Network origin in Jean L. Liu first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
43
| Operating Division | Investment Managers | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jean L. Liu via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| KEYCORP | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Masters Business Admin | |
Spears, Benzak, Salomon & Farrell, Inc.
 Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995. | Investment Managers | Founder Chief Operating Officer | |
Wells Fargo Dealer Services, Inc.
 Wells Fargo Dealer Services, Inc. Finance/Rental/LeasingFinance Wells Fargo Dealer Services, Inc. provides automobile finance services. The firm offers an integrated financial services solution designed for the dealer community. Its services include a broad credit spectrum of indirect auto financing, real estate, and floor plan financing, and an array of commercial banking services to help dealers. The company is headquartered Irvine, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| University of Nebraska | College/University | Masters Business Admin | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. | Investment Managers | Portfolio Manager-Equities | |
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-Equities | |
Boyd Watterson Asset Management LLC
 Boyd Watterson Asset Management LLC Real Estate DevelopmentFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Real Estate Development | Analyst-Fixed Income | |
Diamond Hill Capital Management, Inc.
 Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors. | Investment Managers | Analyst-Fixed Income | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Gartmore Emerging Managers LLC
 Gartmore Emerging Managers LLC Investment Trusts/Mutual FundsMiscellaneous Part of Nationwide Mutual Insurance Co., Gartmore Emerging Managers LLC is a company that manages open-ended investment funds. The company is based in Conshohocken, PA. | Investment Trusts/Mutual Funds | President Director of Finance/CFO | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
NWD Investment Management, Inc.
 NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Investment Managers | Director of Finance/CFO Director of Finance/CFO | |
JumpStart, Inc.
 JumpStart, Inc. Miscellaneous Commercial ServicesCommercial Services JumpStart, Inc. is a non profit organization that supports entrepreneurial service organizations. The firm advises, invests in, assists and accelerates Northeast Ohio's early-stage ideas and companies. The company was founded in 2004 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Director/Board Member | |
| Baldwin-Wallace College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Bowling Green State University | College/University | Undergraduate Degree Graduate Degree | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Cleveland State University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Denison University | College/University | Undergraduate Degree | |
| Hamline University | College/University | Graduate Degree | |
| John Carroll University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Miami University | College/University | Masters Business Admin Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Ohio Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Pepperdine University | College/University | Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree | |
| Ursinus College | College/University | Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Summa Health System (Ohio)
 Summa Health System (Ohio) Hospital/Nursing ManagementHealth Services Summa Health System, Inc. provides integrated and coordinated care services. It offers medical, specialized, support, and testing services. The company was founded in 1989 and is headquartered in Akron, OH. | Hospital/Nursing Management | Director/Board Member | |
| The College of Wooster | College/University | Undergraduate Degree Undergraduate Degree | |
| Weatherhead School of Management | College/University | Masters Business Admin Masters Business Admin | |
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Investment Managers | Investment Committee Member Portfolio Manager-Equities | |
| VICTORY CAPITAL HOLDINGS, INC. | Investment Managers | Chief Executive Officer President | |
Victory Capital Management, Inc.
 Victory Capital Management, Inc. Investment ManagersFinance Victory Capital Management, Inc. is an investment management firm, which engages in the provision of institutions, financial advisors and retirement platforms. The company is headquartered in Brooklyn, OH. | Investment Managers | Chief Executive Officer President | |
Key Capital Markets, Inc.
 Key Capital Markets, Inc. Investment Banks/BrokersFinance Part of KeyCorp, Key Capital Markets, Inc. is a company that provides security brokerage services. The company is based in Cleveland, OH. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bluecoats, Inc.
 Bluecoats, Inc. Miscellaneous Commercial ServicesCommercial Services Bluecoats, Inc. provides community and social services. It offers welfare services to the families of Cuyahoga County (Ohio) safety forces employees who lost their lives in the line of duty. The company was founded in 1956 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
IBM Global Services
 IBM Global Services Information Technology ServicesTechnology Services IBM Global Services provides systems integration and technology consulting services. Its services include application development, data storage, infrastructure management, networking, and technical support. The company was founded in 1991 and is headquartered in Armonk, NY. | Information Technology Services | Corporate Officer/Principal | |
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
| United States | 49 |
| Canada | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 20 |
| Commercial Services | 5 |
| Miscellaneous | 2 |
| Health Services | 2 |
Operational
| Corporate Officer/Principal | 54 |
| Undergraduate Degree | 39 |
| Portfolio Manager-Equities | 24 |
| Masters Business Admin | 18 |
| Analyst-Equity | 17 |
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