Network origin in Jonathan R. Montbach first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
UBS Ltd. (Broker)
 UBS Ltd. (Broker) Investment Banks/BrokersFinance UBS Ltd. (Broker) is the Great Britain-based brokerage division of UBS Ltd.,the wholly-owned subsidiary of Switzerland-based UBS AG (SWX: UBSN; NYSE: UBS). Established in 1975, the firm is located in London. UBS Ltd.'s business is organized in three departments: fixed-income, rates and currencies; equity and investment banking. UBS Ltd. (Broker) engages in equity trading, equity derivatives and equity-linked products. The equity research department covers a diverse range of sectors globally and also supplies macroeconomic analysis, quantitative and derivative research. The fixed-income, rates and currency business covers credit, rates, commodities including energy and metals, municipal bonds, Forex and cash and collateral trading globally. Their investment banking activities include analysis, structuring, transaction negotiation and communication.
55
| Extinct | Investment Banks/Brokers | 55 |
| Public Company | Multi-Line Insurance | 18 | |
GB Credit Partners LLC
 GB Credit Partners LLC Investment ManagersFinance GB Credit Partners LLC (GB Credit Partners) is a private equity subsidiary of Gordon Brothers Group LLC founded in 1995. The firm is headquartered in Boston, Massachusetts.
10
| Subsidiary | Investment Managers | 10 |
ODDO BHF SE
 ODDO BHF SE Major BanksFinance ODDO BHF SE provides banking and financial services. It specializes in private banking, asset management, as well as corporate and investment banking. The company was founded in 1854 and is headquartered in Frankfurt, Germany.
2
| Subsidiary | Major Banks | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jonathan R. Montbach via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CIT GROUP INC. | Major Banks | Corporate Officer/Principal | |
Amundi Pioneer Asset Management USA, Inc.
 Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Chief Executive Officer | |
Merrill Lynch International
 Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| PIONEER HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| ACCORD FINANCIAL CORP. | Finance/Rental/Leasing | Director/Board Member | |
| PIONEER MUNICIPAL HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Pioneer Multi-Asset Ultrashort Income Fund
 Pioneer Multi-Asset Ultrashort Income Fund Investment Trusts/Mutual FundsMiscellaneous Pioneer Multi Asset Floating Rate Trust is a closed-end investment fund/investment trust. The investment objective of the Trust is to seek a high level of current income exempt from regular federal income tax, and the Trust may seek capital appreciation to the extent that it is consistent with its primary investment objective. It is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree | |
JPMorgan Securities Plc
 JPMorgan Securities Plc Financial ConglomeratesFinance JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets. | Financial Conglomerates | Analyst-Equity Sales & Marketing | |
Gordon Brothers Group LLC
 Gordon Brothers Group LLC Miscellaneous Commercial ServicesCommercial Services Gordon Brothers Group LLC engages in the provision of advisory, restructuring, and investment solutions. The firm?s services include evaluations, dispositions, operations and investments. The company was founded in 1903 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | President Corporate Officer/Principal | |
| PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Spencer Gifts LLC
 Spencer Gifts LLC Specialty StoresRetail Trade Spencer Gifts LLC operates malls and retail outlets. The firm offers product assortment including licensed, branded and specialty room décor, apparel and accessories. It runs business through brands which include Spencer's and Spirit Halloween and products include beer pong, body jewelry, fart machines, gag gifts, lava lamps, pole dancing and sex toys. The company was founded in 1947 and is headquartered in Egg Harbor Township, NJ. | Specialty Stores | Director/Board Member Director of Finance/CFO | |
Deutsche Bank AG (Broker UK)
 Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
PineBridge Capital Partners LLC
 PineBridge Capital Partners LLC Investment ManagersFinance PineBridge Capital Partners LLC is a private equity firm located in New York City. The firm is a subsidiary of PineBridge Private Equity Group Partners and their ultimate parent is Hong Kong-based Pacific Century Group. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Andrew & Suzanne Co., Inc.
 Andrew & Suzanne Co., Inc. Catalog/Specialty DistributionRetail Trade Andrew & Suzanne Co., Inc. operate an online store for men and women apparel. It offers pants, shirts, suits, blazers, shoes, jackets and other accessories. The firm sells its products through departmental stores. The company was founded by Andrew Marc Schwartz and Suzanne Schwartz in 1980 and is headquartered in New York, NY. | Catalog/Specialty Distribution | Director/Board Member Director/Board Member | |
| Bentley University | College/University | Undergraduate Degree Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
| Providence College | College/University | Undergraduate Degree | |
Diamond Castle Holdings LLC
 Diamond Castle Holdings LLC Investment ManagersFinance Diamond Castle Holdings LLC (Diamond Castle Holdings) is a private equity firm founded in 2004 by Lawrence Schloss, Benacerraf Ari, Ranger Michael, Rush Andrew, and David Wittels. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Theorema Advisors UK LLP
 Theorema Advisors UK LLP Investment ManagersFinance Theorema Advisors UK LLP (Theorema) is a Great Britain-based alternative asset management firm headquartered in London. The firm is a wholly-owned subsidiary of Theorema Holdings Ltd. in Malta. The firm was founded by Emanuele Antonaci and Giovanni Govi in 2000. They were formerly known as Theorema Asset Management Ltd. and changed their name to Theorema Advisors UK LLP in 2011. Theorema provides fund management services for professional and sophisticated investors. The firm manages the Plurima Theorema European Equity Long-Short Fund on behalf of Theorema Advisors Ltd. | Investment Managers | Chief Executive Officer | |
UBS AG (London Branch)
 UBS AG (London Branch) Investment Banks/BrokersFinance UBS AG (London Branch) is the Great Britain-based brokerage subsidiary of UBS AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in London, the firm was founded in 1998 and provides nimble, innovative and bespoke access to solutions, from market and insight tools, to trading strategies and execution for private, institutional and corporate clients worldwide, as well as private clients in Switzerland. They distribute, trade, finance and clear cash equity and equity-linked products. The firm also structures, originates and distributes new equity and equity-linked issues. | Investment Banks/Brokers | Market Strategist Analyst-Equity Analyst-Equity Economist | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
Tenax Capital Ltd.
