Kathleen Servidea
Compliance Officer at Gallatin Point Capital LLC
Network origin in Kathleen Servidea first degree
Entity | Entity type | Industry | |
---|---|---|---|
McGill University
356
| College/University | Other Consumer Services | 356 |
Boston University School of Law
17
| College/University | Other Consumer Services | 17 |
Gallatin Point Capital LLC
Gallatin Point Capital LLC Investment ManagersFinance Gallatin Point Capital LLC (Gallatin Point Capital) is a private equity firm founded in 2017 by Matthew B. Botein and Lewis A. Sachs. The firm is headquartered in Greenwich, Connecticut.
16
| Private Company | Investment Managers | 16 |
Peak 8 Asset Management LLC
Peak 8 Asset Management LLC Investment ManagersFinance Peak 8 Asset Management LLC operates as an asset management firm that focuses on alternative fixed income investments. It provides investment advisory services to institutional clients. The company was founded in 2016 and is headquartered in Greenwich, CT.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kathleen Servidea via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
CAE INC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CIBC Mellon Trust Co.
CIBC Mellon Trust Co. Investment Banks/BrokersFinance CIBC Mellon Trust Co. is a Canadian company that specializes in investment servicing for Canadian and international institutional investors. CIBC Mellon is based in Toronto, CA and has subsidiaries in Canada and the United States. CIBC Mellon offers a range of investment servicing solutions, including custody, fund administration, pension services, and securities lending services. The joint venture company is committed to accessibility for all individuals, including those with disabilities. The company was founded in 1996 and is jointly owned by The Bank of New York Mellon and Canadian Imperial Bank of Commerce. The CEO of the company is Mal Cullen. | Investment Banks/Brokers | Corporate Officer/Principal | |
ATB Capital Markets, Inc.
ATB Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2010 by George Gosbee, AltaCorp Capital Inc. is an institutional financial advisory and brokerage firm headquartered in Calgary, Alberta, Canada. The firm offers a full spectrum of value-added financial and advisory services to corporations in across various stages of development. Their products and services include corporate mergers and acquisition advisory, equity financings, asset acquisitions and divestitures advisory, institutional sales and trading and institutional equity research. AltaCorp Capital focuses on key drivers of the Western Canadian economy that are global in scope including energy, agri-industry and diversified industries, with overlap into interdependent subsectors. The firm's research includes macro analysis, theme pieces, daily notes, corporate reviews, quarterly and annual overviews and other relevant market/sector issues. AltaCorp Capital's Institutional Sales and Trading team has expertise in both national and global trading markets and are fully integrated within an expansive network of long-standing relationships with institutional clients. They offer execution in trading securities and relevant and timely placing of new offers/issues. The firm also offers execution in institutional block trading and an industry leading technical platform. AltaCorp maintains a strategic relationship with ATB Financial, a full-service financial institution headquartered in Edmonton, Alberta. | Investment Banks/Brokers | Analyst-Equity | |
RIWI CORP. | Packaged Software | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
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 | |
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 Analyst-Equity | |
Sectoral Asset Management, Inc.
Sectoral Asset Management, Inc. Investment ManagersFinance Sectoral Asset Management, Inc. (Sectoral) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2000 by Jérôme G. Pfund and Michael J. Sjöström. They are a wholly-owned subsidiary of Sectoral Asset Management Holding Ltd. in Hong Kong. Sectoral manages public and private equity healthcare strategies for investors around the world. Their clients include sovereign wealth funds, private banks, and family offices. In addition, they have long-standing sub-advisory relationships with institutional investors in Europe and Asia. | Investment Managers | Analyst-Equity Chief Investment Officer | |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Investment Banks/Brokers | Director of Research - Equity Corporate Officer/Principal | |
Lazard Freres & Co. LLC (Broker) | Investment Banks/Brokers | Analyst-Equity | |
University of Cambridge | College/University | Graduate Degree Graduate Degree | |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
Concordia University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Alberta | College/University | Undergraduate Degree Undergraduate Degree | |
University of Toronto | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
Dalian University of Technology | College/University | Undergraduate Degree | |
École des Hautes Études Commerciales de Paris | College/University | Masters Business Admin | |
Raymond James Ltd.
Raymond James Ltd. Investment ManagersFinance Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada. | Investment Managers | Corporate Officer/Principal Compliance Officer | |
Massachusetts Bar Association
Massachusetts Bar Association Miscellaneous Commercial ServicesCommercial Services The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
RBC Dexia Investor Services Trust
RBC Dexia Investor Services Trust Investment Banks/BrokersFinance RBC Dexia Investor Services Trust operates as a provider of performance measurement and fund administration tools. RBC Dexia Investor Services Trust operates as a subsidiary of RBC Dexia Investor Services Ltd. The company was founded in 2006 and is headquartered in Calgary, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
Québec Bar Assoication
Québec Bar Assoication Financial ConglomeratesFinance The Québec Bar Association is a professional organization that oversees the practice of over 29,000 lawyers in all areas of law. The organization is based in Montréal, Canada. and has subsidiaries in Canada. The mission of the association is to ensure the protection of the public, contribute to accessible and quality justice, and defend the rule of law. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Champlain Financial Corp.
Champlain Financial Corp. Investment ManagersFinance Champlain Financial Corp (Champlain) is a private equity firm founded in 2004 by Pierre Simard. The firm is headquartered in Montreal, Canada with an office in Vancouver. | Investment Managers | Private Equity Investor Private Equity Investor | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wolf Trax, Inc.
