Network origin in Joe Kalish first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.
56
| Subsidiary | Investment Managers | 56 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joe Kalish via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Dow Jones & Co., Inc.
 Dow Jones & Co., Inc. Internet Software/ServicesTechnology Services Dow Jones & Co., Inc publishes financial information and news. It offers news through newspapers, newswires, websites, apps, newsletters, magazines, proprietary databases, conferences and more. The firm?s premier brands include The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and SmartMoney. The company was founded by Edward Davis Jones, Charles Henry Dow and Charles Milford Bergstresser in 1882 and is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
| INTERACTIVE DATA | Internet Software/Services | Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree | |
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 | Corporate Officer/Principal | |
Northwestern Mutual Investment Services LLC
 Northwestern Mutual Investment Services LLC Investment ManagersFinance Northwestern Mutual Investment Services LLC (NMIS) is an asset management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1968 and is a wholly owned subsidiary of The Northwestern Mutual Life Insurance Co. NMIS serves the investment planning and product needs of individuals and businesses through high-quality products, personal service and innovative solutions. | Investment Managers | Corporate Officer/Principal | |
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Investment Managers | Corporate Officer/Principal | |
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Analyst-Equity | |
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Chief Investment Officer | |
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 | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Graduate Degree Graduate Degree | |
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 | Undergraduate Degree Doctorate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree Masters Business Admin | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Eckerd College | College/University | Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree | |
| Florida International University | College/University | Masters Business Admin Undergraduate Degree | |
| Florida State University | College/University | Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
BCA Research, Inc.
 BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Edinburgh | College/University | Doctorate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Laurentian | College/University | Undergraduate Degree | |
| The University of Alabama | College/University | Undergraduate Degree | |
| University of South Florida | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Florida | College/University | Graduate Degree Corporate Officer/Principal Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Central Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Aston | College/University | Masters Business Admin | |
| University of Bielefeld | College/University | Graduate Degree | |
Coral Gables Trust
 Coral Gables Trust Investment Trusts/Mutual FundsMiscellaneous Coral Gables Trust is the largest independent trust company in the south. Coral Gables Trust is based in Coral Gables, FL. The company's professionals have a wealth of experience in administering special needs trust. The company provides the benefit of professional investment management and experienced snt administrators. The company was founded by James W. Davidson. The CEO is Donald A. Kress. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Embry-Riddle Aeronautical University | College/University | Undergraduate Degree | |
| Sciences Po | College/University | Undergraduate Degree | |
| University of Georgia | College/University | Masters Business Admin | |
| College of Business Administration (US) | College/University | Graduate Degree |
Statistics
International
| United States | 39 |
| Canada | 3 |
| United Kingdom | 3 |
| Germany | 3 |
| France | 2 |
Sectoral
| Consumer Services | 25 |
| Finance | 16 |
| Technology Services | 5 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Operational
| Analyst-Equity | 54 |
| Corporate Officer/Principal | 54 |
| Undergraduate Degree | 51 |
| Market Strategist | 30 |
| Masters Business Admin | 18 |
Most connected contacts
| Insiders | |
|---|---|
| Jim L. Farrell | 10 |
| Bashar Al-Rehany | 9 |
| Mike Sanders | 9 |
| Sam Burns | 8 |
| Matthias Paul | 8 |
| Daniel Chin | 8 |
| Amy Lubas | 8 |
| John Edward LaForge | 7 |
| Tom Hansen | 7 |
| Gary Sarkissian | 6 |
| Neil Leeson | 6 |
| Pat Tschosik | 6 |
| Steve Sellers | 5 |
| Paul Jakubowicz | 5 |
| Brian Thomas Sanborn | 5 |
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