Mark H. Samuels
Corporate Officer/Principal at SEI INVESTMENTS COMPANY
Network origin in Mark H. Samuels first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Managers | 84 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark H. Samuels via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Thomas Jefferson University | College/University | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal General Counsel | |
| City National Rochdale Funds | Investment Trusts/Mutual Funds | Treasurer Treasurer | |
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. CCTC primarily provides investment management services to high net-worth individuals, but also offers personal trust services, wealth family services, financial planning services, institutional custody services, and for qualifying entities, participation in collective investment funds. | Investment Managers | Analyst-Equity | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Chairman President Corporate Secretary Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
| St. Joseph's University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Founder President Head-Fixed Income Invts Chief Executive Officer Chief Investment Officer | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Chairman President Corporate Secretary Director of Finance/CFO | |
| LaSalle University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| FS KKR CAPITAL CORP. II | Investment Managers | Director/Board Member Director of Finance/CFO Compliance Officer | |
SEI Institutional Transfer Agent, Inc.
 SEI Institutional Transfer Agent, Inc. Miscellaneous Commercial ServicesCommercial Services SEI Institutional Transfer Agent, Inc. engages in regulation of agricultural marketing and commodities. The company is headquartered in Oaks, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
SEI Investments Distribution Co.
 SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The company is based in Oaks, PA and was founded in 1981. | Financial Conglomerates | Chairman Director/Board Member Chief Executive Officer | |
FS Investment Corp. III
 FS Investment Corp. III Investment ManagersFinance FS Investment Corp. III, non-traded business development company, invests in public and private middle-market companies located in the United States with revenues of USD 50 million - 2.5 billion and positive cash flows. The focuses on broad range of sectors and industries. It provides financing in the form of senior secured loans, second lien secured loans, subordinated loans and warrants. It also acquires minority interests in the form of common or preferred equity in companies, either in conjunction with one of the debt investments or through a co-investment with a financial sponsor. | Investment Managers | Director/Board Member Director of Finance/CFO Compliance Officer | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
SEI Investments Global Fund Services Ltd.
 SEI Investments Global Fund Services Ltd. Investment Banks/BrokersFinance Part of SEI Investments Co., SEI Investments Global Fund Services Ltd. is a company based in Dublin, Ireland. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
City National Rochdale Strategic Credit Fund
 City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Treasurer Treasurer | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
Greater Philadelphia Alliance for Capital & Technologies
 Greater Philadelphia Alliance for Capital & Technologies Miscellaneous Commercial ServicesCommercial Services Greater Philadelphia Alliance for Capital & Technologies provides business acceleration and support services. The company is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree | |
The KP Funds
 The KP Funds Investment Trusts/Mutual FundsMiscellaneous The KP Funds is an open-end management investment company that offers shares of diversified portfolios. The company was founded on March 25, 2013 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO | |
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 Corporate Officer/Principal | |
FS Credit Income Fund
 FS Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous FS Credit Income Fund is a non-diversified, closed-end management investment company. The Funds investment objective is to provide attractive total returns, which will include current income and capital appreciation. The company was founded on October 27, 2016 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
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 | Corporate Officer/Principal Comptroller/Controller/Auditor | |
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 Corporate Officer/Principal | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
FS Investment Corp. IV
 FS Investment Corp. IV Investment ManagersFinance FS Investment Corp. IV invests in middle-market companies located in the United States with revenues of USD 50 - 2500 million. The fund targets companies operating in the fields food, beverage & tobacco, technology hardware & equipment, energy, consumer services, media, commercial & professional services, materials and software & services. The firm provides financing in the form of senior secured loans, second lien secured loans and subordinated loans, common or preferred equity investments and equity-related securities such as rights & warrants. It acquires minority stakes in conjunction with the debt investments or through a co-investment with a financial sponsor. | Investment Managers | Director/Board Member Compliance Officer | |
LLR Management, LP.
 LLR Management, LP. Investment ManagersFinance LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania. | Investment Managers | Founder Compliance Officer | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree | |
| FS KKR CAPITAL CORP. | Investment Managers | Director/Board Member Compliance Officer | |
| Harvard Business School | College/University | Masters Business Admin | |
| University of Dayton | College/University | Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
| ECOFIBRE LIMITED | Textiles | General Counsel | |
Fox Rothschild LLP
 Fox Rothschild LLP Miscellaneous Commercial ServicesCommercial Services Fox Rothschild LLP engages in the provision of legal services. Its practice areas include animal law, automotive, construction, business, corporate, drone law, employee benefits and compensation, entertainment and sports law, environmental, family law, fashion law, financial services industry, health law, insurance, international, immigration, media and defamation, nonprofit organizations, privacy and security, public companies, real estate, securities industry, taxation and wealth planning, technology, transportation and logistics, valuation law, and others. The company was founded by Edwin Fox and Jerome Rothschild in 1907 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 42 |
| United Kingdom | 2 |
| Ireland | 2 |
| Canada | 2 |
| Australia | 2 |
Sectoral
| Consumer Services | 14 |
| Finance | 13 |
| Commercial Services | 11 |
| Miscellaneous | 9 |
| Process Industries | 2 |
Operational
| Director/Board Member | 130 |
| Corporate Officer/Principal | 121 |
| Undergraduate Degree | 48 |
| Compliance Officer | 20 |
| Chief Executive Officer | 19 |
Most connected contacts
| Insiders | |
|---|---|
| William Doran | 36 |
| Michael Bevan | 24 |
| Howard Ross | 21 |
| James Volk | 18 |
| Jonathan Brassington | 15 |
| Joseph Paul Ujobai | 14 |
| Stephanie Miller | 11 |
| Steve Meyer | 11 |
| Al West | 11 |
| Matt Potter | 9 |
| Thomas Smith | 9 |
| Steve B. Darby | 8 |
| Andrew Metzger | 7 |
| David McLaughlin | 7 |
| Sarah Blumenstein | 7 |
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