Network origin in John L. Wallace first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
RS Investment Management Co. LLC
 RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals.
79
| Extinct | Investment Managers | 79 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John L. Wallace via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Director of Research - Equity Analyst-Equity Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity | |
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. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Head-Equity Investments Portfolio Manager-Equities | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Guardian Investor Services LLC
 Guardian Investor Services LLC Investment ManagersFinance Founded in 2001, Guardian Investor Services LLC (GIS) is an investment advisor located in New York City. The firm is the successor to Guardian Investor Services Corp., a New York corporation that was founded in 1968. The firm provides institutional asset management services to both taxable and tax exempt entities. They also offer a variety of investment management services to clients in the insurance industry. GIS is the distributor of mutual funds and variable annuities. Annuities are issued by The Guardian Insurance & Annuity Co., Inc., (GIAC) a Delaware corporation. Both GIS and GIAC are wholly-owned subsidiaries of the Guardian Life Insurance Company of America, one of the largest mutual life insurance companies in the US. GIS primarily provides services to investment companies and corporations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity | |
| New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree | |
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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Undergraduate Degree | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Graduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| George Washington University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Graduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Rochester Christian University | College/University | Masters Business Admin Undergraduate Degree | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Makena Capital Management LLC
 Makena Capital Management LLC Investment ManagersFinance Makena Capital Management LLC (Makena) is a SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded by Michael McCaffery and David Burke in 2005. They are a subsidiary of Makena Capital Holdings LP. Makena provides diversified alternative asset exposure through its range of pooled investment vehicles for a diverse client base which includes endowments, foundations, family offices, sovereign wealth funds and international institutions. The Makena Endowment Portfolio (MEP) is the firm’s flagship endowment-style offering. Makena is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance (ESG) considerations into their investment process. | Investment Managers | Corporate Officer/Principal Founder | |
SailingStone Capital Partners LLC
 SailingStone Capital Partners LLC Investment ManagersFinance SailingStone Capital Partners LLC (SailingStone Capital) is an investment advisory firm headquartered in Larkspur, California. The firm was founded in 2013 and was acquired by Pickering Energy Partners LP from Sailingstone GP LP in 2021. SailingStone Capital provides investment advisory services to institutional investors such as endowments, foundations, family offices, government and corporate pension plans, global investment institutions, sub-advised investment companies, and pooled investment vehicles. | Investment Managers | Founder Founder | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| TRILINC GLOBAL IMPACT FUND, LLC | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
TriLinc Advisors LLC
 TriLinc Advisors LLC Financial ConglomeratesFinance TriLinc Advisors LLC provides investment advice. The company was founded in April 2012 and is headquartered in Manhattan Beach, CA. | Financial Conglomerates | Chief Executive Officer Chief Operating Officer | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
TriLinc Global LLC
 TriLinc Global LLC Investment ManagersFinance TriLinc Global LLC (TriLinc Global) is a private equity firm founded in 2008 by Gloria S. Nelund. The firm is headquartered in California, New York. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| HERTZ GLOBAL HOLDINGS, INC. | Finance/Rental/Leasing | Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin |
Statistics
International
| United States | 51 |
Sectoral
| Finance | 28 |
| Consumer Services | 24 |
Operational
| Corporate Officer/Principal | 143 |
| Director/Board Member | 104 |
| Analyst-Equity | 98 |
| Portfolio Manager-Equities | 77 |
| Undergraduate Degree | 73 |
Most connected contacts
| Insiders | |
|---|---|
| Jonathan Wilson Meeks | 27 |
| Colin M. Farmer | 24 |
| Mike McCaffery | 21 |
| Borden Putnam | 20 |
| Jeffrey T. Barnes | 16 |
| Daniel Meyer | 15 |
| Robert Levy | 13 |
| David L. Goldsmith | 13 |
| M. Wilsey | 13 |
| Jared Johnson | 12 |
| Allison Thacker | 11 |
| Brian Stuart Shipman | 11 |
| Gloria Nelund | 11 |
| Benjamin Ram | 11 |
| Kristin Pak | 11 |
- Stock Market
- Insiders
- John L. Wallace
- Company connections
