Network origin in Gerald S. Frey first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
188
| Subsidiary | Investment Managers | 188 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gerald S. Frey via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal Portfolio Manager-Equities Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Jackson Square Partners LLC
 Jackson Square Partners LLC Investment ManagersFinance Jackson Square Partners LLC (Jackson Square) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2014 through the joint venture between Delaware Investments and its San Francisco–based Focus Growth team. Jackson Square provides investment advisory services to separately managed accounts and pooled investment vehicles. Their institutional client base includes, but is not limited to, high net worth individuals, corporate and public pension plans, endowments, and foundations. | Investment Managers | Founder Founder Founder Founder Analyst-Equity Founder Founder Analyst-Equity | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
MetLife Investment Management LLC
 MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Investment Committee Member Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
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 | Doctorate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Villanova University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| LINCOLN NATIONAL CORPORATION | Life/Health Insurance | President Corporate Officer/Principal Corporate Officer/Principal | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Drexel University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
DuPont Capital Management Corp.
 DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| NORTHERN TRUST CORPORATION | Investment Managers | Comptroller/Controller/Auditor Corporate Officer/Principal | |
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 | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Franklin Templeton Distributors, Inc.
 Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| Fletcher School of Law | College/University | Graduate Degree Graduate Degree | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Sturdivant & Co., Inc. (Broker)
 Sturdivant & Co., Inc. (Broker) Investment Banks/BrokersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service brokerage firm located in Mt. Laurel, New Jersey. Sturdivant & Co. The firm's trading department utilizes the latest technologies to provide clients with maximum efficiency and overall execution excellence for both listed and NASDAQ orders. Sturdivant is connected to many of the major FIX order routing networks including Bloomberg, ITG RouteNet, MacGregor, TradeWare and TNS, as well as the major ECNs. With electronic order routing, traders benefit from seamless and efficient connectivity to Sturdivant directly from their existing systems. The firm strives to tap as many sources of liquidity to ensure that their clients' orders are executed as efficiently as possible. For clients who want their orders executed with a Volume Weighted Average Price (VWAP) strategy, Sturdivant's trading systems allow them to enter orders in multiple ways such as slicing the order into the market on a percentage basis, as a percentage of volume, or slicing it into the market at various times during the day. The firm brings their clients closer to the market through their relationship with a premier, independent Direct Access broker allowing them to provide point-of-sale execution and real-time information. Sturdivant is a member of the Philadelphia Stock Exchange. They can execute client orders on all the worldwide exchanges through their relationship with BNY ConvergEx Group and HSBC Securities (USA), Inc. | Investment Banks/Brokers | Director of Research - Equity Director of Research - Equity | |
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 |
Statistics
International
| United States | 50 |
| Hong Kong | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 21 |
| Miscellaneous | 8 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 170 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 95 |
| Analyst-Equity | 74 |
| Masters Business Admin | 41 |
Most connected contacts
| Insiders | |
|---|---|
| Roger Allen Early | 18 |
| John Heffern | 14 |
| Ed Antoian | 10 |
| Robert Anthony Vogel | 10 |
| Jude Thaddeus Driscoll | 10 |
| Bob Zenouzi | 10 |
| Steve Czepiel | 9 |
| Peter Christian Andersen | 9 |
| Gregory M. Heywood | 8 |
| Deborah Sabo | 8 |
| See Yeng Quek | 8 |
| Glenn A. Dever | 8 |
| Rudy D. Torrijos | 8 |
| Ned Gray | 8 |
| Lawrence G. Franko | 8 |
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