Network origin in Wendy Nickerson first degree
Entity | Entity type | Industry | |
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BlackRock Investment Management LLC
BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program.
25
| Subsidiary | Investment Managers | 25 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Wendy Nickerson via their personal network
Company | Sector | Related people | Main position |
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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 | Corporate Officer/Principal | |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity | |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M is the investment adviser to the Capital Group exchange-traded funds (ETFs) and to the American Funds family of mutual funds. | Investment Managers | Portfolio Manager-Equities | |
Wafra, Inc.
Wafra, Inc. Investment ManagersFinance Wafra, Inc. is a registered investment adviser headquartered in New York City. The firm was founded in 1985 and is wholly owned by Wafra InterVest Corp., which in turn is ultimately wholly beneficially owned by the Public Institution for Social Security of Kuwait (PIFSS), an autonomous agency controlled by the government of Kuwait. Wafra provides advisory and consulting services to funds, separately managed accounts and joint venture arrangements. | Investment Managers | Analyst-Equity | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Director of Research - Equity Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Head-Equity Investments | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity | |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Pzena Investment Management LLC
Pzena Investment Management LLC Investment ManagersFinance Pzena Investment Management LLC (Pzena) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard S. Pzena 1995 and is owned by Pzena Investment Management LP. Pzena manages investment portfolios for endowments, foundations, state and municipal government entities, partnerships, corporations, investment companies, public funds, pension trusts, profit-sharing plans, high net-worth individuals, and pooled funds located in the US and in select foreign jurisdictions. The firm became a signatory to the Principles for Responsible Investment (PRI) in early 2018 and a SASB Alliance member in 2020, and they have accepted Japan’s Stewardship Code. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree | |
University of Notre Dame The Law School | College/University | Undergraduate Degree | |
Causeway Capital Management LLC
Causeway Capital Management LLC Investment ManagersFinance Causeway Capital Management LLC (Causeway) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions. | Investment Managers | Analyst-Equity | |
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. | Investment Managers | Corporate Officer/Principal | |
University of California, Davis | College/University | Undergraduate Degree | |
Moelis & Co. LLC
Moelis & Co. LLC Investment Banks/BrokersFinance Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Harvard Law School | College/University | Graduate Degree | |
MAEVA Group LLC
MAEVA Group LLC Investment ManagersFinance MAEVA Group LLC provides financial advisory services. The private company is based in Scarsdale, NY. The company was founded by Harry James Wilson. Harry James Wilson has been the CEO since incorporation. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Alternative Asset Management, Inc.
JPMorgan Alternative Asset Management, Inc. Investment ManagersFinance JPMorgan Alternative Asset Management, Inc. (JPMAAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul Zummo in 1994. They are wholly-owned by JPMorgan Asset Management Holdings Inc., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. The firm acts as investment manager for various domestic and foreign private pooled investment vehicles as well as investment manager for UCITS funds, and for certain separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Stanford University | College/University | Graduate Degree | |
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 | |
GAMMA Investing LLC
GAMMA Investing LLC Investment ManagersFinance GAMMA Investing LLC (GAMMA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Lorraine Y. Wang in 2020. GAMMA offers discretionary and non-discretionary portfolio management services to wealth management intermediaries and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
The College of New Jersey | College/University | Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
ESSEC Business School | College/University | Graduate Degree | |
Wellesley College | College/University | 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 | |
The University of Chicago | College/University | Masters Business Admin | |
Northern Illinois University | College/University | Undergraduate Degree | |
PIMCO Investments LLC
PIMCO Investments LLC Investment Banks/BrokersFinance PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors. | Investment Banks/Brokers | Analyst-Equity | |
University of San Diego | College/University | Masters Business Admin | |
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 | |
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 | Undergraduate Degree |
Statistics
International
United States | 48 |
France | 2 |
Sectoral
Finance | 29 |
Consumer Services | 21 |
Operational
Portfolio Manager-Equities | 47 |
Corporate Officer/Principal | 30 |
Undergraduate Degree | 23 |
Analyst-Equity | 23 |
Masters Business Admin | 10 |
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