Carleton P. Erdman
Chief Executive Officer at PARDEE RESOURCES COMPANY
Network origin in Carleton P. Erdman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CFA Society of Philadelphia
24
| Non-Profit Organization | 24 | |
| Public Company | Coal | 15 | |
National Council of Coal Lessors, Inc.
5
| Private Company | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Carleton P. Erdman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Director of Research - Equity Analyst-Fixed Income Analyst-Fixed Income Sales & Marketing | |
| LINCOLN NATIONAL CORPORATION | Life/Health Insurance | Chief Investment Officer Corporate Officer/Principal | |
| RANGER OIL CORPORATION | Oil & Gas Production | President Director/Board Member | |
| SEI INVESTMENTS COMPANY | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
| WISDOMTREE, INC. | Investment Trusts/Mutual Funds | Chief Investment Officer | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
| PVR GP LLC | Chairman President | ||
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
Chartered Alternative Investment Analyst Association
 Chartered Alternative Investment Analyst Association Miscellaneous Commercial ServicesCommercial Services The Chartered Alternative Investment Analyst Association provides educational and professionalism services in the field of alternative investments. The private company is based in Amherst, MA and has subsidiaries in Switzerland and Canada. The company was founded by Alexander M. Ineichen, Jayson Reagan Bronchetti, Peter Douglas, Florence Lombard. William J Kelly has been the CEO of the company since 2014. | Miscellaneous Commercial Services | Founder | |
Lincoln Financial Investments Corp.
 Lincoln Financial Investments Corp. Investment ManagersFinance Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies. | Investment Managers | President | |
| University of Pennsylvania | College/University | Graduate Degree | |
| Drexel University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Haverford College | College/University | Undergraduate Degree Undergraduate Degree | |
| King's College (Pennsylvania) | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Philadelphia University | College/University | Director/Board Member Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
Mondrian Investment Partners (US), Inc.
 Mondrian Investment Partners (US), Inc. Investment ManagersFinance Mondrian Investment Partners (US), Inc. (MIP) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by Patricia Karolyi in 1990 and is a subsidiary of Mondrian Investment Group (US), Inc. MIP’s sole activity is to carry out the marketing and client services activities for Mondrian Investment Partners Ltd. (MIPL) in North America., which provides investment management services (the investment and reinvestment of assets) to a broad-based group of international institutional investors. | Investment Managers | Chief Executive Officer Founder Portfolio Manager-Equities | |
Kentucky Coal Association
 Kentucky Coal Association Miscellaneous Commercial ServicesCommercial Services The Kentucky Coal Association is an organization dedicated to promoting the welfare of the coal industry. The association is based in Kentucky. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| West Virginia Association of Geospatial Professionals | Corporate Officer/Principal Corporate Officer/Principal | ||
Pennsylvania Institute of Certified Public Accountants
 Pennsylvania Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Energy & Mineral Law Foundation | Director/Board Member Director/Board Member | ||
| Mondrian China A-Share Concentrated Equity Fund LP | Director/Board Member Director/Board Member | ||
Mondrian Qrpey Local Currency Emd Fund LP
 Mondrian Qrpey Local Currency Emd Fund LP Financial ConglomeratesFinance Mondrian Qrpey Local Currency Emd Fund LP is an investment fund. The company is headquartered in headquartered, DE. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Kentucky Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin | |
Aurora Diagnostics LLC
 Aurora Diagnostics LLC Medical/Nursing ServicesHealth Services Aurora Diagnostics LLC provides pathology services and cancer diagnostics. It offers dermatopathology, gastrointestinal, hermatopathology, molecular diagnostic, pathology consultation, and urologic pathology services. The company was founded by Martin J. Stefanelli and James C. New in June 2006 and is headquartered in Palm Beach Gardens, FL. | Medical/Nursing Services | Founder | |
American Society of Appraisers
 American Society of Appraisers Miscellaneous Commercial ServicesCommercial Services American Society of Appraisers provides education, accreditation and publication for appraisers. It offers international organization of professional appraisers representing all appraisal disciplines: appraisal review and management, business valuation, gems and jewelry, machinery and technical specialties, personal property and real property. The company was founded in 1952 and is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Clinical Laboratory Management Association, Inc.
 Clinical Laboratory Management Association, Inc. Miscellaneous Commercial ServicesCommercial Services Clinical Laboratory Management Association, Inc. operates as a professional membership organization. The company was founded in 1976 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Medical Group Management Association
 Medical Group Management Association Miscellaneous Commercial ServicesCommercial Services The Medical Group Management Association operates as a professional association for medical group management. The private company is based in Englewood, CO. Halee S. Fischer-Wright has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Haverford Capital Advisors, Inc.
 Haverford Capital Advisors, Inc. Investment ManagersFinance Haverford Capital Advisors, Inc. is a financial consulting firm. It specializes in providing valuation, corporate finance, and merger and acquisition advisory services. The company was founded in 1994 by Christopher Jahnle and Kirk A. Rebane and is headquartered in Paoli, PA. | Investment Managers | Founder | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree | |
| Children's Village (Philadelphia) | Director/Board Member | ||
| Western Connecticut State University | College/University | Undergraduate Degree | |
| CITRS, Inc. | Director/Board Member |
Statistics
International
| United States | 48 |
| Hong Kong | 2 |
Sectoral
| Finance | 15 |
| Consumer Services | 13 |
| Commercial Services | 8 |
| Miscellaneous | 6 |
| Energy Minerals | 2 |
Operational
| Corporate Officer/Principal | 158 |
| Director/Board Member | 58 |
| Undergraduate Degree | 37 |
| President | 17 |
| Portfolio Manager-Equities | 16 |
Most connected contacts
| Insiders | |
|---|---|
| Roger Allen Early | 18 |
| Stephen Barker | 15 |
| Thomas Lopus | 13 |
| George K. Hickox | 13 |
| Sherry Rexroad | 13 |
| Karen Grimes | 12 |
| Benjamin A. Burditt | 12 |
| Helen R. Bosley | 12 |
| Chauncey S. R. Curtz | 11 |
| Gregory Wooten | 10 |
| Wayne Anglace | 10 |
| David Foulke | 10 |
| Keith D. Horton | 10 |
| Robert Anthony Vogel | 10 |
| J. Scott Coleman | 10 |
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