Network origin in Thomas S. Morgan first degree
Entity | Entity type | Industry | |
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Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations.
21
| Subsidiary | Investment Managers | 21 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Thomas S. Morgan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 | Analyst-Equity | |
Strome Susskind Investment Management LP | Corporate Officer/Principal | ||
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Investment Managers | Consultant / Advisor | |
Marsico Capital Management LLC
Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Investment Managers | Analyst-Equity | |
Stanford Management Co.
Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous Stanford Management Co. (SMC) is the investment office of Stanford University, a private research university headquartered in Stanford, California. The firm was founded in 1991 and invests the Endowment and other financial assets to provide long-term support to the University. SMC provides expert investment management and stewardship of the Merged Pool, which includes substantially all of Stanford’s investable endowment assets. They are overseen by a Board of Directors appointed by the University Board of Trustees. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Continental Minerals Corp.
Continental Minerals Corp. Construction MaterialsNon-Energy Minerals Continental Minerals Corp. acquires, explores and mines for metals and minerals. The company is engaged in exploration of copper-gold deposit, xietongmen. The company was founded in 1962 and is headquartered in Vancouver, Canada. | Construction Materials | Corporate Officer/Principal | |
Citadel Advisors LLC
Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Investment Managers | Corporate Officer/Principal | |
AXOS FINANCIAL, INC. | Major Banks | Investor Relations Contact | |
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Investment Managers | Founder Chief Operating Officer | |
Astor Investment Management LLC
Astor Investment Management LLC Investment ManagersFinance Astor Investment Management LLC (Astor) is a registered investment adviser headquartered in Chicago, Illinois. The firm was formally organized in 2013 in connection with a corporate restructuring of Astor Asset Management LLC which was founded in 2001. Astor provides proprietary tactical allocation strategies focused on macroeconomic analysis. They provide advisory services primarily to (1) separately managed accounts SMA), (2) mutual funds, and (3) unified managed accounts (UMA). Their portfolios are generally available as a SMA or UMA within wrap fee programs provided by a broker-dealer or investment adviser. | Investment Managers | Private Equity Investor | |
Pomona College
Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
The Evangelical Lutheran Good Samaritan Society
The Evangelical Lutheran Good Samaritan Society Services to the Health IndustryHealth Services The Evangelical Lutheran Good Samaritan Society is a non-profit organization which engages in the provision of in-home and respite services. It offers home health, personal emergency response, food programs, community living programs, and child daycare. The company was founded by August Hoeger on September 29, 1922 and is headquartered in Sioux Falls, SD. | Services to the Health Industry | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
Boston College | College/University | Masters Business Admin | |
Brigham Young University | College/University | Graduate Degree Masters Business Admin | |
The California State University | College/University | Undergraduate Degree | |
Claremont McKenna College | College/University | 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 | Undergraduate Degree Masters Business Admin | |
Pepperdine University | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of North Texas | College/University | Undergraduate Degree | |
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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Piper Sandler & Co.
Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
Investment Management Consultants Association | Corporate Officer/Principal | ||
University of California | College/University | Masters Business Admin | |
University of California Los Angeles Graduate School | College/University | Undergraduate Degree | |
Trust Co. of The West | Private Equity Investor | ||
William Blair & Co
William Blair & Co Investment Banks/BrokersFinance Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services. | Investment Banks/Brokers | Corporate Officer/Principal | |
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
Brookfield Asset Management ULC
Brookfield Asset Management ULC Investment ManagersFinance Brookfield Asset Management ULC provides asset management services across renewable power and transition, infrastructure, private equity, real estate, and credit industry. It invests client capital for the long term with a focus on real assets and essential service businesses. The company was founded in 1899 and is headquartered in Toronto, Canada. | Investment Managers | Director/Board Member | |
Brookfield Asset Management LLC
Brookfield Asset Management LLC Financial ConglomeratesFinance Brookfield Asset Management LLC provides financial and asset management services. The company was founded on December 23, 2005 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
BROOKFIELD ASSET MANAGEMENT LTD. | Investment Managers | Director/Board Member | |
Anderson School of Management | College/University | Masters Business Admin | |
Sequoia Heritage
Sequoia Heritage Investment ManagersFinance Sequoia Heritage (Sequoia Heritage) is a private equity subsidiary of Sequoia Capital Operations LLC founded in 2010 by Keith Johnson. The firm is headquartered in Menlo Park, California. | Investment Managers | Chief Executive Officer |
Statistics
International
United States | 45 |
Canada | 4 |
Hong Kong | 2 |
Sectoral
Finance | 28 |
Consumer Services | 15 |
Miscellaneous | 2 |
Non-Energy Minerals | 2 |
Process Industries | 2 |
Operational
Corporate Officer/Principal | 39 |
Undergraduate Degree | 22 |
Analyst-Equity | 14 |
Portfolio Manager-Equities | 13 |
Masters Business Admin | 8 |
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