Provenance du réseau au premier degré de Robert A. Lee
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Pennsylvania
553
| College/University | Other Consumer Services | 553 |
Babson College
126
| College/University | Other Consumer Services | 126 |
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.
116
| Subsidiary | Investment Managers | 116 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Robert A. Lee via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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-Fixed Income Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| Stanford University | College/University | Graduate Degree Masters Business Admin 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 Masters Business Admin Doctorate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal | |
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
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 | Chief Investment Officer Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Undergraduate Degree Graduate Degree | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Analyst-Equity Analyst-Equity | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Undergraduate Degree | |
RBC Capital Markets LLC (Investment Management)
 RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
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 | Analyst-Equity Portfolio Manager-Equities | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Graduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Doctorate 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 Graduate Degree | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Vassar College | College/University | Undergraduate Degree Undergraduate Degree | |
Adage Capital Management LP
 Adage Capital Management LP Investment ManagersFinance Adage Capital Management LP (Adage) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Phil Gross and Robert Atchinson in 2001 and is owned by Adage Capital Partners GP LLC. Adage provides investment advisory services to its sole client, Adage Capital Partners LP (ACP), a private investment fund. The firm does not manage any separate accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Sirius XM Radio, Inc.
 Sirius XM Radio, Inc. BroadcastingConsumer Services Sirius XM Radio, Inc. provides satellite radio services. It broadcasts music, sports, entertainment, comedy, news, and weather channels. The company is headquartered in New York, NY. | Broadcasting | Director/Board Member Director/Board Member | |
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 | Doctorate Degree Undergraduate Degree | |
| ALLSPRING UTILITIES AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Asset Allocation Trust
 Asset Allocation Trust Investment Trusts/Mutual FundsMiscellaneous Asset Allocation Trust provides trust services. The private company is based in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Empire Fidelity Investments Life Insurance Co.
 Empire Fidelity Investments Life Insurance Co. Life/Health InsuranceFinance Part of FMR LLC, Empire Fidelity Investments Life Insurance Co. provides life insurance. The company is based in Boston, MA. | Life/Health Insurance | Director/Board Member | |
| Hong Kong Options Clearing Corp. | Director/Board Member | ||
Hong Kong Securities Clearing Co., Ltd.
 Hong Kong Securities Clearing Co., Ltd. Miscellaneous Commercial ServicesCommercial Services Hong Kong Securities Clearing Co., Ltd. provides securities clearing services. It offers integrated clearing, settlement, and depository and nominee activities to their participants. The company is headquartered in Hong Kong. | Miscellaneous Commercial Services | Director/Board Member | |
Credit Suisse AG /New York Branch/
 Credit Suisse AG /New York Branch/ Investment Banks/BrokersFinance Credit Suisse AG domestic office of foreign bank. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Stifel Nicolaus & Co., Inc. (Investment Management)
 Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus & Co., Inc. (Investment Management) (Stifel Nicolaus-IM) is the investment management division of Stifel Nicolaus & Co., Inc., a full-service brokerage and investment banking firm headquartered in St. Louis, Missouri. The firm was founded in 1975 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Stifel Nicolaus-IM provides investment management and services to institutions and individuals over a variety of asset classes. They also offer several wrap fee programs. | Investment Managers | Director of Investments |
Statistiques
Internationale
| Etats-Unis | 48 |
| Hong Kong | 3 |
| Îles Cayman | 2 |
Sectorielle
| Finance | 23 |
| Consumer Services | 22 |
| Commercial Services | 4 |
| Miscellaneous | 4 |
Opérationnelle
| Corporate Officer/Principal | 104 |
| Undergraduate Degree | 99 |
| Analyst-Equity | 84 |
| Director/Board Member | 80 |
| Portfolio Manager-Equities | 73 |
Relations les plus connectées
| Insiders | |
|---|---|
| Howard Marks | 20 |
| Kristina Salen | 20 |
| Bill Ebsworth | 19 |
| Salvatore Tirabassi | 18 |
| Marc Lehmann | 15 |
| Hadley Harris | 14 |
| Warren Neal Lieberfarb | 13 |
| Stephen Spinelli | 13 |
| Andrew Oh | 12 |
| Sonalie Figueiras | 11 |
| Pam Holding | 10 |
| Thomas Pologruto | 9 |
| Taran Sang Yong Bae | 9 |
| Vijay Chattha | 9 |
| Robert J. Fioretti | 8 |
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