Jared Lee Marks
Analyst-Equity at Chartwell Investment Partners LLC
Network origin in Jared Lee Marks first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
759
| College/University | Other Consumer Services | 759 |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.
50
| Subsidiary | Investment Managers | 50 |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.
22
| Subsidiary | Investment Managers | 22 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jared Lee Marks 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-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
| PRGX GLOBAL, INC. | Miscellaneous Commercial Services | Director/Board Member | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Keyedin Solutions Holdings, Inc.
 Keyedin Solutions Holdings, Inc. Packaged SoftwareTechnology Services Keyedin Solutions Holdings, Inc. operates as an international business software company. The company was founded by Lauri Klaus and Brad Klaus and is headquartered in Minneapolis, MN. | Packaged Software | Director/Board Member | |
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Analyst | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Alpine Woods Capital Investors LLC
 Alpine Woods Capital Investors LLC Investment ManagersFinance Alpine Woods Capital Investors LLC (AWCI) is a SEC-registered investment advisor and hedge fund manager headquartered in Purchase, New York. The firm was founded by Samuel Lieber and Stephen Lieber in 1997 as Alpine Management & Research LLC. They are a wholly-owned subsidiary of Alpine Saxon Woods LLC. AWCI provides investment advisory services to pooled investment vehicles. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| ABERDEEN ASSET MANAGEMENT | Investment Managers | Chief Operating Officer Director of Finance/CFO | |
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 Consultant / Advisor | |
H.I.G Capital LLC (Private Equity)
 H.I.G Capital LLC (Private Equity) Investment ManagersFinance H.I.G. Capital LLC (H.I.G Capital) is a private equity division of H.I.G. Capital LLC founded in 1993 by Sami W Mnaymneh and Anthony A Tamer. The firm is headquartered in Miami, Florida with offices in Europe, Latin America and Middle East. | Investment Managers | Private Equity Investor Private Equity Investor | |
American Securities LLC
 American Securities LLC Investment ManagersFinance American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States. | Investment Managers | Private Equity Investor Private Equity Investor | |
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 | |
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 | Analyst-Equity Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate 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 | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| London Business School | College/University | Sales & Marketing Masters Business Admin Masters Business Admin | |
| Emory University | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Swarthmore College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Masters Business Admin Graduate Degree | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Cambridge | College/University | Graduate Degree Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Serent Capital Management Co. LLC
 Serent Capital Management Co. LLC Investment ManagersFinance Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
| ABRDN GLOBAL INFRASTRUCTURE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
NWD Investment Management, Inc.
 NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
ISME Pvt Ltd.
 ISME Pvt Ltd. Investment ManagersFinance ISME Pvt Ltd (ISME ACE) is a venture capital firm founded in 2017 by Raakhe Kapoor Tandon. The firm is headquartered in Mumbai, Maharashtra. | Investment Managers | Founder | |
Consonance Capital Partners LLC
 Consonance Capital Partners LLC Investment ManagersFinance Consonance Capital Partners LLC (Consonance Capital Partners ) is a venture capital subsidiary of Consonance Capital Group founded in 2005 by Mitchell Blutt, MD, Nancy-Ann DeParle, Benjamin Edmands and Stephen McKenna. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
| Fox School of Business | College/University | Undergraduate Degree | |
Drake Star Partners Ltd.
 Drake Star Partners Ltd. Investment ManagersFinance Drake Star Partners Ltd. provides investment services. It focuses on the technology, media and communications sectors. The firm has offices in New York, London, Paris, Munich, Los Angeles, Berlin, Amsterdam, Geneva and Tokyo. The company is headquartered in London, the United Kingdom. | Investment Managers | President | |
Embotics Corp.
 Embotics Corp. Packaged SoftwareTechnology Services Embotics Corp. provides enterprise-class cloud management software. Its products include vCommander, vCommander architecture and ecosystem integrations. The firm’s solutions include applications/PaaS, cloud governance, cloud expense management, DevOps automation, lab automation, Microservices and containers. The company was founded by Jay Litkey on March 2006 and is headquartered in Kanata, Canada. | Packaged Software | Director/Board Member | |
ICIX International, Inc.
 ICIX International, Inc. Internet Software/ServicesTechnology Services ICIX International, Inc. engages in connecting, sharing data and managing the performance and risk of global supply chains. The company’s network and risk management applications enable trading partners to connect and collaborate in order to verify and monitor business-critical information on products, trading partners and facilities. The company was founded by Matthew J. Smith and Tim Marchington in 2004 and is headquartered in South San Francisco, CA. | Internet Software/Services | Director/Board Member | |
Sourcepoint Technologies, Inc.
 Sourcepoint Technologies, Inc. Packaged SoftwareTechnology Services Sourcepoint Technologies, Inc. provides compensation platform for premium publishers. The firm offers CMP, consent vault, strategic services, declared data capture, altpay, altad and ad block management. The company was founded by Geir Magnusson, Jr., Brian Kane, Benjamin Barokas, Joseph P. Carlucci, Max Newbould and Jeroen Seghersand in 2015 and is headquartered in New York, NY. | Packaged Software | Director/Board Member |
Statistics
International
| United States | 41 |
| United Kingdom | 5 |
| Spain | 2 |
| India | 2 |
| Canada | 2 |
Sectoral
| Finance | 20 |
| Consumer Services | 20 |
| Commercial Services | 5 |
| Technology Services | 5 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 140 |
| Corporate Officer/Principal | 104 |
| Undergraduate Degree | 101 |
| Masters Business Admin | 67 |
| Private Equity Investor | 59 |
Most connected contacts
| Insiders | |
|---|---|
| Peter Gajdos | 26 |
| Steven Finn | 22 |
| Andrew Wiechkoske | 18 |
| Thomas Robertson | 16 |
| Mark Ludwig | 16 |
| David Bard | 16 |
| Gal Gitter | 15 |
| Yaron Breski | 13 |
| Justin Green | 13 |
| Samir Malik | 12 |
| Esmond Greene | 12 |
| Kareem Sawy | 11 |
| Matt Hively | 11 |
| Rama Sekhar | 11 |
| Greg Hopper | 10 |
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