Lisa D. Phelan
Compliance Officer at Cohen & Steers Securities LLC
Network origin in Lisa D. Phelan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
Cohen & Steers Preferred Securities & Income SMA Shares Inc
 Cohen & Steers Preferred Securities & Income SMA Shares Inc Investment Trusts/Mutual FundsMiscellaneous Cohen & Steers Preferred Securities & Income SMA Shares, Inc. acts as open-end investment fund. Its investment objective is to seek total return. The company was founded in 1986 is headquartered in New York, NY.
13
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 13 |
| Extinct | Investment Trusts/Mutual Funds | 13 | |
Cohen & Steers Funds
8
| Private Company | 8 | |
Cohen & Steers Securities LLC
 Cohen & Steers Securities LLC Investment Banks/BrokersFinance Part of Cohen & Steers, Inc. (New York), Cohen & Steers Securities LLC engages in the purchase, sale, and brokerage of securities. The company is based in New York, NY.
4
| Subsidiary | Investment Banks/Brokers | 4 |
Overture Asset Managers LLC
 Overture Asset Managers LLC Investment ManagersFinance Overture Asset Managers LLC acquires boutique money managers and provides investment management services. The private company is based in New York, NY.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lisa D. Phelan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| HIGHWOODS PROPERTIES, INC. | Real Estate Investment Trusts | Director/Board Member | |
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
| REALTY INCOME CORPORATION | Real Estate Investment Trusts | Director/Board Member | |
Cohen & Steers Capital Management, Inc.
 Cohen & Steers Capital Management, Inc. Investment ManagersFinance Cohen & Steers Capital Management, Inc. (Cohen & Steers) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Cohen and Robert Steers in 1986. They are a subsidiary of Cohen & Steers, Inc. (NYSE: CNS). Cohen & Steers serves institutional and individual investors through a wide range of investment products and services, which includes separately managed accounts, registered funds in the US and Europe, and private funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Founder Founder Chief Executive Officer Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal | |
| WILLIS LEASE FINANCE CORPORATION | Finance/Rental/Leasing | Director/Board Member | |
Essex Portfolio LP
 Essex Portfolio LP Real Estate Investment TrustsFinance Essex Portfolio LP operates as a real estate investment trust. It engages primarily in the ownership, operation, management, acquisition, development and redevelopment of predominantly apartment communities. The company is headquartered in San Mateo, CA. | Real Estate Investment Trusts | Director/Board Member | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| PEPCO HOLDINGS, INC. | Electric Utilities | Director/Board Member | |
| COHEN & STEERS, INC. | Investment Managers | Chief Operating Officer General Counsel Founder Founder Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
Robert A. Stanger & Co., Inc.
 Robert A. Stanger & Co., Inc. Investment ManagersFinance Robert A. Stanger & Co., Inc. provides financial advisory services. It offers strategic planning, investment banking, financial advisory, fairness opinion, and asset & securities valuation services to partnerships, real estate investment trusts, and real estate advisory companies. The company was founded in 1978 and is headquartered in Shrewsbury, NJ. | Investment Managers | Corporate Officer/Principal | |
Cohen & Steers MLP Fund, Inc.
 Cohen & Steers MLP Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Cohen & Steers MLP Fund, Inc. operates as a close-end investment fund and trust. The company was founded in August 4, 2010 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel Treasurer Chairman Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Cohen & Steers Global Power & Utility Fund, Inc.
 Cohen & Steers Global Power & Utility Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Cohen & Steers Global Power & Utility Fund, Inc. is a non-diversified, closed-end management investment company. Its objective is to earn high current income and capital appreciation. The company intends to achieve its objective by investing in a portfolio of income producing securities issued by global power and utility companies. The company was founded on August 10, 2011 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel Director of Finance/CFO Chairman Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
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 Masters Business Admin | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
| COHEN & STEERS TAX-ADVANTAGED PREFERRED SECURITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Chairman Chairman Director/Board Member Director/Board Member General Counsel Director/Board Member Compliance Officer Director/Board Member | |
| COHEN & STEERS REAL ESTATE OPPORTUNITIES & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Chairman Director/Board Member Director/Board Member General Counsel Director/Board Member Compliance Officer Director/Board Member | |
Cohen & Steers Income Opportunities REIT, Inc.
