Kate Moran
Private Equity Investor at Blue Vista Capital Management LLC
Network origin in Kate Moran first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.
65
| College/University | Other Consumer Services | 65 |
Blue Vista Capital Management LLC
 Blue Vista Capital Management LLC Investment ManagersFinance Founded in 2002 by Robert G. Byron and Peter Stelian, Blue Vista capital Management LLC is a private equity firm located in Chicago.
26
| Subsidiary | Investment Managers | 26 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kate Moran via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Corporate Officer/Principal Analyst-Equity | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
The Park National Bank (Investment Management)
 The Park National Bank (Investment Management) Investment ManagersFinance The Park National Bank (Investment Management) (PNB-IM) is the investment management division of The Park National Bank (PNB), which is headquartered in Newark, Ohio. The firm is a subsidiary of Park National Corp. (NYSE: PRK), a bank holding company. PNB-IM was founded in 1908 and manages separate portfolios for individuals and institutions. In addition to general banking and trust business, the affiliated county seat banks in the corporation also provide specialized financial services including aircraft leasing, municipal finance, and consumer lending. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity | |
| JONES LANG LASALLE INCORPORATED | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Renaissance Group LLC
 The Renaissance Group LLC Investment ManagersFinance The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Analyst-Equity | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities | |
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 | Comptroller/Controller/Auditor Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Virginia | College/University | Graduate Degree Undergraduate Degree | |
Northcoast Research Partners LLC
 Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
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 | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Arizona State University | College/University | Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Cincinnati (Ohio) | College/University | Graduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Finback Investment Partners LLC
 Finback Investment Partners LLC Investment ManagersFinance Finback Investment Partners LLC (Finback Investment Partner) is a private equity firm founded in 2017 by John Bush Ellisand. The firm is headquartered in Coral Gables, Florida. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
Riverside Partners LLC (New York)
 Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Private Equity Investor Private Equity Investor | |
Dock Square Capital LLC
 Dock Square Capital LLC Investment ManagersFinance Dock Square Capital LLC (Dock Square Capital) is a private equity firm founded in 2016 by John Ellis Bush, Jeb Bush, George B Huber, Jack Oliver, Ross Rodrigues. The firm is headquartered in Coral Gables, Florida. | Investment Managers | Founder Director of Finance/CFO | |
C.H. Robinson Co., Inc.
 C.H. Robinson Co., Inc. Air Freight/CouriersTransportation Part of C.H. Robinson Worldwide, Inc., C.H. Robinson Co., Inc. provides multimodal transportation services and logistics solutions. The company is based in Nashville, TN. | Air Freight/Couriers | Corporate Officer/Principal | |
Rosetta Marketing Strategies Group LLC
 Rosetta Marketing Strategies Group LLC Miscellaneous Commercial ServicesCommercial Services Rosetta Marketing Strategies Group LLC offers media research and interactive marketing services. The firm offers their services in healthcare, consumer products and retail, financial services, consumer technology, business to business, and travel and hospitality industries. The company was founded in 1998 and is headquartered in Hamilton, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Florida Bar
 The Florida Bar Miscellaneous Commercial ServicesCommercial Services The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Akron
 University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Graduate Degree | |
Phoenix Law PLLC
 Phoenix Law PLLC Miscellaneous Commercial ServicesCommercial Services Phoenix Law PLLC provides legal services. It offers services to the areas which include real estate, corporate and business law, estate planning, probate, litigation, bankruptcy and tax representation. The company was founded in 2003 and is headquartered in Fort Myers, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Weatherhead School of Management | College/University | Masters Business Admin | |
BrandMuscle, Inc.
 BrandMuscle, Inc. Advertising/Marketing ServicesCommercial Services BrandMuscle, Inc. develops marketing automation solutions that enable companies with distributed marketing channels to design and produce localized cross-media marketing campaigns. It offers local marketing platforms, local marketing execution and support, and local channel program management. The company was founded by Philip Alexander in 2000 and is headquartered in Chicago, IL. | Advertising/Marketing Services | Corporate Officer/Principal | |
Baker Hill Solutions LLC
 Baker Hill Solutions LLC Packaged SoftwareTechnology Services Baker Hill Solutions LLC is a technology and banking company that provides loan origination, portfolio management, and analytics solutions for financial institutions. The company is based in Carmel, IN and has subsidiaries in the United States. The company's platform, Baker Hill NextGen, is a configurable, single platform SaaS solution that streamlines loan origination and portfolio risk management for commercial, small business, and consumer lending. The platform also delivers sophisticated analytics and marketing solutions that support sound business decisions to mitigate risk, generate growth, and maximize profitability. John M. Deignan has been the CEO of the company since 2017. | Packaged Software | Director/Board Member | |
myVBO LLC
 myVBO LLC Packaged SoftwareTechnology Services myVBO LLC provides consumer shopping price engine for online shoppers. It offers cloud-based solution for business that combines business reports, purchasing functionality and social media in one unified interface. The company was founded by Robert F. Wilkins in 2008 and is headquartered in Peterborough, NH. | Packaged Software | Chief Executive Officer | |
| INVENTRUST PROPERTIES CORP. | Real Estate Investment Trusts | Corporate Officer/Principal | |
BNP Paribas Securities Corp.
 BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Investment Banks/Brokers | Analyst-Equity | |
| Western Illinois University | College/University | Undergraduate Degree |
Statistics
International
| United States | 45 |
| Spain | 2 |
Sectoral
| Finance | 21 |
| Consumer Services | 17 |
| Commercial Services | 6 |
| Technology Services | 3 |
| Transportation | 2 |
Operational
| Corporate Officer/Principal | 93 |
| Undergraduate Degree | 86 |
| Director/Board Member | 77 |
| Private Equity Investor | 40 |
| Analyst-Equity | 32 |
Most connected contacts
| Insiders | |
|---|---|
| Charles Kidder | 26 |
| Pedro Isamu Mizutani | 21 |
| John Gauthier | 20 |
| Phil Schwarz | 12 |
| C. DeLawder | 12 |
| George B. Huber | 10 |
| Andrew Robert Magliochetti | 10 |
| Brenna Preisser | 7 |
| Dennis Reed | 7 |
| Nicolaus Teguh Budi Harjanto | 7 |
| Ryan Burnett | 7 |
| Faisal Butt | 7 |
| Todd A. Beekman | 7 |
| Jason Tabeling | 6 |
| Jason T. File | 6 |
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