Todd Mackay
President at Avantax Advisory Services, Inc.
Network origin in Todd Mackay first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Extinct | Investment Banks/Brokers | 55 | |
| Public Company | Packaged Software | 51 | |
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.
6
| Subsidiary | Financial Conglomerates | 6 |
AlphaBird, Inc.
 AlphaBird, Inc. Information Technology ServicesTechnology Services AlphaBird, Inc. operates as an audience development and content monetization company which provides online videos. The company was founded by Chase Norlin and Alex Rowland in May 2009 and is headquartered in Los Angeles, CA.
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| Private Company | Information Technology Services | 4 |
Avantax Investment Services, Inc.
3
| Subsidiary | 3 | |
TaxAct, Inc.
 TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA.
2
| Subsidiary | Packaged Software | 2 |
Avantax Wealth Management, Inc.
 Avantax Wealth Management, Inc. Investment ManagersFinance Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983.
2
| Subsidiary | Investment Managers | 2 |
Emerge Digital, Inc.
 Emerge Digital, Inc. Packaged SoftwareTechnology Services Emerge Digital, Inc. provides web and application development services. The private company is based in San Francisco, CA.
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| Private Company | Packaged Software | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Todd Mackay via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
E*TRADE Bank
 E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Regional Banks | Director/Board Member Chairman Director/Board Member President Director/Board Member Director/Board Member President Director/Board Member President Director/Board Member Director of Finance/CFO President Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Corporate Officer/Principal Graduate Degree Graduate Degree Graduate Degree | |
Global Pari-Mutuel Services, Inc.
 Global Pari-Mutuel Services, Inc. Finance/Rental/LeasingFinance Global Pari-Mutuel Services, Inc. develops and markets pari-mutuel wagering technology. The firm provides pari-mutuel gaming and trading hub services. The company was founded by James Allen Egide on January 27, 1997 and is headquartered in New York, NY. | Finance/Rental/Leasing | President Chief Operating Officer Director of Finance/CFO Chief Tech/Sci/R&D Officer | |
Bendigo Partners LLC
 Bendigo Partners LLC Investment ManagersFinance Bendigo Partners LLC (Bendigo partners) is a private equity firm founded in 2008 by Jarrett Lilien. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Founder Corporate Officer/Principal Private Equity Investor | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Comptroller/Controller/Auditor Chief Executive Officer Corporate Officer/Principal | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Director of Finance/CFO Investor Relations Contact Treasurer | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| LENDINGCLUB CORPORATION | Major Banks | General Counsel Sales & Marketing Chief Tech/Sci/R&D Officer | |
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 | Public Communications Contact Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Banks/Brokers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| INTUIT INC. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
ETB Holdings, Inc.
 ETB Holdings, Inc. Financial ConglomeratesFinance Part of Morgan Stanley, ETB Holdings, Inc. operates as a bank holding company. The company is based in Arlington, VA. | Financial Conglomerates | Chairman Director/Board Member | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| University of Oxford | College/University | Graduate Degree Graduate Degree | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Human Resources Officer Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree Graduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | 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 | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| UPBOUND GROUP, INC. | Finance/Rental/Leasing | Human Resources Officer Human Resources Officer | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
Kapitall Studios
 Kapitall Studios Packaged SoftwareTechnology Services Kapitall, Inc. operates as an online investment platform. Its platform allows investors to learn about the market, research on stocks and funds, share investing ideas, and build virtual and real brokerage portfolios. The company was founded by Serge Kreiker, Gaspard de Dreuzy, and David Neubert in March 2008 and is headquartered in New York, NY. | Packaged Software | Director/Board Member Chief Executive Officer | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Graduate Degree Masters Business Admin | |
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 Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| EBAY INC. | Internet Retail | Corporate Officer/Principal Director/Board Member | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Public Communications Contact | |
| WEBSTER FINANCIAL CORPORATION | Savings Banks | Director/Board Member Director/Board Member | |
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 | Director of Finance/CFO Comptroller/Controller/Auditor | |
Webster Bank, NA
 Webster Bank, NA Major BanksFinance Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT. | Major Banks | Director/Board Member Director/Board Member | |
| Long Island University | College/University | Masters Business Admin Graduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of South Dakota | College/University | Undergraduate Degree Director/Board Member | |
| Brandeis University | College/University | Undergraduate Degree Undergraduate Degree | |
Millennium Trust Co. LLC
 Millennium Trust Co. LLC Investment ManagersFinance Millennium Trust Co. LLC engages in the provision of alternative custody solutions to institutions, advisors, and individuals. It offers rollover and self-directed individual retirement account, and retirement and custody services. The company was founded in 2000 and is headquartered in Oak Brook, IL. | Investment Managers | Director/Board Member Director/Board Member | |
Coastal Credit LLC
 Coastal Credit LLC Finance/Rental/LeasingFinance Coastal Credit LLC provides automobile financing services. It specializes in purchasing contracts from new and used automobile dealerships. Its customers primarily include the secondary used car market. The company was founded in 1984 by William McKnight and is headquartered in Virginia Beach, VA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
Relation Insurance, Inc.
 Relation Insurance, Inc. Insurance Brokers/ServicesFinance Relation Insurance, Inc. engages in the provision of insurance brokerage services. It offers employee benefits, property and casualty, retirement consulting, personal lines, and education solutions. The company was founded in 2007 and is headquartered in Walnut Creek, CA. | Insurance Brokers/Services | Director/Board Member Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Undergraduate Degree | |
BlueSnap, Inc.
 BlueSnap, Inc. Packaged SoftwareTechnology Services BlueSnap, Inc. provides e-commerce payment services, specializing in secure global payment processing and payment gateways for B2B and B2C businesses. It offers B2B invoicing, marketplaces, digital goods, SaaS, healthcare, logistics and freight, gaming, and education services. The company was founded in 2001 and is headquartered in Waltham, MA. | Packaged Software | Director/Board Member Corporate Officer/Principal | |
loanDepot.com LLC
 loanDepot.com LLC Finance/Rental/LeasingFinance loanDepot.com LLC provides mortgage and non-mortgage lending products. It engages in retail, consumer direct, wholesale, personal loan, affinity and servicing operations. The firm offers fixed rate, adjustable rate, jumbo, federal housing administration and veterans administration loans. It also provides information regarding home purchase process and refinancing. The company was founded by Anthony Hsieh in January 2010 and is headquartered in Foothill Ranch, CA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Graduate Degree |
Statistics
International
| United States | 48 |
| United Kingdom | 2 |
| Australia | 2 |
| Netherlands | 2 |
Sectoral
| Finance | 23 |
| Consumer Services | 19 |
| Commercial Services | 7 |
| Technology Services | 4 |
| Retail Trade | 2 |
Operational
| Director/Board Member | 409 |
| Corporate Officer/Principal | 222 |
| Chief Executive Officer | 98 |
| Independent Dir/Board Member | 92 |
| Undergraduate Degree | 90 |
Most connected contacts
| Insiders | |
|---|---|
| Ronald Fisher | 41 |
| Fred DiSanto | 36 |
| Brian Golson | 34 |
| C. Cathleen Raffaeli | 27 |
| Mitchell Caplan | 26 |
| Josh S. Levine | 25 |
| Stephen Hooper | 24 |
| Edward Roffman | 24 |
| Robert Lilien | 21 |
| Mark Ernst | 21 |
| David Chung | 21 |
| Andrew Dodson | 20 |
| John S. Clendening | 19 |
| Jana Schreuder | 18 |
| Bruce Nolop | 17 |
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