Network origin in Jeffrey Chang first degree
Entity | Entity type | Industry | |
---|---|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.
12
| Subsidiary | Investment Managers | 12 |
West Coast Financial LLC
West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses.
7
| Private Company | Investment Managers | 7 |
Occidental College
3
| College/University | Other Consumer Services | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeffrey Chang via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | President | |
Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | Chief Investment Officer | |
Rochester Christian University | College/University | Undergraduate Degree | |
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-Equities | |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Investment Managers | Chief Investment Officer | |
PIONEER HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIONEER MUNICIPAL HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIONEER FLOATING RATE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIONEER DIVERSIFIED HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
MANNING & NAPIER, INC. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
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 | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
Stanford University | College/University | Graduate Degree | |
The College for Financial Planning, Inc. | College/University | Graduate Degree | |
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Boston College | College/University | Undergraduate Degree | |
Canisius College | College/University | Undergraduate Degree | |
Harvey Mudd College | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Doctorate Degree | |
Yale University | College/University | 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 | Undergraduate Degree | |
Mount Vernon Nazarene University | College/University | Undergraduate Degree | |
Nazareth College of Rochester (New York) | College/University | Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin | |
Quinnipiac University | College/University | Undergraduate Degree | |
St. Bonaventure University | College/University | Undergraduate Degree Undergraduate Degree | |
San Jose State University | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
Johnson Graduate School of Management | College/University | Masters Business Admin | |
ALLIANCEBERNSTEIN HOLDING L.P. | Investment Managers | Chief Investment Officer | |
The Hartford Cos.
The Hartford Cos. Specialty InsuranceFinance The Hartford Cos. provides property and casualty insurance services. | Specialty Insurance | Corporate Officer/Principal | |
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND | Investment Trusts/Mutual Funds | President | |
Bernstein Institutional Research Services | President | ||
Junior Achievement of Central Upstate New York, Inc.
Junior Achievement of Central Upstate New York, Inc. Other Consumer ServicesConsumer Services Junior Achievement of Central Upstate New York, Inc. is a non-profit organization that prepares and inspires students to succeed in a global economy. It offers in-school and after-school programs in financial literacy, workforce readiness and entrepreneurship. The company was founded in 1968 and is headquartered in Rochester, NY. | Other Consumer Services | Director/Board Member | |
W.G. Shaheen & Associates Ltd.
W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities. | Investment Managers | Portfolio Manager-Equities | |
University of California | College/University | Undergraduate Degree | |
Manning & Napier Group LLC
Manning & Napier Group LLC Financial ConglomeratesFinance Manning & Napier Group LLC provides investment services. It offers investment advisory, fund management, fund accounting, supervising services. The company was headquartered in Fairport, NY. | Financial Conglomerates | President | |
The Fuqua School of Business | College/University | Masters Business Admin | |
The Martin J. Whitman School of Management | College/University | Undergraduate Degree | |
University of Rochester Simon Business School | College/University | Masters Business Admin | |
GSB Impact (Venture Capital)
GSB Impact (Venture Capital) Investment ManagersFinance GSB Impact (Venture Capital) (GSB Impact) is a venture capital subsidiary of Stanford University founded in 2015. The firm is headquartered in Stanford, California. | Investment Managers | Chief Operating Officer |
Statistics
International
United States | 49 |
Sectoral
Consumer Services | 25 |
Finance | 19 |
Miscellaneous | 7 |
Health Technology | 2 |
Operational
Undergraduate Degree | 20 |
Portfolio Manager-Equities | 19 |
Analyst-Equity | 12 |
Director/Board Member | 12 |
Corporate Officer/Principal | 8 |
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