Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Greg Friedman | M | - |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 15 years |
| Richard Alan Stone | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 15 years |
| Fred Dopfel | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | - |
| Mark Wrighton | M | 74 |
Washington University in St. Louis
| 29 years |
| Frank Joseph Jones | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | - |
| Michael Moriarty | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 2 years |
| Stuart I. Greenbaum | M | 87 |
Washington University in St. Louis
| 29 years |
| Jackson Nickerson | M | 61 |
Washington University in St. Louis
| 28 years |
| Mike LaMena | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 2 years |
| Tim Curley | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 14 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Max Holvik | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 5 years |
| Sean Fitzgerald | M | - |
Washington University in St. Louis
| 5 years |
| Jeffrey B. Hutz | M | - |
Washington University in St. Louis
| 5 years |
| August Haug | M | - |
Washington University in St. Louis
| 13 years |
| Larry H. Meyer | M | 80 |
Washington University in St. Louis
| 27 years |
| Keith Vernon | M | - |
University of Puget Sound
| 4 years |
| Ilya A. Figelman | M | - |
Washington University in St. Louis
| 3 years |
| Daniel Fisher | M | 51 |
Washington University in St. Louis
| 4 years |
| Xiao Ning Long | M | 53 |
Washington University in St. Louis
| 3 years |
| David Follett | M | - |
University of Puget Sound
| 4 years |
| Dave W. Staats | M | - |
University of Puget Sound
| 4 years |
| Milka Kirova | M | - |
Washington University in St. Louis
| 4 years |
| Harold Davies | M | - |
Washington University in St. Louis
| 2 years |
| Zain Koita | M | - |
Washington University in St. Louis
| 4 years |
| Mike Collett | M | - |
Washington University in St. Louis
| 2 years |
| Ayaz Khan | M | - |
Washington University in St. Louis
| 4 years |
| Michael Cheung | M | - |
Washington University in St. Louis
| 4 years |
| Charles Muscarello | M | - |
Washington University in St. Louis
| 3 years |
| Jeremy S. Skrezyna | M | - |
Washington University in St. Louis
| 4 years |
| Peter J. Johnson | M | - |
University of Puget Sound
| 4 years |
| Greg Farber | M | - |
Washington University in St. Louis
| 2 years |
| Sung-Ho Woo | M | 57 |
Washington University in St. Louis
| 3 years |
| Phillip Lehmann | M | - |
Washington University in St. Louis
| 3 years |
| Paul Stricklandd | M | 48 |
University of Puget Sound
| 4 years |
| John Lutkehaus | M | - |
Washington University in St. Louis
| 4 years |
| Nate Oakley | M | - |
University of Puget Sound
| 4 years |
| Brad Marzullo | M | - |
Washington University in St. Louis
| 4 years |
| Phill Tencick | M | - |
Washington University in St. Louis
| 4 years |
| Mario Roitman | M | - |
Washington University in St. Louis
| 4 years |
| Andy Volk | M | - |
University of Puget Sound
| 5 years |
| Fran Beyers | F | - |
Washington University in St. Louis
| 4 years |
| Hughes Dora | M | - |
Washington University in St. Louis
| 4 years |
| Nooryusazli Bin Yusoff | M | 47 |
Washington University in St. Louis
| 4 years |
| Brooks Schaden | M | - |
Washington University in St. Louis
| 4 years |
| Aj Al-Fayez | M | - |
Washington University in St. Louis
| 4 years |
| Patrick Yip | M | - |
Washington University in St. Louis
| 4 years |
| Eros Resmini | M | - |
University of Puget Sound
| 4 years |
| Susan Goodell Goldman | F | - |
Washington University in St. Louis
| 6 years |
| Richard Nespola Jr | M | - |
Washington University in St. Louis
| 4 years |
| Jeff Kelly | M | - |
Washington University in St. Louis
