. The company’s tools combine real industry experience, comprehensive data, and cutting-edge technology that allow financial advisors to measure, monitor, and maximize the value of their business. It serves the advisory firms, independent broker-dealers, money managers, and family offices. The company was founded by Daniel A. Kreuter and Paul T. Lally III in 2009 and is headquartered in Conshohoken, PA. | Packaged Software | Director/Board Member | |
| Siena College | College/University | Undergraduate Degree | |
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Coates Analytics Group LP
 Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates. | Packaged Software | Founder | |
Wheelhouse Analytics LLC
 Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Packaged Software | Chief Executive Officer | |
Blackstone Alternative Alpha Fund
 Blackstone Alternative Alpha Fund Investment Trusts/Mutual FundsMiscellaneous Blackstone Alternative Alpha Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek to earn long-term risk-adjusted returns. The company was founded on April 1, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Morningstar Funds Trust
 Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
Ibbotson Pty Ltd.
 Ibbotson Pty Ltd. Investment ManagersFinance Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia. | Investment Managers | Chief Investment Officer | |
| The University of Sydney | College/University | Undergraduate Degree | |
Morningstar Investment Management Europe Ltd.
 Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients. | Investment Managers | Chief Investment Officer |
Statistics
International
| United States | 42 |
| United Kingdom | 5 |
| Australia | 3 |
Sectoral
| Consumer Services | 19 |
| Finance | 18 |
| Technology Services | 6 |
| Commercial Services | 4 |
| Government | 3 |
Operational
| Director/Board Member | 277 |
| Independent Dir/Board Member | 140 |
| Corporate Officer/Principal | 92 |
| Undergraduate Degree | 40 |
| President | 27 |
Most connected contacts
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 68 |
| Tony Askew | 40 |
| Anil Arora | 23 |
| Yves Sisteron | 23 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
| James Fox | 20 |
| Patrick Hackett | 20 |
| Kunal Kapoor | 15 |
| Jud Bergman | 10 |
| Dave Welling | 9 |
| Daniel Needham | 9 |
| Chris Curtis | 8 |
| John William Owens | 8 |
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