Stephen Bates Owen
Portfolio Manager-Equities at South Street Advisors LLC
Network origin in Stephen Bates Owen first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
322
| College/University | Other Consumer Services | 322 |
South Street Advisors LLC
 South Street Advisors LLC Investment ManagersFinance South Street Advisors LLC (SSA) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1998 after the dissolution of a predecessor company, Carver Cross & Carhart, which was formed in 1996. SSA provides investment services tailored to the specific financial requirements of not-for-profit organizations and high net-worth individuals.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stephen Bates Owen via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| APPLE INC. | Telecommunications Equipment | Chief Executive Officer Sales & Marketing | |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
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 | |
| GE AEROSPACE | Industrial Machinery | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal 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 | |
Carlson Capital LP
 Carlson Capital LP Investment ManagersFinance Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts. | Investment Managers | Portfolio Manager-Equities | |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Chief Operating Officer | |
Gardner Russo & Quinn LLC
 Gardner Russo & Quinn LLC Investment ManagersFinance Gardner Russo & Quinn LLC (GRQ) is an independent, SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded was founded by Eugene H. Gardner in 1968 as Gardner Investments. Thomas A. Russo joined the firm in partnership with Mr. Gardner in 1989. Eugene H. Gardner, Jr. came to the firm in 1998 and in 2000, they became Gardner Russo & Gardner, a business partnership. In 2021, the firm became known as Gardner Russo & Quinn LLC in recognition of Director of Research Timothy C. Quinn. GRQ manages separate accounts for individuals, trusts, employee benefit plans, foundations, and endowed funds. | Investment Managers | Portfolio Manager-Equities | |
| AMERICAN FINANCIAL GROUP, INC. | Property/Casualty Insurance | Director of Finance/CFO | |
Rutabaga Capital Management LLC
 Rutabaga Capital Management LLC Investment ManagersFinance Rutabaga Capital Management LLC (Rutabaga) is an independent investment advisory firm headquartered in Cambridge, Massachusetts. The firm was founded by Peter C. Schliemann in 1999. Rutabaga provides discretionary investment management services to institutional clients, which includes corporations, pensions, endowments, profit-sharing plans, mutual funds, private investment funds, trust programs and charitable organizations. | Investment Managers | Analyst-Equity | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Graduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Graduate Degree Doctorate Degree | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
Lewis Corp.
 Lewis Corp. HomebuildingConsumer Durables Lewis Corp. provides construction services. The company was founded in 2000 and is headquartered in Pocatello, ID. | Homebuilding | Corporate Officer/Principal | |
Weil, Gotshal & Manges LLP
 Weil, Gotshal & Manges LLP Miscellaneous Commercial ServicesCommercial Services Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Core Asset Management Co.
 Core Asset Management Co. Investment ManagersFinance Core Asset Management Co. (Core) is a SEC-registered investment advisor headquartered in Sausalito, California. The firm was founded in 1979 as JW Cookson Co. (Cookson). In 1986, Cookson was acquired by The Mayberry Group, Inc., when the present management assumed control of the firm and subsequently changed their name. Core provides portfolio management for individuals and families and their related trusts, retirement plans, foundations, and offices. | Investment Managers | President | |
Offroad Capital Corp.
 Offroad Capital Corp. Investment Banks/BrokersFinance Part of NYPPEX Holdings LLC, Offroad Capital Corp. operates an online securities marketplace. The company is based in San Francisco, CA. The company was founded by Denise M. Thomas. Offroad Capital was acquired by New York Private Placement Network LLC on October 12, 2001. | Investment Banks/Brokers | President | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Pratt School of Engineering | College/University | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Law School | College/University | Graduate Degree Graduate Degree | |
| The Fuqua School of Business | College/University | Masters Business Admin Director/Board Member | |
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 Masters Business Admin | |
Endeavor Global, Inc.
