Matthew Douglas Wallack
Chief Investment Officer at Roundview Capital LLC
Network origin in Matthew Douglas Wallack first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.
157
| Extinct | Investment Managers | 157 |
Roundview Capital LLC
 Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matthew Douglas Wallack via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
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 Private Equity Analyst | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director/Board Member Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Director of Research - Fxd Inc Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Private Equity Investor Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity Director of Research - Equity | |
| PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Sales & Marketing Corporate Officer/Principal | |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | President Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin | |
| The College of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
BlackRock Financial Management, Inc.
 BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income |
Statistics
International
| United States | 51 |
Sectoral
| Miscellaneous | 20 |
| Finance | 18 |
| Consumer Services | 15 |
Operational
| Corporate Officer/Principal | 123 |
| Portfolio Manager-Equities | 91 |
| President | 80 |
| Analyst-Equity | 80 |
| Undergraduate Degree | 61 |
Most connected contacts
| Insiders | |
|---|---|
| Bob Doll | 81 |
| John Michael Loffredo | 25 |
| Gordon Eliot Fallone | 17 |
| Michael Stewart | 16 |
| Chris Ricciardi | 15 |
| Kevin Rendino | 15 |
| Obei L. McKenzie | 14 |
| Chun-Hsien Wei | 14 |
| Steve Shueh | 13 |
| Kevin Joseph Booth | 10 |
| Jamie H. Kase | 10 |
| Robert Paul Hodgson | 10 |
| Robert Alan DiMella | 9 |
| Jeff Russo | 9 |
| Thomas Fred Musmanno | 9 |
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