Bruce David Simon
Director of Research - Equity at Ballentine Partners LLC
Network origin in Bruce David Simon first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Pennsylvania State University
244
| College/University | Other Consumer Services | 244 |
George Washington University
173
| College/University | Other Consumer Services | 173 |
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.
80
| Subsidiary | Investment Managers | 80 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.
26
| Extinct | Investment Managers | 26 |
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families.
25
| Subsidiary | Investment Managers | 25 |
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA.
8
| Subsidiary | Investment Managers | 8 |
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds.
3
| Extinct | Investment Managers | 3 |
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN).
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bruce David Simon via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CDI CORP. | Personnel Services | Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
Hotchkis & Wiley Capital Management LLC
 Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Head-Fixed Income Invts Analyst-Fixed Income Analyst-Fixed Income | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Women Presidents' Organization
 Women Presidents' Organization Miscellaneous Commercial ServicesCommercial Services Women Presidents' Organization is a global organization that was founded in 1997 by Dr. Marsha Firestone. The non-profit company is based in New York, NY, and the CEO of the company is Camille Burns. The organization brings together women business leaders worldwide to share insights, support, and encourage each other in their professional development and business strategies. Each WPO chapter serves as a professionally-facilitated peer advisory group for members where they can harness the momentum of their successes and cultivate new strategies that will take them even further. WPO members have guided their business to generate at least $2 million USD in gross annual sales (or $1 million USD for a service-based business). | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate 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 | Masters Business Admin Undergraduate Degree | |
| UNITED BANK FOR AFRICA PLC | Major Banks | Director of Finance/CFO | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Graduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Arizona | College/University | Masters Business Admin Undergraduate Degree | |
| San Diego State University | College/University | Corporate Officer/Principal Masters Business Admin | |
| Kellstadt Graduate School of Business | College/University | Graduate Degree Masters Business Admin | |
The Glenmede Corp.
 The Glenmede Corp. Financial ConglomeratesFinance The Glenmede Corp. is a leading investment and wealth management firm founded in 1983. The private company is based in Philadelphia, PA and has subsidiaries in the United States. The company, along with its affiliates, manages over $42 billion in assets under management for high-net-worth individuals, families, family offices, endowments, foundations, and institutional clients. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Villanova University | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Fairfield University | College/University | Undergraduate Degree Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Securities & Exchange Commission Nigeria
 Securities & Exchange Commission Nigeria Investment Banks/BrokersFinance Securities & Exchange Commission Nigeria is a regulatory body responsible for overseeing the Nigerian capital market. The private company is based in Abuja, Nigeria. The CEO of the Nigerian company is Mounir Haliru Gwarzo. | Investment Banks/Brokers | Director/Board Member | |
Greater Philadelphia Alliance for Capital & Technologies
 Greater Philadelphia Alliance for Capital & Technologies Miscellaneous Commercial ServicesCommercial Services Greater Philadelphia Alliance for Capital & Technologies provides business acceleration and support services. The company is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member | |
| LASACO ASSURANCE PLC | Multi-Line Insurance | Director/Board Member | |
| Central Bank of Nigeria | General Government | Director/Board Member | |
| ICI Americas, Inc. | Corporate Officer/Principal | ||
| Institute of Directors /Nigeria/ | Corporate Officer/Principal | ||
Gateway Bank Plc
 Gateway Bank Plc Regional BanksFinance Gateway Bank Plc provides banking services. The private company is based in Abeokuta, Nigeria. | Regional Banks | Chief Executive Officer |
Statistics
International
| United States | 39 |
| Nigeria | 8 |
Sectoral
| Consumer Services | 21 |
| Finance | 19 |
| Commercial Services | 5 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 176 |
| Undergraduate Degree | 89 |
| Portfolio Manager-Equities | 81 |
| Director/Board Member | 59 |
| Portfolio Manager-Fixed Income | 49 |
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