| 4 years |
| Aaron Foster | M | 52 |
University of Puget Sound
| 4 years |
| Gareth Ross | M | - |
Washington University in St. Louis
| 4 years |
| James M. Thompson | M | - |
Washington University in St. Louis
| 4 years |
| Alex Wong | M | - |
Washington University in St. Louis
| 4 years |
| Kirsten Lynch | F | 56 |
Washington University in St. Louis
| 1 years |
| Matt Embleton | M | - |
Washington University in St. Louis
| 2 years |
| David Peacock | M | 56 |
Washington University in St. Louis
| 2 years |
| Susan R. Lewis | F | - |
Washington University in St. Louis
| 4 years |
| Chris McDonald | M | - |
Washington University in St. Louis
| 4 years |
| Cary Goldstein | M | - |
Washington University in St. Louis
| 4 years |
| Christian Prusia | M | - |
University of Puget Sound
| 4 years |
| Steve W. West | M | - |
Washington University in St. Louis
| 2 years |
| Victoria Grace | F | 48 |
Washington University in St. Louis
| 4 years |
| Michael G. Chandra | M | - |
Washington University in St. Louis
| 4 years |
| Sarah C. Ross | F | - |
Washington University in St. Louis
| 4 years |
| Jim Kragenbring | M | - |
Washington University in St. Louis
| 4 years |
| Chad Gunther | M | - |
Washington University in St. Louis
| 2 years |
| Ravi Kanth Mantha | M | - |
University of Puget Sound
| 4 years |
| Dennis Wesley Jensen | M | - |
University of Puget Sound
| 4 years |
| Scott Kessler | M | - |
Washington University in St. Louis
| 3 years |
| Gregg R. Griesemer | M | - |
Washington University in St. Louis
| 2 years |
| Eric Sledgister | M | - |
Washington University in St. Louis
| 4 years |
| Mike Carroll | M | - |
Washington University in St. Louis
| 4 years |
| William Sherwood-McGrew | M | - |
University of Puget Sound
| 2 years |
| Michael I. Marcus | M | - |
Washington University in St. Louis
| 4 years |
| Chris Faems | M | 49 |
Washington University in St. Louis
| 4 years |
| Scott Fabrikant Strasser | M | 49 |
Washington University in St. Louis
| 4 years |
| Andy Eng | M | - |
Washington University in St. Louis
| 2 years |
| Tom M. Crabtree | M | - |
Washington University in St. Louis
| 4 years |
| Davin T. Kazama | M | 48 |
University of Puget Sound
| 4 years |
| Mike Ritzenthaler | M | - |
Washington University in St. Louis
| 2 years |
| Mike J. McManamna | M | - |
University of Puget Sound
| 4 years |
| John William Smagula | M | 54 |
Washington University in St. Louis
| 3 years |
| Don A. Yocham | M | - |
Washington University in St. Louis
| 2 years |
| Jonathan Glick | M | - |
Washington University in St. Louis
| 4 years |
| Greg Martin Newman | M | - |
Washington University in St. Louis
| 3 years |
| George Parker | M | - |
Washington University in St. Louis
| 4 years |
| Avinash Navin Amin | M | - |
Washington University in St. Louis
| 3 years |
| Jason Chen | M | - |
Washington University in St. Louis
| 3 years |
| Ameet Thakkar | M | - |
Washington University in St. Louis
| 4 years |
| Andrew Solomon | M | - |
Washington University in St. Louis
| 4 years |
| Anton Hanebrink | M | 47 |
Washington University in St. Louis
| 4 years |
| John D. Noell | M | - |
Washington University in St. Louis
| 4 years |
| Christopher Clinton Conway | M | - |
Washington University in St. Louis
| 3 years |
| Tavi Yehudai | M | - |
Washington University in St. Louis
| 3 years |
| Greg Maurer | M | - |
Washington University in St. Louis
| 3 years |
| Chad Schmidt | M | - |
Washington University in St. Louis
| 4 years |
| Victor M. Pita | M | - |
Washington University in St. Louis
| 4 years |
| Jim Mitchell | M | - |
University of Puget Sound
| 3 years |
| Thomas Oakes | M | - |
Washington University in St. Louis
| 24 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
- Justin Hult
- Personal Network
