Charles Haldeman
Chairman at 1Sharpe Acquisition Corp.
Net worth: 1 M $ as of 2024-03-30
Network origin in Charles Haldeman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Dartmouth College
362
| College/University | Other Consumer Services | 362 |
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. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.
196
| Subsidiary | Investment Managers | 196 |
| Public Company | Finance/Rental/Leasing | 87 | |
| Public Company | Financial Publishing/Services | 55 | |
Reverence Capital Partners LLC
 Reverence Capital Partners LLC Investment ManagersFinance Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York.
46
| Private Company | Investment Managers | 46 |
| Subsidiary | Investment Banks/Brokers | 33 | |
| Subsidiary | Information Technology Services | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
1Sharpe Acquisition Corp.
 1Sharpe Acquisition Corp. Financial ConglomeratesFinance 1Sharpe Acquisition Corp. is a blank check formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 22, 2021 and is headquartered in Piedmont, CA.
5
| Private Company | Financial Conglomerates | 5 |
Putnam Investment Grade Municipal Trust
4
| Extinct | Investment Trusts/Mutual Funds | 4 |
Old Mutual (US) Holdings, Inc.
 Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA.
3
| Extinct | Investment Banks/Brokers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles Haldeman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | Multi-Line Insurance | Director/Board Member Director/Board Member | |
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Director/Board Member Chief Tech/Sci/R&D Officer | |
| PUTNAM MANAGED MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President Corporate Officer/Principal | |
| PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Private Equity Investor | |
| PEARSON PLC | Publishing: Books/Magazines | Chairman Director/Board Member | |
| JPMORGAN CHASE & CO. | Major Banks | Chief Executive Officer Director/Board Member Chief Operating Officer | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Putnam Target Date Funds | Investment Trusts/Mutual Funds | Chief Executive Officer Comptroller/Controller/Auditor | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Private Equity Investor | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Comptroller/Controller/Auditor Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Director/Board Member Doctorate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst Chairman | |
Pearson Education, Inc.
 Pearson Education, Inc. Publishing: Books/MagazinesConsumer Services Pearson Education, Inc. publishes educational and professional books. Its brands include Prentice Hall, Longman, Scott Foresman, Addison Wesley, Allyn & Bacon, Benjamin Cummings, PASeries, ELLis, Celebration Press, PEMSolutions, SuccessMaker, Waterford, and Family Education Network. The company was founded in 1998 and is headquartered in Upper Saddle River, NJ. | Publishing: Books/Magazines | Chairman Director/Board Member | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Graduate Degree Undergraduate Degree Doctorate Degree | |
| HIGH INCOME SECURITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Consultant / Advisor Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Corporate Officer/Principal Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| VIRTU FINANCIAL, INC. | Investment Banks/Brokers | Founder President Corporate Officer/Principal | |
| Yale University | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree | |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The private company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Community Brands Parentco LLC
 Community Brands Parentco LLC Packaged SoftwareTechnology Services Community Brands Parentco LLC operates as a software company serving fait-based organizations and educational institutions. It offers church management, church website services, online giving, mass communication, background screening, church leadership development, financial accounts, and mobile applications. The company was founded by Ross Croley and Ben Sealey in 2012 and is headquartered in Lenoir City, TN. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
Transact Campus, Inc.
 Transact Campus, Inc. Packaged SoftwareTechnology Services Transact Campus, Inc. designs and develops software applications for education, government and business industry. The company is headquartered in Phoenix, AZ. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
Obra Capital, Inc.
 Obra Capital, Inc. Investment ManagersFinance Obra Capital, Inc. operates as an asset management company. It specializes in the structuring, servicing, financing and management of life settlements, synthetic products, annuities, notes, and structured settlements. The company was founded by Jeffrey Robert Serra in 2009 and is headquartered in Austin, TX. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Venerable Holdings, Inc.
 Venerable Holdings, Inc. Insurance Brokers/ServicesFinance Venerable Holdings, Inc. owns and manages the legacy variable annuity business. The company was founded on June 1, 2018 and is headquartered in West Chester, PA. | Insurance Brokers/Services | Director/Board Member Director/Board Member Chief Operating Officer | |
| Putnam Mutual Funds Corp. | Director/Board Member Director/Board Member Director/Board Member | ||
| University of Maryland | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Director/Board Member Masters Business Admin Graduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Putnam Management | Corporate Officer/Principal Comptroller/Controller/Auditor | ||
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| XL GROUP LTD | Multi-Line Insurance | Director/Board Member Director/Board Member | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree |
Statistics
International
| United States | 48 |
| Ireland | 2 |
| United Kingdom | 2 |
| Bermuda | 2 |
Sectoral
| Finance | 21 |
| Consumer Services | 19 |
| Miscellaneous | 8 |
| Technology Services | 3 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 469 |
| Corporate Officer/Principal | 186 |
| Chairman | 113 |
| Independent Dir/Board Member | 111 |
| Undergraduate Degree | 87 |
Most connected contacts
| Insiders | |
|---|---|
| Monique Leroux | 57 |
| Michael D. Vaughan Rake | 42 |
| Bob Reynolds | 38 |
| Harold McGraw | 32 |
| Richard Brown Worley | 26 |
| Win Bischoff | 25 |
| Myra R. Drucker | 23 |
| William Thomas Stephens | 23 |
| Stephen Key | 22 |
| Carolyn Hogan Byrd | 22 |
| Ravindranath Akhoury | 22 |
| Milton Berlinski | 21 |
| Debra Chrapaty | 21 |
| Marco Alverà | 21 |
| Pedro Carlos Aspe Armella | 21 |
- Stock Market
- Insiders
- Charles Haldeman
- Company connections