John Joseph Lee
Portfolio Manager-Equities at Peapack-Gladstone Bank (Investment Management)
Network origin in John Joseph Lee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of South Carolina
95
| College/University | Other Consumer Services | 95 |
Peapack-Gladstone Bank (Investment Management)
 Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations.
28
| Operating Division | Investment Managers | 28 |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).
12
| Subsidiary | Investment Managers | 12 |
PNC Bank, NA
 PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA.
5
| Subsidiary | Major Banks | 5 |
DBL Holdings LLC
 DBL Holdings LLC General GovernmentGovernment DBL Holdings LLC provides financial services. The private company is based in New York, NY. The company was founded by Ira Scott Greenspan.
4
| Private Company | General Government | 4 |
First Fidelity Bank (Oklahoma City, Oklahoma)
 First Fidelity Bank (Oklahoma City, Oklahoma) Regional BanksFinance First Fidelity Bank, financial security means having a relationship with professionals who make customer, and customer's financial goals, their top priority. Customer's banker is not only a trusted colleague, but customer's personal financial consultant. It believes banking means putting customers first. Though it has grown to 28 full-service locations, it is a growing community bank with a small bank attitude. Our growth provides the ability to compete with the largest banks in the country. Its established deposit base allows for flexibility in offering a complete financial option for both families and small-to mid-sized businesses. Its client-focused commitment makes First Fidelity Bank a strong, reliable partner in the communities it serves. As 2010 marks its 90th Anniversary, it proudly 7 continues its commitment to superior customer service, honest lending and community stewardship. Through its strong reputation, it works hard every day to out big the small banks and out small the big banks.
2
| Subsidiary | Regional Banks | 2 |
Merrill Lynch & Co., Inc.
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John Joseph Lee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Public Service Company of North Carolina, Inc.
 Public Service Company of North Carolina, Inc. Gas DistributorsUtilities Public Service Co. of North Carolina, Inc. supplies natural gas. The company is headquartered in Columbia, SC. | Gas Distributors | Human Resources Officer Director/Board Member | |
| SCANA CORPORATION | Electric Utilities | Human Resources Officer Chief Executive Officer Director/Board Member | |
Dominion Energy South Carolina, Inc.
 Dominion Energy South Carolina, Inc. Electric UtilitiesUtilities Dominion Energy South Carolina, Inc. generates, transmits, distributes and sells electricity. The company operates through following segments: Electric Operations, Gas Distribution, Gas Marketing & All Other. It offers electricity to retail and wholesale customers and the purchase, sale and transportation of natural gas to retail customers. The firm also offers chemicals, educational services, paper products, food products, lumber and wood products, health services, textile manufacturing, rubber and miscellaneous plastic products and fabricated metal products. The company was founded in 1924 and is headquartered in Cayce, SC. | Electric Utilities | Human Resources Officer Chief Executive Officer Director/Board Member | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal | |
| PEAPACK-GLADSTONE FINANCIAL CORPORATION | Regional Banks | Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
| SOUTHERN FIRST BANCSHARES, INC. | Regional Banks | Corporate Officer/Principal Director of Finance/CFO | |
Nelson Mullins Riley & Scarborough LLP
 Nelson Mullins Riley & Scarborough LLP Miscellaneous Commercial ServicesCommercial Services Nelson Mullins Riley & Scarborough LLP provides legal services. It offers advisory, counseling, corporate, economic development, and other related legal services to individuals and businesses. The company was founded by Patrick Henry Nelson II in 1897 and is headquartered in Columbia, SC. | Miscellaneous Commercial Services | President Corporate Officer/Principal 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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Xavier University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Louisiana State University | College/University | Graduate 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 | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal President | |
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
South Carolina Bankers Association
 South Carolina Bankers Association Miscellaneous Commercial ServicesCommercial Services South Carolina Bankers Association engages in the provision of services for legislative, regulatory, educational, and value-added. It offers bank robbery posters, community investment corporation, thumbprint signature, and services offered by preferred vendors and associate members. The company was founded in 1901 and is headquartered in Columbia, SC. | Miscellaneous Commercial Services | Chief Executive Officer Corporate Officer/Principal Chairman Chairman | |
| Financial Managers Society, Inc. | President Corporate Officer/Principal | ||
| South Carolina Association of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| South Carolina Bar Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal General Counsel Corporate Officer/Principal | ||
Southern First Bank (South Carolina)
 Southern First Bank (South Carolina) Regional BanksFinance Southern First Bank operates as a nationally chartered commercial bank. It provides cash management services, such as online banking; automated clearing house and wire transfers; business checking accounts; money market accounts; and certificates of deposit. The company was founded by Art Seaver in 2000 headquartered in Greenville, SC. | Regional Banks | Director of Finance/CFO President | |
| The Children's Trust Fund of South Carolina | Director/Board Member Chairman | ||
Peapack-Gladstone Bank
 Peapack-Gladstone Bank Regional BanksFinance Peapack-Gladstone Bank operates as a commercial bank. It provides private banking services to businesses, non-profits and consumers. The firm offers wealth management, commercial and retail solutions, including residential lending and online platforms to clients. The company was founded in 1921 and is headquartered in Bedminster, NJ. | Regional Banks | Corporate Officer/Principal Chief Investment Officer Chief Executive Officer Corporate Officer/Principal | |
| Columbia Business School | College/University | Consultant / Advisor Masters Business Admin Masters Business Admin | |
| South Carolina State University Foundation, Inc. | Treasurer Director/Board Member | ||
| South Carolina Bankers School | College/University | Graduate Degree Chairman | |
| Columbia Urban League | Director/Board Member Director/Board Member | ||
| SABRE CORPORATION | Packaged Software | Director/Board Member Chairman | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Saluda Shoals Foundation | Director/Board Member Treasurer | ||
| Governor's School for Science & Mathematics Foundation | Director/Board Member Director/Board Member |
Statistics
International
| United States | 48 |
| Canada | 2 |
Sectoral
| Finance | 18 |
| Consumer Services | 13 |
| Commercial Services | 6 |
| Utilities | 4 |
| Transportation | 2 |
Operational
| Corporate Officer/Principal | 206 |
| Director/Board Member | 168 |
| Undergraduate Degree | 101 |
| President | 55 |
| Portfolio Manager-Equities | 45 |
Most connected contacts
| Insiders | |
|---|---|
| F. Justin Strickland | 25 |
| Jimmy Evan Addison | 25 |
| Larry Kellner | 25 |
| Wayne M. Rehberger | 21 |
| Steven W. Pasko | 21 |
| James Bennett | 19 |
| Roger L. Fidler | 19 |
| Steve Winograd | 15 |
| Darrell Rains | 15 |
| David E. Dukes | 14 |
| Rashed Hamad Rahma Al-Shamsi | 13 |
| George Bravante | 13 |
| John Babcock | 12 |
| James M. Austin | 12 |
| Rob Vogel | 12 |
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