Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Steven Edward Cutcliffe | M | 65 |
Abbrea Capital LLC
 Abbrea Capital LLC Investment ManagersFinance Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts.
CSI Capital Management, Inc.
 CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family.
SunTrust Banks, Inc. (Wealth Management)
 SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | 18 years |
| Allan G. Bortel | M | 83 |
Tamalpais Wealth Advisors
 Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | 17 years |
| Stephen Frank Auth | M | - |
Federated MDTA LLC
 Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | 24 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Henry B. Dunlap Smith | M | - |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | 21 years |
| Dave R. Hudson | M | - |
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | - |
| Robert Scott Fearon | M | - |
Kellogg School of Management
| 6 years |
| Seth Adam Scholar | M | - |
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | 1 years |
| Dennis A. Karle | M | - |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | 8 years |
| David Scott Post | M | - |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | 11 years |
| Bridgette Heller | F | 62 |
Kellogg School of Management
| 2 years |
| Bill Clark Hageboeck | M | - |
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | - |
| Megan Scott-Kakures | F | - |
Claremont McKenna College
| 4 years |
| Brian R. Regan | M | - |
Kellogg School of Management
| 1 years |
| Steven Lefkowitz | M | 59 |
Kellogg School of Management
| 2 years |
| Christopher Ralph Bliss | M | - |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | - |
| Bill Hickey | M | 65 |
Kellogg School of Management
| 1 years |
| Corrine Schrall | F | - |
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | - |
| David Eric Archibald | M | - |
Claremont McKenna College
| 4 years |
| Tom Kiley | M | - |
Kellogg School of Management
| 2 years |
| H. David Kavrell | M | - |
Claremont McKenna College
| 4 years |
| Thomas Nicholas Trkla | M | 65 |
Kellogg School of Management
| 1 years |
| Gerald D. Schiefelbein | M | 65 |
Kellogg School of Management
| 1 years |
| Cesar Purisima | M | 64 |
Kellogg School of Management
| 2 years |
| Tom McDonough | M | - |
Kellogg School of Management
| 2 years |
| Heather Rider | F | 64 |
Claremont McKenna College
| 4 years |
| Anthony T. Iler | M | - |
Claremont McKenna College
| 4 years |
| Kathryn Hayley | F | 65 |
Kellogg School of Management
| 2 years |
| Steven P. Nickolas | M | 67 |
Claremont McKenna College
| 4 years |
| Ernie Dawal | M | - |
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | - |
| Jerome L. Simon | M | - |
Claremont McKenna College
| 4 years |
| Daniel Addison | M | - |
Claremont McKenna College
| 4 years |
| Gerri Kahnweiler | M | - |
Kellogg School of Management
| 1 years |
| jeff rea | M | - |
Kellogg School of Management
| 1 years |
| Chun Chang | M | 68 |
Kellogg School of Management
| 3 years |
| Mary Mirabelli | F | 67 |
Kellogg School of Management
| 2 years |
| Kathy Lynn-Cullotta | F | - |
Kellogg School of Management
| 2 years |
| Paul Hindsley | M | 65 |
Kellogg School of Management
| 2 years |
| Gary Birkenbeuel | M | 66 |
Claremont McKenna College
| 4 years |
| John Garabedian | M | 62 |
Kellogg School of Management
| 1 years |
| Peter Bulgarelli | M | 65 |
Kellogg School of Management
| 2 years |
| Gail P. Smith | F | 65 |
Claremont McKenna College
| 4 years |
| Kenneth A. Getz | M | - |
Kellogg School of Management
| 4 years |
| Joel W. Achramowicz | M | - |
Claremont McKenna College
| 3 years |
| Carlos Adrian Linares Peñaloza | M | 63 |
Kellogg School of Management
| 2 years |
| Cliff L Cheung | M | - |
Kellogg School of Management
| 3 years |
| Michael Holm Johansen | M | 68 |
Kellogg School of Management
