Helen Rattee
Director/Board Member at C.S.T. Consultants, Inc.
Network origin in Helen Rattee first degree
Entity | Entity type | Industry | |
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UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.
133
| Subsidiary | Investment Managers | 133 |
McMaster University
96
| College/University | Other Consumer Services | 96 |
York University
94
| College/University | Other Consumer Services | 94 |
Citigroup Asset Management (United States)
Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C)
28
| Extinct | Investment Managers | 28 |
OMERS Administration Corp.
OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario.
26
| Subsidiary | Investment Managers | 26 |
C.S.T. Consultants, Inc.
C.S.T. Consultants, Inc. Investment ManagersFinance C.S.T. Consultants, Inc. specializes in management of the funds of trusts and foundations organized for religious, educational, charitable, or nonprofit research purposes. The company was founded in 1960 and is headquartered in Toronto, Canada.
7
| Subsidiary | Investment Managers | 7 |
Coburn Ventures LLC
Coburn Ventures LLC Investment ManagersFinance Coburn Ventures LLC (Coburn Ventures) is a private equity firm founded in 2005 by Pip Coburn. The firm is headquartered in New York.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Helen Rattee via their personal network
Company | Sector | Related people | Main position |
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CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Trading-Equity | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
Queen's University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts | |
McGill University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Economist | |
Polar Asset Management Partners, Inc.
Polar Asset Management Partners, Inc. Investment ManagersFinance Polar Asset Management Partners, Inc. (Polar) is Canadian hedge fund manager headquartered in Toronto, Ontario. The firm was founded by J. Paul Sabourin in 1991 and is a subsidiary of Polar Financial Corp. Polar provides discretionary investment advice and management services to private investment funds, which may be organized as onshore or offshore limited partnerships or corporations, as well as separately managed accounts. | Investment Managers | Analyst-Equity Analyst-Equity Head-Equity Investments | |
Wilfrid Laurier University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Ontario Municipal Employees Retirement System
Ontario Municipal Employees Retirement System Investment ManagersFinance Ontario Municipal Employees Retirement System functions as a Pension Retirement Fund. The company is headquartered in Toronto, Canada. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Tech/Sci/R&D Officer | |
Rotman School of Management | College/University | Graduate Degree Masters Business Admin 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 Chief Operating Officer | |
Lincluden Investment Management Ltd.
Lincluden Investment Management Ltd. Investment ManagersFinance Founded in 2011, Lincluden Investment Management Ltd. is an investment advisor located in Mississauga, Ontario. The firm provides discretionary investment management for institutional and private clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP (Canada)
PricewaterhouseCoopers LLP (Canada) Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLP provides accounting services. The firm provides industry focused assurance, advisory and tax services for public, private and government clients in four areas such as corporate accountability, risk management, structuring and mergers and acquisitions and performance and process improvement. Its services include consulting, deals, risk assurance services and insolvency assignments. The company was founded on July 1, 1998 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Cormark Securities, Inc.
Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity Trading-Equity | |
Borealis Capital Corp.
Borealis Capital Corp. Investment ManagersFinance Founded in 1999, Borealis Capital Corp. is a private equity firm located in Toronto, Ontario with an additional office in Calgary. The firm is a subsidiary of Perseis Partners Inc | Investment Managers | Chief Operating Officer Private Equity Investor | |
Sagard Holdings ULC
Sagard Holdings ULC Investment ManagersFinance Part of Power Corp. of Canada, Sagard Holdings ULC is a Canadian company that provides alternative asset management services. The company is based in Montréal, Canada. Founded in 2000. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Dalhousie University | College/University | Graduate Degree Masters Business Admin | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin | |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Canadian Scholarship Trust Foundation | Chief Executive Officer Chairman | ||
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
Clarus Securities, Inc.
Clarus Securities, Inc. Investment Banks/BrokersFinance Clarus Securities, Inc. is a broker/dealer located in Toronto, Ontario. Their research team covers a wide range of sectors and companies. The theme to all their efforts is the drive to find good investment ideas among the small- to medium-sized issuers in Canada. Clarus Securities' research focuses on growth opportunities in both traditional equities and the business trust sector. They cover a variety of sectors including: alternative energy, clean tech/power infrastructure, energy services, geothermal energy, industrial products, mining, oil and gas, solar energy, special situations and technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Calgary | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Chief Investment Officer Analyst-Equity | |
OMERS Investment Management, Inc.
OMERS Investment Management, Inc. Investment ManagersFinance OMERS Investment Management, Inc. (OMERS) is an asset management firm headquartered in Toronto, Canada. Founded in 2009, the firm is a subsidiary of OMERS Administration Corp., which is a subsidiary of government-owned Ontario Municipal Employees Retirement System. The firm is headquartered in Toronto, Ontario and was founded in 2009. OMERS provides investment advisory and asset management services to their clients. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
University of South Australia | College/University | Masters Business Admin | |
Desjardins Securities, Inc.
Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity | |
Molecular Securities, Inc.
Molecular Securities, Inc. Investment ManagersFinance Molecular Securities, Inc. provides investment banking services. The private company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
KGIC INC. | Miscellaneous Commercial Services | Chief Executive Officer | |
Ontario College of Teachers | College/University | Corporate Officer/Principal | |
Cozumo, Inc.
