Alex Lee
Analyst-Equity at Sustainable Growth Advisers LP
Network origin in Alex Lee first degree
Entity | Entity type | Industry | |
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Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms.
21
| Subsidiary | Investment Managers | 21 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alex Lee via their personal network
Company | Sector | Related people | Main position |
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Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
The University of Sydney | College/University | Undergraduate Degree | |
Tsinghua University | College/University | Undergraduate Degree | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree | |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Analyst-Equity | |
Perpetual Investment Management Ltd.
Perpetual Investment Management Ltd. Investment ManagersFinance Perpetual Investment Management Ltd. (PIML) is the investment management subsidiary of Perpetual Ltd. (ASX: PPT) in Australia. Headquartered in Sydney, PIML provides a broad range of investment strategies and products to Australian and international institutions, not-for-profit organizations, small businesses, financial advisers, high net-worth individuals and families. | Investment Managers | Analyst-Equity | |
University of Scranton | College/University | Undergraduate Degree | |
Third Point LLC
Third Point LLC Investment ManagersFinance Third Point LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 1995 by Daniel S. Loeb and is a subsidiary of Third Point LP. Third Point provides discretionary investment advisory services to a variety of domestic and offshore private investment vehicles, single private equity-style fund and a separately-managed institutional account. | Investment Managers | Corporate Officer/Principal | |
Astatine Investment Partners LLC
Astatine Investment Partners LLC Investment ManagersFinance Astatine Investment Partners LLC (Astatine Investment Partners) is an independent private equity firm founded in 2005. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Corporate Officer/Principal | |
Yale University | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Dodge & Cox
Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and E. Morris Cox in 1930. They provide investment management services to institutions, individuals, and mutual funds and other pooled investment vehicles on a fully discretionary basis, subject to the investment objectives and investment guidelines of each client. | Investment Managers | Corporate Officer/Principal | |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Corporate Officer/Principal | |
Point72 Asset Management LP
Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Corporate Officer/Principal | |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Director of Investments | |
University of Maryland | College/University | Undergraduate Degree | |
University of Birmingham | College/University | Undergraduate Degree | |
Peru State College | College/University | Undergraduate Degree | |
D'Amore-Mckim School of Business | College/University | Graduate Degree | |
Citigroup Alternative Investments LLC
Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin | |
Indus Capital Partners LLC
Indus Capital Partners LLC Investment ManagersFinance Indus Capital Partners LLC (Indus) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 by David Kowitz, Sheldon Kasowitz and Byron Gill. Indus provides investment supervisory and management services on a discretionary basis primarily to commingled private investments funds and institutional clients. | Investment Managers | 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 | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Grand Distribution Services LLC
Grand Distribution Services LLC Investment Banks/BrokersFinance Grand Distribution Services LLC is a private company based in Milwaukee, WI. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin | |
University of California | College/University | Graduate Degree | |
JPMorgan Chase & Co. (Custody) | Corporate Officer/Principal | ||
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree | |
The Maritime Aquarium
The Maritime Aquarium Other Consumer ServicesConsumer Services The Maritime Aquarium is a non-profit organization located in Norwalk, CT. The private company has over 75 live exhibits featuring over 7,000 animals, including a variety of sea creatures such as harbor seals, jellyfish, and meerkats. The aquarium offers unlimited admission for one year with changing exhibits and seasonal events. The company also has a research vessel, "R/V Spirit of the Sound," that offers public cruises and can be transformed to host private charters. The newest member of their aquarium family is a male harbor seal pup named Sono, who was born on April 5, 2023, and is currently adjusting to life in Pinniped Cove. Visitors can purchase tickets for admission and 4D theater experiences. The aquarium is a popular destination for families with children and offers a fun and educational experience for all ages. | Other Consumer Services | Chairman | |
Trinity College (Connecticut) | College/University | Undergraduate Degree |
Statistics
International
United States | 46 |
Australia | 3 |
United Kingdom | 3 |
China | 2 |
Sectoral
Consumer Services | 26 |
Finance | 22 |
Process Industries | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 31 |
Analyst-Equity | 25 |
Investment Committee Member | 21 |
Undergraduate Degree | 20 |
Portfolio Manager-Equities | 14 |
Most connected contacts
Insiders | |
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HK Gupta | 10 |
Kishore Rao | 9 |
George Patrice Fraise | 9 |
Gordon Michael Marchand | 8 |
Rob Rohn | 7 |
Tucker Brown | 6 |
Julian Cochran | 6 |
Jon Richter | 6 |
David Oh | 6 |
Lu Ying Wang | 5 |
James Li | 5 |
Jonathan Shaham | 5 |
Pat Holway | 4 |
Pete Madej | 4 |
Courtney Owens | 3 |
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