Meghan Shay O'Donnell
Portfolio Manager-Equities at Segall Bryant & Hamill LLC
Network origin in Meghan Shay O'Donnell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Denver
94
| College/University | Other Consumer Services | 94 |
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT).
73
| Extinct | Investment Managers | 73 |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.
63
| Subsidiary | Investment Managers | 63 |
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families.
4
| Extinct | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Meghan Shay O'Donnell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| NEWMONT CORPORATION | Precious Metals | Corporate Officer/Principal Public Communications Contact | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Director of Research - Equity Corporate Officer/Principal Analyst-Equity | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Trading-Equity | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Portfolio Manager-Fixed Income Director of Investments | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Corporate Officer/Principal | |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Navellier & Associates, Inc.
 Navellier & Associates, Inc. Investment ManagersFinance Navellier & Associates, Inc. (Navellier) is an independent registered investment advisor headquartered in Reno, Nevada. The firm was founded by Louis Navellier in 1987. Navellier provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, which includes individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies. | Investment Managers | Corporate Officer/Principal | |
Rothschild Investment Corp.
 Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities | |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Investment Managers | Analyst-Equity Analyst-Equity | |
United Capital Management, Inc.
 United Capital Management, Inc. Investment ManagersFinance United Capital Management, Inc. is an independent hedge fund manager headquartered in in Denver, Colorado. It was founded by Jimmy A. Lustig. The firm manages assets of high net worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Doctorate Degree Graduate Degree | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree | |
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 | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Regis University | College/University | Masters Business Admin Undergraduate Degree | |
The Denver Foundation
 The Denver Foundation Miscellaneous Commercial ServicesCommercial Services The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Loyola University of Chicago | College/University | Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree | |
| Montana State University | College/University | Undergraduate Degree | |
| Daniels College of Business | College/University | Masters Business Admin | |
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 |
Statistics
International
| United States | 46 |
| Israel | 2 |
| Spain | 2 |
Sectoral
| Consumer Services | 26 |
| Finance | 17 |
| Commercial Services | 4 |
| Technology Services | 2 |
| Non-Energy Minerals | 2 |
Operational
| Corporate Officer/Principal | 130 |
| Undergraduate Degree | 98 |
| Analyst-Equity | 76 |
| Portfolio Manager-Equities | 74 |
| Director/Board Member | 38 |
Most connected contacts
| Insiders | |
|---|---|
| John M. Pons | 19 |
| Lisa Zuniga Ramirez Ramirez | 13 |
| Michael B. Elliott | 11 |
| Tanasak Wahawisan | 10 |
| David Michael Reeder | 10 |
| Becky Iliff | 9 |
| Paul A. Kuppinger | 9 |
| John Fenley | 9 |
| Kevin Berens | 8 |
| Wyck Brown | 8 |
| Stephen Gottesfeld | 8 |
| Jason Starr | 8 |
| Kevin McNeill | 8 |
| William Sae Oh | 8 |
| Tyler Prochnow | 8 |
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