Cozumo, Inc. Miscellaneous Commercial ServicesCommercial Services Cozumo, Inc. provides retail marketing services. The firm eliminates the financial and practical barriers that presently stand in the way of real customer responsiveness. Its services include data capture, basket analytics, couponing, email list management and acquisition and loyalty programs. The company was founded by Gary Chaikin on May 30, 2006 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Chief Executive Officer | |
Bloom Burton & Co.
Bloom Burton & Co. Investment Banks/BrokersFinance Bloom Burton & Co. is an independent, Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Brian Bloom and Jolyon Burton in 2008. The firm offers bespoke execution services for healthcare institutional investors. They are active in all areas of the healthcare industry, including biotechnology, pharmaceuticals, medical devices, diagnostics, healthcare services, healthcare IT, life science tools, animal health, nutrition and wellness. | Investment Banks/Brokers | Chief Executive Officer | |
Eight Capital
Eight Capital Investment Banks/BrokersFinance Eight Capital is a 100% principal-owned, Canadian investment dealer headquartered in Toronto, Ontario. It has additional offices in Calgary, Alberta and Montreal, Quebec. The firm was founded in 2016 as Dundee Capital Partners. They offer investment banking, equity research and institutional sales & trading services to retail and institutional clients. Eight Capital provide their clients with timely market insights (with the assistance of their equity research team) across all the investment disciplines: fundamental, technical, and quantitative. Beyond the traditional market access trading provides, their traders work with clients to find unique liquidity solutions, and discreet trading solutions for large blocks of stock. | Investment Banks/Brokers | Analyst-Equity | |
3dna Corp.
3dna Corp. Packaged SoftwareTechnology Services 3dna Corp. provides software platform for online community organizing systems. It offers easy-to-update websites, a people database and communication tools like email, text messaging and social media-all in one system. The company was founded by James H. Gilliam, Lea Endres, Jesse Haff and Joe Green in November 2009 and is headquartered in Los Angeles, CA. | Packaged Software | Corporate Officer/Principal | |
Paradigm Capital, Inc.
Paradigm Capital, Inc. Investment Banks/BrokersFinance Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF. | Investment Banks/Brokers | Analyst-Equity | |
K2 & Associates Investment Management, Inc.
K2 & Associates Investment Management, Inc. Investment ManagersFinance Founded in 1998, K2 & Associates Investment Management, Inc. is a hedge fund manager headquartered in Toronto, Ontario | Investment Managers | Portfolio Manager-Equities | |
National Bank Financial, Inc. (Broker)
National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity | |
XPV Water Partners
XPV Water Partners Investment ManagersFinance Oxford Capital Partners LLP is a Venture Capital firm, a subsidiary of Oxford Capital Partners Holdings Ltd. founded in 1999 by David Henderson. Oxford Capital Partners LLP is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst | |
Saint Elizabeth Health Care
Saint Elizabeth Health Care Medical/Nursing ServicesHealth Services Saint Elizabeth Health Care is a Canadian company that offers a variety of health care services, including individual care, family care, and seniors living. The non-profit company is based in Markham, Canada. The company also has research and education programs available. The company was founded in 1908. The CEO is John Yip. | Medical/Nursing Services | Director/Board Member | |
Federation of Malaysian Manufacturers
Federation of Malaysian Manufacturers Miscellaneous Commercial ServicesCommercial Services Federation of Malaysian Manufacturers is the voice of the Malaysian manufacturing industry. The private company is based in Kuala Lumpur, Malaysia, and has subsidiaries in Malaysia. The company serves as a key focal point for those seeking links with Malaysian manufacturers for investment, trade, and services. | Miscellaneous Commercial Services | Director/Board Member | |
SE Health
SE Health Medical/Nursing ServicesHealth Services SE Health is a Canadian company that is dedicated to improving lives, healthcare, and society. The private company is based in Markham, Canada. The company offers a range of services and provide the latest news and job listings. and has subsidiaries in Canada. SE Health was founded in 1908 and the CEO is John Yip. | Medical/Nursing Services | Director/Board Member | |
SMT Industries Co. Ltd. | Chief Executive Officer | ||
GRI BIO, INC. | Biotechnology | Chief Tech/Sci/R&D Officer | |
APPILI THERAPEUTICS INC. | Pharmaceuticals: Major | Director/Board Member |
Statistics
International
Canada | 40 |
United States | 9 |
Australia | 2 |
Malaysia | 2 |
Thailand | 2 |
Sectoral
Finance | 27 |
Consumer Services | 14 |
Commercial Services | 5 |
Health Services | 3 |
Health Technology | 3 |
Operational
Director/Board Member | 168 |
Corporate Officer/Principal | 106 |
Undergraduate Degree | 83 |
Analyst-Equity | 72 |
Independent Dir/Board Member | 51 |
Most connected contacts
Insiders | |
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Adam Felesky | 36 |
Teresa Ressel | 32 |
Michael Nobrega | 22 |
Satish Rai | 17 |
Jeffrey C. Johnson | 15 |
Marc Sontrop | 15 |
Brian Bloom | 15 |
Tania Maciver | 15 |
Ali Wasti | 14 |
Andrew Ryu | 14 |
Michael Latimer | 13 |
Scott MacDonald | 13 |
Albert Agro | 13 |
Owen Dwyer | 11 |
Geoff Clarke | 10 |
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