| 3 years |
| Robert Francis Murray | M | - |
Kellogg School of Management
| 2 years |
| Bradley F. Tellam | M | - |
Claremont McKenna College
| 4 years |
| Max H. Bazerman | M | 68 |
Kellogg School of Management
| 15 years |
| Josh Field | M | - |
Kellogg School of Management
| 2 years |
| Robert H. Edelman | M | 70 |
Kellogg School of Management
| 2 years |
| Peter Owen McKown | M | - |
Kellogg School of Management
| 3 years |
| Marc Lautenbach | M | 62 |
Kellogg School of Management
| 2 years |
| Peter Tan | M | 69 |
Kellogg School of Management
| 2 years |
| Donald Bechter | M | - |
Kellogg School of Management
| 4 years |
| Ted Haddad | M | - |
Kellogg School of Management
| 1 years |
| Erik Anderson | M | 65 |
Claremont McKenna College
| 3 years |
| Gregory Schiffman | M | 67 |
Kellogg School of Management
| 2 years |
| Alan Whitman Breed | M | - |
Kellogg School of Management
| 2 years |
| Robert J. Schwartz | M | - |
Claremont McKenna College
| 4 years |
| Jane Williams Korhonen | F | - |
Kellogg School of Management
| 2 years |
| Paul Kleinaitis | M | - |
Kellogg School of Management
| 2 years |
| James Kroner | M | 62 |
Kellogg School of Management
| 1 years |
| Shaw Wagener | M | 65 |
Claremont McKenna College
| 4 years |
| Joel Tillinghast | M | - |
Kellogg School of Management
| 2 years |
| Spencer Lee | M | 68 |
Claremont McKenna College
| 4 years |
| Robert Varghese | M | - |
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | - |
| Gary Lyons | M | 73 |
Kellogg School of Management
| 2 years |
| Richard Beckwitt | M | 65 |
Claremont McKenna College
| 4 years |
| Rich J. Joslin | M | - |
Claremont McKenna College
| 4 years |
| Jeff Jackson | M | 68 |
Kellogg School of Management
| 2 years |
| Nikolaus D. Semaca | M | 65 |
Kellogg School of Management
| 1 years |
| Allan B. Golad | M | 69 |
Claremont McKenna College
| 4 years |
| Brian S. Moroney | M | 67 |
Claremont McKenna College
| 4 years |
| Mark Schwartz | M | 68 |
Claremont McKenna College
| 4 years |
| George Roeth | M | 63 |
Kellogg School of Management
| 2 years |
| Thomas Bloch | M | 69 |
Claremont McKenna College
| 4 years |
| Daniel D. Perrin | M | - |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | 5 years |
| Barry L. Goldner | M | - |
Claremont McKenna College
| 4 years |
| Sona Wang | F | - |
Kellogg School of Management
| 2 years |
| Bill Sampson McCreery | M | - |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | 12 years |
| Ron Leaf | M | - |
Kellogg School of Management
| 2 years |
| Scott McFarlane | M | 67 |
Claremont McKenna College
| 4 years |
| Allen M. Olinger | M | - |
Claremont McKenna College
| 4 years |
| Steve M. Heinen | M | - |
Kellogg School of Management
| 4 years |
| Thomas E. Parkinson | M | - |
Kellogg School of Management
| 2 years |
| Tom Buiocchi | M | - |
Kellogg School of Management
| 1 years |
| Jay L. Rosenlieb | M | - |
Claremont McKenna College
| 4 years |
| Denny Chandler | M | 69 |
Kellogg School of Management
| 2 years |
| Ron Sit | M | 65 |
Kellogg School of Management
| 1 years |
| Tom Erickson | M | 62 |
Kellogg School of Management
| 2 years |
| Richard W. Howe | M | - |
Claremont McKenna College
| 4 years |
| Keith T. Bank | M | 64 |
Kellogg School of Management
| 1 years |
| Alfred M. Mattaliano | M | - |
Kellogg School of Management
| 3 years |
| Scott I. Oakford | M | - |
Claremont McKenna College
| 4 years |
| Thomas Blumenthal | M | - |
Claremont McKenna College
| 4 years |
| Neil L. Langberg | M | 71 |
Claremont McKenna College
| 4 years |
| Dale Edward Yahnke | M | - |
Claremont McKenna College
| 4 years |
| Lisa Pelayo | F | - |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | - |
| John Pohl | M | - |
Claremont McKenna College
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- William David Osher
- Personal Network
