John Passios
Portfolio Manager-Equities at Pinnacle Associates Ltd.
Network origin in John Passios first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Connecticut
134
| College/University | Other Consumer Services | 134 |
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients.
43
| Private Company | Investment Managers | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John Passios via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Cigna Holding Co.
 Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Director/Board Member Private Equity Investor | |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income | |
| AETNA | Managed Health Care | Corporate Officer/Principal Corporate Officer/Principal | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Fixed Income President | |
Investment Management of Virginia LLC
 Investment Management of Virginia LLC Investment ManagersFinance Investment Management of Virginia LLC (IMVA) is an investment management firm headquartered in Richmond, Virginia. The firm was founded in 1982 as Scott & Stringfellow Capital Management, Inc., in 1982. They were acquired by Pinnacle Associates Ltd. in 2023. IMVA provides professional money management services to high net-worth individuals, foundations, and institutions. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Spinal Kinetics LLC
 Spinal Kinetics LLC Medical SpecialtiesHealth Technology Spinal Kinetics LLC operates as a holding company that provides therapeutic devices. It focuses on partnering with spine surgeons to develop motion preservation systems for treating degenerative diseases of the spine. The company was founded by Thomas A. Afzal in 2003 and is headquartered in Sunnyvale, CA. | Medical Specialties | Director/Board Member | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| George Washington University | College/University | Undergraduate Degree Graduate Degree | |
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 Corporate Officer/Principal | |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
Kelley Drye & Warren LLP
 Kelley Drye & Warren LLP Miscellaneous Commercial ServicesCommercial Services Kelley Drye & Warren LLP provides legal services. Its services include bankruptcy, tax law, and commercial litigation for such blue-chip clients as Dow Chemical, Wells Fargo, and Lucent. The company was founded in 1936 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Regent Investors Services, Inc.
 Regent Investors Services, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Regent Investors Services, Inc. is an asset management concern. The company is located in the US. Regent Investors Services was acquired by AllianceBernstein LP from Xerox Corp. on July 29, 1993. | Investment Managers | Chairman Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Director/Board Member | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Hofstra University | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Hartford | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
Pinnacle Wealth Management Advisory Group LLC
 Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
| Connecticut School of Law University Of | College/University | Graduate Degree Graduate Degree Graduate Degree | |
JAG Capital Management LLC
 JAG Capital Management LLC Investment ManagersFinance JAG Capital Management LLC (JAGCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 and is a wholly-owned subsidiary of J.A. Glynn & Co., which is 100% owned by firm employees. JAGCM provides portfolio management services to institutions and individuals, primarily in the US. The firm also serves as the Adviser to the JAG Large-Cap Growth Fund. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| The University of Connecticut Foundation, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
CME Associates, Inc.
 CME Associates, Inc. Engineering & ConstructionIndustrial Services CME Associates, Inc. provides civil and structural engineering, environmental planning and survey services. Its services include accelerated bridge construction, bridge design, highway design, construction services, and project planning. The company was founded in 1973 and is headquartered in Mansfield, CT. | Engineering & Construction | Chief Executive Officer Corporate Officer/Principal | |
National Investor Relations Institute
 National Investor Relations Institute Miscellaneous Commercial ServicesCommercial Services National Investor Relations Institute operates as an association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The company was founded by DeWitt C. Morrill in 1969 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Connecticut Bar Association, Inc.
 Connecticut Bar Association, Inc. Miscellaneous Commercial ServicesCommercial Services Connecticut Bar Association, Inc. provides legal services. The private company is based in Connecticut. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Hartford Fire Insurance Co.
 Hartford Fire Insurance Co. Property/Casualty InsuranceFinance Part of The Hartford Financial Services Group, Inc., Hartford Fire Insurance Co. is a property and casualty insurance company. The company is based in Hartford, CT. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
Day Pitney LLP
 Day Pitney LLP Miscellaneous Commercial ServicesCommercial Services Day Pitney LLP provides legal services. It serves regional, national, and international clients a variety of practice areas, including business transactions, intellectual property, labor and employment, and litigation. The company was founded in 1902 and is headquartered in Hartford, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Aviation Technical Services, Inc.
 Aviation Technical Services, Inc. Other Consumer ServicesConsumer Services Aviation Technical Services, Inc. provides transport aircraft maintenance, repair, and overhaul services. It offers services to airlines, cargo fleet operators and aircraft owners. The firm provides airframe, component and engineering services. The company was founded in 1970 and is headquartered in Everett, WA. | Other Consumer Services | Director/Board Member | |
Prospect Mold & Die Co.
 Prospect Mold & Die Co. Wholesale DistributorsDistribution Services Prospect Mold & Die Co. designes and manufactures complex molds, tooling and production parts for a variety of industries, including defense aerospace, commercial aerospace, automotive, and commercial. The company was founded by William P. Wright, William Dalcher and Walter Nagel in 1945 and is headquartered in Cuyahoga Falls, OH. | Wholesale Distributors | Director/Board Member | |
Aisthesis LLC
 Aisthesis LLC Medical/Nursing ServicesHealth Services Aisthesis LLC provides anesthesiology services to ambulatory surgery centers. It offers administrative support, operational guidance, management contract, locums coverage, ancillary, operations consulting, performance measurement and billing and collecting support services. The company was founded by Renny Griffith in November 1999 and is headquartered in Bethesda, MD. | Medical/Nursing Services | Director/Board Member |
Statistics
International
| United States | 49 |
| France | 2 |
Sectoral
| Finance | 23 |
| Consumer Services | 15 |
| Commercial Services | 7 |
| Health Services | 3 |
| Industrial Services | 3 |
Operational
| Corporate Officer/Principal | 178 |
| Director/Board Member | 104 |
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 64 |
| President | 60 |
Most connected contacts
| Insiders | |
|---|---|
| George Aylward | 49 |
| John Krenicki | 26 |
| Gregory W. Barger | 23 |
| Enrico Picozza | 21 |
| Karen Narwold | 19 |
| Douglas Elliot | 16 |
| Michael Lanza | 13 |
| Steven Auerbach | 13 |
| James Prenetta | 12 |
| Nikolas Novograd | 11 |
| Mark Vincent Hanlon | 11 |
| Chi Hoo Mak | 10 |
| Tim Heaney | 9 |
| Paul Selian | 9 |
| John Ray Riddle | 9 |
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