Zack Shafran
Chief Investment Officer at Meritage Portfolio Management, Inc.
Network origin in Zack Shafran first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Missouri
242
| College/University | Other Consumer Services | 242 |
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients.
101
| Extinct | Investment Managers | 101 |
Ivy Investment Management Co.
 Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds.
40
| Extinct | Investment Managers | 40 |
Meritage Portfolio Management, Inc.
 Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios.
7
| Private Company | Investment Managers | 7 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.
5
| Operating Division | Investment Banks/Brokers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Zack Shafran 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 | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| IVY Funds | Director/Board Member President | ||
| Washington University in St. Louis | College/University | Corporate Officer/Principal Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Investment Managers | Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
| SAPIENT CORPORATION | Miscellaneous Commercial Services | 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 | Analyst-Equity Analyst-Equity | |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Chairman Chief Executive Officer Chief Administrative Officer President Chief Executive Officer Chief Investment Officer | |
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 | |
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 | Chief Investment Officer | |
| Ivy Variable Insurance Portfolios | Investment Trusts/Mutual Funds | Director/Board Member President | |
| InvestEd Portfolios | Investment Trusts/Mutual Funds | Director/Board Member President | |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Balyasny Asset Management LP
 Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Analyst-Equity | |
| Waddell & Reed Services Co. | Director/Board Member Corporate Officer/Principal | ||
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree | |
| Arizona State University | College/University | Masters Business Admin Undergraduate Degree | |
| DAEKYO CO., LTD. | Other Consumer Services | Director/Board Member | |
| Colorado State University | College/University | Undergraduate Degree | |
| Texas Christian University | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin 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 | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| St. Louis University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree | |
| Kansas State University | College/University | Masters Business Admin Undergraduate Degree 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 | Masters Business Admin Masters Business Admin Masters Business Admin | |
| CFA Society of Kansas City | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
| Seoul National University | College/University | Undergraduate Degree Undergraduate Degree | |
Shelter Mutual Insurance Co. (Investment Portfolio)
 Shelter Mutual Insurance Co. (Investment Portfolio) Investment ManagersFinance Shelter Mutual Insurance Co. (Investment Portfolio) (Shelter-IP) is the investment portfolio division of Shelter Mutual Insurance Co., an insurance firm headquartered in Columbia, Missouri. The firm is ultimately held by The Shelter Insurance Cos. Shelter-IP manages investment portfolio for their customers. | Investment Managers | Portfolio Manager-Fixed Income Chief Investment Officer | |
| Missouri Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
Ivy NextShares
 Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | Financial Conglomerates | Director/Board Member President | |
| Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
| Sungkyunkwan University | College/University | Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
Population Health Partners LLC
 Population Health Partners LLC Investment ManagersFinance Population Health Partners LLC (Population Health Partners) is a private equity/venture capital founded in 2020 by Whit Bernard, Tamsin Berry, Chris Cox and Clive Meanwell. The firm is headquartered in San Francisco, California with an additional office in London. | Investment Managers | Founder | |
| SAMHO DEVELOPMENT CO., LTD | Engineering & Construction | Chief Executive Officer |
Statistics
International
| United States | 42 |
| South Korea | 6 |
| India | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 17 |
| Miscellaneous | 4 |
| Commercial Services | 3 |
| Industrial Services | 2 |
Operational
| Portfolio Manager-Equities | 108 |
| Corporate Officer/Principal | 99 |
| Undergraduate Degree | 98 |
| Analyst-Equity | 57 |
| Masters Business Admin | 54 |
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