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Network origin in Joanna Chen first degree
Entity | Entity type | Industry | |
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Zephyr Management LP
![]() Zephyr Management LP Investment ManagersFinance Zephyr Management LP (Zephyr Management) is a private equity firm founded in 1994 by Thomas Barry. The firm is headquartered in New York.
18
| Private Company | Investment Managers | 18 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joanna Chen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Chief Executive Officer | |
Mitchell Hutchins Institutional Investors, Inc.
![]() Mitchell Hutchins Institutional Investors, Inc. Investment ManagersFinance Mitchell Hutchins Institutional Investors, Inc. provides investment advisory services. The private company is based in New York, NY. | Investment Managers | Chief Executive Officer | |
United Retail Group, Inc.
![]() United Retail Group, Inc. Apparel/Footwear RetailRetail Trade United Retail Group, Inc. provides plus size clothing for women. Its products include tops, bottoms, denim, dresses, coats and jackets, shoes, and other accessories. The company was founded in 1983 and is headquartered in Wilmington, DE. | Apparel/Footwear Retail | Corporate Officer/Principal | |
New York Life Investment Management LLC
![]() New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Analyst-Equity | |
Jennison Associates LLC
![]() Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates manages equity, fixed income, and custom solutions portfolios in a range of styles, geographies and market capitalizations for various clients. | Investment Managers | Corporate Officer/Principal | |
Harvest Management LLC
![]() Harvest Management LLC Investment ManagersFinance Harvest Management LLC (Harvest) is an independent registered hedge fund manager headquartered in New York City. The firm was founded by J. Morgan Rutman in 1993. Harvest manages assets on a discretionary basis in two private investment funds and one managed account. | Investment Managers | Corporate Officer/Principal | |
Investment Company Institute
![]() Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
Guardian Capital LP
![]() Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Investment Managers | Corporate Officer/Principal | |
Neuberger Berman BD LLC
![]() Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities | |
Publishers Clearing House, Inc.
![]() Publishers Clearing House, Inc. Wholesale DistributorsDistribution Services Publishers Clearing House, Inc. supplies magazine subscriptions for publishers. It offers videos, music, books, jewelry, health, beauty products, and collectibles. The company was founded in 1953 and is headquartered in Jericho, NY. | Wholesale Distributors | Corporate Officer/Principal | |
US Department of Housing & Urban Development (DC) | General Government | Corporate Officer/Principal | |
Channing Capital Management LLC
![]() Channing Capital Management LLC Investment ManagersFinance Channing Capital Management LLC (Channing) is a privately-held investment management firm headquartered in Chicago, Illinois. The firm was founded in 2003 by Eric McKissack, Rodney Herenton and Wendell Mackey. Channing provides investment advisory services for institutional investors. | Investment Managers | Portfolio Manager-Equities | |
The Chatterjee Group
![]() The Chatterjee Group Financial ConglomeratesFinance The Chatterjee Group (TCG) is a strategic investor with headquarters in the USA. The private company is based in New York, NY, and has subsidiaries in the United Kingdom, United States, Cayman Islands, and Mauritius. TCG recently launched a not-for-profit initiative, TCG Crest, which is a next-generation research university with intense collaboration with other research centers, both academic and in the industry. The four centers currently operational are in neuroscience, quantum computing, solid-state battery (in sustainable energy), and artificial intelligence/machine learning. Founded by Dr. Chatterjee in the mid-80s, TCG focuses on knowledge-based industries and owns and controls companies as long-term investments in several sectors, including petrochemicals, pharmaceuticals, biotech, and technology. | Financial Conglomerates | Corporate Officer/Principal | |
W.P. Stewart Asset Management Ltd.
