Network origin in Rudi W. Schadt first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.
164
| Extinct | Investment Managers | 164 |
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.
37
| Subsidiary | Investment Managers | 37 |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.
33
| Subsidiary | Investment Managers | 33 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Rudi W. Schadt via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Head-Equity Investments Investment Committee Member Portfolio Manager-Equities | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin | |
| Rochester Christian University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Guardian Investor Services LLC
 Guardian Investor Services LLC Investment ManagersFinance Founded in 2001, Guardian Investor Services LLC (GIS) is an investment advisor located in New York City. The firm is the successor to Guardian Investor Services Corp., a New York corporation that was founded in 1968. The firm provides institutional asset management services to both taxable and tax exempt entities. They also offer a variety of investment management services to clients in the insurance industry. GIS is the distributor of mutual funds and variable annuities. Annuities are issued by The Guardian Insurance & Annuity Co., Inc., (GIAC) a Delaware corporation. Both GIS and GIAC are wholly-owned subsidiaries of the Guardian Life Insurance Company of America, one of the largest mutual life insurance companies in the US. GIS primarily provides services to investment companies and corporations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities 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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| Boston College | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | President Masters Business Admin Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Barnard College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| LEGG MASON, INC. | Investment Managers | Director/Board Member 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 Portfolio Manager-Equities | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Doctorate Degree | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| University of Oxford | College/University | Graduate Degree Undergraduate Degree | |
| Trinity University | College/University | Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin Graduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Florida | College/University | Graduate Degree Undergraduate Degree | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin | |
| Université Laval | College/University | Undergraduate Degree Graduate Degree | |
Sheltering Arms Children & Family Services, Inc.
 Sheltering Arms Children & Family Services, Inc. Miscellaneous Commercial ServicesCommercial Services Sheltering Arms Children & Family Services, Inc. provides education, youth development, and health and wellbeing services to the children, youth, and families. The company was founded in 1831 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Colorado | College/University | Graduate Degree 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 | Masters Business Admin Masters Business Admin | |
Massachusetts Mutual Life Insurance Co.
 Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Chief Operating Officer 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 as the result of 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 | Analyst-Equity Analyst-Equity | |
| University of Arizona | College/University | Masters Business Admin Masters Business Admin | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
American Bar Association Members/MTC Collective Trust
 American Bar Association Members/MTC Collective Trust Investment Trusts/Mutual FundsMiscellaneous American Bar Association Members MTC Collective Trust is an investment company, which engages in the provision of law practices, bar association and other eligible employers with taw-qualified employee retirement plans, a variety of investment options and related recordkeeping and administrative services. The company was founded in August 1991 and is headquartered in Nashua, NH. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree |
Statistics
International
| United States | 49 |
| United Kingdom | 2 |
| Canada | 2 |
Sectoral
| Consumer Services | 30 |
| Finance | 20 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Operational
| Portfolio Manager-Equities | 146 |
| Corporate Officer/Principal | 127 |
| Undergraduate Degree | 87 |
| Analyst-Equity | 86 |
| Masters Business Admin | 49 |
Most connected contacts
| Insiders | |
|---|---|
| William Glavin | 26 |
| Stephen F. Roseman | 13 |
| Brian Watson | 12 |
| John Vincent Murphy | 12 |
| Kristin Pak | 11 |
| Benjamin Ram | 11 |
| Krishna Memani | 10 |
| Michael Leskinen | 10 |
| Adam Weiner | 10 |
| Joy Budzinski | 9 |
| Phil S. Gillespie | 9 |
| Matthew Ziehl | 9 |
| Philipp Albert Hensler | 9 |
| Misha Lozovik | 8 |
| Arthur J. Hurley | 8 |
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