Ursprung des Netzwerks ersten Grades von Jake Viet Tran
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Drexel University
82
| College/University | Other Consumer Services | 82 |
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families.
26
| Subsidiary | Investment Managers | 26 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jake Viet Tran
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Trading-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Director/Board Member Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Corporate Officer/Principal | |
DuPont Capital Management Corp.
 DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Market Strategist Analyst-Equity Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity | |
Berenberg Capital Markets LLC
 Berenberg Capital Markets LLC Investment Banks/BrokersFinance Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Corporate Officer/Principal Doctorate Degree | |
| Vanderbilt University | College/University | Masters Business Admin | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Hamilton Lane Advisors LLC
 Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree Private Equity Investor | |
Boenning & Scattergood, Inc. (Broker)
 Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | Investment Banks/Brokers | Analyst-Equity Institutional Sales Analyst-Equity | |
The ACE Group, Inc.
 The ACE Group, Inc. Commercial Printing/FormsCommercial Services Part of DG3 Holdings LLC, The ACE Group, Inc. is a company that provides print and electronic marketing solutions. The company is based in New York, NY. Peter Williams has been the CEO of the company since 2010. The ACE Group was acquired by DG3 North America, Inc. on March 03, 2011. | Commercial Printing/Forms | Corporate Officer/Principal Corporate Officer/Principal | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Corporate Officer/Principal Undergraduate Degree | |
Franklin Park Associates LLC
 Franklin Park Associates LLC Investment ManagersFinance Franklin Park Associates LLC (Franklin Park) is a venture capital and private equity firm founded in 2003 by Bradley T Atkins, Michael D Bacine, Narayan R Chowdhury, Karl J. Hartmann & James B. McGovern. The firm is headquartered in Philadelphia with an additional office in Dublin, Ireland. | Investment Managers | Private Equity Analyst Private Equity Investor | |
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 | Analyst-Fixed Income Analyst-Fixed Income | |
Millennium Management LLC
 Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Colgate University | College/University | Director/Board Member Undergraduate Degree | |
Innovation Philadelphia, Inc.
 Innovation Philadelphia, Inc. Investment ManagersFinance Innovation Philadelphia, Inc (Innovation Philadelphia) is a venture capital firm founded in 2001 by Rich A. Bendis. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Doctorate Degree | |
PNC Capital Advisors LLC
 PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Rockefeller Capital Management LP
 Rockefeller Capital Management LP Investment ManagersFinance Rockefeller Capital Management L.P. operates as a privately-owned financial services firm. It offers asset management and strategic advisory services. The company was founded by John D. Rockefeller in 1882 and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| The State University of New York | College/University | Undergraduate Degree | |
Canaccord Genuity LLC
 Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Investment Banks/Brokers | Analyst-Equity | |
| Mercy College | College/University | Masters Business Admin | |
| Universidad Adolfo Ibáñez | College/University | Masters Business Admin | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income | |
Clark Capital Management Group, Inc.
 Clark Capital Management Group, Inc. Investment ManagersFinance Clark Capital Management Group, Inc. (Clark Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded Harry Clark in 1986. Clark Capital provides institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. | Investment Managers | Analyst-Equity |
Statistik
International
| Vereinigte Staaten | 47 |
| Chile | 2 |
Sektoral
| Finance | 29 |
| Consumer Services | 19 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 112 |
| Undergraduate Degree | 95 |
| Analyst-Equity | 82 |
| Director/Board Member | 73 |
| Portfolio Manager-Equities | 36 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Greg Fleming | 26 |
| Constantine N. Papadakis | 24 |
| Paul Baiada | 16 |
| Michael Nevin | 16 |
| Adam D. Compton | 15 |
| Aliya Khaydarova | 10 |
| Victoria T. Melendez | 10 |
| James Bauersmith | 9 |
| Joseph J. Filippoli | 9 |
| Matt Gelfand | 9 |
| Michael Ciarmoli | 9 |
| Kenneth J. Blank | 8 |
| Frederick P. Rullo | 7 |
| Doug Adams | 7 |
| Avery Sheffield | 7 |
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- Unternehmensverbindungen
