Ursprung des Netzwerks ersten Grades von Devon Keir Everhart
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
496
| College/University | Other Consumer Services | 496 |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.
234
| Subsidiary | Investment Managers | 234 |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.
29
| Subsidiary | Investment Managers | 29 |
DePauw University
21
| College/University | Other Consumer Services | 21 |
Morgan Stanley Dean Witter
10
| Extinct | Regional Banks | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Devon Keir Everhart
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
Jackson Square Partners LLC
 Jackson Square Partners LLC Investment ManagersFinance Jackson Square Partners LLC (Jackson Square) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2014 through the joint venture between Delaware Investments and its San Francisco–based Focus Growth team. Jackson Square provides investment advisory services to separately managed accounts and pooled investment vehicles. Their institutional client base includes, but is not limited to, high net worth individuals, corporate and public pension plans, endowments, and foundations. | Investment Managers | Founder Founder Founder Founder Analyst-Equity Founder Analyst-Equity Chief Investment Officer | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Corporate Officer/Principal Corporate Officer/Principal General Counsel | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member Director/Board Member | |
| Princeton University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Analyst-Equity Corporate Officer/Principal | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal General Counsel | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| LaSalle University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Sturdivant & Co., Inc. (Broker)
 Sturdivant & Co., Inc. (Broker) Investment Banks/BrokersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service brokerage firm located in Mt. Laurel, New Jersey. Sturdivant & Co. The firm's trading department utilizes the latest technologies to provide clients with maximum efficiency and overall execution excellence for both listed and NASDAQ orders. Sturdivant is connected to many of the major FIX order routing networks including Bloomberg, ITG RouteNet, MacGregor, TradeWare and TNS, as well as the major ECNs. With electronic order routing, traders benefit from seamless and efficient connectivity to Sturdivant directly from their existing systems. The firm strives to tap as many sources of liquidity to ensure that their clients' orders are executed as efficiently as possible. For clients who want their orders executed with a Volume Weighted Average Price (VWAP) strategy, Sturdivant's trading systems allow them to enter orders in multiple ways such as slicing the order into the market on a percentage basis, as a percentage of volume, or slicing it into the market at various times during the day. The firm brings their clients closer to the market through their relationship with a premier, independent Direct Access broker allowing them to provide point-of-sale execution and real-time information. Sturdivant is a member of the Philadelphia Stock Exchange. They can execute client orders on all the worldwide exchanges through their relationship with BNY ConvergEx Group and HSBC Securities (USA), Inc. | Investment Banks/Brokers | Director of Research - Equity Director of Research - Equity | |
MetLife Investment Management LLC
 MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| University of Vermont | College/University | Undergraduate Degree Masters Business Admin | |
| George Washington University | College/University | Masters Business Admin Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Shanghai Jiao Tong University | College/University | Doctorate Degree Undergraduate Degree | |
| Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Graduate Degree | |
| Tulane University (Louisiana) | College/University | Masters Business Admin Undergraduate Degree | |
| Tufts University | College/University | Graduate Degree Doctorate Degree | |
Franklin Templeton Distributors, Inc.
 Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
NWD Investment Management, Inc.
 NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 50 |
| China | 2 |
Sektoral
| Finance | 23 |
| Consumer Services | 20 |
| Miscellaneous | 9 |
Operativ
| Corporate Officer/Principal | 170 |
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 90 |
| Analyst-Equity | 79 |
| Director/Board Member | 60 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Gene Yoon | 22 |
| Steven Finn | 22 |
| George L. Mazanec | 20 |
| Roger Allen Early | 18 |
| Richard Salus | 16 |
| John Heffern | 14 |
| David Connor | 14 |
| Daniel Geatens | 13 |
| Michael Stephen Tung | 11 |
| Kevin P. Loome | 11 |
| Emily Janvey | 10 |
| Wayne Anglace | 10 |
| Hai Peng Shen | 10 |
| Robert Anthony Vogel | 10 |
| Bob Zenouzi | 10 |
- Börse
- Insiders
- Devon Keir Everhart
- Unternehmensverbindungen
