Mike LaMena
Chief Executive Officer at Wealthspire Advisors LLC
Network origin in Mike LaMena first degree
Entity | Entity type | Industry | |
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University of Notre Dame
299
| College/University | Other Consumer Services | 299 |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations.
13
| Subsidiary | Investment Managers | 13 |
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.
7
| Subsidiary | Investment Managers | 7 |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
5
| Extinct | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mike LaMena via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Entergy Services LLC
Entergy Services LLC Electric UtilitiesUtilities Entergy Services LLC provides power cable installation and supply, microwave antenna installation, electric power systems installation or service, electronic controls installation, and communication equipment installation. The company was founded on April 11, 1963 and is headquartered in New Orleans, LA. | Electric Utilities | Corporate Officer/Principal | |
IBM | Packaged Software | Corporate Officer/Principal | |
PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing | |
System Energy Resources, Inc.
System Energy Resources, Inc. Electric UtilitiesUtilities System Energy Resources, Inc. engages in the generation and distribution of electric power. It holds ownership interest and leasehold interest in Grand Gulf. The company was founded on April 2, 1974 and is headquartered in Jackson, MS. | Electric Utilities | Director of Finance/CFO | |
JARDEN CORP | Electronics/Appliances | Director of Finance/CFO Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Entergy Mississippi LLC
Entergy Mississippi LLC Electric UtilitiesUtilities Entergy Mississippi LLC operates as an electric public utility company. It involves in electric power production; retail distribution operations; energy marketing and trading; and gas transportation. The company was founded in 1923 and is headquartered in Jackson, MS. | Electric Utilities | Director of Finance/CFO | |
FWT, Inc.
FWT, Inc. Computer CommunicationsElectronic Technology FWT, Inc. manufactures communication antennas. Its products include monopoles, equipment shelters, antenna arrays and Communication-Sites on Wheels, which combine antennas and temporary power supplies in mobile enclosures such as trucks and trailers. The firm divides its operations between two divisions that serve the communications and utilities markets respectively. The company is headquartered in Arlington, TX. | Computer Communications | Director/Board Member | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Entergy-Koch LP
Entergy-Koch LP Gas DistributorsUtilities Entergy-Koch LP is a joint venture company that specializes in transporting, delivering, marketing, and trading natural gas, power, and other energy-related commodities. The company is based in Houston, TX. | Gas Distributors | Corporate Officer/Principal | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Zorch International, Inc.
Zorch International, Inc. Packaged SoftwareTechnology Services Zorch International, Inc. provides solution for corporate branded merchandise industry. The firm offers eCommerce technology, on-demand inventory control, tranparent pricing, and supply chain services. Its solutions include technology, innovative supply chain, transparent pricing, no risk inventory, and brand protection. The company was founded by Nicole P. Loftus in 2002 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
Nasdaq ISE LLC
Nasdaq ISE LLC Investment Banks/BrokersFinance Nasdaq ISE LLC operates equity and trading options exchange. It transformed the options industry by creating efficient markets through innovative market structure and technology. It provides investors with a transparent marketplace for price and liquidity discovery on centrally cleared options products. The company was founded by David Krell in May 2000 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
Citadel Enterprise Americas LLC
Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Investment Managers | Corporate Officer/Principal 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 | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Masters Business Admin | |
Stanford University | College/University | Doctorate Degree Doctorate Degree Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
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 | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin 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 Corporate Officer/Principal Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Director/Board Member | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor Comptroller/Controller/Auditor | |
New York University School of Law | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Drexel University | College/University | Undergraduate Degree Graduate Degree | |
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 | Analyst-Equity Analyst-Equity | |
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 | Graduate Degree Undergraduate Degree | |
San Jose State University | College/University | Corporate Officer/Principal Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin Graduate Degree | |
International Securities Exchange Holdings, Inc.
International Securities Exchange Holdings, Inc. Investment Banks/BrokersFinance International Securities Exchange Holdings, Inc. operates and regulates a registered national securities exchange. The company was founded in September 1997 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Maranon Capital LP
Maranon Capital LP Investment ManagersFinance Maranon Capital LP (Maranon Capital) is a private equity firm founded in 2007 by Tom Gregory and Ian Larkin. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
ENTERGY TEXAS INC | Electric Utilities | Director of Finance/CFO | |
Ray Enterprises of Chesapeake Walk LLC
Ray Enterprises of Chesapeake Walk LLC Wholesale DistributorsDistribution Services Ray Enterprises of Chesapeake Walk LLC engages in the design, production, and wholesale of branded leather accessories. Its product includes handbags, wallets, and jackets. The company was founded by Koren Ray in 1991 and is headquartered in Annapolis Junction, MD. | Wholesale Distributors | Director/Board Member | |
Americans For Fair Taxation | Director/Board Member | ||
California Products Corp.
California Products Corp. Industrial SpecialtiesProcess Industries California Products Corp. manufactures paints, coatings and sports surfacing systems. It offers interior and exterior paints, architectural coatings, lead and asbestos abatements and exterior stains and coatings. The firm products are used in various markets, such as national stadiums, international tennis venues, resorts, clubs, schools, colleges and private residences. The company was founded in 1926 and is headquartered in Andover, MA. | Industrial Specialties | Director/Board Member | |
Suntree Snack Foods LLC
Suntree Snack Foods LLC Food: Specialty/CandyConsumer Non-Durables Suntree Snack Foods LLC manufactures label nuts and dried fruits. It offers roasted and salted nuts, trail mixes, and chocolate and yogurt-covered nuts. The company was founded by David Turner and is headquartered in Phoenix, AZ. | Food: Specialty/Candy | Director/Board Member | |
Formulife LLC
Formulife LLC Pharmaceuticals: MajorHealth Technology Formulife, Inc. manufactures custom dietary supplements. Its services include encapsulating, tableting powder filling, and lab analysis. The company was founded in 2009 and is headquartered in Allen, TX. | Pharmaceuticals: Major | Director/Board Member | |
TenderHeart Health Outcomes, Inc.
TenderHeart Health Outcomes, Inc. Hospital/Nursing ManagementHealth Services Tender Heart Health Outcomes. provides home medical equipment. It offers medical supplies and pharmaceutical prescriptions to home-based medicaid, medicare, and privately insured patients across Texas. The firm has offices in Austin, Beaumont, Corpus Christi, El Paso, Fort Worth, Harlingen, Harlingen, Houston, Lubbock, San Antonio and Woodway. The company was founded by Britt Peterson in 2005 and is headquartered in Austin, TX. | Hospital/Nursing Management | Director/Board Member | |
THE LOVESAC COMPANY | Home Furnishings | Director/Board Member |
Statistics
International
United States | 49 |
United Kingdom | 2 |
Sectoral
Consumer Services | 15 |
Finance | 14 |
Utilities | 7 |
Commercial Services | 5 |
Technology Services | 3 |
Operational
Corporate Officer/Principal | 185 |
Director/Board Member | 171 |
Undergraduate Degree | 103 |
President | 44 |
Masters Business Admin | 43 |
Most connected contacts
Insiders | |
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Sean T. Klimczak | 36 |
Patrick T. Egan | 25 |
Michael Rost | 24 |
Sean Cantwell | 18 |
John Grafer | 18 |
John Arlotta | 18 |
Rakesh Patel | 17 |
Andrew Marsh | 16 |
Stephen N. Cannon | 16 |
Paul Cifelli | 15 |
Joseph Blanco | 15 |
Robert Piconi | 15 |
Vladimir Shmatovich | 14 |
Joseph S. Burkhart | 14 |
Michael Moriarty | 13 |
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