William L. Potter
Investment Committee Member at Palisade Capital Management LP
Network origin in William L. Potter first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
195
| College/University | Other Consumer Services | 195 |
Emory University
108
| College/University | Other Consumer Services | 108 |
Palisade Capital Management LP
 Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals.
40
| Subsidiary | Investment Managers | 40 |
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City
33
| Extinct | Investment Managers | 33 |
Chemical Bank Corp.
8
| Extinct | Finance/Rental/Leasing | 8 |
Manufacturers Hanover Corp.
7
| Extinct | Financial Conglomerates | 7 |
| Public Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to William L. Potter via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal Sales & Marketing | |
| UNITEDHEALTH GROUP INC. | Managed Health Care | President Private Equity Investor | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Schroders, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Sales & Marketing | |
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 | Chief Investment Officer Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Analyst-Equity Market Strategist | |
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 | Corporate Officer/Principal Analyst-Equity | |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
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 Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree 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 | Director/Board Member Analyst-Equity Corporate Officer/Principal | |
| Drexel University | College/University | Undergraduate Degree Graduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Palisade Capital Management (Private Equity)
 Palisade Capital Management (Private Equity) Investment ManagersFinance Palisade Capital Management (Private Equity) (Palisade Capital) is private equity subsidiary of Palisade Capital Management LLC founded in 1997 by Martin Lawrence Berman, Steven Edward Berman and Jack Feiler. The firm is headquartered in Fort Lee, New Jersey. | Investment Managers | Founder Chief Investment Officer Founder Founder | |
ForstmannLeff Associates LLC /Management/
 ForstmannLeff Associates LLC /Management/ Financial ConglomeratesFinance ForstmannLeff Associates LLC is a private investment group based in New York, NY. ForstmannLeff Associates LLC is led by its management team and specializes in private investments. The private company was founded by Tony Forstmann. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Moore School of Electrical Engineering | College/University | Undergraduate Degree Undergraduate Degree | |
| Brooklyn Law School | College/University | Graduate Degree Graduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| NEXTDOOR HOLDINGS, INC. | Internet Software/Services | Director/Board Member Director/Board Member | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
| The College of Arts & Sciences | College/University | Undergraduate Degree Undergraduate Degree | |
Guidon Partners LP
 Guidon Partners LP Investment ManagersFinance Guidon Partners LP (Guidon Partners) is a private equity firm founded in 2014. The firm is headquartered in Richmond, Virginia. | Investment Managers | Director/Board Member Private Equity Investor | |
Nextdoor, Inc.
 Nextdoor, Inc. Internet Software/ServicesTechnology Services Nextdoor, Inc. engages in the development of a private social network. It offers a neighborhood hub for trusted connections and the exchange of information, goods, and services. The company was founded by Prakash Janakiraman, Nirav N. Tolia, Sarah Leary, Adam Ginsburg, and David Wiesen in 2010 and is headquartered in San Francisco, CA. | Internet Software/Services | Director/Board Member Director/Board Member | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Somatus, Inc.
 Somatus, Inc. Medical/Nursing ServicesHealth Services Somatus, Inc. provides health care services. It offers value-based kidney care for health plans, health system, and provider groups. The company was founded by Ikenna Okezie and Anthony Welters in 2016 and is headquartered in McLean, VA. | Medical/Nursing Services | Director/Board Member Private Equity Investor | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
State Bar of Georgia
 State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services The State Bar of Georgia is an organization that provides resources and support for lawyers in the state of Georgia. The organization is based in Atlanta, GA and offers programs such as committees, sections, and a lawyer assistance program. The private company's website offers a variety of services, including a member directory, legal aid resources, and virtual law museum. Additionally, they offer a comprehensive law library called Fastcase, which is a free member benefit for lawyers. The State Bar of Georgia also recommends Member Benefits, Inc. as a broker for members' health, dental, and vision insurance, as well as other approved products. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal |
Statistics
International
| United States | 50 |
Sectoral
| Consumer Services | 22 |
| Finance | 20 |
| Health Services | 3 |
| Commercial Services | 3 |
| Technology Services | 3 |
Operational
| Director/Board Member | 250 |
| Corporate Officer/Principal | 190 |
| Undergraduate Degree | 107 |
| Portfolio Manager-Equities | 66 |
| Analyst-Equity | 58 |
Most connected contacts
| Insiders | |
|---|---|
| Mike Hankin | 39 |
| Andrew Slavitt | 27 |
| Richard M. Goldman | 23 |
| Stephen M. Campe | 21 |
| David Smoller | 21 |
| William Snider | 21 |
| Alexander Doll | 21 |
| Chung-Yuen S. Kwan | 20 |
| Ed M. Lhee | 20 |
| Ixchell Duarte | 18 |
| Jean C. Tempel | 18 |
| Dan Veru | 16 |
| Glenn Fuhrman | 16 |
| Marc H. Michel | 15 |
| Michael Rotgin | 15 |
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