Jon Philip Michael Sobotkin
Portfolio Manager-Equities at Blue Bell Private Wealth Management LLC
Network origin in Jon Philip Michael Sobotkin first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Pennsylvania State University
239
| College/University | Other Consumer Services | 239 |
Blue Bell Private Wealth Management LLC
 Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jon Philip Michael Sobotkin via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CELGENE | Biotechnology | Director/Board Member | |
| FIRST CITIZENS BANCSHARES, INC. | Regional Banks | Corporate Officer/Principal | |
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. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor Consultant / Advisor | |
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 Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income Economist | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree Director/Board Member | |
Necessary Ventures LLC
 Necessary Ventures LLC Investment ManagersFinance Necessary Ventures LLC (Necessary Ventures) is a venture capital firm founded in 2020 by Neil Devani. The firm is headquartered in San Francisco, California. | Investment Managers | Founder Private Equity Analyst | |
| Duquesne University of The Holy Spirit | College/University | Graduate Degree Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Virginia | College/University | Graduate Degree Director/Board Member | |
Pioneer Fund/NY/
 Pioneer Fund/NY/ Investment ManagersFinance Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin | |
Hirtle, Callaghan & Co. LLC
 Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Unusual Productions China Ltd. | Director/Board Member | ||
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 | |
| Impact Culture & Entertainment Chengdu Co. Ltd. | Director/Board Member | ||
| Infinity Project Managerment Ltd. | Director/Board Member | ||
| Engineering Impact Ltd. | Director/Board Member | ||
| Unparalleled Equipment Ltd. | Director/Board Member | ||
| Unusual Impact Hong Kong Ltd. | Director/Board Member | ||
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Fixed Income | |
| Bank of America Merrill Lynch (New York) | Corporate Officer/Principal | ||
PennantPark Investment Advisers LLC
 PennantPark Investment Advisers LLC Investment ManagersFinance PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles. | Investment Managers | Private Equity Investor | |
| Womens Audio Mission | Director/Board Member | ||
Actuate Therapeutics, Inc.
 Actuate Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Actuate Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in developing therapeutics which target cancers and neurodegenerative diseases. It offers treatment for cancer and inflammatory diseases. It focuses on developing elraglusib. The company was founded by Andrew P. Mazar on January 16, 2015 and is headquartered in Fort Worth, TX. | Pharmaceuticals: Major | Director/Board Member | |
| University of California | College/University | Doctorate Degree | |
Kairos Venture Investments LLC
 Kairos Venture Investments LLC Investment ManagersFinance Kairos Venture Investments LLC (Kairos Venture) is a venture capital firm founded in 2015 by Jim Demetriades. The firm is headquartered in Beverly Hills, California. | Investment Managers | Private Equity Investor | |
| Wolf Trap Foundation for the Performing Arts | Corporate Officer/Principal | ||
| SUZHOU ZELGEN BIOPHARMACEUTICALS CO.,LTD. | Pharmaceuticals: Major | Director/Board Member | |
Levine School of Music
 Levine School of Music Miscellaneous Commercial ServicesCommercial Services Levine School of Music specializes in private and group music lessons and classes to people of all ages. The company was founded by Ruth P. Cogen, Diana R. Engel and Jaclin L. Marlin in 1976 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Voxer, Inc.
 Voxer, Inc. Specialty TelecommunicationsCommunications Voxer, Inc. provides a walkie talkie application for smart phones. Its platform enables users to send instant audio, text, photo and location messages to one or a group of their friends. The company was founded by Tom Katis in 2007 and is headquartered in San Francisco, CA. | Specialty Telecommunications | Sales & Marketing | |
| Raise For Good | Consultant / Advisor | ||
RAM Energy LLC
 RAM Energy LLC Oilfield Services/EquipmentIndustrial Services RAM Energy LLC operates as an independent oil and natural gas producer. It engages in the acquisition, exploration, and development of both conventional and non-conventional oil and gas assets. The company was founded on April 25, 2012 and is headquartered in Tulsa, OK. | Oilfield Services/Equipment | Director/Board Member | |
Black Innovation Alliance
 Black Innovation Alliance Other Consumer ServicesConsumer Services Black Innovation Alliance provides services to promote black leadership and fair participation in the economy. | Other Consumer Services | Corporate Officer/Principal | |
| Zebras Unite | Founder | ||
Black & Brown Founders, Inc.
 Black & Brown Founders, Inc. Miscellaneous Commercial ServicesCommercial Services Black & Brown Founders, Inc. is a non-profit organization that provides community, education, and access to entrepreneurs. The American company was founded by Aniyia L. Williams. | Miscellaneous Commercial Services | Founder | |
Omidyar Network LLC
 Omidyar Network LLC Investment ManagersFinance Omidyar Network LLC (Omidyar Network) is a venture capital, a subsidiary of Omidyar Network Commons LLC founded in 2004 by Pierre Omidyar and Pam Omidyar. The firm is headquartered in Redwood City, California. | Investment Managers | Private Equity Investor | |
Tinsel, Inc.
 Tinsel, Inc. Electronic Production EquipmentElectronic Technology Tinsel, Inc. creates stylish electronics for women. It offers beautiful well-made products like headphones. The company was founded by Aniyia L. Williams and Monia Santinello and is headquartered in San Francisco, CA. | Electronic Production Equipment | Chief Executive Officer | |
| Baida Global Ltd. | Director/Board Member | ||
| Engineering Impact (Hong Kong) Ltd. | Director/Board Member | ||
| X-Beam Lighting Ltd. | Director/Board Member | ||
| VICARIOUS SURGICAL INC. | Medical Specialties | Director/Board Member | |
| Drexel University College of Medicine | College/University | Graduate Degree | |
| Stanford Law School | College/University | Graduate Degree |
Statistics
International
| United States | 39 |
| Hong Kong | 8 |
| China | 3 |
Sectoral
| Finance | 14 |
| Consumer Services | 11 |
| Health Technology | 5 |
| Commercial Services | 4 |
| Communications | 2 |
Operational
| Undergraduate Degree | 92 |
| Corporate Officer/Principal | 90 |
| Director/Board Member | 63 |
| Private Equity Investor | 31 |
| Graduate Degree | 25 |
Most connected contacts
| Insiders | |
|---|---|
| Neil Devani | 16 |
| Cynthia A. Baldwin | 15 |
| Yat Sing Choi | 14 |
| Aniyia L. Williams | 11 |
| Amanda Abrams | 11 |
| George H. Kirby | 11 |
| Arthur Hull Hayes | 9 |
| Matt Resnick | 8 |
| Julio Rodríguez Contreras | 7 |
| Adam Hooper | 7 |
| Thomas Englese | 7 |
| Kurt Schwab | 7 |
| Jon Aronson | 6 |
| Kevin Patrick Shea | 6 |
| megan krench | 6 |
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