Barry Gladstein
Portfolio Manager-Equities at Macquarie Investment Management Business Trust
Network origin in Barry Gladstein first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Pennsylvania
398
| College/University | Other Consumer Services | 398 |
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.
339
| Subsidiary | Investment Managers | 339 |
State University of New York at Binghamton
76
| College/University | Other Consumer Services | 76 |
Arthur Young & Co.
28
| Extinct | Miscellaneous Commercial Services | 28 |
Cigna Holding Co.
 Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT.
13
| Subsidiary | Life/Health Insurance | 13 |
Cross Ledge Investments LLC
 Cross Ledge Investments LLC Investment ManagersFinance Founded in 2010 by Marshall Bassett, Barry Gladstein and Lori Wachs, Cross Ledge Investments LLC is a hedge fund manager located in Philadelphia, Pennsylvania
3
| Extinct | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Barry Gladstein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 Chief Executive Officer Corporate Officer/Principal Chief Investment Officer 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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Chief Executive Officer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| LaSalle University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Analyst-Fixed Income Chief Investment Officer Analyst-Equity Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
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 | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal 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 President President Corporate Officer/Principal | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal President Director/Board Member | |
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 | |
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity Portfolio Manager-Equities 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 Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Undergraduate 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 | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| LINCOLN NATIONAL CORPORATION | Life/Health Insurance | President Chief Investment Officer | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc. and their ultimate parent is Federated Investors, Inc. (NYSE: FII). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options for a wide range of investors. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity |
Statistics
International
| United States | 50 |
| France | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 19 |
| Miscellaneous | 9 |
Operational
| Corporate Officer/Principal | 197 |
| Portfolio Manager-Equities | 107 |
| Undergraduate Degree | 97 |
| Analyst-Equity | 66 |
| Masters Business Admin | 45 |
Most connected contacts
| Insiders | |
|---|---|
| Patrick P. Coyne | 30 |
| Shawn Lytle | 23 |
| Roger Allen Early | 18 |
| Richard Salus | 16 |
| Daniel Geatens | 13 |
| Kevin P. Loome | 11 |
| Scott M. Gallin | 11 |
| Jude Thaddeus Driscoll | 10 |
| Bob Zenouzi | 10 |
| Wayne Anglace | 10 |
| Anu Kothari | 9 |
| Ed Antoian | 9 |
| Steve Czepiel | 9 |
| Vivek Bommi | 9 |
| Chris Gowlland | 9 |
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