Network origin in Adam L. Geiger first degree
Entity | Entity type | Industry | |
---|---|---|---|
Ivy Asset Management LLC
Ivy Asset Management LLC Investment ManagersFinance Founded in 1984 by Howard Wohl and Lawrence Simon, Ivy Asset Management LLC is a global fund-of-hedge fund firm located in Jericho, New York with additional offices in New York City and London. They are a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK), which acquired the firm in October 2000. Ivy Asset Management offers a variety of risk-adjusted, performance-driven multi-manager products ranging from diversified proprietary fund portfolios to customized programs. The firm provides services to global institutional investors including: (1) Fortune 500 companies (2) global banks (3) multi-national insurance corporations (4) global investment banking firms (5) municipality pension plans and monetary authorities (6) Taft-Hartley plans (7) registered investment companies (8) foundations (9) endowments (10) non-profit organizations (11) professional money managers (12) high net-worth individuals and (13) private family offices.
14
| Extinct | Investment Managers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Adam L. Geiger 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 | Corporate Officer/Principal | |
RAYMOND JAMES FINANCIAL, INC. | Investment Managers | Corporate Officer/Principal | |
SABA CAPITAL INCOME & OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Voya Equity Trust
Voya Equity Trust Investment Trusts/Mutual FundsMiscellaneous Voya Equity Trust is a open-End Investment Fund/Unit Trust, operates as a mutual fund closed company. It seeks long term growth of capital and income. The company was founded on and is headquartered in Scottsdale, AZ. | Investment Trusts/Mutual Funds | Director/Board Member | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
VOYA SENIOR INCOME FUND | Investment Trusts/Mutual Funds | Chairman | |
Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income | |
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 | |
SEI Novus LLC
SEI Novus LLC Investment ManagersFinance SEI Novus LLC provides data analysis and tools to alternative investors for conducting fundamental research. The firm caters to hedge funds, fund of funds, and family offices. The company was founded by Basil Qunibi , Rishi Khanna and Stanley B. Altshuller in 2007 and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer | |
VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND | Investment Trusts/Mutual Funds | Chairman | |
VOYA EMERGING MARKETS HIGH DIVIDEND EQUITY FUND | Investment Trusts/Mutual Funds | Chairman | |
University of Virginia | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
Boston University | College/University | Graduate 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 | |
New York University | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Emory University | College/University | Undergraduate Degree | |
Spruce Investment Advisors LLC
Spruce Investment Advisors LLC Investment ManagersFinance Spruce Investment Advisors LLC (Spruce) is an independent asset management firm headquartered in Stamford, Connecticut. The firm was founded by John Bailey in 2001 as Spruce Private Investors LLC. Spruce provides investment management services to individually managed client accounts, both directly and through a multi-manager program. | Investment Managers | Portfolio Manager-Equities | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lyxor Asset Management LLC
Lyxor Asset Management LLC Investment ManagersFinance Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts. | Investment Managers | Trading-Equity | |
Yale University | College/University | Undergraduate Degree | |
Blue Wolf Capital Partners LLC
Blue Wolf Capital Partners LLC Investment ManagersFinance Blue Wolf Capital Partners LLC (Blue Wolf Capital Partners) is an independent private equity firm founded in 2005 by Adam Blumenthal and Josh-Wolf-Powers. The firm is headquartered in New York City, New York. | Investment Managers | Chief Operating Officer | |
BIP Wealth LLC
BIP Wealth LLC Investment ManagersFinance BIP Wealth LLC (BIP) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Mark Buffington and Bill Harris in 2007 as Buckhead Investment Partners LLC. BIP provides investment advice to individuals, trusts, estates and various entities (such as corporations, partnerships and limited liability companies) through which individuals and families hold investment assets. | Investment Managers | Director of Finance/CFO | |
Lamplighter Financial LLC
Lamplighter Financial LLC Miscellaneous Commercial ServicesCommercial Services Part of Ultimus Fund Solutions LLC, Lamplighter Financial LLC is an American company that provides fund administration and back office services within the alternative investment sector. The company is located in the US. Lamplighter Financial was acquired by LeverPoint Management LLC, part of Ultimus Fund Solutions LLC from December 31, 2019 on July 26, 2017. | Miscellaneous Commercial Services | Director of Finance/CFO | |
J.P. Morgan Services, Inc. | Private Equity Investor | ||
Columbia Business School | College/University | Masters Business Admin | |
Institute For Portfolio Alternatives | Director/Board Member | ||
Baruch College | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree | |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Head-Equity Investments | |
Dental Service of Massachusetts, Inc.
Dental Service of Massachusetts, Inc. Life/Health InsuranceFinance Dental Service of Massachusetts, Inc. engages in the provision of dental services. The firm offers group dental benefits in the United States and internationally. It also offers individual plans. The company was founded in 1966 and is headquartered in Boston, MA. | Life/Health Insurance | Director/Board Member | |
Pace University | College/University | Masters Business Admin | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
RSR Partners, Inc.
RSR Partners, Inc. Personnel ServicesCommercial Services RSR Partners, Inc. provides executive search services. It serves the healthcare, technology, automotive, energy, insurance, transportation, and manufacturing industries. The company was founded by Michael P. Kelly and Russell Reynolds, Jr. in 1993 and is headquartered in Greenwich, CT. | Personnel Services | Director/Board Member |
Statistics
International
United States | 40 |
Sectoral
Finance | 18 |
Consumer Services | 12 |
Miscellaneous | 6 |
Commercial Services | 5 |
Operational
Corporate Officer/Principal | 30 |
Director/Board Member | 20 |
Chairman | 14 |
Independent Dir/Board Member | 12 |
Director of Finance/CFO | 7 |
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