Susan Lee Cassell
Portfolio Manager-Equities at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Network origin in Susan Lee Cassell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
171
| Subsidiary | Investment Managers | 171 |
University of Kentucky
80
| College/University | Other Consumer Services | 80 |
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.
23
| Operating Division | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Susan Lee Cassell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
| University of Nebraska | College/University | Graduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| Wayne State University (Michigan) | College/University | Masters Business Admin 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 Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
Standard Chartered Bank (Hong Kong) Ltd.
 Standard Chartered Bank (Hong Kong) Ltd. Major BanksFinance Standard Chartered Bank (Hong Kong) Ltd. engages in the provision of banking and financial services. It operates through the following segments: Corporate, Commercial and Institutional Banking (CCIB), Consumer, Private and Business Banking (CPBB), Ventures, and Central and Other Items. The CCIB segment is involved in transaction banking, financial markets, corporate finance, and borrowing needs. It also offers solutions in some of the economies and most active trade corridors. The CPBB segment serves individuals and small businesses, with a focus on the affluent segment. It provides digital banking services with a human touch to clients, with services spanning deposits, payments, financing products, and Wealth Management. The Ventures segment includes Mox Bank Limited, a cloud-native, mobile-only digital bank. The Central and Other Items segment refers to corporate center costs, treasury activities, and certain strategic investments. The company was founded in 1859 and is headquartered in Hong Kong. | Major Banks | Corporate Officer/Principal | |
| Central Michigan University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Central Missouri | College/University | Graduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
| State University of New York College at Cortland | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Director/Board Member Masters Business Admin | |
| Franklin University | College/University | Undergraduate Degree | |
Leong Hup Management Sdn. Bhd.
 Leong Hup Management Sdn. Bhd. Financial ConglomeratesFinance Leong Hup Management Sdn. The private company is based in Kuala Lumpur, Malaysia and has subsidiaries in Malaysia. Bhd. is a private investment firm. | Financial Conglomerates | Director/Board Member | |
| Miami University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
| Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
MiddleGround Management LP
 MiddleGround Management LP Investment ManagersFinance MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky. | Investment Managers | Chief Operating Officer Chief Operating Officer Director of Finance/CFO | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
Connetic Ventures LLC
 Connetic Ventures LLC Investment ManagersFinance Connetic Ventures LLC (Connetic Ventures) is a venture capital firm founded in 2014 by Kyle Schlotman and Brad Zapp . The firm is headquartered in Covington, Kentucky. | Investment Managers | Founder Director/Board Member | |
| University of Florida | College/University | Undergraduate Degree Doctorate Degree | |
| Western Michigan University | College/University | Undergraduate Degree Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer | |
| University of St. Gallen | College/University | Doctorate Degree | |
Cohen & Steers Income Opportunities REIT, Inc.
 Cohen & Steers Income Opportunities REIT, Inc. Real Estate Investment TrustsFinance Cohen & Steers Income Opportunities REIT, Inc. operates as a real estate investment trust. It is formed to invest primarily in high quality, income-focused, stabilized assets within the United States. The company was founded on July 18, 2022 and is headquartered in New York, NY. | Real Estate Investment Trusts | Director/Board Member | |
My Next Season LLC
 My Next Season LLC Miscellaneous Commercial ServicesCommercial Services My Next Season LLC provides management consulting services. The private company is based in Matthews. The American company was founded by Mark D. Linsz. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| PT MALINDO FEEDMILL TBK | Agricultural Commodities/Milling | Corporate Officer/Principal | |
| LEONG HUP INTERNATIONAL | Agricultural Commodities/Milling | Director/Board Member | |
Emerging Glory Sdn. Bhd.
 Emerging Glory Sdn. Bhd. Financial ConglomeratesFinance Emerging Glory Sdn. Bhd. operates as an investment holding firm. It invests in companies involved in poultry farming, feed milling, manufacturing, trading property, plantation, confectionary, and trading businesses. The company is headquartered in Kuala Lumpur, Malaysia. | Financial Conglomerates | Director/Board Member | |
| Roosevelt University | College/University | Corporate Officer/Principal | |
| Sindo Overseas Investments Pte Ltd. | Director/Board Member | ||
| Southern Illinois University | College/University | Undergraduate Degree | |
| University of Birmingham | College/University | Undergraduate Degree | |
LifeYield LLC
 LifeYield LLC Packaged SoftwareTechnology Services LifeYield LLC provides tax-smart software for financial advisors. It offers LifeYield?s Advantage Suites programs to improve outcomes of the investors, advisors, and firms. The company was founded in 2008 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member | |
HN Lau & Sons Sdn. Bhd.
 HN Lau & Sons Sdn. Bhd. Financial ConglomeratesFinance HN Lau & Sons Sdn. The private company is based in Muar, Malaysia. Bhd. operates as an investment holding Malaysian company. | Financial Conglomerates | Director/Board Member | |
| Lau Leng Yeaw Welfare & Education Foundation | Director/Board Member | ||
| Missouri State University | College/University | Undergraduate Degree | |
| University of Dayton | College/University | Masters Business Admin | |
| Don’t Ever Give Up, Inc. | Chairman |
Statistics
International
| United States | 39 |
| Malaysia | 6 |
| Hong Kong | 2 |
| Switzerland | 2 |
| Indonesia | 2 |
Sectoral
| Consumer Services | 29 |
| Finance | 14 |
| Process Industries | 3 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operational
| Portfolio Manager-Equities | 139 |
| Undergraduate Degree | 92 |
| Corporate Officer/Principal | 55 |
| Director/Board Member | 48 |
| Masters Business Admin | 29 |
Most connected contacts
| Insiders | |
|---|---|
| Thomas Montag | 26 |
| Will Luttrell | 18 |
| Joo Keat Lau | 10 |
| John Thiel | 9 |
| Ashvin Bonafede Chhabra | 9 |
| Chris J. Wolfe | 9 |
| Brad Zapp | 9 |
| Trey Grayson | 8 |
| Agnieszka Winnik Kalemba | 7 |
| Yazid Tohme | 7 |
| Jianyuan Luo | 6 |
| Andrew Sieg | 6 |
| Juan Carlos Avila | 6 |
| Jerry Klein | 6 |
| Maneesh Bajaj | 6 |
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