Provenance du réseau au premier degré de Simon T. Lee
Entité | Type d'entité | Industrie | |
---|---|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.
12
| Private Company | Investment Managers | 12 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Simon T. Lee via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
DYNEX CAPITAL, INC. | Real Estate Investment Trusts | Chairman | |
Washington University in St. Louis | College/University | Masters Business Admin | |
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Analyst-Equity | |
Trinity University | College/University | Undergraduate Degree | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Portfolio Manager-Fixed Income | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | 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 | |
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 | |
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 | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
American Securities LLC
American Securities LLC Investment ManagersFinance American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States. | Investment Managers | Private Equity Analyst | |
AMG Funds LLC
AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Investment Managers | Sales & Marketing | |
Illinois State University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
University of California, Davis | College/University | Undergraduate Degree | |
Fundsmith LLP
Fundsmith LLP Investment ManagersFinance Fundsmith LLP is an independent, Great Britain-based fund management firm which was founded in 2010 by Terry Smith. Headquartered in London, the firm sponsors and provides investment management services to several pooled investment vehicles. | Investment Managers | Analyst-Equity | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
California Institute of Technology
California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
New York University | College/University | Graduate Degree | |
GSCP (NJ) LP
GSCP (NJ) LP Investment ManagersFinance GSCP (NJ) LP (dba GSC Group) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1999 and is a subsidiary of GSC Group, Inc., ultimately owned by SD Capital Management LLC. GSC Group provides investment management, advisory and administrative services, and other related services to collateralize debt obligations. | Investment Managers | Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree | |
Bentley School | College/University | Director/Board Member | |
Switchmate Home LLC
Switchmate Home LLC Packaged SoftwareTechnology Services Switchmate Home LLC provides home automation products. The company was founded by Daniel Peng, Robert Romano, Dave Tung, Jarred Aller, and Ashish Dua and is headquartered in San Ramon, CA. | Packaged Software | Director of Finance/CFO | |
Haas School of Business | College/University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 39 |
Royaume-Uni | 2 |
Sectorielle
Finance | 21 |
Consumer Services | 20 |
Technology Services | 2 |
Opérationnelle
Undergraduate Degree | 12 |
Analyst-Equity | 11 |
Portfolio Manager-Equities | 8 |
Masters Business Admin | 7 |
Portfolio Manager-Fixed Income | 6 |
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