Network origin in Doug Sheres first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.
59
| Extinct | Investment Managers | 59 |
Rice, Hall, James & Associates LLC
 Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments.
15
| Private Company | Investment Managers | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Doug Sheres via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities | |
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 Analyst-Equity | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Fixed Income | |
| MARLIN BUSINESS SERVICES CORP. | Finance/Rental/Leasing | Chief Operating Officer | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Troy Asset Management Ltd.
 Troy Asset Management Ltd. Investment ManagersFinance Troy Asset Management Ltd. (Troy) is a privately owned, independent investment boutique headquartered in London, UK. The firm was founded in 2000 by the late Lord Weinstock and Sebastian Lyon. Troy manages a range of funds and investment trusts for family offices, wealth managers, investment advisers, charities and endowments. Their management is incentivized through personal investment in the funds. | Investment Managers | Chairman | |
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 | Analyst-Equity Analyst-Equity | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
Millennium Management LLC
 Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Corporate Officer/Principal | |
| The College of New Jersey | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Consultant / Advisor Masters Business Admin | |
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 Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Market Strategist | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Rider University | College/University | Masters Business Admin Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Fuqua School of Business | College/University | Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree | |
Credit Value Partners LLC
 Credit Value Partners LLC Investment ManagersFinance Credit Value Partners LP (CVP) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded within Credit Suisse in June 2010 and began operating as an independent firm in October 2010. In 2016, the firm was acquired by CVP Holdings LLC, ultimately owned by Pollard Family Investments LLC. CVP provides discretionary investment management services to unregistered pooled investment vehicles, private funds, and separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Princeton Global Asset Management LLC
 Princeton Global Asset Management LLC Investment ManagersFinance Princeton Global Asset Management LLC (Princeton Global) is an independent, SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Paul J. Gerard in 2008. Princeton Global provides US, International and Global investment strategies that are customized to their clients’ investment objectives and needs through equity, fixed income and balanced separately managed accounts. | Investment Managers | Founder | |
| Texas Christian University | College/University | Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree | |
| The University of Edinburgh | College/University | Graduate Degree | |
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| GLASGOW INCOME TRUST-ORD | Investment Trusts/Mutual Funds | Chief Investment Officer | |
Ascot Authority (Holdings) Ltd.
 Ascot Authority (Holdings) Ltd. Miscellaneous Commercial ServicesCommercial Services Ascot Authority (Holdings) Ltd. provides general facility services. The private company is based in Ascot, UK. and has subsidiaries in United Kingdom. The CEO of the British company is Guy Henderson. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
| United States | 44 |
| United Kingdom | 7 |
Sectoral
| Consumer Services | 25 |
| Finance | 19 |
| Commercial Services | 5 |
| Miscellaneous | 4 |
Operational
| Corporate Officer/Principal | 122 |
| Portfolio Manager-Equities | 77 |
| Director/Board Member | 71 |
| Analyst-Equity | 59 |
| Undergraduate Degree | 55 |
Most connected contacts
| Insiders | |
|---|---|
| Lei Zhong | 28 |
| Kristina Salen | 20 |
| Frank Bruno | 20 |
| Tonia Pankopf | 17 |
| Tom R. Hudson | 16 |
| Brett Wyard | 14 |
| Dennis Schaney | 12 |
| Seth J. Brufsky | 12 |
| David A. Willmott | 11 |
| Maureen Downey | 10 |
| Bob Shearer | 10 |
| Alan H. Straus | 10 |
| Robert Anthony Vogel | 10 |
| Russell Abrams | 9 |
| Anthony A. Lombardi | 9 |
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