Network origin in Neal J. Gleason first degree
Entity | Entity type | Industry | |
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The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements.
40
| Extinct | Investment Managers | 40 |
Founders Asset Management LLC
Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds
19
| Extinct | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Neal J. Gleason via their personal network
Company | Sector | Related people | Main position |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity | |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Portfolio Manager-Equities | |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Investment Managers | Portfolio Manager-Equities | |
Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Investment Managers | Corporate Officer/Principal | |
Marsico Capital Management LLC
Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Investment Managers | Corporate Officer/Principal | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
University of Pittsburgh | College/University | Masters Business Admin | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Boston University | College/University | Masters Business Admin | |
Wake Forest University | College/University | Undergraduate Degree | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Graduate Degree Masters Business Admin | |
Boston College | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
RK Capital Management LLC
RK Capital Management LLC Investment ManagersFinance RK Capital Management LLC (RK Capital) is an independent registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Robert Ammann and Kevin Sonnett in 2004. RK Capital provides investment advisory services to pooled investment vehicles, specifically hedge funds, a private, long-only fund, and separately managed accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Rondure Global Advisors LLC
Rondure Global Advisors LLC Investment ManagersFinance Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust. | Investment Managers | Chief Executive Officer Founder | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
William Blair Investment Management LLC
William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe. | Investment Managers | Portfolio Manager-Equities | |
University of Illinois | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Portfolio Manager-Equities | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities | |
Marietta College | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
Wheaton College (Illinois) | College/University | Undergraduate Degree | |
Lehigh University’S College of Business & Economics | College/University | Undergraduate Degree | |
PARATEK PHARMACEUTICALS, INC. | Pharmaceuticals: Major | Investor Relations Contact | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Rock Springs Capital Management LP
Rock Springs Capital Management LP Investment ManagersFinance Rock Springs Capital Management LP (Rock Springs) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Baltimore, Maryland. The firm was founded in 2013 by Graham McPhail, Kris Jenner, and Gordon Margraf (Mark) Bussard. Rock Springs provides discretionary investment advice to private investment funds organized as domestic or foreign private pooled investment vehicles. | Investment Managers | Founder | |
Williams College | College/University | Undergraduate Degree |
Statistics
International
United States | 48 |
Sectoral
Finance | 29 |
Consumer Services | 18 |
Commercial Services | 2 |
Health Technology | 2 |
Operational
Analyst-Equity | 69 |
Portfolio Manager-Equities | 52 |
Corporate Officer/Principal | 31 |
Undergraduate Degree | 30 |
Masters Business Admin | 13 |
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