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Network origin in Brian S. Lee first degree
Entity | Entity type | Industry | |
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University of Illinois
193
| College/University | Other Consumer Services | 193 |
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.
182
| Operating Division | Investment Banks/Brokers | 182 |
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.
20
| Subsidiary | Investment Managers | 20 |
JHL Capital Group LLC
![]() JHL Capital Group LLC Investment ManagersFinance JHL Capital Group LLC (JHL) is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by James H. Litinsky in 2006 and is a subsidiary of JHL Capital Group LP. JHL serves as an investment manager or adviser to pooled investment vehicles. Investors typically include high net worth individuals, funds of funds, foundations and endowments, institutions, employees and their family members, along with JHL and its affiliates.
4
| Subsidiary | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian S. Lee via their personal network
Company | Sector | Related people | Main position |
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PPM America, Inc.
![]() PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
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 Market Strategist | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Undergraduate Degree Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Illinois At Urbana–Champaign | College/University | Corporate Officer/Principal Doctorate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Economist | |
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 | |
Texas Christian University | College/University | Undergraduate Degree Corporate Officer/Principal | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Analyst-Equity | |
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 | Masters Business Admin Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin Masters Business Admin | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Undergraduate Degree | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Broker)
![]() Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Private Equity Analyst Analyst-Equity | |
Duff & Phelps LLC
![]() Duff & Phelps LLC Investment ManagersFinance Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Market Strategist Corporate Officer/Principal | |
RSM US LLP
![]() RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Analyst-Equity Corporate Officer/Principal | |
Elevate Ventures, Inc.
![]() Elevate Ventures, Inc. Investment ManagersFinance Elevate Ventures, Inc (Elevate Ventures) is a venture capital firm founded in 2010. The firm is headquartered in Indianapolis. | Investment Managers | Sales & Marketing | |
PRIVETERRA ACQUISITION CORP. II | Financial Conglomerates | Director/Board Member | |
Massachusetts Eye & Ear Infirmary, Inc.
![]() Massachusetts Eye & Ear Infirmary, Inc. Medical/Nursing ServicesHealth Services Massachusetts Eye & Ear Infirmary operates as hospital that provides patient care for disorders of the eye, ear, nose, throat, head and neck. It offers ophthalmology and otolaryngology research services and is a teaching partner of Harvard Medical School. The firm’s programs and services include anesthesiology, ophthalmology, otolaryngology, radiology, Coolidge Clinic laboratory and libraries. The company was founded in 1824 and is headquartered in Boston, MA. | Medical/Nursing Services | Corporate Officer/Principal | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Equity | |
Harvard Medical School | College/University | Corporate Officer/Principal | |
Tear Film & Ocular Surface Society | Director/Board Member | ||
Chicago Medical Society Foundation | President | ||
American Ophthalmological Society
![]() American Ophthalmological Society Miscellaneous Commercial ServicesCommercial Services The American Ophthalmological Society is an organization that aims to promote excellence in patient care, education, and research in the field of ophthalmology. The society is based in San Francisco, CA, and was founded in 1864 by Edward Delafield, Daniel Bennett St. John Roosa, and Henry Noyes. The private company addresses essential issues in medicine and advance the art and science of ophthalmology. The society holds annual meetings every third week of May each year, and they offer travel grants to non-members who wish to attend. Membership nominations are accepted until April 30th each year. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American University of Beirut | College/University | Doctorate Degree | |
Beijing DeepZero Technology Co., Ltd.
![]() Beijing DeepZero Technology Co., Ltd. Advertising/Marketing ServicesCommercial Services Beijing DeepZero Technology Co., Ltd. engages in the provision of one-stop digital marketing. Its services include automation and artificial intelligence in digital marketing. The company was founded by Xiao Nan Huang, Peng Xie and Xue Hua Shen in January 2008 and is headquartered in Beijing, China. | Advertising/Marketing Services | Founder | |
NOVARTIS AG | Pharmaceuticals: Major | Director/Board Member | |
Local Initiatives Support Corp.
![]() Local Initiatives Support Corp. Miscellaneous Commercial ServicesCommercial Services Local Initiatives Support Corp. provides community development programs. The firm serves individuals, private enterprise, government agencies, and civic associations. The company was founded in 1979 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Association for Research in Vision & Ophthalmology
![]() The Association for Research in Vision & Ophthalmology Miscellaneous Commercial ServicesCommercial Services The Association for Research in Vision & Ophthalmology operates an association focused on research in vision and ophthalmology. The non-profit company is based in Rockville, MD. | Miscellaneous Commercial Services | Director/Board Member | |
Chicago Housing Authority (Illinois) | Local Agencies | Corporate Officer/Principal | |
Illinois Housing Development Authority (Illinois) | General Government | Corporate Officer/Principal | |
Winona Capital Management LLC
![]() Winona Capital Management LLC Investment ManagersFinance Winona Capital Management LLC (Winona Capital) is a private equity firm founded in 2003 by Laird Koldyke and Luke Reese. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Green Courte Partners LLC
![]() Green Courte Partners LLC Investment ManagersFinance Founded in 2002 by Randall K. Rowe, Green Courte Partners LLC is a private equity real estate investment firm located in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Anchor Bolt Capital LP
![]() Anchor Bolt Capital LP Investment ManagersFinance Anchor Bolt Capital LP (Anchor Bolt) is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Anchor Bolt Capital LLC. Anchor Bolt serves as the investment manager for and provides discretionary investment advisory services to various private investment funds and separately managed accounts. | Investment Managers | Analyst-Equity | |
Uniwersytet Ekonomiczny w Katowicach | College/University | Graduate Degree |
Statistics
International
United States | 41 |
United Kingdom | 2 |
Lebanon | 2 |
China | 2 |
Switzerland | 2 |
Sectoral
Finance | 20 |
Consumer Services | 15 |
Commercial Services | 8 |
Government | 3 |
Health Services | 2 |
Operational
Director/Board Member | 222 |
Independent Dir/Board Member | 131 |
Corporate Officer/Principal | 127 |
Undergraduate Degree | 90 |
Chairman | 86 |
Most connected contacts
Insiders | |
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Terence John Toth | 191 |
Carl Press | 21 |
Anthony P. DeLio | 17 |
Dimitri Azar | 13 |
Miroslaw Kastelik | 11 |
Lee Kalowski | 10 |
Matthew McAviney | 9 |
Vikram Chaudhery | 9 |
Casey Lea | 9 |
Alexander Shire | 8 |
Barbara Noverini | 8 |
David Lichtman | 8 |
Hari Achuthan | 8 |
Paul Calello | 8 |
Joshua J. Miller | 8 |
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