Anthony Koon
Analyst-Equity at The Bank of New York Mellon Corp. (Wealth Management)
Network origin in Anthony Koon first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.
176
| Operating Division | Investment Managers | 176 |
St. John's University
62
| College/University | Other Consumer Services | 62 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Anthony Koon via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Director of Research - Equity Chief Investment Officer Corporate Officer/Principal | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Head-Equity Investments | |
| The University of Colorado | College/University | Undergraduate Degree Graduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Investment Committee Member Head-Equity Investments | |
| Boston University | College/University | Masters Business Admin Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Chief Investment Officer Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Drew University | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| Georgia State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Salem State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
| JPMORGAN CHASE & CO. | Major Banks | Private Equity Analyst Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Fairfield University | College/University | Undergraduate Degree Undergraduate Degree | |
| HAMILTON LANE ALLIANCE HOLDINGS I, INC. | Financial Conglomerates | Director of Finance/CFO | |
| THE NEW YORK TIMES COMPANY | Publishing: Newspapers | Corporate Officer/Principal | |
BDO USA PC
 BDO USA PC Miscellaneous Commercial ServicesCommercial Services BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| STAGWELL INC. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| ENDEAVOR GROUP HOLDINGS, INC. | Media Conglomerates | Comptroller/Controller/Auditor | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities | |
| AMERICAN INTERNATIONAL GROUP, INC. | Multi-Line Insurance | General Counsel | |
| Vassar College | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
| EURO SOLAR PARKS, INC. | Engineering & Construction | Chairman | |
ARC Excess & Surplus LLC
 ARC Excess & Surplus LLC Insurance Brokers/ServicesFinance ARC Excess & Surplus provides management and professional liability insurance solutions. It is a wholesale insurance brokerage company, specializing in professional liability products and services including directors and officers liability (D&O), employment practices liability (EPLI), management liability, professional liability, property and casualty, employed lawyer’s professional liability, medical malpractices, and cyber protection. The company was founded by Christopher J. Cavallaro in 1986 and is headquartered in Jericho, NY. | Insurance Brokers/Services | Corporate Officer/Principal | |
Hartford Financial Management, Inc.
 Hartford Financial Management, Inc. Investment ManagersFinance Hartford Financial Management, Inc. (HFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hartford, Connecticut. The firm was founded by R. Dario Quiros in 1989. HFM provides investment advice to “family” or individual clients, pension / profit sharing plan, family businesses, foundations or endowments and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| Hofstra University | College/University | Graduate Degree | |
Pennell Venture Partners LLC
 Pennell Venture Partners LLC Investment ManagersFinance Pennell Venture Partners LLC (Pennell Venture Partners) is a venture capital firm founded in 1996. The firm is headquartered in Boulder, Colorado. | Investment Managers | Consultant / Advisor |
Statistics
International
| United States | 50 |
| Israel | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 22 |
| Commercial Services | 5 |
| Industrial Services | 2 |
Operational
| Portfolio Manager-Equities | 112 |
| Corporate Officer/Principal | 79 |
| Undergraduate Degree | 76 |
| Portfolio Manager-Fixed Income | 54 |
| Director/Board Member | 37 |
Most connected contacts
| Insiders | |
|---|---|
| Catherine Ann Keating | 16 |
| Atul Varma | 15 |
| Leo Grohowski | 14 |
| Nancy Dunlap | 12 |
| David Acharya | 12 |
| John Flahive | 9 |
| Jeff Mortimer | 9 |
| Larry Hughes | 9 |
| Bruce E. Beerbower | 8 |
| Tim Escott | 8 |
| Scott B. Laurans | 8 |
| Jennifer Ma | 7 |
| John H. Fellingham | 7 |
| Caroline Lee-Tsao | 7 |
| Manuel D. Ron | 7 |
- Stock Market
- Insiders
- Anthony Koon
- Company connections
