Network origin in James W. Angelica first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.
205
| College/University | Other Consumer Services | 205 |
Providence College
61
| College/University | Other Consumer Services | 61 |
FEG Private Investors LLC
 FEG Private Investors LLC Investment ManagersFinance FEG Private Investors LLC (FEG Private Investors) is a private equity subsidiary of Fund Evaluation Group LLC, founded in 1988. The firm is headquartered in Cincinnati, Ohio with an additional offices in Texas and Indiana.
9
| Subsidiary | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James W. Angelica via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fund Evaluation Group LLC
 Fund Evaluation Group LLC Investment ManagersFinance Fund Evaluation Group LLC (FEG) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and is a subsidiary of Fund Evaluation Group 2017, Inc., which is owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG provides independent discretionary and non-discretionary investment advisory services, focusing predominately on institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Sales & Marketing Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| Yale University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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-Fixed Income Corporate Officer/Principal | |
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 Analyst-Equity | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
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 | |
| St. John's University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
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 Analyst-Equity Corporate Officer/Principal | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Director/Board Member | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Private Equity Investor | |
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 | Analyst-Equity Corporate Officer/Principal | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Portfolio Manager-Equities Director/Board Member | |
| New York University | College/University | Graduate 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 | Trading-Equity Corporate Officer/Principal | |
| Syracuse University | College/University | Masters Business Admin Undergraduate Degree | |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
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 | |
| Pace University | College/University | Undergraduate Degree Masters Business Admin | |
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 | Graduate Degree Undergraduate 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 | |
Davis Polk & Wardwell LLP
 Davis Polk & Wardwell LLP Miscellaneous Commercial ServicesCommercial Services Davis Polk & Wardwell LLP provides legal services. It offers legal solutions to areas such as capital markets, mergers and acquisitions, credit, insolvency, and restructuring, investment management, tax, and litigation. The company was founded by Francis N. Bangs in 1849 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Private Equity Analyst | |
| The America Press, Inc. | Director/Board Member Director/Board Member | ||
| Elfun Trusts | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| State Street Variable Insurance Series Funds, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| NEUBERGER BERMAN HIGH YIELD STRATEGIES FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| NEUBERGER BERMAN NEW YORK MUNICIPAL FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
The Skin Cancer Foundation
 The Skin Cancer Foundation Miscellaneous Commercial ServicesCommercial Services The Skin Cancer Foundation engages in educating about skin cancer to the public, medical, and community. The company was founded by Perry Robins in 1979 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| THE GABELLI GO ANYWHERE TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| State Street Institutional Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Kramer Levin Naftalis & Frankel LLP
 Kramer Levin Naftalis & Frankel LLP Miscellaneous Commercial ServicesCommercial Services Kramer Levin Naftalis & Frankel LLP engages in the provision of legal services. It provides services to banking and finance, bankruptcy and restructuring, employment law, environmental, immigration, intellectual property, litigation, and real estate. The company was founded by Arthur Kramer and Lou Lowenstein in 1968 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| NEUBERGER BERMAN MUNICIPAL FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| NEUBERGER BERMAN ENERGY INFRASTRUCTURE AND INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| NEUBERGER BERMAN CALIFORNIA MUNICIPAL FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
IHS Herold, Inc.
 IHS Herold, Inc. Investment ManagersFinance IHS Herold, Inc. is an investment research firm headquartered in Norwalk, Connecticut. The firm was founded in 1948 and is a subsidiary of IHS Markit, Inc., which is owned by S&P Global, Inc. (NYSE: SPGI). IHS Herold typically offers research, advisory and strategic planning advice on company evaluations, company strategies and associated company and industry transactions for energy-related domestic and foreign equity securities. | Investment Managers | Analyst-Equity | |
Northwestern Mutual Financial Network
 Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| WINMILL & CO. INCORPORATED | Investment Managers | Corporate Officer/Principal | |
| FOXBY CORP. | Investment Trusts/Mutual Funds | Compliance Officer |
Statistics
International
| United States | 49 |
| Australia | 2 |
| China | 2 |
Sectoral
| Finance | 22 |
| Miscellaneous | 13 |
| Consumer Services | 12 |
| Commercial Services | 6 |
Operational
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 96 |
| Director/Board Member | 75 |
| Analyst-Equity | 63 |
| Masters Business Admin | 47 |
Most connected contacts
| Insiders | |
|---|---|
| Er Hai Liu | 25 |
| Marc Gary | 25 |
| Michael Cosgrove | 20 |
| Jacob Bukhsbaum | 13 |
| Artem Alekseevich Obolenskiy | 10 |
| Cheri R. Mazza | 10 |
| Dave DeMilt | 9 |
| David Miller | 9 |
| Laurence A. Levy | 9 |
| Michael Roxland | 9 |
| Renato Basanta | 9 |
| Stephen M. Hodson | 8 |
| Edwin A. Cohen | 8 |
| Patrick F. Regan | 8 |
| Alejandro Rivera | 7 |
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