Michael Montanez
Portfolio Manager-Equities at The Vanguard Group, Inc.
Network origin in Michael Montanez first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Pennsylvania State University
256
| College/University | Other Consumer Services | 256 |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.
230
| Private Company | Investment Managers | 230 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Montanez via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Milbank LLP
 Milbank LLP Miscellaneous Commercial ServicesCommercial Services Milbank LLP provides legal services. It serves corporate, finance, financial restructuring, litigation and arbitration, securities, capital markets, trusts, estates, and exempt organizations, and tax markets. The company was founded in 1866 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Vanguard Fiduciary Trust Co.
 Vanguard Fiduciary Trust Co. Investment ManagersFinance Vanguard Fiduciary Trust Co. (VFTC) is a limited-purpose trust firm headquartered in Malvern, Pennsylvania. They are a subsidiary of The Vanguard Group, Inc. The firm serves as trustee and investment advisor for certain collective investment trusts offered by Vanguard Advisers, Inc. (VAI) as eligible investment options by some retirement plans. VAI may recommend the purchase of Vanguard collective investment trusts serviced by VFTC. Additionally, VFTC serves as directed trustee for certain employer-sponsored retirement plans covering participants. They also serve as custodians for traditional IRAs, SEP-IRAs, and Roth IRAs. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Analyst-Equity Trading-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Doctorate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
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 | Doctorate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Doctorate Degree Graduate Degree | |
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 | |
| Drexel University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Undergraduate Degree | |
Arcadia University
 Arcadia University Other Consumer ServicesConsumer Services GNP is a premier provider of complex systems manufacturing for the embedded control and communications marketplace. The company designs, manufactures and customizes open system platforms to meet the demanding requirements of its customers' programs, using Commercial off-the-shelf (COTS) technology enhanced by system building blocks of its own design | College/University | Undergraduate Degree | |
Vanguard Investments Australia Ltd.
 Vanguard Investments Australia Ltd. Investment ManagersFinance Vanguard Investments Australia Ltd. (Vanguard Australia) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 1996 and is a subsidiary of Belleisle LLC, ultimately owned by The Vanguard Group, Inc. in the US. Vanguard Australia manages several funds and personal pension plans for private and institutional investors and financial advisors. The firm is a signatory to the UN Principles for Responsible Investment (PRI). | Investment Managers | Chief Investment Officer Head-Equity Investments Chief Investment Officer | |
| Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Colby College | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Georgia Institute of Technology | College/University | Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
| King's College (Pennsylvania) | College/University | Undergraduate Degree | |
| LaSalle University | College/University | Undergraduate Degree | |
| Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree | |
| Millersville University | College/University | Undergraduate Degree | |
| New York University | College/University | Graduate Degree | |
| Saint Francis University | College/University | Undergraduate Degree | |
| St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| West Chester University of Pennsylvania | College/University | Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree | |
| Liberty University | College/University | Undergraduate Degree | |
Banco Santander International
 Banco Santander International Regional BanksFinance Banco Santander International provides private banking products and services in Latin America. It provides a wide range of services and products including deposits, mutual funds, custodial and administrative services, portfolio management, credit services, and foreign exchange. In addition, fiduciary services are offered through affiliated units abroad. Banco Santander International was founded in 2006 and is headquartered in Miami, FL. | Regional Banks | Corporate Officer/Principal | |
Vanguard Asset Management Ltd.
 Vanguard Asset Management Ltd. Investment ManagersFinance Vanguard Asset Management Ltd. (VAML) is an investment management firm headquartered in London, UK. The firm is a subsidiary of Vanguard Asset Services, Ltd., a subsidiary of The Vanguard Group, Inc. in the US, which introduced the first indexed mutual fund in the US in 1976. Founded in 2010, VAML is the Group's regional investment hub and offers a range of funds, including index funds, funds-of-index funds and exchange-traded funds to independent financial advisers, wealth managers, family offices and institutions. | Investment Managers | Chief Investment Officer Head-Fixed Income Invts | |
Malvern Preparatory School
 Malvern Preparatory School Other Consumer ServicesConsumer Services Malvern Preparatory School operates as a non-profit organization. It is a private and independent Catholic school for boys in grades 6 through 12. The company is headquartered in Malvern, PA. | Other Consumer Services | Director/Board Member | |
| Wilmington University | College/University | Undergraduate Degree | |
Vanguard Advisers, Inc.
 Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Investment Managers | Chief Executive Officer Head-Equity Investments | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Doctorate Degree Doctorate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Vanguard Global Advisers LLC
 Vanguard Global Advisers LLC Investment ManagersFinance Vanguard Global Advisers LLC (VGA) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 2012 and is a wholly-owned subsidiary of The Vanguard Group, Inc. VGA provides fund management and/or advisory services to pooled investment vehicles that are not registered mutual funds (Vanguard offshore funds) and separate account institutional clients of Vanguard Group's international subsidiaries. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| Loxley Intertrade Guangzhou Co. Ltd. | Director/Board Member | ||
| Erivan K. Haub School of Business | College/University | Graduate Degree Graduate Degree | |
| Kogod School of Business | College/University | Undergraduate Degree | |
| Loxley System Integrator Co. Ltd. | Director/Board Member | ||
| Loxley Orbit Public Co. Ltd. | Director/Board Member |
Statistics
International
| United States | 45 |
| China | 3 |
| Thailand | 3 |
| Australia | 2 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 39 |
| Finance | 9 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 91 |
| Portfolio Manager-Equities | 49 |
| Masters Business Admin | 42 |
| Portfolio Manager-Fixed Income | 36 |
| Analyst-Equity | 33 |
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