Jim McCarthy
Analyst-Equity at Capital Planning Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Larry Hansen | M | - |
Capital Planning Advisors LLC
 Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | 18 years |
| Terry Kin Chiu | M | - |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | 9 years |
| Jim Wilson | M | - |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | 10 years |
| James Rothe | M | 80 |
The University of Colorado
| 38 years |
| Jason T. Bell | M | - |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | 6 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Sean Talley | M | - |
Legacy Capital Management, Inc.
 Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | - |
| Dagmar Elizabeth Hotel | F | - |
Legacy Capital Management, Inc.
Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | - |
| Subarjo Joyosumarto | M | 81 |
The University of Colorado
| 4 years |
| Jason Bell | M | - |
Legacy Capital Management, Inc.
Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | 7 years |
| Virapan Pulges | M | 64 |
The University of Colorado
| 6 years |
| I. Supomo | M | 75 |
The University of Colorado
| 5 years |
| Ken Schapiro | M | - |
The University of Colorado
| 5 years |
| Jon Halpern | M | 61 |
The University of Colorado
| 4 years |
| James Coyle | M | - |
The University of Colorado
| 4 years |
| Mike Seidenberg | M | - |
The University of Colorado
| 4 years |
| Jon Erik Brøndmo | M | 60 |
The University of Colorado
| 4 years |
| Steven P. Sapers | M | - |
The University of Colorado
| 3 years |
| Jeff S. Linroth | M | - |
The University of Colorado
| 4 years |
| David C. Adams | M | 64 |
The University of Colorado
| 4 years |
| Dmitry Leonovich Kononov | M | 59 |
The University of Colorado
| 4 years |
| Mohammed Mohammed Kamal Al-Mudarres | M | - |
The University of Colorado
| 4 years |
| Craig Greason | M | - |
The University of Colorado
| 4 years |
| John T. McIntyre | M | - |
The University of Colorado
| 4 years |
| Teresa Cunningham | F | - |
The University of Colorado
| 4 years |
| Brad Schell | M | - |
The University of Colorado
| 4 years |
| Malcolm LeCompte | M | - |
The University of Colorado
| 3 years |
| Jonathan Drew Smith | M | - |
The University of Colorado
| 3 years |
| Alwi Bagir Mulachela | M | 64 |
The University of Colorado
| 4 years |
| Alexander F. H. Goetz | M | - |
The University of Colorado
| 20 years |
| William Wulftange | M | - |
The University of Colorado
| 4 years |
| David W. Traylor | M | 59 |
The University of Colorado
| 4 years |
| Jay Bruton | M | - |
The University of Colorado
| 4 years |
| Christina Stephens | F | - |
The University of Colorado
| 4 years |
| Donald B. Pettigrew | M | 56 |
The University of Colorado
| 4 years |
| Chris Ressa | M | - |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | 7 years |
| Gary Brian Lutz | M | - |
The University of Colorado
| 4 years |
| David Gold | M | - |
The University of Colorado
| 4 years |
| Michael David Mundt | M | - |
The University of Colorado
| 4 years |
| Stuart R. Robertson | M | - |
The University of Colorado
| 4 years |
| Jerry Johnson | M | - |
The University of Colorado
| 4 years |
| Michael J. Mann | M | - |
The University of Colorado
| 4 years |
| Steven Kris | M | - |
The University of Colorado
| 4 years |
| Richard Reasons | M | - |
The University of Colorado
| 4 years |
| D. Scott Massey | M | - |
The University of Colorado
| 4 years |
| Chett Rubenstein | M | - |
The University of Colorado
| 4 years |
| Russ Thornton | M | - |
The University of Colorado
| 4 years |
| Dan Botti | M | - |
The University of Colorado
| 4 years |
| Wynne R. Maggi | M | - |