![]() W.P. Stewart Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of AllianceBernstein Holding LP, W.P. Stewart Asset Management Ltd. provides investment advice. The company is based in Jericho, NY. W.P. Stewart Asset Management was acquired by W. P. Stewart & Co. Ltd. (Bermuda) on December 03, 2001 for $7.90 million. | Investment Trusts/Mutual Funds | Chairman | |
Tuskegee University | College/University | Director/Board Member | |
Berkeley College | College/University | Undergraduate Degree | |
Queens College | College/University | Undergraduate Degree | |
Hofstra University | College/University | Undergraduate Degree | |
Stevens Institute of Technology | College/University | Graduate Degree | |
Marist College | College/University | Undergraduate Degree | |
Yale University | College/University | Graduate 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 | |
New York University | College/University | Undergraduate Degree | |
Pace University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Graduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
University of Southern Mississippi | College/University | Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
Baruch College | College/University | Undergraduate Degree | |
Barnard College | College/University | Undergraduate Degree | |
Corsis LLC
![]() Corsis LLC Investment ManagersFinance Corsis LLC provides investment services. It offers due diligence, technology advisory, security and licensing analysis, and policy and procedure development. The company was founded by David Barnett in 1993 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Gerson Lehrman Group, Inc.
![]() Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Gerson Lehrman Group, Inc. provides membership network for learning and expertise. The firm promotes knowledge exchange through conversations, small group convenings, mentorships, surveys, and other interactions with its network of experts. The company was founded by Alexander Saint-Amand, Thomas D. Lehrman, and Mark Gerson in 1998 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Kleinwort Benson, Inc.
![]() Kleinwort Benson, Inc. Investment Banks/BrokersFinance Part of Commerzbank AG, Kleinwort Benson, Inc. is a security brokers, dealers, and American flotation company. | Investment Banks/Brokers | Chief Executive Officer | |
Bear Stearns Financial Products, Inc. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Hunt Mortgage Group LLC
![]() Hunt Mortgage Group LLC Real Estate Investment TrustsFinance Hunt Mortgage Group LLC provides real estate finance and investment services. The firm offers every layer of capital for multifamily, conventional, retail, office, mixed use and industrial properties through the different business groups. The company was founded in 1972 and is headquartered in New York, NY. | Real Estate Investment Trusts | Corporate Officer/Principal | |
O'Shaughnessy Asset Management LLC
![]() O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Investment Managers | Analyst-Equity | |
Chase Investors Management Corp. | President | ||
Miles Software Solutions Pvt Ltd.
![]() Miles Software Solutions Pvt Ltd. Packaged SoftwareTechnology Services Miles Software Solutions Pvt Ltd. provides comprehensive technology solutions to wealth and asset management firms. It provides moneyware, investment compliance, investmentpro, collateral & loan management solution, custody solution, support & integration services, and enterprise data management, managed services, reporting services and SaaS compliance & regulatory reporting products. The company was founded by Milan Manharkant Ganatra in 1999 and is headquartered in Mumbai, India. | Packaged Software | Director/Board Member | |
ZP India Advisory Pvt Ltd.
![]() ZP India Advisory Pvt Ltd. Investment ManagersFinance ZP India Advisory Pvt Ltd. was founded in 2007 and is based in Bengaluru, IN. The private company engages in the business of providing establishment and management of funds, investment advice, consultancy, and other non-fund related activities services. | Investment Managers | Director/Board Member | |
Columbia Business School | College/University | Masters Business Admin |
Statistics
International
United States | 46 |
Canada | 4 |
India | 3 |
Sectoral
Finance | 24 |
Consumer Services | 20 |
Commercial Services | 3 |
Retail Trade | 2 |
Distribution Services | 2 |
Operational
Corporate Officer/Principal | 28 |
Undergraduate Degree | 17 |
Director/Board Member | 5 |
President | 5 |
Portfolio Manager-Equities | 5 |
Most connected contacts
Insiders | |
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Edward Stephen | 14 |
Jim D. Awad | 8 |
Roy S. Kelvin | 7 |
Ashvin Viswanathan | 5 |
Juan Molina | 5 |
Margie Chin | 4 |
Delilah Rothenberg | 4 |
Mark Aminov | 4 |
Robin L. Rains | 4 |
John Irwin | 3 |
Nichole D. McElroy | 3 |
Mathew Samuel | 3 |
James Nicholson | 3 |
Vivian Kwong | 2 |
Casey Coler | 2 |
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