![Lulu Curiel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Lulu Curiel
Founder at Ivy Advisors LLC
Network origin in Lulu Curiel first degree
Entity | Entity type | Industry | |
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Boston University
332
| College/University | Other Consumer Services | 332 |
Epakon Capital Management LLC
![]() Epakon Capital Management LLC Investment ManagersFinance Epakon Capital Management LLC (Epakon Capital) is a venture capital firm founded in 2020. The firm is headquartered in Boston, Massachusetts.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lulu Curiel via their personal network
Company | Sector | Related people | Main position |
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Grantham, Mayo, Van Otterloo & Co. LLC
![]() Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Analyst-Equity | |
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 Corporate Officer/Principal | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
Van Eck Associates Corp.
![]() Van Eck Associates Corp. Investment ManagersFinance Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Bayer Corp.
![]() Bayer Corp. Pharmaceuticals: MajorHealth Technology Bayer Corp. manufactures and markets pharmaceutical, healthcare, nutrition and materials products. The firm offers consumer care, diagnostics, diabetes and animal health products. It also provides material science products, which include coating, adhesive and sealant raw materials polycarbonates polyurethanes and thermoplastic polyurethane elastomers. The company was founded in 1973 and is based in Whippany, NJ. | Pharmaceuticals: Major | Corporate Officer/Principal | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
Choate Investment Advisors LLC
![]() Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Investment Managers | Compliance Officer | |
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. | Investment Managers | Analyst-Equity | |
NitroMed, Inc.
![]() NitroMed, Inc. Pharmaceuticals: MajorHealth Technology NitroMed, Inc. develops and supplies pharmaceuticals. It offers BiDil, an orally administered medicine for the treatment of heart failure. The firm also develops products for cardiovascular and metabolic diseases. The company was founded in 1987 and is headquartered in Atlanta, GA. | Pharmaceuticals: Major | Founder | |
Bay Crest Partners LLC
![]() Bay Crest Partners LLC Investment Banks/BrokersFinance Founded in 1994, Bay Crest Partners LLC is an SEC-registered broker/dealer located in New York City. The firm is a member of the NYSE, SIPC, FINRA, NASDAQ, ISE, ARCA. They provide agency execution of equities, equity options and index options. They also offer global execution services. | Investment Banks/Brokers | Director of Research - Equity | |
Dartmouth College | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal Graduate Degree | |
Boston Athenæum
![]() Boston Athenæum Miscellaneous Commercial ServicesCommercial Services Boston Athenæum operates and manages an independent membership library. It also provides library services and cultural programs. Boston Athenæum was founded in 1807 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Blue Cross & Blue Shield of Massachusetts, Inc.
![]() Blue Cross & Blue Shield of Massachusetts, Inc. Miscellaneous Commercial ServicesCommercial Services Blue Cross & Blue Shield of Massachusetts, Inc. provides indemnity insurance and medicare extension programs. The firm offers medical and dental plans, pharmacy coverage, vision coverage and health savings accounts. The company was founded in 1937 and is located in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Leerink Partners LLC
![]() Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
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 | Analyst-Fixed Income | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Institutional Sales Corporate Officer/Principal Analyst-Equity | |
DxCG
![]() DxCG Packaged SoftwareTechnology Services Part of ISO Properties, Inc., DxCG develops predictive modeling software solutions used by the healthcare industry. The company is based in Boston, MA. | Packaged Software | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Corporate Officer/Principal Masters Business Admin | |
University of Toronto | College/University | Graduate Degree Graduate Degree | |
University of Nevada
![]() University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
Federal Reserve Bank of Boston | General Government | Corporate Officer/Principal | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Tsinghua University | College/University | Undergraduate Degree | |
Fudan University | College/University | Undergraduate Degree | |
Glouston Capital Partners LLC
![]() Glouston Capital Partners LLC Investment ManagersFinance Glouston Capital Partners LLC (Glouston Capital Partners) is a private equity subsidiary of Permal Capital Holdings LLC founded in 1990. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities | |
MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Boston University School of Medicine | College/University | Corporate Officer/Principal Graduate Degree | |
Bowery Capital Management LLC
![]() Bowery Capital Management LLC Investment ManagersFinance Bowery Capital Management LLC (Bowery Capital) is a venture capital firm founded in 2013 by Michael Charles Brown, Keegan Forte and Nic Poulos. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Canada Pension Plan Investment Board Private Investments
![]() Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Lyster Watson Management, Inc.
![]() Lyster Watson Management, Inc. Investment ManagersFinance Lyster Watson Management, Inc. provides investment advice. The company was founded by Robert Carter Lyster in 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Idx Digital Asset | Chief Investment Officer | ||
RG Alts LP
![]() RG Alts LP Investment ManagersFinance RG Alts LP (dba RG Liquid Alts) is an independent investment advisory firm headquartered in Dallas, Texas. Founded in 2019, RG Liquid Alts provides investment advisory services to institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Key Lime Interactive LLC
![]() Key Lime Interactive LLC Miscellaneous Commercial ServicesCommercial Services Key Lime Interactive LLC operates as a research firm which collects and analyzes qualitative and quantitative data for marketing purposes. It offers prototyping, surveys, usability testing, ethnography, card sorting, competitive review and tree test services. The firm also provides staff augmentation and training services. The company was founded by Ania Rodriguez in 2009 and is headquartered in Doral, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
ABBISKO CAYMAN LIMITED | Pharmaceuticals: Major | Director of Finance/CFO | |
Novotech Health Holdings Ltd.
![]() Novotech Health Holdings Ltd. BiotechnologyHealth Technology Novotech Health Holdings Ltd. operates as a biotech-focused full-service contract research organization. Its integrated CRO platform provides clinical trial services ranging from consulting services prior to the commencement of the clinical phase to late-phase clinical trials. The firm’s services include: clinical trial services which include clinical research, bioequivalence and pharmacodynamics research, and drug development consulting services; and its related clinical trial services which include laboratory, site management organization, flexible insourcing and Phase I clinical trial unit services. The company was founded on February 25, 2020 and is headquartered in Singapore. | Biotechnology | Director of Finance/CFO | |
SHANGHAI HENLIUS BIOTECH, INC. | Pharmaceuticals: Major | Director of Finance/CFO | |
The Fuqua School of Business | College/University | Masters Business Admin | |
MERAKI ACQUISITION ONE, INC. | Financial Conglomerates | Director/Board Member |
Statistics
International
United States | 38 |
Canada | 4 |
China | 4 |
United Kingdom | 3 |
Cayman Islands | 2 |
Sectoral
Finance | 26 |
Consumer Services | 11 |
Health Technology | 6 |
Commercial Services | 5 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 132 |
Director/Board Member | 125 |
Undergraduate Degree | 93 |
Private Equity Investor | 40 |
Analyst-Equity | 36 |
Most connected contacts
Insiders | |
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Ausana Mahagitsiri | 55 |
Hugo Shong | 26 |
Joseph Loscalzo | 25 |
Yamen Al-Hajjar | 21 |
Robert A. Brown | 14 |
Ben McMillan | 12 |
Erik Brue | 12 |
Matthew Robert Renna | 10 |
Gary Cohen | 10 |
Ryan Bloomer | 9 |
Zi Dong Zhang | 9 |
Joel I. Wilson | 7 |
Callie Gauzer | 7 |
Joshua A. Sigmon | 7 |
Loren Straub | 7 |
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