Andrew Masi
Private Equity Investor at Bookend Capital Partners LLC
Network origin in Andrew Masi first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wallace E Carroll School of Management
45
| College/University | Other Consumer Services | 45 |
Bookend Capital Partners LLC
 Bookend Capital Partners LLC Investment ManagersFinance Bookend Capital Partners LLC (Bookend Capital Partners) is a private equity firm founded in 2015 by Alexander Steve Panos. The firm is headquartered in New York.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Andrew Masi via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| John Hancock California Municipal Bond Fund | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| John Hancock Current Interest | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| John Hancock Sovereign Bond Fund | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| STIFEL FINANCIAL CORP. | Investment Managers | Director/Board Member Director/Board Member | |
General Atlantic LLC
 General Atlantic LLC Investment ManagersFinance General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| John Hancock Funds III | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| John Hancock Funds II | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
John Hancock Municipal Securities Trust
 John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | Finance/Rental/Leasing | Director/Board Member Chairman Director/Board Member | |
| John Hancock Exchange Traded Fund Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
John Hancock Emerging Markets Income Fund
 John Hancock Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Emerging Markets Income Fund is a non-diversified, closed-end management investment company. Its objective is to provide high current income and its secondary investment objective is to seek capital appreciation. The company was founded in 2011 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| John Hancock Strategic Diversified Income Fund | Director/Board Member Chairman Director/Board Member | ||
| John Hancock Floating Rate High Income Fund | Director/Board Member Chairman Director/Board Member | ||
John Hancock Collateral Trust
 John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
TSG Consumer Partners LLC
 TSG Consumer Partners LLC Investment ManagersFinance TSG Consumer Partners LLC (TSG Consumer Partners) is a private equity firm founded in 1986 by Charles Howard Esserman. The firm is headquartered in Larkspur, California. | Investment Managers | Chief Investment Officer Investment Committee Member | |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Analyst-Equity | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
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 Analyst-Equity | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| John Hancock Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| Harvard Business School | College/University | Doctorate Degree Masters Business Admin | |
| Wydown Group | Corporate Officer/Principal Chief Executive Officer | ||
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
The Boston Foundation
 The Boston Foundation Miscellaneous Commercial ServicesCommercial Services The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
First Sentier Investors (US) LLC
 First Sentier Investors (US) LLC Investment ManagersFinance First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities. | Investment Managers | Analyst-Equity | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree |
Statistics
International
| United States | 47 |
| China | 2 |
Sectoral
| Miscellaneous | 21 |
| Finance | 17 |
| Consumer Services | 7 |
| Commercial Services | 3 |
Operational
| Director/Board Member | 138 |
| Undergraduate Degree | 51 |
| Independent Dir/Board Member | 41 |
| Corporate Officer/Principal | 41 |
| Private Equity Investor | 33 |
Most connected contacts
| Insiders | |
|---|---|
| Deborah Jackson | 57 |
| Hassell McClellan | 44 |
| Grace Fey | 38 |
| Brendan Syron | 11 |
| Alex Panos | 10 |
| J. Gary Shansby | 9 |
| David Dingman | 9 |
| Wendy Ma | 8 |
| Mike Devlin | 8 |
| Gregory Harrison | 7 |
| Steven Favaloro | 7 |
| Kara Banosian | 7 |
| Bruce Picard | 6 |
| Karl-Heinz Pitsch | 5 |
| Harshad Khurjekar | 5 |
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