Paul Mattson
Private Equity Investor at Lovell Minnick Partners LLC
Network origin in Paul Mattson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Delaware
68
| College/University | Other Consumer Services | 68 |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.
45
| Subsidiary | Investment Managers | 45 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paul Mattson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Private Equity Analyst | |
| SAFEGUARD SCIENTIFICS, INC. | Investment Managers | Corporate Officer/Principal Chief Operating Officer | |
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 | |
University of Delaware Endowment
 University of Delaware Endowment Investment ManagersFinance Located in Newark, Delaware, the University of Delaware (UD) was founded in 1743. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Private Equity Investor | |
| The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
Xactus LLC
 Xactus LLC Information Technology ServicesTechnology Services Xactus LLC provides verification services for banks. The private company is based in Salisbury, MD and has subsidiaries in the United States. The CEO of the company is Perry Winter Steiner. | Information Technology Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| CHARLES TAYLOR PLC | Insurance Brokers/Services | Chairman Director/Board Member Director/Board Member Director/Board Member | |
ATTOM Data Solutions LLC
 ATTOM Data Solutions LLC Data Processing ServicesTechnology Services Attom Data Solutions LLC provides real estate information services through online. The firm collects and aggregates foreclosure data, including property, loan and home sales data for home seekers, investors, real estate professionals to locate, evaluate, buy, and sell properties. It offers data and turnkey solutions. The company was founded by Derek White, Michael Keane and James Saccacio in 1996 and is headquartered in Irvine, CA. | Data Processing Services | Director/Board Member Director/Board Member Chairman Director/Board Member | |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
InsideRE LLC
 InsideRE LLC Real Estate DevelopmentFinance InsideRE LLC provides a cloud-based software platform and marketing services for residential real estate brokers and agent teams. The firm?s solutions include kvCORE platform, k+TEAMS, CORE cloud, CORE ListingMachine, CORE social, CORE BackOffice and CORE PropertyBoost. The company was founded by Joe Skousen and Justin Tracy in 2008 and is headquartered in Draper, UT. | Real Estate Development | Director/Board Member Chief Executive Officer Director/Board Member | |
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 | Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
PlanMember Financial Corp.
 PlanMember Financial Corp. Financial ConglomeratesFinance PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA. | Financial Conglomerates | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leeds School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Engage People, Inc.
 Engage People, Inc. Information Technology ServicesTechnology Services Engage People, Inc. develops software solutions for sales performance and customer loyalty. It offers Podium, a Software as a Service (SaaS) platform that manages end to end loyalty rewards, employee recognition, sales, and sales channel incentive programs on a global basis. The company is headquartered in Concord, Canada. | Information Technology Services | Director/Board Member Director/Board Member | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Director/Board Member Founder | |
Deep Pool Financial
 Deep Pool Financial Packaged SoftwareTechnology Services Deep Pool Financial is an American software company that offers investor servicing and compliance solutions. The private company was founded in 2006 by David Gross, Shamus O'Donnell, and Roger Woolman. Shamus O'Donnell has been the CEO since 2006. | Packaged Software | Director/Board Member Director/Board Member | |
Duff & Phelps LLC
 Duff & Phelps LLC Investment ManagersFinance Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Kroll LLC
 Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
SVB Securities Holdings LLC
 SVB Securities Holdings LLC Financial ConglomeratesFinance SVB Leerink Holdings LLC operates as an investment bank holding company with interest in investment services. The firm provides equity research, institutional sales and trading, corporate finance and strategic advisory services. The company was founded in 1995 and is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
TortoiseEcofin Investments LLC
 TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Financial Conglomerates | Director/Board Member Director/Board Member | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Director/Board Member Founder | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Morgan Grenfell Capital Management, Inc. | Chief Executive Officer Corporate Officer/Principal | ||
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal 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 | |
J.S. Held LLC
 J.S. Held LLC Miscellaneous Commercial ServicesCommercial Services J.S. Held LLC engages in the provision of property damage and construction consulting services. It offers construction, environmental health and safety, equipment, forensic architecture and engineering services, water and fire restoration, and forensic accounting and economics. The company was founded by Jerome S. Held in 1974 and is headquartered Jericho, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Commercial Credit, Inc.
 Commercial Credit, Inc. Finance/Rental/LeasingFinance Commercial Credit, Inc. provides equipment financing to the construction, transportation and waste industries. It offers leasing for debt consolidation loans, new and used equipment. The company was founded by Kevin T. McGinn, Daniel J. McDonough, Richard W. Radom and W. Joe Mattocks in 2004 and is headquartered in Charlotte, NC. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin Masters Business Admin | |
Fortis Payment Systems LLC
 Fortis Payment Systems LLC Packaged SoftwareTechnology Services Fortis Payment Systems LLC engages in the provision of payments technology and merchant solutions to businesses and software developers. Its products include zeamster gateway, merchant services, business financing, payroll, gift and loyalty, and point of sale. The firm serves the hospitality and lodging, chiropractic, restaurant, veterinary, medical, nonprofit, retail, automotive, liquor and convenience, grocery, fitness and health, and e-commerce industries. The company was founded by Jimmy Nafso, Nirav Shah, Timothy R. Nafso, and Samir Pimputkar and is headquartered in Novi, MI. | Packaged Software | Director/Board Member Chief Executive Officer | |
| State of Delaware | Province/State | Corporate Officer/Principal Corporate Officer/Principal | |
Automated Payment Highway, Inc.
 Automated Payment Highway, Inc. Information Technology ServicesTechnology Services Automated Payment Highway, Inc. provides cloud based financial solutions for non-profit organizations. It specializes in facilitating, tracking, and reporting unique payment situations for organizations with chapters, including seamlessly splitting individual payments between chapters and parent organizations. The company was founded by Vince Thomas in July 1999 is headquartered in Troy, MI. | Information Technology Services | Chairman Director/Board Member | |
Wilmington Savings Fund Society, FSB
 Wilmington Savings Fund Society, FSB Regional BanksFinance Wilmington Savings Fund Society, FSB provides financial services. It operates as a locally managed community banking institution serving Delaware Valley families and businesses of all sizes. Its subsidiaries or divisions include, cash connect, Christiana trust, Christiana trust company of DE, cypress capital management, powder mill financial solutions, WSFS wealth investments, west capital management and WSFS mortgage. The company was founded in 1832 and is headquartered in Wilmington, DE. | Regional Banks | Director/Board Member Director/Board Member |
Statistics
International
| United States | 46 |
| United Kingdom | 3 |
| Canada | 2 |
Sectoral
| Finance | 28 |
| Consumer Services | 11 |
| Technology Services | 8 |
| Commercial Services | 3 |
| Government | 2 |
Operational
| Director/Board Member | 180 |
| Corporate Officer/Principal | 128 |
| Undergraduate Degree | 91 |
| Private Equity Investor | 48 |
| Chairman | 35 |
Most connected contacts
| Insiders | |
|---|---|
| Steve Ozonian | 31 |
| Joan Binstock | 25 |
| Jeff Dale Lovell | 25 |
| Joseph Velli | 23 |
| Edward George Creasy | 20 |
| Ned Stringham | 17 |
| Valerie Keating | 16 |
| Jim Edward Minnick | 15 |
| John Cochran | 14 |
| Greg Cohen | 14 |
| Patrick T. Harker | 14 |
| Ron Cordes | 14 |
| Stefanie L. Shelley | 11 |
| Bob M. Belke | 11 |
| Steven Grenfell | 11 |
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