Network origin in Jon Liu first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles.
26
| Subsidiary | Investment Managers | 26 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jon Liu via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
| Rochester Christian University | College/University | Undergraduate Degree | |
Penn Capital Management Co LLC
 Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Investment Managers | Corporate Officer/Principal | |
Tran Capital Management LP
 Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Investment Managers | Corporate Officer/Principal | |
| Rotman School of Management | College/University | Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal | |
| George Washington University | College/University | Graduate 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 | Graduate Degree | |
Tribeca Investment Partners Pty Ltd.
 Tribeca Investment Partners Pty Ltd. Investment ManagersFinance Tribeca Investment Partners Pty Ltd. (Tribeca) is a specialist investment and advisory firm headquartered in Sydney, Australia. Formerly known as Jenkins Investment Management Pty Ltd., the firm was founded by David Aylward in 1998 and is owned by Alcyon Investments Pty Ltd. Tribeca offers sophisticated investors with unique and bespoke access to investment strategies and opportunities not available to all market participants. | Investment Managers | Portfolio Manager-Equities | |
| University of Rhode Island | College/University | Undergraduate Degree | |
| Brandeis University | College/University | Doctorate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
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 | |
| Princeton University | College/University | Undergraduate Degree | |
| St. Mary's College of California | College/University | Graduate Degree | |
| State University of New York College at Brockport | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree | |
| University of San Francisco | College/University | Graduate Degree Graduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
| Wellesley College | College/University | Undergraduate Degree | |
Conservation International Foundation
 Conservation International Foundation Miscellaneous Commercial ServicesCommercial Services Conservation International Foundation operates and supports environmental conservation services. It promotes sustainable care for the nature. Through science, policy and field work, they're applying solutions to protect the natural resources. It helps communities, countries and societies protect tropical forests, grasslands, rivers, wetlands, lakes and the sea. The company was founded in 1987 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
Aon Investments USA, Inc.
 Aon Investments USA, Inc. Investment ManagersFinance Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients. | Investment Managers | Corporate Officer/Principal | |
IW Financial
 IW Financial Miscellaneous Commercial ServicesCommercial Services IW Financial provides environmental, social, and governance research consulting and portfolio management solutions. Its solutions include research workstations, portfolio management tools, client research integration, investment compliance reporting, custom research, private label solutions, and training and support. The company was founded by Samuel Pierce and Dan Porter in 2001 and is headquartered in Portland, ME. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
| Haas School of Business | College/University | Undergraduate Degree | |
| Yildiz Technical University | College/University | Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Graduate Degree | |
| University of Chicago Institute of Politics | College/University | Undergraduate Degree | |
MSCI ESG Research (US)
 MSCI ESG Research (US) Investment ManagersFinance MSCI ESG Research is an investment research firm headquartered in New York City. The firm is a subsidiary of MSCI, Inc. (NYSE: MSCI). The firm provides in-depth research, ratings and analysis of the environmental, social and governance-related business practices of thousands of companies worldwide. MSCI ESG Research builds on the expertise and achievements of sustainability pioneers KLD, Innovest and IRRC, acquired through MSCI's acquisition of RiskMetrics. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 46 |
| Canada | 2 |
| Australia | 2 |
| United Kingdom | 2 |
| Turkey | 2 |
Sectoral
| Consumer Services | 29 |
| Finance | 17 |
| Commercial Services | 6 |
Operational
| Undergraduate Degree | 23 |
| Portfolio Manager-Equities | 20 |
| Corporate Officer/Principal | 18 |
| Analyst-Equity | 12 |
| Graduate Degree | 9 |
Most connected contacts
| Insiders | |
|---|---|
| Rob Tymoczko | 5 |
| Brian Ko | 5 |
| Paul O. Solli | 5 |
| Mark Bateman | 5 |
| Guy Arthur Lampard | 5 |
| Kevin Bogert | 4 |
| Andrew Oswald | 4 |
| Lisa Goldberg | 4 |
| Annie Tan | 4 |
| Pete Hand | 4 |
| Michelle Shkedi | 3 |
| Simge Ulucam | 3 |
| Jia Ling Lu | 3 |
| Jonathan Chow | 3 |
| Ben Schneider | 3 |
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