Network origin in Stephen S. Oler first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Pennsylvania
499
| College/University | Other Consumer Services | 499 |
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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.
173
| Subsidiary | Investment Managers | 173 |
University of Cambridge
130
| College/University | Other Consumer Services | 130 |
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.
79
| Subsidiary | Investment Managers | 79 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.
9
| Subsidiary | Investment Managers | 9 |
Baring North America LLC
 Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co.
7
| Extinct | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stephen S. Oler via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| BED BATH & BEYOND INC. | Specialty Stores | Director/Board Member | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Analyst-Equity Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Head-Fixed Income Invts Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| S&P GLOBAL, INC. | Financial Publishing/Services | Chairman Corporate Officer/Principal | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| TRI-CONTINENTAL CORPORATION | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
| SUN LIFE FINANCIAL INC. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| RADIUS HEALTH, INC. | Biotechnology | Chairman | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate 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 | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Masters Business Admin | |
Putnam Investments Ltd.
 Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| George Washington University | College/University | Masters Business Admin Undergraduate Degree | |
SAP America, Inc.
 SAP America, Inc. Packaged SoftwareTechnology Services SAP America, Inc. provides enterprise application software solutions. Its products include SAP HANA platform, SAP Cloud platform, SAP Commerce Cloud, and SAP SuccessFactors Employee Central. Its offers innovation services and solutions; advisory services; implementation services; sloud services; and support services. The company was founded by Dietmar Hopp, Hasso Plattner, Claus Wellenreuther, Klaus Tschira, and Hans-Werner Hector on April 1, 1972 and is headquartered in Newtown Square, PA. | Packaged Software | Corporate Officer/Principal | |
Millennium TVP Management Co. LLC
 Millennium TVP Management Co. LLC Investment ManagersFinance Millennium TVP Management Co LLC (Millennium TVP Mgmt) is a private equity firm founded in 1996 by Samuel Schwerin and Dan Burstein. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
FMR Investment Management (UK) Ltd.
 FMR Investment Management (UK) Ltd. Investment ManagersFinance FMR Investment Management (UK) Ltd. (FMRIM UK) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is a subsidiary of Fidelity Management & Research Co. LLC (FMR), itself a subsidiary of FMR LLC in the US. FMRIM UK provides investment advisory and portfolio management services as a sub-adviser to certain FMR clients, which includes investment companies in the Fidelity family of mutual funds. | Investment Managers | Director of Research - Equity Chief Investment Officer Chief Executive Officer | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Chief Investment Officer Director of Research - Equity President | |
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 Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
| Haas School of Business | College/University | Masters Business Admin Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| University of London | College/University | Masters Business Admin Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| National Institute of Technology | College/University | Undergraduate Degree | |
| Wipro Technologies, Inc. | Corporate Officer/Principal | ||
Boston Partners Global Investors, Inc.
 Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Cognitus Consulting LLC
 Cognitus Consulting LLC Information Technology ServicesTechnology Services Cognitus Consulting LLC is a private company that specializes in providing rapid deployment solutions for SAP S/4HANA. The company is based in Dallas, TX and has subsidiaries in the United States. The company has developed a solution called Gallop Defense Contract Lifecycle Management, which is specifically designed for the aerospace and defense industry. The solution is organically designed for government contractors that need to be DCAA compliant. The company was founded in 2002 by Nito Waals and Robert van der Zande, with Robert van der Zande serving as the CEO since 2002. | Information Technology Services | President | |
Wavebreak Therapeutics Ltd.
 Wavebreak Therapeutics Ltd. Pharmaceuticals: MajorHealth Technology Wavebreak Therapeutics Ltd. operates as a biopharmaceutical company that focuses on drug discovery and subsequent clinical translation of molecules which will impact protein misfolding diseases. Its proprietary technology platform is built on new and fundamental understanding of the origins of these diseases and is based on decades of scientific research at the University of Cambridge and Lund University. The company was founded by Christopher Dobson, Michele Vendruscolo, and Tuomas Knowles on March 10, 2016 and is headquartered in Cambridge, the United Kingdom. | Pharmaceuticals: Major | Director/Board Member |
Statistics
International
| United States | 40 |
| United Kingdom | 6 |
| Canada | 4 |
| Netherlands | 2 |
| India | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 19 |
| Commercial Services | 3 |
| Health Technology | 3 |
| Technology Services | 3 |
Operational
| Corporate Officer/Principal | 137 |
| Undergraduate Degree | 95 |
| Director/Board Member | 91 |
| Portfolio Manager-Equities | 84 |
| Analyst-Equity | 66 |
Most connected contacts
| Insiders | |
|---|---|
| Charles Haldeman | 30 |
| Owen Hughes | 23 |
| Philip Erlanger | 16 |
| Dan I. DeWolf | 15 |
| Shawn Lyons | 14 |
| Patrick T. Harker | 14 |
| Jonathan Aberman | 13 |
| Masroor Siddiqui | 13 |
| Colin Moore | 12 |
| Awang Adek bin Hussin | 11 |
| Pam Holding | 10 |
| Carlo Andrea Bollino | 10 |
| Steve Peacher | 10 |
| William W. Hoyt | 9 |
| Chris J. Goudie | 9 |
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