 Endeavor Global, Inc. Investment ManagersFinance Endeavor Global, Inc. is an Venture Capital firm founded in 1997 by Linda Rottenberg, Casares wenceslao and Peter B.Kellner. The firm is headquartered in New York. | Investment Managers | Director/Board Member Director/Board Member | |
| Joseph H Lauder Institute of Management & International | College/University | Undergraduate Degree Graduate Degree | |
Validus Reinsurance Ltd.
 Validus Reinsurance Ltd. Multi-Line InsuranceFinance Validus Reinsurance Ltd. provides reinsurance services. It offers property catastrophe, per risk, marine and energy, retrocession, and specialty short-tail lines of reinsurance. It also provides property pro rata, aviation and satellite, war risk, terrorism, and workers' compensation catastrophe services. The company was founded in December 2005 and is headquartered in Hamilton, Bermuda. | Multi-Line Insurance | Director/Board Member | |
Donoghue Forlines LLC
 Donoghue Forlines LLC Investment ManagersFinance Donoghue Forlines LLC is a SEC-registered investment advisor and holding firm headquartered in Boston, Massachusetts. The firm was founded by William Donoghue in 1986 as W.E. Donoghue & Co. LLC (WEDCO). In 2017, WEDCO acquired JAForlines Global and rebranded in 2020 to Donoghue Forlines LLC to reflect new profile as a tactical investment management firm. Donoghue Forlines offers a full suite of proactive strategies to help advisors and their clients de-risk when market circumstances warrant it, which enables the client to stay disciplined to meet their investment objectives. | Investment Managers | Chief Investment Officer | |
Core Specialty Insurance Holdings, Inc.
 Core Specialty Insurance Holdings, Inc. Insurance Brokers/ServicesFinance Core Specialty Insurance Holdings, Inc. provides property and casualty insurance products for small to midsized businesses. The company is based in Morristown, NJ and has subsidiaries in the United States. The company was founded by Joseph Evans Consolino and he has been the CEO since incorporation. | Insurance Brokers/Services | Founder | |
Avanza Capital Markets, Inc.
 Avanza Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2009, Avila Capital Markets, Inc. is a broker/dealer located in New York City. The firm focuses on providing institutional and high net-worth clients with capital markets execution, global clearance and custody services. They specialize in complete access to emerging market sovereign and corporate debt, as well as high yield and high grade instruments. Avila Capital Markets provides transaction execution through a combination of professional institutional sales, dealer sales and trading coverage. Their trades are cleared through and settled by Penson Financial Services, Inc. The firm is a member of FINRA and the SIPC. | Investment Banks/Brokers | President | |
Core Specialty Resources LLC
 Core Specialty Resources LLC Engineering & ConstructionIndustrial Services Core Specialty Resources LLC constructs commercial and residential buildings. The private company is based in Houston, TX. The CEO of the company is Joseph Evans Consolino. | Engineering & Construction | Chief Executive Officer | |
UPS Ventures
 UPS Ventures Investment ManagersFinance UPS Ventures (UPS Ventures) is a venture capital subsidiary of United Parcel Service Inc founded in 1997. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Chief Investment Officer | |
| University of Georgia | College/University | Masters Business Admin |
Statistics
International
| United States | 48 |
| Bermuda | 2 |
Sectoral
| Finance | 21 |
| Consumer Services | 16 |
| Commercial Services | 6 |
| Technology Services | 3 |
| Health Technology | 3 |
Operational
| Director/Board Member | 325 |
| Corporate Officer/Principal | 287 |
| Undergraduate Degree | 100 |
| Graduate Degree | 47 |
| Founder | 45 |
Most connected contacts
| Insiders | |
|---|---|
| John Miller | 108 |
| Emanuel Pearlman | 40 |
| Joanna Rees | 37 |
| Lawrence D. Lenihan | 31 |
| Kenneth T. Schiciano | 27 |
| Ryan M. Schwarz | 27 |
| Marc Kozin | 24 |
| John F. Hillen | 24 |
| David Weiss | 23 |
| William Kaelin | 22 |
| Scott E. Telesz | 19 |
| Nat V. Henshaw | 18 |
| James Walter Glasheen | 18 |
| Kevin Tang | 18 |
| Peter J. Ganz | 18 |
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