Jarrett Bell
Private Equity Investor at CAZ Investments /Private Equity/
Network origin in Jarrett Bell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Leonard N Stern School of Business
262
| College/University | Other Consumer Services | 262 |
253
| Public Company | Investment Managers | 253 |
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas.
43
| Subsidiary | Investment Managers | 43 |
| Public Company | Investment Managers | 13 | |
Abbey Capital Ltd.
 Abbey Capital Ltd. Investment ManagersFinance Abbey Capital Ltd. is the alternative investment fund management subsidiary of Cavendish Capital Ltd. in Ireland. Headquartered in Dublin, the firm was founded by Tony Gannon in 2000 and specializes in managing multi-manager portfolios in managed futures for pension funds, foundations, endowments, charities, broker-dealers, Registered Investment Advisors, multi-family offices and clients of major private banks in the US, Europe and Asia.
2
| Subsidiary | Investment Managers | 2 |
University of South California Department of Electrical Enginn
2
| College/University | Other Consumer Services | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jarrett Bell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Compliance Officer Director of Finance/CFO | |
AEA Investors LP
 AEA Investors LP Investment ManagersFinance AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Sales & Marketing | |
| JPMORGAN CHASE & CO. | Major Banks | Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
CAZ Investments LP
 CAZ Investments LP Investment ManagersFinance CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds. | Investment Managers | Investment Committee Member Founder Investment Committee Member | |
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB SILVER FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| LAFARGE REPUBLIC INC | Construction Materials | Director/Board Member | |
| ZAVAROVALNICA TRIGLAV, D.D. | Multi-Line Insurance | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Fixed Income Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
The Carlyle Group LP (Global Private Equity)
 The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Director/Board Member Private Equity Analyst | |
Absolute Private Wealth Management LLC
 Absolute Private Wealth Management LLC Investment ManagersFinance Absolute Private Wealth Management LLC provides investment advice. The private company is based in Houston, TX. | Investment Managers | Private Equity Investor Private Equity Investor | |
| Mays Business School | College/University | Undergraduate Degree Undergraduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Corporate Officer/Principal Director/Board Member | |
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 | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree | |
| INVESCO DB G10 CURRENCY HARVEST FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
| London School of Economics & Political Science | College/University | Masters Business Admin Undergraduate Degree | |
Invesco Specialized Products LLC
 Invesco Specialized Products LLC Financial ConglomeratesFinance Part of Invesco Ltd., Invesco Specialized Products LLC provides investment and financial services. The company is based in Rockville, MD. Anna Paglia has been the CEO of the company since 2020. | Financial Conglomerates | Director/Board Member Chief Executive Officer | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| École des Hautes Études Commerciales de Paris | College/University | Masters Business Admin Masters Business Admin | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Corporate Officer/Principal Graduate Degree | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| KD GROUP, FINANCNA DRUZBA, D. D. | Real Estate Development | Corporate Officer/Principal | |
Lima Land, Inc.
 Lima Land, Inc. Finance/Rental/LeasingFinance Part of Aboitiz Equity Ventures, Inc., LiMA Land, Inc. engages in the development, sale, and lease of lots in Lima Technology Center. The company is based in Makati City, Philippines. LiMA Land was acquired by AboitizLand, Inc. from Marubeni Corp. on October 07, 2013 for $31.13 million. | Finance/Rental/Leasing | Director/Board Member | |
AEV CRH Holdings, Inc.
 AEV CRH Holdings, Inc. Construction MaterialsNon-Energy Minerals AEV CRH Holdings, Inc. engages in cement, ready-mix concrete, and aggregates operations. The company is headquartered in Philippines. | Construction Materials | Director/Board Member | |
Abanka dd
 Abanka dd Regional BanksFinance Abanka dd engages in the provision of retail, corporate banking, and financing services. It operates through the following segments: Retail Banking, Corporate Banking, and Financial Markets. The Retail Banking segment provides banking accounts, internet, and mobile banking, credit cards, loans, and insurance services. The Corporate Banking segment offers deposits, guarantees, advances, and cash management services. The Financial Markets segment includes liquidity management, investment banking, interbank, and trading services. The company was founded in 1955 and is headquartered in Ljubljana, Slovenia. | Regional Banks | Director of Finance/CFO | |
CRH Aboitiz Holdings, Inc.
 CRH Aboitiz Holdings, Inc. Construction MaterialsNon-Energy Minerals CRH Aboitiz Holdings, Inc. is a Filipino company that is involved in cement and ready-mix concrete operations. | Construction Materials | Director/Board Member | |
| LOVCEN AD PODGORICA | Insurance Brokers/Services | Director/Board Member | |
| Singlife Philippines | Director/Board Member | ||
Triglav INT, holdinška družba dd
 Triglav INT, holdinška družba dd MiscellaneousMiscellaneous Part of Zavarovalnica Triglav dd, Triglav INT, holding družba dd is a company based in Ljubljana, Slovenia. The Slovene company operates as a holding company. | Miscellaneous | Corporate Officer/Principal | |
| University of Ljubljana | College/University | Undergraduate Degree | |
Cinctive Capital Management LP
 Cinctive Capital Management LP Investment ManagersFinance Cinctive Capital Management LP (Cinctive Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Lawrence (Larry) Sapanski and Richard Schimel. Cinctive Capital provides investment advisory services on a discretionary basis to collective investment vehicles organized as domestic or foreign private investment partnerships, corporations, companies and/or other entities. | Investment Managers | Analyst-Equity | |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity | |
| Republic Cement Services, Inc. | Director/Board Member |
Statistics
International
| United States | 36 |
| Philippines | 7 |
| Slovenia | 6 |
| United Kingdom | 2 |
| France | 2 |
Sectoral
| Finance | 29 |
| Consumer Services | 13 |
| Miscellaneous | 4 |
| Non-Energy Minerals | 4 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 150 |
| Corporate Officer/Principal | 122 |
| Private Equity Investor | 86 |
| Undergraduate Degree | 85 |
| Analyst-Equity | 35 |
Most connected contacts
| Insiders | |
|---|---|
| James Hance | 25 |
| James Rosenthal | 24 |
| Chris Burggraeve | 20 |
| André Martinez | 19 |
| Ana Maria Delgado | 19 |
| Christopher Zook | 19 |
| Edward A. Glickman | 18 |
| Anna Paglia | 18 |
| Gregory McGreevey | 14 |
| Matthew James Smalley | 12 |
| Kabeer Aziz | 12 |
| Sherrese Soares | 12 |
| Howard Ma | 11 |
| James Howland | 11 |
| Benjamin Jošar | 11 |
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