Carlyn Edgar
Compliance Officer at Outlook Funds Trust
Network origin in Carlyn Edgar first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
240
| Public Company | Major Banks | 240 |
ALTX Trust
 ALTX Trust Investment Trusts/Mutual FundsMiscellaneous ALTX Trust operates as an open end investment management company. The company was founded on August 20, 2013 and is headquartered in Portland, ME.
7
| Private Company | Investment Trusts/Mutual Funds | 7 |
Outlook Funds Trust
 Outlook Funds Trust Financial ConglomeratesFinance Outlook Funds Trust operates as an open-end management investment company. It is an instrument which permits to offer separate series of shares of beneficial interest. The trust reserves the right to create and issue shares of additional funds. Outlook Funds Trust was founded on October 18, 2013 and is headquartered in Portland, ME.
3
| Private Company | Financial Conglomerates | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Carlyn Edgar via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Doctorate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Director/Board Member Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Chairman Chairman Director of Finance/CFO Analyst-Equity Chief Operating Officer | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Brysam Global Advisors LLC
 Brysam Global Advisors LLC Investment ManagersFinance Brysam Global Advisors LLC (Brysam Global Advisors) is a private equity firm founded in 2007 by Marjorie Magner and Robert Willumstad. The firm is headquartered in New York City. | Investment Managers | Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Chairman President President Analyst-Equity | |
| Columbia Business School | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Director/Board Member Undergraduate Degree | |
| CIT GROUP INC. | Major Banks | Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Comptroller/Controller/Auditor | |
The Partnership for New York City, Inc.
 The Partnership for New York City, Inc. Miscellaneous Commercial ServicesCommercial Services The Partnership for New York City operates as a charitable organization. It is a network of business leaders and corporations working for the economic and cultural betterment of all five boroughs of the city. The firm provides networking opportunities, conducts research, participates in policy making and lobbies government. The company was founded by David Rockefeller in 2002 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Chairman Director/Board Member | |
Itínere Infraestructuras SA
 Itínere Infraestructuras SA Engineering & ConstructionIndustrial Services Itínere Infraestructuras SA engages in the engineering, construction, maintenance, and operation of civil infrastructure. Its projects include water treatment facilities, parking complexes, highways, tunnels, and bridges. The company was founded on May 21, 1968 and is headquartered in Madrid, Spain. | Engineering & Construction | Director/Board Member Director/Board Member | |
| COMMERCIAL INTERNATIONAL BANK (EGYPT) S.A.E. | Regional Banks | Director/Board Member Director/Board Member | |
Royal Bank of Scotland (New York Branch)
 Royal Bank of Scotland (New York Branch) Major BanksFinance Part of NatWest Group Plc, Royal Bank of Scotland (New York Branch) is a commercial banking services provider. The company is based in New York, NY. | Major Banks | Corporate Officer/Principal Director of Finance/CFO | |
Vista Equity Partners Management LLC
 Vista Equity Partners Management LLC Investment ManagersFinance Vista Equity Partners Management LLC (VEP) is a private equity firm founded in the year 2000 by Robert Frederick Smith, Stephen J. Davis and Brian Niranjan Sheth. The firm is headquartered in Austin with an additional offices in Oakland, Chicago, New York and San Francisco . | Investment Managers | Private Equity Investor Private Equity Analyst | |
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 Director of Research - Equity | |
Lake Shore Savings Bank
 Lake Shore Savings Bank Savings BanksFinance Part of Lake Shore MHC, Lake Shore Savings Bank is a local bank that has been serving western New York for over 125 years. The company is based in Dunkirk, NY. The company offers a range of personal and business banking services. Kim C. Liddell has been the CEO of the company since 2023. | Savings Banks | Director/Board Member Comptroller/Controller/Auditor | |
DP World Australia Ltd.
