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Network origin in Noah Lee first degree
Entity | Entity type | Industry | |
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Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.
26
| Subsidiary | Investment Managers | 26 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Noah Lee via their personal network
Company | Sector | Related people | Main position |
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MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Russell Investment Management LLC
![]() Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Citigroup Alternative Investments LLC
![]() Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal | |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Tongal, Inc.
![]() Tongal, Inc. Packaged SoftwareTechnology Services Tongal, Inc. provides social content development platform. It crowd sources video advertisements for global brands creating professional video content. The company was founded by Mark Burrell, Robert Salvatore, and James DeJulio and is headquartered in Santa Monica, CA. | Packaged Software | Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
Wake Forest University | College/University | Undergraduate Degree Masters Business Admin | |
University of Cambridge | College/University | Masters Business Admin | |
Iowa State University | College/University | Undergraduate Degree Undergraduate Degree | |
Dimensional Fund Advisors Ltd.
![]() Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
JPMorgan Alternative Asset Management, Inc.
![]() JPMorgan Alternative Asset Management, Inc. Investment ManagersFinance JPMorgan Alternative Asset Management, Inc. (JPMAAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul Zummo in 1994. They are wholly-owned by JPMorgan Asset Management Holdings Inc., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. The firm acts as investment manager for various domestic and foreign private pooled investment vehicles as well as investment manager for UCITS funds, and for certain separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Kansas State University | College/University | Graduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
Texas State University | College/University | Undergraduate Degree Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Graduate Degree | |
University of Michigan | College/University | Graduate Degree | |
University of Puget Sound | College/University | Undergraduate Degree | |
Marshall Wace North America LP
![]() Marshall Wace North America LP Investment ManagersFinance Marshall Wace North America LP (MWNA) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2004 and is a subsidiary of MWAM NA Ltd., ultimately held by MW Group LP in Great Britain. MWNA provides advisory services to private collective investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity | |
Pontificia Universidad Católica de Chile | College/University | Undergraduate Degree | |
University of Chile | College/University | Graduate Degree | |
BlackRock Realty Advisors Inc.
![]() BlackRock Realty Advisors Inc. Investment ManagersFinance BlackRock Realty Advisors Inc (BlackRock Realty Advisors) is a real estate subsidiary of BlackRock Inc (NYSE: BLK) founded in 1997. The firm is headquartered in New York, New York. | Investment Managers | General Counsel | |
USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
Haas School of Business | College/University | Masters Business Admin Doctorate Degree | |
Durbin Bennett Private Wealth Management LLC
![]() Durbin Bennett Private Wealth Management LLC Investment ManagersFinance Durbin Bennett Private Wealth Management LLC (Durbin Bennett) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded as Durbin Bennett Peterson Private Wealth Management LLP in 2001 by Brent Durbin, Richard Bennett and Hal Peterson. Durbin Bennett provides discretionary and non-discretionary asset management services and investment consulting services to high net-worth individuals, trusts, estates, foundations, endowments and other related entities. | Investment Managers | Chief Executive Officer | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Baird & Co. Ltd.
![]() Baird & Co. Ltd. Wholesale DistributorsDistribution Services Baird & Co. Ltd. sells precious metal products, Gold, Silver, and Platinum bullion coins, GoldSavers, and investment bars. The company was founded by Antony Stephen Baird in 1967 and is headquartered in London, the United Kingdom. | Wholesale Distributors | Corporate Officer/Principal | |
CAZ Investments /Private Equity/
![]() CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
McCombs School of Business | College/University | Corporate Officer/Principal | |
Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
University of Southern California Gould School of Law | College/University | Graduate Degree | |
Innealta Capital LLC
![]() Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Investment Managers | Chief Investment Officer | |
Hello Willow, Inc.
![]() Hello Willow, Inc. Packaged SoftwareTechnology Services Hello Willow, Inc. develops applications for parenting strategies for kids of all ages. The private company is based in New York, NY and has subsidiaries in Singapore. The company was founded by Mark Burrell, Robbert Bos, Lynn Burrell, Jaap Frölich. Mark Burrell has been the CEO since incorporation. Hello Willow was acquired by Spring Care, Inc. on 2022-05-18. | Packaged Software | Chief Operating Officer | |
Visible Hands PBC
![]() Visible Hands PBC Investment ManagersFinance Visible Hands PBC (Visible Hands) is a venture capital firm founded in 2020 by Yasmin Cruz Ferrine, Daniel Acheampong and Justin Kang. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Consultant / Advisor | |
UC Santa Barbara College of Engineering | College/University | Graduate Degree | |
University of Texas at Austin Graduate School | College/University | Undergraduate Degree | |
MIT Sloan School of Management | College/University | Masters Business Admin |
Statistics
International
United States | 42 |
United Kingdom | 4 |
Chile | 3 |
Sectoral
Consumer Services | 28 |
Finance | 17 |
Technology Services | 3 |
Electronic Technology | 2 |
Distribution Services | 2 |
Operational
Corporate Officer/Principal | 25 |
Undergraduate Degree | 24 |
Portfolio Manager-Equities | 22 |
Masters Business Admin | 21 |
Graduate Degree | 13 |
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