Network origin in Alan H. Lee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
779
| Subsidiary | Investment Banks/Brokers | 779 |
University of Pennsylvania
173
| College/University | Other Consumer Services | 173 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alan H. Lee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | 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 Trading-Equity | |
First Eagle Investment Management LLC
 First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate 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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Claremont McKenna College | College/University | Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Doctorate Degree Doctorate Degree Graduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Doctorate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Graduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Doctorate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| London School of Economics & Political Science | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Presidency College | College/University | Undergraduate Degree | |
Acciones y Valores SA
 Acciones y Valores SA Investment Banks/BrokersFinance Part of Bolsa de Valores de Colombia SA, Acciones y Valores SA is a Colombian company that provides brokerage services. The company is based in Bogota, Colombia. Rafael Tomas Aparicio Escallón has been the CEO of the company since 1979. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Universidad del Rosario | College/University | Undergraduate Degree | |
| Indian Statistical Institute | College/University | Graduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
Econ One Research, Inc.
 Econ One Research, Inc. Miscellaneous Commercial ServicesCommercial Services Econ One Research, Inc. provides economic research and consulting services. The firm focuses on areas such as contract disputes, antitrust, intellectual property, patent infringement, regulation, and unfair competition. Its customers include the airline, energy, oil and gas, healthcare, retail, and telecommunications industries. The company was founded by Jeffrey Leitzinger in 1997 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Johnson Graduate School of Management | College/University | Masters Business Admin | |
| Beijing Union University | College/University | Undergraduate Degree | |
| University of Science & Technology of China | College/University | Undergraduate Degree | |
TradeLink Holdings LLC
 TradeLink Holdings LLC Investment ManagersFinance TradeLink Holdings LLC provides investment advice. The firm engages in securities, futures, options and commodities trading. It manages strategies that include managed futures and equities, spanning multiple time frames and concepts. The company was founded by Walt Kingston Weissman in 1979 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
State Street Corp. (Fund Distributor)
 State Street Corp. (Fund Distributor) Investment ManagersFinance State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT) | Investment Managers | Corporate Officer/Principal | |
PineBridge Investments LLC
 PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC (PBI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PBI provides investment management/advisory services to US registered investment companies, privately offered pooled investment vehicles (which includes CLOs) and separate advisory accounts for sophisticated institutional and individual clients. | Investment Managers | Corporate Officer/Principal | |
| University of South Carolina | College/University | Undergraduate Degree | |
| Questrom School of Business | College/University | Undergraduate Degree | |
QCAM Currency Asset Management AG
 QCAM Currency Asset Management AG Investment ManagersFinance QCAM Currency Asset Management AG (QCAM) is an independent asset management firm headquartered in Zug, Switzerland. The firm was founded in 2005 by Jens Mühlhoff as Quaesta Capital AG and subsequently changed their name to QCAM Currency Asset Management AG in 2016 to reflect their two areas of competence. QCAM provides asset management and currency management services to institutional clients, which includes Pension Funds, Family Offices, Investment Funds, Asset Manager, Corporate Clients and NGOs. | Investment Managers | Corporate Officer/Principal | |
| Instituto Tecnológico y de Estudios Superiores de Monterrey | College/University | Undergraduate Degree | |
| Barnard College | College/University | Undergraduate Degree |
Statistics
International
| United States | 41 |
| India | 3 |
| Colombia | 3 |
| China | 3 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 35 |
| Finance | 15 |
| Commercial Services | 2 |
Operational
| Analyst-Equity | 100 |
| Undergraduate Degree | 84 |
| Corporate Officer/Principal | 47 |
| Market Strategist | 31 |
| Graduate Degree | 19 |
Most connected contacts
| Insiders | |
|---|---|
| Michael Ulz | 8 |
| Drew Ranieri | 8 |
| Chiente Hsu | 7 |
| Brian Nowak | 6 |
| Bob Huang | 6 |
| Andrew Galler | 6 |
| Josh Baer | 6 |
| Matthew Harrison | 6 |
| Simeon Ari Gutman | 6 |
| Angel Castillo | 5 |
| Somdutta Basu | 5 |
| Jing Li Li | 5 |
| Diane Ding | 5 |
| Laura Sanchez | 5 |
| Andrew R. Ruben | 5 |
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