 DP World Australia Ltd. Other TransportationTransportation DP World Australia Ltd. engages in the provision of marine cargo handling services. It offers containers off trains, ships and trucks, store and manage goods, empty container solutions, and warehousing solutions. It operates container terminals in Adelaide, Brisbane, Fremantle, Melbourne, and Sydney. The company was founded in 2006 and is headquartered in Sydney, Australia. | Other Transportation | Director/Board Member Director/Board Member | |
| LAKE SHORE BANCORP, INC. | Savings Banks | Comptroller/Controller/Auditor Comptroller/Controller/Auditor | |
Corsair Infrastructure Partners LP
 Corsair Infrastructure Partners LP Investment ManagersFinance Corsair Infrastructure Partners LP (Corsair Infrastructure) is a private equity subsidiary of Corsair Capital LLC founded in 2015. The firm is headquartered in New York with an additional office in London. | Investment Managers | Private Equity Investor Private Equity Investor | |
| CITIZENS FINANCIAL GROUP, INC. | Major Banks | Chief Executive Officer Director of Finance/CFO | |
Corsair Capital LLC
 Corsair Capital LLC Investment ManagersFinance Corsair Capital LLC (Corsair Capital) is a private equity firm, a subsidiary of Maximillian Management LLC founded in 2015 by Nicholas B. Paumgarten. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
| THE TRAVELERS COMPANIES | Property/Casualty Insurance | Corporate Officer/Principal Public Communications Contact | |
NewYork-Presbyterian Hospital
 NewYork-Presbyterian Hospital Hospital/Nursing ManagementHealth Services NewYork-Presbyterian Hospital offers healthcare services. Its services include surgery, corporate health, nephrology, dermatology, cardiology, hepatology, vascular care, emergency care, and ambulatory care. The company was founded in 1771 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
National Academy Foundation
 National Academy Foundation Investment Trusts/Mutual FundsMiscellaneous National Academy Foundation operates as a national network of education, business, and community leaders who work together to ensure high school students are college, career, and future ready. The company was founded by Sanford I. Weill in 1982 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Founder Director/Board Member | |
Citibank India Ltd.
 Citibank India Ltd. Regional BanksFinance Citibank India Ltd engages in banking and finance. Its services are divided in to two major segments: Institutional Clients Group (ICG) and Global Consumer Bank (GCB). It is founded in 1902 and is headquartered in Mumbai, India. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Wasserstein Perella & Co., Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
The Financial Services Forum
 The Financial Services Forum Finance/Rental/LeasingFinance The Financial Services Forum provides financial services. The non-profit company is based in Washington. The American company was founded by Keith Anderson Carby. | Finance/Rental/Leasing | Corporate Officer/Principal Chairman | |
| UNITEDHEALTH GROUP INC. | Managed Health Care | Director/Board Member Chief Executive Officer | |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Chairman Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Masters Business Admin | |
| Manhattanville College | College/University | Undergraduate Degree Undergraduate Degree | |
| Indian Institute of Management Ahmedabad | College/University | Masters Business Admin Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
AMG Funds LLC
 AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 |
Statistics
International
| United States | 43 |
| India | 3 |
| Mexico | 2 |
| Spain | 2 |
| Egypt | 2 |
Sectoral
| Finance | 28 |
| Consumer Services | 14 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
| Health Services | 3 |
Operational
| Director/Board Member | 308 |
| Corporate Officer/Principal | 234 |
| Undergraduate Degree | 80 |
| Independent Dir/Board Member | 70 |
| Private Equity Investor | 63 |
Most connected contacts
| Insiders | |
|---|---|
| James E. Hillman | 32 |
| Raymond McGuire | 31 |
| Vikram Pandit | 30 |
| Ellen Alemany | 30 |
| Lisa Maria Caputo | 27 |
| Ashok Valiram Vaswani | 22 |
| Charles O. Prince | 22 |
| Robert Willumstad | 22 |
| Douglas William Sesler | 21 |
| Rajeev K. L. Kakar | 21 |
| Daniel Callahan | 20 |
| Lewis B. Kaden | 18 |
| Sanford Weill | 17 |
| Robert L. Ryan | 17 |
| Joyce Phillips | 16 |
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