 Cohen & Steers Income Opportunities REIT, Inc. Real Estate Investment TrustsFinance Cohen & Steers Income Opportunities REIT, Inc. operates as a real estate investment trust. It is formed to invest primarily in high quality, income-focused, stabilized assets within the United States. The company was founded on July 18, 2022 and is headquartered in New York, NY. | Real Estate Investment Trusts | General Counsel Chairman Director/Board Member | |
Santander Investment Securities, Inc.
 Santander Investment Securities, Inc. Investment Banks/BrokersFinance Santander Investment Securities, Inc. is an SEC-registered broker/dealer located in New York City. The firm was formerly known as Santander Central Hispano Investment Securities. They are a subsidiary of Santander Investment I SA and their ultimate parent is Banco Santander (NYSE: SAN). Santander Investment Securities offers a full array of investment services with a particular focus on Latin American companies in various sectors. | Investment Banks/Brokers | Director of Finance/CFO Director of Finance/CFO | |
| National Securities & Research Corp. | Chief Investment Officer Corporate Officer/Principal | ||
| Cohen & Steers Japan Ltd. | Director/Board Member Director/Board Member | ||
| Cohen & Steers SICAV | Director/Board Member Director/Board Member | ||
| Hoop Dreams Scholarship Fund | Director/Board Member | ||
| Greater Washington Urban League, Inc. | Director/Board Member | ||
| Gallaudet University | College/University | Director/Board Member | |
ProAssurance National Capital Insurance Co.
 ProAssurance National Capital Insurance Co. Multi-Line InsuranceFinance ProAssurance National Capital Insurance Co. is a professional liability insurance company located in Washington, DC. The firm is a subsidiary of ProAssurance Corp., a specialty writer of professional liability insurance. | Multi-Line Insurance | Director/Board Member | |
| Howard University School of Business | College/University | Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| Purdue University | College/University | Graduate Degree | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Chief Investment Officer | |
Farm Credit Services of America PCA
 Farm Credit Services of America PCA Finance/Rental/LeasingFinance Farm Credit Services of America PCA provides credit services to agricultural businesses. It specializes in farm credit and finance, crop insurance, technology, mortgages, agriculture, innovation. The company was founded in 1916 and is headquartered in Omaha, NE. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
University of Wisconsin Foundation
 University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous University of Wisconsin Foundation (UW Foundation) is a private, nonprofit organization headquartered in Madison, Wisconsin. The Foundation was founded in 1945 and is the official fundraising and gift-receiving organization for the University of Wisconsin–Madison (UW–Madison). UW Foundation is the university’s development and financial partner. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Central Park Conservancy, Inc.
 Central Park Conservancy, Inc. Media ConglomeratesConsumer Services Central Park Conservancy, Inc. maintains and develops the Central Park. It offer lawns pruning, trees fertilization, shrubs and flowers plantation, ball fields and playgrounds maintenance, graffiti removing, and monuments conservation. The firm also provides water bodies and woodlands sanitation, erosion control, drainage cleanliness, pollution control, and salvation prevention services. The company was founded in 1980 and is headquartered in New York, NY. | Media Conglomerates | Director/Board Member | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of North Dakota | College/University | Undergraduate Degree |
Statistics
International
| United States | 45 |
| United Kingdom | 2 |
| Japan | 2 |
| Luxembourg | 2 |
| Hong Kong | 2 |
Sectoral
| Finance | 19 |
| Miscellaneous | 13 |
| Consumer Services | 9 |
| Commercial Services | 5 |
| Utilities | 2 |
Operational
| Director/Board Member | 279 |
| Independent Dir/Board Member | 154 |
| Corporate Officer/Principal | 120 |
| President | 64 |
| Chairman | 45 |
Most connected contacts
| Insiders | |
|---|---|
| Michael Clark | 43 |
| Albert Laskaj | 36 |
| Bonnie R. Cohen | 32 |
| Francis Poli | 29 |
| Joseph Harvey | 25 |
| Adam Derechin | 25 |
| Robert Steers | 25 |
| Martin Cohen | 24 |
| Willard H. Smith | 22 |
| Dean Junkans | 22 |
| Richard Edward Kroon | 22 |
| Frank K. Ross | 21 |
| Gerald Maginnis | 21 |
| Jane Magpiong | 20 |
| Ramona Rogers-Windsor | 20 |
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