Roger Herman Scheffel
Investment Committee Member at Wilbanks, Smith & Thomas Asset Management LLC
Network origin in Roger Herman Scheffel first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
200
| Subsidiary | Investment Managers | 200 |
Wilbanks, Smith & Thomas Asset Management LLC
 Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.
29
| Subsidiary | Investment Managers | 29 |
St. Mary's University
17
| College/University | Other Consumer Services | 17 |
Wachovia Capital Markets LLC
 Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services.
11
| Extinct | Investment Banks/Brokers | 11 |
Ernst & Young Capital Advisors LLC
 Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.
2
| Subsidiary | Investment Banks/Brokers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Roger Herman Scheffel via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Manhattanville College | College/University | Undergraduate Degree Undergraduate Degree | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Market Strategist | |
Cantor Fitzgerald & Co.
 Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Corporate Officer/Principal 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 | |
ML Select Futures I LP
 ML Select Futures I LP Investment Banks/BrokersFinance ML Select Futures I LP engages in the speculative trading of futures and forward contracts. Its markets include precious and industrial metals, energy products, agricultural and soft commodities, U.S. and non-U.S. interest rate futures, U.S. and non-U.S. stock indices, minor currencies, major currencies, and cross rates. The company was founded in August 1995 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
FIG LLC
 FIG LLC Investment ManagersFinance FIG LLC, operates as Fortress Investment Group (Fortress), is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of Fortress Operating Entity I LP, ultimately owned by SoftBank Group Corp. (TYO: 9984) in Japan. Fortress manages assets on behalf of institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. | Investment Managers | Analyst-Equity | |
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Investment Managers | Chief Executive Officer | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Envision Capital Management, Inc.
 Envision Capital Management, Inc. Investment ManagersFinance Envision Capital Management, Inc. (Envision) is a privately held, SEC-registered investment advisor and money management firm headquartered in Palos Verdes Estates, California. The firm was founded in 1995 by Marilyn Cohen. Envision manages investment portfolios for individuals, privately held companies, and tax-deferred accounts. | Investment Managers | Corporate Officer/Principal | |
Sterling Bank & Trust, FSB
 Sterling Bank & Trust, FSB Regional BanksFinance Sterling Bank & Trust, FSB operates as a chartered savings bank. It offers personal banking, home loans, business banking, commercial loans, and wealth management services. The company was founded in 1984 and is headquartered in Southfield, MI. | Regional Banks | Director/Board Member | |
| Auburn University | College/University | Undergraduate Degree Undergraduate 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 | Undergraduate Degree Undergraduate Degree | |
| Golden Gate University | College/University | Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| US Military Academy | College/University | Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
| Old Dominion University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Delta Dental of Kansas, Inc.
 Delta Dental of Kansas, Inc. Investment ManagersFinance Delta Dental of Kansas, Inc. provides investment advisory services for insurance companies. The firm specializes in dental insurance, individual, family insurance, and group insurance. The company was founded in 1972 and is headquartered in Wichita, KS. | Investment Managers | Chief Operating Officer | |
| The University of North Carolina at Asheville | College/University | Undergraduate Degree Masters Business Admin | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| STERLING BANCORP, INC. (SOUTHFIELD, MI) | Regional Banks | Director/Board Member | |
| The Children's Foundation, Inc. | Director/Board Member | ||
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
| United States | 45 |
Sectoral
| Consumer Services | 22 |
| Finance | 21 |
| Consumer Durables | 2 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 173 |
| Director/Board Member | 113 |
| Undergraduate Degree | 81 |
| Analyst-Equity | 56 |
| Portfolio Manager-Equities | 54 |
Most connected contacts
| Insiders | |
|---|---|
| Shane Doyle | 56 |
| Peter M. Budko | 49 |
| Joseph Grano | 28 |
| Ronald Miller | 23 |
| Robert Hall | 17 |
| Michael Connolly | 15 |
| Christopher John Sylvester | 13 |
| Heather Takahashi | 12 |
| Gregory Evan Parets | 11 |
| Lyle Wolberg | 11 |
| Wes Karger | 11 |
| Gregg Moskowitz | 8 |
| Vitaly Veksler | 8 |
| Tracy Ellen Calder | 8 |
| Jeffrey Geygan | 8 |
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