Peter M. Phelan
Corporate Officer/Principal at M. Klein & Co. LLC
Network origin in Peter M. Phelan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Smith Barney & Co., Inc.
138
| Extinct | Investment Banks/Brokers | 138 |
Salomon Smith Barney, Inc.
95
| Extinct | Investment Banks/Brokers | 95 |
M. Klein & Co. LLC
 M. Klein & Co. LLC Investment ManagersFinance M. Klein & Co. LLC provides financial advisory and investment services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded by Michael Stuart Klein.
8
| Private Company | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Peter M. Phelan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
SpringOwl Associates LLC
 SpringOwl Associates LLC Investment ManagersFinance SpringOwl Associates LLC (SpringOwl) is a hedge fund manager headquartered in New York City. The firm was founded in 1970 as Cumberland Associates LLC and merged with Ader Investment Management LLC in 2013 to form SpringOwl Associates LLC. They are wholly owned and controlled by SpringOwl Asset Management LLC. SpringOwl provides investment management services to private pooled investment vehicles that are offered to investors on a confidential, private-placement basis. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| ALLY FINANCIAL INC. | Regional Banks | Chief Executive Officer Director/Board Member | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| CITIGROUP INC. | Major Banks | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity 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 Corporate Officer/Principal | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity | |
Guggenheim Securities LLC
 Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Analyst-Equity President | |
A.G.P. / Alliance Global Partners Corp.
 A.G.P. / Alliance Global Partners Corp. Investment Banks/BrokersFinance A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs. | Investment Banks/Brokers | Consultant / Advisor Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Stillwater Capital Advisors LLC
 Stillwater Capital Advisors LLC Investment ManagersFinance Stillwater Capital Advisors LLC (Stillwater Capital) is an independent wealth management firm and registered investment advisor headquartered in Devon, Pennsylvania. The firm was founded by Doug Swope in 2009. Stillwater Capital manages individually tailored investment portfolios for clients utilizing individual equities, bonds, mutual funds and exchange traded funds. | Investment Managers | Founder Founder | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Masters Business Admin | |
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 | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| CHURCHILL CAPITAL CORP VI | Financial Conglomerates | Director/Board Member Chief Executive Officer Director of Finance/CFO | |
| CHURCHILL CAPITAL CORP V | Financial Conglomerates | Director/Board Member Chief Executive Officer Director of Finance/CFO | |
| CHURCHILL CAPITAL CORP VII | Financial Conglomerates | Director/Board Member Chief Executive Officer Director of Finance/CFO | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Masters Business Admin | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Portland State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of New Mexico | College/University | Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree |
Statistics
International
| United States | 51 |
Sectoral
| Finance | 34 |
| Consumer Services | 18 |
Operational
| Corporate Officer/Principal | 289 |
| Director/Board Member | 247 |
| Undergraduate Degree | 96 |
| Chief Executive Officer | 78 |
| Chairman | 65 |
Most connected contacts
| Insiders | |
|---|---|
| David Sambur | 47 |
| Mark Klein | 45 |
| Michael Carpenter | 42 |
| Michael Klein | 38 |
| Aryeh Bourkoff | 29 |
| Sallie Krawcheck | 27 |
| Lerner Andy | 27 |
| Paul Galant | 23 |
| Jason Nathaniel Ader | 20 |
| Robert Baldwin | 17 |
| Brian Harris | 16 |
| Neil Ashe | 16 |
| Ed P. Meehan | 15 |
| Robert Druskin | 15 |
| Jay Taragin | 15 |
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