Vincent J. Phillips
Founder at Income& Technologies, Inc.
Network origin in Vincent J. Phillips first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
120
| Subsidiary | Investment Managers | 120 |
12
| Public Company | Specialty Stores | 12 |
Income& Technologies, Inc.
 Income& Technologies, Inc. Miscellaneous Commercial ServicesCommercial Services Income& Technologies, Inc. provides financial technology services. The firm also offers fixed-income investment options. The company was founded by Brad Walker and Keith Meyer in 2015 and is headquartered in San Francisco, CA.
3
| Holding Company | Miscellaneous Commercial Services | 3 |
CyberTrader, Inc.
 CyberTrader, Inc. Packaged SoftwareTechnology Services CyberTrader, Inc. provides trading platforms, fast trade executions, market tickers and risk management tools. The company was founded in 1995 by Philip R. Berber and is headquartered in Austin, TX.
2
| Subsidiary | Packaged Software | 2 |
Serene Investment Management LLC
 Serene Investment Management LLC Investment ManagersFinance Serene Investment Management LLC is a lower middle market special situations lending American company that specializes in venture debt, debtor in possession, and other financing. The private company provides liquidity across the capital stack in $1-15MM funding sizes with totally discretionary capital. The company was founded by Adam Phillips.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Vincent J. Phillips via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal Human Resources Officer | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Sales & Marketing Corporate Officer/Principal | |
Pre-Paid Legal Services, Inc.
 Pre-Paid Legal Services, Inc. Miscellaneous Commercial ServicesCommercial Services Pre-Paid Legal Services, Inc. provides legal services. It offers direct sales and network marketing. The company was founded by Harland Cecil Stonecipher in 1972 and is headquartered in Ada, OK. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| Schwab Capital Trust | Chairman Director/Board Member Director/Board Member | ||
| CHARLES SCHWAB | Investment Banks/Brokers | Founder Sales & Marketing Chief Operating Officer General Counsel Chief Tech/Sci/R&D Officer Chief Executive Officer Public Communications Contact Corporate Officer/Principal Public Communications Contact Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Sales & Marketing Corporate Officer/Principal General Counsel Director/Board Member Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| Schwab Investments | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| EBAY INC. | Internet Retail | Director/Board Member Sales & Marketing | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | President Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Director/Board Member Undergraduate Degree Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
| Golden Gate University | College/University | Masters Business Admin Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John's University | College/University | Masters Business Admin Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chairman Chairman Chairman Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Graduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Schwab Investor Services | President Human Resources Officer Corporate Officer/Principal | ||
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | President Corporate Officer/Principal Corporate Officer/Principal | |
| Laudus Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Betterment Holdings, Inc.
 Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member Director/Board Member | |
GPS Capital Management LLC
 GPS Capital Management LLC Investment ManagersFinance GPS Capital Management LLC (GPS) is an independent SEC-registered wealth management firm headquartered in Burlingame, California. The firm was founded by Dennis Chen and Daniel Wu in 2005. GPS provides advisory services to individuals, and high-net worth individuals. | Investment Managers | Chief Executive Officer Founder | |
| W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin | |
| Make-A-Wish Foundation of Illinois | Director/Board Member Corporate Officer/Principal | ||
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities President |
Statistics
International
| United States | 50 |
Sectoral
| Finance | 20 |
| Consumer Services | 18 |
| Miscellaneous | 7 |
| Technology Services | 3 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 215 |
| Director/Board Member | 162 |
| Undergraduate Degree | 88 |
| Sales & Marketing | 50 |
| Independent Dir/Board Member | 42 |
Most connected contacts
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Dawn Lepore | 25 |
| Donna Wells | 24 |
| Chuck Schwab | 22 |
| John S. Clendening | 19 |
| Jody Bilney | 19 |
| Walter Bettinger | 18 |
| Joseph Martinetto | 17 |
| Christine E. Petersen | 14 |
| Frank Kelly | 12 |
| Jay L. Allen | 12 |
| Rebecca Saeger | 11 |
| Michael Boardman | 11 |
| Bernard Clark | 11 |
| Ronald W. Readmond | 11 |
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