 Tenax Capital Ltd. Investment ManagersFinance Tenax Capital Ltd. is an alternative investment manager headquartered in London, UK. The firm was founded in 2004 and is a subsidiary of China-based Fosun International Ltd. (HKG: 0656), which is owned by Fosun International Holdings Ltd. in British Virgin Islands. Tenax Capital offers Fixed Income, Private Debt, Insurance-Linked Securities (ILS) and Equity strategies for various investors. | Investment Managers | Chief Executive Officer Founder | |
| COREBRIDGE FINANCIAL, INC. | Investment Managers | Chief Operating Officer | |
Millennium Capital Partners LLP
 Millennium Capital Partners LLP Investment ManagersFinance Millennium Capital Partners LLP (MCP) is an alternative investment management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of Millennium Capital Management Ltd., ultimately held by Millennium Management LLC in the US. MCP manages assets for high-net worth individuals, institutions, trusts, foundations, pensions, the General Partner, related Millennium entities and Millennium employees. | Investment Managers | Analyst-Equity | |
New Street Research LLP
 New Street Research LLP Investment ManagersFinance New Street Research LLP provides investment research. The private company is based in London, UK. and has subsidiaries in United States, Singapore and Hong Kong. The British company was founded in 2003 by Russell Waller, James Ratzer, Andrew Entwistle, Iain Johnston. Iain Johnston has been the CEO since 2003. | Investment Managers | Analyst-Equity Sales & Marketing | |
| NatWest Markets Plc (Broker) | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Commercial Finance Association
 Commercial Finance Association Miscellaneous Commercial ServicesCommercial Services The Commercial Finance Association operates as an international trade association for the finance industry. The non-profit company is based in New York, NY. The CEO of the company is Richard D. Gumbrecht. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
Pioneer Institutional Asset Management, Inc.
 Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Part of SAS Rue la Boétie, Pioneer Institutional Asset Management, Inc. is a company that provides asset management services. The company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Managers | President | |
AIG Global Services, Inc.
 AIG Global Services, Inc. Information Technology ServicesTechnology Services Part of American International Group, Inc., AIG Global Services, Inc. provides IT services. | Information Technology Services | Director/Board Member | |
SunAmerica Financial Group, Inc.
 SunAmerica Financial Group, Inc. Investment Banks/BrokersFinance Part of American International Group, Inc., SunAmerica Financial Group, Inc. is a division of AIG that offers a wide range of protection, retirement savings, investment, and lifetime income solutions to help individuals achieve financial and retirement security. The company is based in Los Angeles, CA, and the CEO of the company is Kevin T. Hogan. The company consists of four operating segments, including individual retirement, AIG retirement services, life insurance, and institutional markets, and holds leading market positions in many of the markets it serves. | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer | |
| ATHENE HOLDING LTD. | Investment Managers | Chief Tech/Sci/R&D Officer | |
Jefferies International Ltd.
 Jefferies International Ltd. Investment Banks/BrokersFinance Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Sirius Healthcare Partners GmbH
 Sirius Healthcare Partners GmbH Investment ManagersFinance Sirius Healthcare Partners GmbH provides independent advice to small and mid-cap healthcare companies, venture capital firms, institutional and private investors. The firm's services include strategic advisory, mergers and acquisition and financing advisory. It serves in the area of biotechnology, medical technology and diagnostics, platform technologies and healthcare markets. The company was founded by Subhasis Roy, Khalid Islam, Ernesto Mancosu, Werner Tschollar, Andreas Vogler and Mikael von Euw and is headquartered in Zurich, Switzerland. | Investment Managers | Founder Founder | |
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Investment Managers | Chief Operating Officer | |
Palladin Consumer Retail Partners LLC
 Palladin Consumer Retail Partners LLC Investment ManagersFinance Palladin Consumer Retail Partners LLC (PCRP or Palladin) is a private equity firm founded in 1998 by Mark J Schwartz. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer Private Equity Investor Private Equity Investor Private Equity Analyst | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Colorado Denver | College/University | Masters Business Admin | |
| Cygnus Advisers LLC | Corporate Officer/Principal |
Statistics
International
| United States | 35 |
| United Kingdom | 13 |
| Italy | 2 |
| Canada | 2 |
| Bermuda | 2 |
Sectoral
| Finance | 31 |
| Consumer Services | 11 |
| Miscellaneous | 5 |
| Commercial Services | 3 |
| Retail Trade | 3 |
Operational
| Director/Board Member | 141 |
| Corporate Officer/Principal | 109 |
| Analyst-Equity | 108 |
| Undergraduate Degree | 40 |
| President | 40 |
Most connected contacts
| Insiders | |
|---|---|
| Mark Schwartz | 30 |
| Jeffrey Greenberg | 29 |
| Robert Gillespie | 27 |
| Vincent Tizzio | 23 |
| Mark Tabak | 18 |
| Daniel Keith Kingsbury | 16 |
| Ryan Harper | 16 |
| Tania Maciver | 15 |
| James C. Rhee | 14 |
| Sze-Wing Tse | 13 |
| Heok Seng Lee | 11 |
| Alessandrea Quane | 11 |
| Volker Potthoff | 11 |
| Thom Waye | 10 |
| Gary Prager | 9 |
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