Wolf Trax, Inc. Chemicals: AgriculturalProcess Industries Wolf Trax, Inc. manufactures research-proven micronutrients and plant nutrition products. The company was founded by Kerry Green and Geoff Gyles in 1998 and is headquartered in Winnipeg, Canada. | Chemicals: Agricultural | Corporate Officer/Principal | |
The University of Nebraska-Lincoln | College/University | Undergraduate Degree | |
Griffin Partners LLC
Griffin Partners LLC Investment ManagersFinance Griffin Partners LLC (Griffin Partners) is a private equity firm founded in 2008 by Chester Patchen White and Robert Michael Platek. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
Pier 21 Asset Management, Inc.
Pier 21 Asset Management, Inc. Investment ManagersFinance Founded in 2005 by David Star, Pier 21 Asset Management, Inc. is an investment advisor located in Montreal, Quebec with an additional office in Toronto, Ontario. The firm specializes in managing global investment strategies for pension plans, foundations, endowments, insurance companies, family offices and other institutional clients. | Investment Managers | Corporate Officer/Principal | |
Middle East Venture Partners
Middle East Venture Partners Investment ManagersFinance Middle East Venture Partners(MEVP) is a venture capital firm headquartered in Dubai. The firm founded in 2010 by Walid Hanna. | Investment Managers | Chief Executive Officer Consultant / Advisor | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
PartnerRe Principal Finance, Inc.
PartnerRe Principal Finance, Inc. Finance/Rental/LeasingFinance PartnerRe Principal Finance, Inc. Identifies and analyzes asset-backed structured financial risks. The company was founded on June 1, 2007 and is headquartered in Greenwich, CT. | Finance/Rental/Leasing | Private Equity Investor President Private Equity Investor Private Equity Investor | |
Bowhead Specialty Underwriters, Inc.
Bowhead Specialty Underwriters, Inc. Multi-Line InsuranceFinance Bowhead Specialty Underwriters, Inc. is a specialty lines-focused underwriting organization affiliated with American Family Mutual Insurance Company. The company is based in Madison, WI and has subsidiaries in the United States. The American company has three underwriting divisions, professional liability, casualty, and healthcare, and has established itself as a major participant in the specialty insurance market. Bowhead Specialty is led by highly respected underwriting and claims teams, and has demonstrated the ability to meet complex insurance needs with customized and creative solutions delivered with first-class service, expertise, integrity, and longevity. The company was founded by Stephen J. Sills, who has been the CEO since incorporation. | Multi-Line Insurance | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
DailyFeats, Inc.
DailyFeats, Inc. Packaged SoftwareTechnology Services DailyFeats, Inc. engages in the provision of a health-as-a-service platform. It offers an end-to-end operating system for benefits that includes a marketplace, a comprehensive benefits administration system, and a mobile platform where employees access everything benefits-related, navigate the healthcare system, and manage their health and wealth. The company was founded by Veer Gidwaney and Vinay Gidwaney on June 26, 2008 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member Consultant / Advisor | |
Regimen Partners
Regimen Partners Investment ManagersFinance Regimen Partners is a small business private equity firm, founded in 2009 by James Livingstone. The firm is based in Vancouver, British Columbia with additional offices in Edmonton, Alberta and Toronto, Ontario. | Investment Managers | Private Equity Investor | |
Fordham Gabelli School of Business | College/University | Masters Business Admin | |
ANGHAMI INC. | Internet Software/Services | Director/Board Member | |
Speed Lebanon
Speed Lebanon Investment ManagersFinance Speed Lebanon (Speed@BDD) is a venture capital firm founded in 2014 by sami Abou Saab. The firm is Headquartered in Beirut, Lebanon. | Investment Managers | Director/Board Member | |
Zoomaal.Com Ltd.
Zoomaal.Com Ltd. Information Technology ServicesTechnology Services Zoomaal.Com Ltd. develops a crowdfunding platform. It supports and funds projects for event organizers, creatives, scientists, engineers, web and mobile developers, product designers, video producers, and community activists. The company was founded by Abdallah Absi in 2012 and is headquartered in Beirut, Lebanon. | Information Technology Services | Director/Board Member | |
EQUBE GAMING LIMITED | Casinos/Gaming | Director/Board Member |
Statistics
International
Canada | 23 |
United States | 20 |
United Kingdom | 3 |
United Arab Emirates | 3 |
Lebanon | 3 |
Sectoral
Finance | 26 |
Consumer Services | 16 |
Commercial Services | 6 |
Technology Services | 5 |
Process Industries | 2 |
Operational
Director/Board Member | 175 |
Corporate Officer/Principal | 145 |
Undergraduate Degree | 96 |
Private Equity Investor | 87 |
Graduate Degree | 43 |
Most connected contacts
Insiders | |
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Matthew Botein | 35 |
Maha Katabi | 28 |
Amar Bhalla | 25 |
Jonathan Goodman | 25 |
Scott Yaphe | 21 |
Kosta Kostic | 17 |
Kurt Stefan Victor Clulow | 14 |
Ron Bouganim | 13 |
Bill Murray | 12 |
Abdallah Yafi | 11 |
Rakesh K. Jain | 11 |
Dan Park | 11 |
Lisa Thomas | 11 |
Stefan Quenneville | 11 |
Ramy Houssaini | 11 |
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