Nainesh Shah
Director/Board Member at Upaya Social Ventures
Network origin in Nainesh Shah first degree
Entity | Entity type | Industry | |
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The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.
39
| Subsidiary | Investment Managers | 39 |
Upaya Social Ventures
Upaya Social Ventures Miscellaneous Commercial ServicesCommercial Services Upaya Social Ventures builds the businesses that will create jobs and improve the quality of life for the ultra poor. It providing startup enterprises with technical assistance and financial resources through its business incubator, and consulting with established companies on innovative projects targeting deeply impoverished communities. The company was founded by Sriram Gutta, Steve Schwartz and Sachi Shenoy in 2011 and is headquartered in Seattle, WA.
14
| Non-Profit Organization | Miscellaneous Commercial Services | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nainesh Shah via their personal network
Company | Sector | Related people | Main position |
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Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
Aviva Investors Americas LLC
Aviva Investors Americas LLC Investment ManagersFinance Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients. | Investment Managers | Sales & Marketing | |
AMAZON.COM, INC. | Internet Retail | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
NM Capital Management, Inc.
NM Capital Management, Inc. Investment ManagersFinance Part of Manulife Financial Corp., NM Capital Management, Inc. is a private account money manager. NM Capital Management, Inc. is based in Albuquerque, NM. NM Capital Management was acquired by The Berkeley Financial Group LLC on June 18, 1992. | Investment Managers | Corporate Officer/Principal | |
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM manages assets for institutions, financial intermediaries and individual investors. The firm serves as adviser or sub-adviser to many investment vehicles. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
George Washington University | College/University | Masters Business Admin Graduate Degree | |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Investment Managers | Market Strategist Portfolio Manager-Equities | |
Unitus Labs
Unitus Labs Investment Banks/BrokersFinance Unitus Labs provides micro-financial investment and advisory services. It identifies and fund innovative approaches which provide income-generating opportunities for low-income people in developing countries to earn their way to a better economic future. The company was founded by Joseph W. Grenny, Mike Murray, Robert C. Gay and Tim Stay in 2000 and is headquartered in Orem, UT. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fairleigh Dickinson University | College/University | 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 Graduate Degree Undergraduate Degree | |
Monmouth University | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Yeshiva University | College/University | Graduate Degree | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Debevoise & Plimpton LLP
Debevoise & Plimpton LLP Miscellaneous Commercial ServicesCommercial Services Debevoise & Plimpton LLP provides legal services. It serves in the areas of restructurings and bankruptcy litigations, antitrust, corporate governance and environment, taxation, mergers and acquisitions, derivatives, structured finance and capital markets, aviation practice, consumer finance, banking and insurance transactions, data security, investment management, healthcare compliance and employment litigation. The company was founded in 1931 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NBW Capital LLC
NBW Capital LLC Investment ManagersFinance NBW Capital LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Hugh Taylor in 1991 doing business as Taylor Investment Associates. In January 2008, Taylor Investment Associates changed its legal business name to Taylor Investment Counselors and, in October 2014, Taylor Investment Counselors changed its legal business name to NBW Capital LLC. NBW Capital provides investment advisory services to individuals, families, trusts, estates and institutions such as, but not limited to, corporations, ERISA plans and non-for-profit organizations. | Investment Managers | Corporate Officer/Principal | |
Heckman Global Advisors LLC
Heckman Global Advisors LLC Investment ManagersFinance Part of South Street Securities Holdings, Inc., Heckman Global Advisors LLC is a company that provides equity investment research services. The company is based in New York, NY. Heckman Global Advisors was acquired by Lebenthal Asset Management LLC from Bear Stearns Asset Management, Inc. on February 06, 2014. | Investment Managers | Corporate Officer/Principal | |
Elevar Equity LLC
Elevar Equity LLC Investment ManagersFinance Elevar Equity LLC (Elevar Equity) is a venture capital firm founded in 2006 by Chris Brookfield, Maya Chorengel, Sandeep Farias and Johanna Posad. The firm is headquartered in Seattle, Washington with additional offices in India, Mexico, Cayman Islands & Mauritius. | Investment Managers | Private Equity Investor | |
Mesirow Financial Private Equity, Inc.
Mesirow Financial Private Equity, Inc. Investment ManagersFinance Mesirow Financial Private Equity, Inc. (Mesirow Financial Private Equity) is a private equity subsidiary of Mesirow Financial Holdings, Inc. founded in 1982. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst Private Equity Investor Private Equity Investor | |
DCM Advisors LLC
DCM Advisors LLC Investment ManagersFinance DCM Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a subsidiary of Dinosaur Group Holdings LLC. DCM Advisors offers equity research and asset management to institutional and individual investors. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
Druker Capital LLC
Druker Capital LLC Investment ManagersFinance Druker Capital LLC is a privately owned hedge fund manager headquartered in New York City. Founded in 2005, the firm specializes in financial advisory, wealth management and special situation investments for family offices, institutional investors and alternative asset/private equity firms. | Investment Managers | Corporate Officer/Principal | |
Harvard College | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
University of Calicut | College/University | Undergraduate Degree | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
New York University Tandon School of Engineering
New York University Tandon School of Engineering Other Consumer ServicesConsumer Services New York University Tandon School of Engineering engages in the provision of educational services focusing on science and technology. Its degrees and programs include bachelor of science, master of science, doctor of philosophy, advanced certificate programs, a bridge program to NYU Tandon, and industry partner programs. The company was founded in 1854 and is headquartered in Brooklyn, NY. | College/University | Doctorate Degree |
Statistics
International
United States | 45 |
India | 4 |
Canada | 2 |
Mexico | 2 |
Sectoral
Finance | 29 |
Consumer Services | 17 |
Electronic Technology | 3 |
Commercial Services | 3 |
Retail Trade | 2 |
Operational
Corporate Officer/Principal | 86 |
Undergraduate Degree | 47 |
Director/Board Member | 39 |
Sales & Marketing | 22 |
Portfolio Manager-Equities | 20 |
Most connected contacts
Insiders | |
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Anurag Chandra | 31 |
Steven Wasserman | 15 |
Kumar Ganapathy | 13 |
Leila B. Heckman | 13 |
Brian Boland | 12 |
John James Mullin | 12 |
Robin Wolaner | 9 |
Robert Meyer | 7 |
Arthur Sheer | 7 |
Jim Boothby | 7 |
Kim Rachmeler | 6 |
Kate Cochran | 6 |
Timothy P. Ramsey | 6 |
Jason Todd Benowitz | 6 |
Gongwen Peng | 6 |
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