Robert Lee
Private Equity Investor at Candescent Partners LLC
Network origin in Robert Lee first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Virginia
465
| College/University | Other Consumer Services | 465 |
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.
272
| College/University | Other Consumer Services | 272 |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.
137
| Subsidiary | Investment Managers | 137 |
S.A.C. Capital Advisors LP
S.A.C. Capital Advisors LP Investment ManagersFinance Founded by Steven A. Cohen in 1992, S.A.C. Capital Advisors LP is a hedge fund manager located in Stamford, Connecticut with offices in New York City, Chicago and Boston.
75
| Extinct | Investment Managers | 75 |
Candescent Partners LLC
Candescent Partners LLC Investment ManagersFinance Candescent Partners LLC (Candescent Partners) is a private equity firm founded in 2008 by Sandy S. McGrath and Steve M. Jenks. The firm is headquartered in Boston, Massachusetts.
3
| Private Company | Investment Managers | 3 |
Theory Capital Management LP
Theory Capital Management LP Investment ManagersFinance Founded in 2009 by Robert Broggi and Fantasia, Theory Capital Management LP is a hedge fund manager located in Boston.
1
| Extinct | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Robert Lee via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Loehmann's Holdings, Inc.
Loehmann's Holdings, Inc. Apparel/Footwear RetailRetail Trade Loehmann's Holdings, Inc. operates as an online fashion marketplace. It offers clothing, shoes, handbags, accessories, beauty, men’s, and kids. The company was founded in 1921 and is headquartered in Bronx, NY. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Whippoorwill Associates, Inc.
Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill Associates, Inc. (Whippoorwill) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in White Plains, New York. The firm was founded by Shelley Greenhaus in 1990. Whippoorwill manages private investment funds and separately managed accounts for a large institutional investor. | Investment Managers | Analyst-Fixed Income | |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Portfolio Manager-Equities 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 | Market Strategist Analyst-Equity | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Corporate Officer/Principal Analyst-Fixed Income | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Vulcan Value Partners LLC
Vulcan Value Partners LLC Investment ManagersFinance Vulcan Value Partners LLC (Vulcan) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by C. T. Fitzpatrick in 2007. Vulcan provides discretionary and non-discretionary investment advisory services to both individual and institutional clients. The firm manages its investment strategies through separately managed accounts, mutual funds, UCITS, a Collective Investment Trust, private funds, and as an investment manager in wrap fee programs. | Investment Managers | Director of Research - Equity | |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Analyst-Fixed Income | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
Capital Resource Partners
Capital Resource Partners Investment ManagersFinance Capital Resource Partners (Capital Resource Partners) is a private equity firm founded in 1987 by Robert C. Ammerman. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | 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 | Private Equity Analyst Analyst-Equity | |
Catterton Management Co. LLC
Catterton Management Co. LLC Investment ManagersFinance Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Susquehanna International Group LLP
Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Seoul National University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard Medical School | College/University | Corporate Officer/Principal Doctorate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
CENTER FOR WOUND HEALING INC(NDA) | Medical/Nursing Services | Director/Board Member Director/Board Member | |
Spider Management Co. LLC
Spider Management Co. LLC Investment ManagersFinance Spider Management Co. LLC (Spider Management) is a SEC-registered investment advisor and hedge fund manager headquartered in Richmond, Virginia. The firm was founded in 2001 and is the investment management affiliate of the University of Richmond. Spider Management provides investment advisory services in the form of portfolio management to pooled vehicles and charitable organizations. The firm currently serves as the investment adviser to the University of Richmond’s Endowment, The Richmond Fund, a charitable organization, and Spider Buyout Holdings LP – a Delaware limited partnership. | Investment Managers | Portfolio Manager-Equities | |
Lakefield Veterinary Group, Inc.
Lakefield Veterinary Group, Inc. Agricultural Commodities/MillingProcess Industries Lakefield Veterinary Group, Inc. operates veterinary hospitals. The company was founded by Mollie Hoff and is headquartered in Kent, WA. | Agricultural Commodities/Milling | Director of Finance/CFO | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Sagard Capital Partners Management Corp.
Sagard Capital Partners Management Corp. Investment ManagersFinance Sagard Capital Partners Management Corp. (Sagard Capital) is a hedge fund management firm headquartered in New York City. The firm was founded by Daniel M. Friedberg in 2005 and is a subsidiary of Power Corp. of Canada (TSX: POW; OTCMKTS: PWCDF) in Canada. Sagard Capital identifies and builds great businesses with investors and portfolio companies. | Investment Managers | Corporate Officer/Principal | |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
The University of Colorado | College/University | Undergraduate Degree | |
Boosey & Hawkes Ltd.
Boosey & Hawkes Ltd. Publishing: Books/MagazinesConsumer Services Boosey & Hawkes manufacturers & publishes music labels. The firm owns catalogue of music copyrights including the composer's as Stravinsky, Bartók, Copland, Britten, Prokofieff, Strauss, and Rachmaninoff. The company was founded in 1930 and is headquartered in London, UK. | Publishing: Books/Magazines | Corporate Officer/Principal | |
Evercore Partners Ltd.
Evercore Partners Ltd. Investment ManagersFinance Evercore Partners Ltd. operated as a investment company. The company was headquartered in London, the United Kingdom. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 41 |
United Kingdom | 5 |
South Korea | 2 |
Sectoral
Finance | 26 |
Consumer Services | 16 |
Retail Trade | 2 |
Commercial Services | 2 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 144 |
Director/Board Member | 110 |
Undergraduate Degree | 96 |
Analyst-Equity | 58 |
Private Equity Investor | 47 |
Most connected contacts
Insiders | |
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David Coulter | 47 |
Steve M. Jenks | 26 |
Sandy S. McGrath | 17 |
Ann Kim Chung | 17 |
David Levine | 16 |
Nnamdi Okike | 16 |
Jonathan Siegel | 16 |
Andrew Cohen | 15 |
Michael Fischbach | 12 |
Matt Rice | 12 |
JJ Kasper | 11 |
Pardis Sabeti | 10 |
Zachary Bratun Glennon | 10 |
Jennifer Levinson | 9 |
Jeff Geller | 8 |
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