Network origin in Shaya Berzon first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.
71
| Subsidiary | Investment Managers | 71 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Shaya Berzon via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal | |
Fulton Breakefield Broenniman LLC
 Fulton Breakefield Broenniman LLC Investment ManagersFinance Fulton Breakefield Broenniman LLC, do-business-as FBB Capital Partners (FBB), is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1989. FBB provides customized wealth management solutions to a wide range of clients including affluent individuals, families, foundations, and endowments. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| EUROMONEY INST INV | Internet Software/Services | Corporate Officer/Principal | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Emory University | College/University | Undergraduate Degree | |
| Xavier University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Scudder Private Investment Counsel /Boston Operations/ | Investment Managers | Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Graduate Degree Graduate Degree | |
| Georgia Institute of Technology | College/University | Doctorate Degree Graduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Masters Business Admin Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
| University of Baltimore | College/University | Graduate Degree Graduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| Slippery Rock University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Washington College | College/University | Undergraduate Degree Undergraduate Degree | |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Founder Founder | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
| Robert H. Smith School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Legg Mason & Co. LLC (New York) | Director/Board Member Sales & Marketing | ||
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| Wright State University (Ohio) | College/University | Masters Business Admin | |
| Vassar College | College/University | Undergraduate Degree | |
| Anderson School of Management | College/University | Masters Business Admin | |
| Kenan-Flagler Business School | College/University | Masters Business Admin | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 49 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 30 |
| Finance | 19 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 94 |
| Undergraduate Degree | 64 |
| Portfolio Manager-Equities | 56 |
| Analyst-Equity | 41 |
| Chief Executive Officer | 41 |
Most connected contacts
| Insiders | |
|---|---|
| Jane Trust | 47 |
| Frances Cashman | 21 |
| Daniel Harding | 17 |
| Harry O'Mealia | 14 |
| Christopher S. Delpi | 9 |
| John Helfst | 9 |
| Jim O'Connor | 9 |
| Lori Laub | 8 |
| Bill Constantine | 8 |
| Thomas Ruffin Vandeventer | 8 |
| Xuying Chang | 7 |
| Mathi Vaheesan | 7 |
| Douglas Kelly | 7 |
| Chris Harvey | 7 |
| Chris Perry | 7 |
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