Joseph Connolly
Compliance Officer at BNY MELLON STRATEGIC MUNICIPALS, INC.
Network origin in Joseph Connolly first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.
84
| Subsidiary | Investment Managers | 84 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 38 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 35 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 34 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 30 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
BNY Mellon Investment Funds II, Inc.
 BNY Mellon Investment Funds II, Inc. Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Investment Funds II, Inc. operates as a open-end management investment company. Its investment objective is to seek long-term capital appreciation. The company invests in equity securities of companies located, organized, or with a majority of assets or business in emerging market countries. The company was founded on November 1, 2013 and is headquartered in New York, NY.
11
| Umbrella Fund | Investment Trusts/Mutual Funds | 11 |
BNY Mellon Alcentra Opportunistic Global Credit Income Fund
 BNY Mellon Alcentra Opportunistic Global Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Alcentra Opportunistic Global Credit Income Fund is a closed-end investment company. It seeks to provide total return consisting of current income and capital appreciation. The company was founded on March 29, 2021 and is headquartered in New York, NY.
5
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 5 |
BNY Mellon Funds Trust
3
| Umbrella Fund | Investment Trusts/Mutual Funds | 3 |
Dreyfus Family of Funds
2
| Extinct | Investment Trusts/Mutual Funds | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joseph Connolly via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
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 | Sales & Marketing Head-Fixed Income Invts | |
| MOVADO GROUP, INC. | Other Consumer Specialties | Director/Board Member Director/Board Member | |
| CBIZ, INC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities Market Strategist Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Fixed Income Analyst-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Alpha Strategic Ltd.
 Alpha Strategic Ltd. Investment Banks/BrokersFinance Alpha Strategic Ltd. engages in providing services to hedge fund management businesses and investment to acquire high quality diversified revenue streams. It acquires shares in, or enters joint ventures with, or provide services to, hedge fund management businesses, so as to acquire high-quality diversified revenue streams. Alpha Strategic was founded by Christopher Laurie Malthouse and Colin Barrow on March 10, 2005 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Director/Board Member | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
BNY Mellon Securities Corp.
 BNY Mellon Securities Corp. Investment ManagersFinance BNY Mellon Securities Corp. (BNYMSC) is a dually registered investment advisor and broker-dealer headquartered in New York City. It was founded in 1951 and previously known as The Dreyfus Sales Corp., Dreyfus Services Corp. and MBSC Securities Corp. The firm is a direct wholly-owned subsidiary of BNY Mellon Investment Adviser, Inc., an indirect subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMSC provide an array of investment advisory services to individual investors and other clients of Program Sponsors of Wrap Programs. The firm also acts as a model provider for BNY Mellon Select where they provide certain model portfolios consisting only of mutual funds to program sponsors for use by the sponsors, at their discretion, with their clients. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Chairman | |
BNY Mellon Absolute Insight Funds, Inc.
 BNY Mellon Absolute Insight Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Absolute Insight Funds, Inc. engages in conducting, operating, and carrying on the business of an open-end management investment company. The company was founded on December 8, 2014 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Director/Board Member Undergraduate Degree | |
| University of Pittsburgh | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Corporate Officer/Principal Analyst-Equity Portfolio Manager-Equities Chief Investment Officer | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity Analyst-Equity | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
| City of New York (New York) | Municipality | Corporate Officer/Principal Corporate Officer/Principal | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | 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 | |
| Dreyfus Corp. | Chief Operating Officer Director/Board Member President President Director/Board Member | ||
| Columbia Business School | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
BNY Mellon Investment Management LLC
 BNY Mellon Investment Management LLC Investment ManagersFinance Part of The Bank of New York Mellon Corp., BNY Mellon Investment Management LLC is one of the largest asset managers in the world, with $2.20 trillion in assets under management as of March 31, 2021. The private company is based in Boston, MA. The company offers solutions across every major asset class, backed by the strength, stability, and presence of BNY Mellon. The CEO of the company is Hanneke Smits. | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal | |
Newton Investment Management North America LLC
 Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| Hofstra University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Boston College | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| Providence College | College/University | Undergraduate Degree Director/Board Member | |
| Bucknell 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 Director/Board Member | |
| Manhattan College | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | President President | |
| Century Foundation | Investment Trusts/Mutual Funds | Director/Board Member President | |
Jupiter Investment Management Group Ltd.
 Jupiter Investment Management Group Ltd. Investment ManagersFinance Jupiter Investment Management Group Ltd. provides investment management services. The firm operates as fund management group for private and institutional investors. The company was founded in 1985 and is based in London, the United Kingdom. | Investment Managers | Director/Board Member | |
Northill Capital LLP
 Northill Capital LLP Investment ManagersFinance Northill Capital LLP (Northill Capital) is a private equity subsidiary of Waypoint Capital Holdings (Jersey) Ltd. founded in 2010 by Jonathan Little. The firm is headquartered in London, United Kingdom and having offices across Europe and in the United States. | Investment Managers | Founder | |
Old Mutual Wealth Ltd.
 Old Mutual Wealth Ltd. Life/Health InsuranceFinance Old Mutual Wealth Ltd. provides life insurance and reinsurance services. The company was founded on November 22, 1982 and is headquartered in Southampton, the United Kingdom. | Life/Health Insurance | Director/Board Member |
Statistics
International
| United States | 46 |
| United Kingdom | 5 |
Sectoral
| Finance | 27 |
| Consumer Services | 15 |
| Commercial Services | 5 |
| Miscellaneous | 3 |
| Consumer Durables | 2 |
Operational
| Director/Board Member | 272 |
| Corporate Officer/Principal | 191 |
| Independent Dir/Board Member | 99 |
| President | 76 |
| Portfolio Manager-Equities | 64 |
Most connected contacts
| Insiders | |
|---|---|
| Andrew Donohue | 42 |
| Bradley Skapyak | 25 |
| Benaree Wiley | 23 |
| Jon M. Little | 22 |
| Gordon Davis | 22 |
| John E. Zuccotti | 20 |
| Joseph DiMartino | 20 |
| Alan Howard | 17 |
| Francine Bovich | 16 |
| Richard Rochon | 16 |
| Edward Stephen | 14 |
| Kevin Phelan | 14 |
| Roslyn Watson | 14 |
| Thomas F. Eggers | 13 |
| Diane Durnin | 12 |
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