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Network origin in Anne Underhill first degree
Entity | Entity type | Industry | |
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Fortis Investment Management USA, Inc.
![]() Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management USA, Inc. operated as a hedge fund manager and registered investment advisor. The firm offered investment management services to institutional and retail clients around the world. Its investment offerings included a wide variety of actively-managed equity and fixed-income portfolios. The company was founded in 1979 and was headquartered in Boston, MA.
55
| Extinct | Investment Managers | 55 |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.
41
| Subsidiary | Investment Managers | 41 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 2 | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Anne Underhill via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Boston College | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Undergraduate 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 | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Brandeis University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
STATE STREET CORPORATION | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Bentley University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | ||
Numeric Investors LLC
![]() Numeric Investors LLC Investment ManagersFinance Numeric Investors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Langdon Wheeler in 1989 as Numeric Investors LP. They are a wholly owned subsidiary of Man Investments Holdings, Inc., which is ultimately held by Man Group Plc (LON: EMG) in Great Britain. Numeric Investors provides investment advisory services for US and non-US taxable and tax-exempt clients, which are primarily institutions, that invest through separately managed accounts; however, the firm also provides investment advisory services to privately offered pooled investment funds they sponsored. | Investment Managers | Chief Operating Officer Chief Investment Officer Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Vanderbilt University | College/University | Masters Business Admin Masters Business Admin | |
Prio Wealth LP
![]() Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
First Trust Advisors LP
![]() First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Geode Capital Management LLC
![]() Geode Capital Management LLC Investment ManagersFinance Geode Capital Management LLC (Geode) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2001 as a spin-off of Fidelity Investments. They are now a subsidiary of Geode Capital Holdings LLC, owned by Geode Holdings Trust. Geode acts as adviser and sub-adviser for equity, commodity and options strategies for funds and client accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
PUTNAM MANAGED MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
HIGH INCOME SECURITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
TC ENERGY CORPORATION | Oil & Gas Pipelines | Director/Board Member Director/Board Member | |
PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
TRANSCANADA PIPELINES LTD | Oil & Gas Pipelines | Director/Board Member Director/Board Member | |
Putnam Mutual Funds Corp. | Director/Board Member Director/Board Member | ||
PUTNAM MASTER INTERMEDIATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Suffolk University | College/University | Masters Business Admin | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
Belknap College | College/University | Undergraduate Degree | |
Richard Bernstein Advisors LLC
![]() Richard Bernstein Advisors LLC Investment ManagersFinance Richard Bernstein Advisors LLC (RBA) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Bernstein in 2009. RBA offers investment advisory services to individuals, pension and profit-sharing plans, investment companies, state or municipal government entities, insurance companies, charitable organizations, registered investment companies, investment advisers, corporations and other business entities, model portfolio providers and other financial intermediaries. | Investment Managers | Director of Investments | |
Syracuse University | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Masters Business Admin | |
Qwest Communications International, Inc.
![]() Qwest Communications International, Inc. Wireless TelecommunicationsCommunications Qwest Communications International, Inc. engages in the provision of broadband Internet-based data, voice, and image communications services. The company was founded in 1996 and is headquartered in Denver, CO. | Wireless Telecommunications | Director/Board Member | |
Fred Alger Management LLC
![]() Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds. | Investment Managers | Analyst-Equity | |
Sunrise Securities Corp.
![]() Sunrise Securities Corp. Investment Banks/BrokersFinance Founded in 1992, Sunrise Securities Corp. is an investment bank and brokerage firm headquartered in New York City. The firm specializes in debt and equity financings. They provide a full range of investment banking and corporate financial advisory services for small- to mid-size public and privately-held companies. Sunrise Securities' research efforts focus on a variety of traditional industries and emerging growth sectors including: biotechnology, energy, financial services, information technology, manufacturing, medical devices, metals, natural resources, paper/packaging, pharmaceuticals, precious metals/mining, services, shipping, software, telecommunications and transportation. The Sunrise Sales and Trading team works with a broad group of investors and maintains portfolio-manager level relationships with some of the largest institutional investors in the world including: mutual funds, hedge funds, pension funds, insurance companies, banks and prop desks. Their investors are active in both the primary and secondary markets for debt and equity. Sunrise offers a suite of electronic trading solutions and execution tools including: (1) algorithmic trading including VWAP, Pairs Trading, etc. (2) list trading (3) basket trading (4) block placement and (5) trading of 144 and 144A securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hellman, Jordan Management Co., Inc.
![]() Hellman, Jordan Management Co., Inc. Investment ManagersFinance Hellman, Jordan Management Co., Inc. (HJMC) is a registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Gerald R. Jordan, Jr. in 1978 and they are wholly owned by Jordan Capital Management, Inc. HJMC provides portfolio management services for two primary families and employee accounts, which consist of high net worth individuals, trusts, profit-sharing plans, and private foundations. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 47 |
Canada | 4 |
Israel | 2 |
Sectoral
Consumer Services | 25 |
Finance | 17 |
Miscellaneous | 5 |
Industrial Services | 3 |
Utilities | 2 |
Operational
Portfolio Manager-Equities | 98 |
Corporate Officer/Principal | 86 |
Undergraduate Degree | 65 |
Director/Board Member | 65 |
Analyst-Equity | 60 |
Most connected contacts
Insiders | |
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William Thomas Stephens | 23 |
Paul Joskow | 21 |
Bill Hunt | 20 |
Chris Pope | 11 |
Jeff Davis | 10 |
Peter G. Leahy | 10 |
Deborah Ann Trask | 9 |
David Byron Smith | 9 |
Saker Nusseibeh | 9 |
Jason Brady | 9 |
Peter J. Fasone | 8 |
Guy-Max Delphin | 8 |
Mike Gasparac | 8 |
Lance McInerney | 8 |
Jeff E. Anthony | 7 |
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