The University of Colorado
| 4 years |
| Robert Price | M | 63 |
The University of Colorado
| 5 years |
| Mike Miller | M | - |
The University of Colorado
| 5 years |
| Ben Rinehart | M | - |
The University of Colorado
| 4 years |
| Larry M. Waterhouse | M | - |
The University of Colorado
| 4 years |
| Peter D’Jay | M | - |
The University of Colorado
| 4 years |
| Francis V. Lorenzo | M | 62 |
The University of Colorado
| 4 years |
| Mark Andrew Iwashko | M | 63 |
The University of Colorado
| 4 years |
| Chris Bittman | M | - |
The University of Colorado
| 4 years |
| Jonathan Samuel Geurkink | M | - |
The University of Colorado
| 4 years |
| Stephen Hansen | M | - |
The University of Colorado
| 4 years |
| John E. Dominguez | M | - |
The University of Colorado
| 4 years |
| Paul W. Muller | M | - |
The University of Colorado
| 2 years |
| Dianna Lynn Gonzales-Burdin | F | - |
The University of Colorado
| 4 years |
| Randy McLaughlin | M | - |
The University of Colorado
| 4 years |
| David Hirsh | M | 85 |
The University of Colorado
| 14 years |
| Matthew Paul Karpas | M | - |
The University of Colorado
| 4 years |
| Robert Jeffrey Bruce | M | - |
The University of Colorado
| 4 years |
| Erik D. van Horn | M | 54 |
The University of Colorado
| 4 years |
| Michael Gary Hughes | M | - |
The University of Colorado
| 4 years |
| Elissa A. Potucek | F | - |
The University of Colorado
| 4 years |
| Roger A. Parker | M | 62 |
The University of Colorado
| 4 years |
| Blaine Preston Rollins | M | - |
The University of Colorado
| 4 years |
| Steven F. Dauterman | M | 59 |
The University of Colorado
| 4 years |
| Ronald Sega | M | 72 |
The University of Colorado
| 3 years |
| Francis P. Richards | M | 56 |
The University of Colorado
| 4 years |
| Vicki Dawn Edwardsbarone | F | 64 |
The University of Colorado
| 4 years |
| Richard Walker | M | 60 |
The University of Colorado
| 4 years |
| Jeff Weaver | M | - |
The University of Colorado
| 4 years |
| Scott Edgington | M | - |
The University of Colorado
| 4 years |
| Robert L. Langsdale | M | - |
The University of Colorado
| 4 years |
| Jennifer A. Bensch | F | - |
The University of Colorado
| 4 years |
| Erik Nelson | M | 57 |
The University of Colorado
| 5 years |
| Michael Lyle Frandsen | M | 63 |
The University of Colorado
| 4 years |
| Craig Michael Danuloff | M | - |
The University of Colorado
| 4 years |
| Chris Randall | M | 48 |
The University of Colorado
| 4 years |
| Michael A. Fitzgerald | M | - |
The University of Colorado
| 4 years |
| Jeff Young | M | - |
The University of Colorado
| 4 years |
| Laurence E. Ginzel | M | - |
The University of Colorado
| 4 years |
| Brett Kramer | M | 55 |
The University of Colorado
| 4 years |
| Richard E. Dunning | M | 77 |
The University of Colorado
| 4 years |
| William Gebhardt | M | - |
The University of Colorado
| 4 years |
| James Gallegos | M | 64 |
The University of Colorado
| 4 years |
| Jeff Biley | M | - |
The University of Colorado
| 4 years |
| John Kelleher | M | 58 |
The University of Colorado
| 4 years |
| Jeff Terrill | M | 61 |
The University of Colorado
| 4 years |
| Mike McLaughlin | M | - |
The University of Colorado
| 4 years |
| Bruce Greiner | M | - |
The University of Colorado
| 4 years |
| Bruce Baude | M | 59 |
The University of Colorado
| 4 years |
| Dick Burridge | M | 62 |
The University of Colorado
| 4 years |
| T. Dean Maher | M | - |
The University of Colorado
| 4 years |
| Nancy Berz Colman | F | - |
The University of Colorado
| 4 years |
| David Baker | M | 56 |
The University of Colorado
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jim McCarthy
- Personal Network
