Halie W. O'Shea
Director of Research - Equity at Haverford Financial Services, Inc.
Network origin in Halie W. O'Shea first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
New York University
468
| College/University | Other Consumer Services | 468 |
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
412
| College/University | Other Consumer Services | 412 |
Haverford Financial Services, Inc.
 Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.
24
| Subsidiary | Investment Managers | 24 |
| Public Company | Food Distributors | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Halie W. O'Shea via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| FRANKLIN RESOURCES, INC. | Investment Managers | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Consultant / Advisor | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Investment Managers | Founder Director of Research - Fxd Inc Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director/Board Member Portfolio Manager-Fixed Income Analyst-Equity Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | |
| The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
Wafra Partners LLC
 Wafra Partners LLC Investment ManagersFinance Wafra Partners LLC (Wafra Partners) is a private equity firm founded in 1993 by Yousef Al-Humaidhi. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Investor | |
| Dickinson College | College/University | Undergraduate Degree Undergraduate Degree | |
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 Private Equity Investor | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate 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 | Undergraduate Degree Undergraduate Degree | |
Baron Capital, Inc.
 Baron Capital, Inc. Financial ConglomeratesFinance Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds | Financial Conglomerates | General Counsel General Counsel | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
Gryphon Investors, LLC
 Gryphon Investors, LLC Investment ManagersFinance Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
| St. Joseph's University | College/University | 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 | |
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Cambridge | College/University | Undergraduate Degree | |
National Association of Investors Corp.
 National Association of Investors Corp. Investment ManagersFinance National Association of Investors Corp. (NAIC) is a private nonprofit, volunteer-based, member-driven organization headquartered in Troy, Michigan. The firm was founded in 1951 and do-business-as BetterInvesting. NAIC provides unbiased investment education and powerful online stock analysis tools for individual investors and investment clubs. | Investment Managers | Sales & Marketing | |
| University of Massachusetts | College/University | Undergraduate Degree | |
Seyfarth Shaw LLP
 Seyfarth Shaw LLP Miscellaneous Commercial ServicesCommercial Services Seyfarth Shaw LLP provides legal advisory services. The company was founded in 1945 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| YIXIN GROUP LIMITED | Finance/Rental/Leasing | Chief Executive Officer | |
| Eclosion2 & Cie Scpc | Director/Board Member | ||
| BITAUTO HOLDINGS LIMITED | Internet Software/Services | Chief Executive Officer | |
Elicio Therapeutics, Inc. (Old)
 Elicio Therapeutics, Inc. (Old) BiotechnologyHealth Technology Elicio Therapeutics, Inc. engages in the development of vaccines for infectious disease and cancer. Its programs focus on a novel lipid nanocapsule platform technology for delivering vaccines in a form mimicking the structure of pathogens to elicit potent immunity in prophylactic and therapeutic settings. The company was founded by Satish Jindal and Darrell Irvine on August 10, 2011 and is headquartered in Cambridge, MA. | Biotechnology | Director/Board Member | |
| INSEAD | College/University | Masters Business Admin | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pardus Capital Management LP
 Pardus Capital Management LP Investment ManagersFinance Pardus Capital Management LP is an independent hedge fund management firm which was founded in 2005 by Karim Samii and Joseph Thornton. Headquartered in New York City, the firm manages the assets of high net-worth individuals and institutional clients. | Investment Managers | Investment Committee Member | |
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 | Chief Tech/Sci/R&D Officer | |
| XP Banco de Atacado | Chief Executive Officer | ||
Dimensa Tecnologia
 Dimensa Tecnologia Miscellaneous Commercial ServicesCommercial Services Dimensa Tecnologia is a Brazilian company that provides a workflow solution for credit analysis and approval. The private company is based in São Paulo, Brazil. The company's platform standardizes and centralizes the steps of the credit process, ensuring security and efficiency. | Miscellaneous Commercial Services | Chairman | |
GHT4
 GHT4 Investment ManagersFinance GHT4 Advisory Ltda. is a private company headquartered in Cerqueira Cesar, Brazil, with subsidiaries in that country. The firm provides investment management and advisory services. It was founded in 2021 by Caio Ibrahim David. | Investment Managers | Founder |
Statistics
International
| United States | 41 |
| Brazil | 4 |
| New Zealand | 2 |
| United Kingdom | 2 |
| Hong Kong | 2 |
Sectoral
| Finance | 22 |
| Consumer Services | 21 |
| Commercial Services | 5 |
| Technology Services | 2 |
| Health Technology | 2 |
Operational
| Corporate Officer/Principal | 174 |
| Director/Board Member | 115 |
| Undergraduate Degree | 93 |
| Portfolio Manager-Equities | 55 |
| Private Equity Investor | 48 |
Most connected contacts
| Insiders | |
|---|---|
| Marvin Hausman | 30 |
| Michael Lazerow | 22 |
| Isaac Kohlberg | 20 |
| Caio Ibrahim David | 19 |
| Mike Ferry | 16 |
| Daphne Dufresne | 15 |
| Timothy Lewis | 14 |
| Steven J. Taubman | 13 |
| Andrew Thompson | 13 |
| Josh Hendler | 12 |
| Jeff Bagley | 11 |
| Joe McLaughlin | 11 |
| Noel Goddard | 11 |
| Bruce F. Mackle | 10 |
| Tom Lynch | 10 |
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