Justin Lee
Private Equity Analyst at Palladin Consumer Retail Partners LLC
Network origin in Justin Lee first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Connecticut
50
| College/University | Other Consumer Services | 50 |
Palladin Consumer Retail Partners LLC
Palladin Consumer Retail Partners LLC Investment ManagersFinance Palladin Consumer Retail Partners LLC (PCRP or Palladin) is a private equity firm founded in 1998 by Mark J Schwartz. The firm is headquartered in Boston, Massachusetts.
9
| Private Company | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Justin Lee via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | Investment Managers | Trading-Equity | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Fixed Income | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Bourgeon Capital Management LLC
Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Analyst-Equity | |
Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations. | Investment Managers | Analyst-Fixed Income | |
Miller Buckfire & Co. LLC
Miller Buckfire & Co. LLC Investment ManagersFinance Miller Buckfire & Co. LLC operates as an investment bank, which provides corporate finance and strategic advisory services. It focuses on addressing transformational issues of clients such as recapitalizations, acquisitions, sales and divestitures, and debt and equity financing transactions. The company was founded by Kenneth A. Buckfire and Henry S. Miller in 2002 and is headquartered in New York, NY. | 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 Analyst-Equity Analyst-Equity | |
Renaissance Capital LLC
Renaissance Capital LLC Investment ManagersFinance Renaissance Capital LLC is an independent, SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1991 by Linda Killian, Kathy Smith and William (Bill) Smith. Renaissance Capital provides IPO Intelligence, a pre-IPO research and IPO market analytics service, to institutional investors, which include mutual funds, hedge funds, asset managers, pension plans, underwriters and advisory firms. The firm also provides IPO Pro, an IPO tracking service, to investors, advisors and professionals. Renaissance Capital serves as the Adviser to the Renaissance IPO ETF and the Renaissance International IPO ETF. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Market Strategist | |
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 Analyst-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Analyst-Equity | |
Dowling & Partners Securities LLC
Dowling & Partners Securities LLC Investment Banks/BrokersFinance Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Bates College | College/University | Undergraduate Degree | |
Bentley University | College/University | Graduate Degree | |
Campbell University | College/University | Undergraduate Degree | |
Stonehill College, Inc. | 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 Graduate Degree | |
Sacred Heart University, Inc. | College/University | Graduate Degree | |
The University of North Carolina at Wilmington | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
USA Hockey, Inc.
USA Hockey, Inc. Movies/EntertainmentConsumer Services USA Hockey, Inc. promotes sports. It promotes sport of hockey, including ice hockey and in-line hockey. The company develops guidelines for coaches, players, parents of youth hockey participants, and young hockey players. USA Hockey was founded in 1936 and is headquartered in Colorado Springs, CO. | Movies/Entertainment | Corporate Officer/Principal | |
JGB Management, Inc.
JGB Management, Inc. Investment ManagersFinance JGB Management, Inc. (JGB) is an independent alternative asset management firm headquartered in Westport, Connecticut. The firm was founded by Brett F. Cohen in 2005. JGB serves as the investment manager of JGB Partners LP. | Investment Managers | Analyst-Equity | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity | |
The University of Connecticut Foundation, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Portfolio Manager-Equities | |
Square Mile Capital Management LLC
Square Mile Capital Management LLC Investment ManagersFinance Square Mile Capital Management LLC is an Independent Private Equity firm founded in 2006 by Jeffrey Bruce Citrin and Craig Harris Solomon. Square Mile Capital Management LLC is headquartered in London. | Investment Managers | Private Equity Investor | |
Alterna Capital Partners LLC
Alterna Capital Partners LLC Investment ManagersFinance Alterna Capital Partners LLC (Alterna Capital Partners) is a private equity firm founded in 2007 by Eric Press and Roger Miller. The firm is headquartered in Wilton, United States. | Investment Managers | Private Equity Analyst | |
UpLift, Inc.
UpLift, Inc. Finance/Rental/LeasingFinance UpLift Inc. provides an online payment marketing platform. It offers its service to electronic commerce, travel and non-profit organizations. The company was founded by Brian Barth and Stewart Alan Kelly and is headquartered in Menlo Park, CA. | Finance/Rental/Leasing | Director of Finance/CFO | |
Vertical Research Partners LLC
Vertical Research Partners LLC Investment ManagersFinance Founded in 2010 by Jeffrey Sprague, Michael Heffernan and Nicole Parent, Vertical Research Partners LLC is an independent equity research firm located in Stamford, Connecticut. The firm provides proprietary research and analysis that focuses on the industrial sector. | Investment Managers | Analyst-Equity | |
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 | |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. They are a subsidiary of Brown Advisory Management LLC. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. Brown Advisory provides investment management services to institutional and private clients. | Investment Managers | Portfolio Manager-Equities | |
KT Health LLC
KT Health LLC Recreational ProductsConsumer Durables KT Health LLC designs, develops, and distributes sports medicine products. Its product KT Tape is an elastic sports tape used by professional athletes, Olympians and everyday people to provide pain relief and support for common injuries. Its products are distributed worldwide to individuals, medical professionals, and teams through major retailers, specialty sports stores, medical, and team distributors. The company was founded by John D. Mackay, Jim Jenson, and Ryan Dewey in 2008 and is headquartered in American Fork, UT. | Recreational Products | Director/Board Member Director/Board Member | |
Moody's Corp. Research
Moody's Corp. Research Investment ManagersFinance Moody's Corp. Research is an investment research firm located in New York City. | Investment Managers | Analyst-Equity | |
Procyon Advisors LLC
Procyon Advisors LLC Investment ManagersFinance Procyon Advisors LLC (Procyon) is a registered investment advisor headquartered in Shelton, Connecticut. Formerly known as Procyon Private Wealth Partners LLC, the firm was founded in 2017 by Phil Fiore, Jr. and is owned by Procyon Partners LLC. Procyon provides fiduciary investment advisory services to institutions and retirement plans, and personal wealth management services to individuals and families. | Investment Managers | Analyst-Equity | |
Eagle Point Credit Management LLC
Eagle Point Credit Management LLC Investment ManagersFinance Eagle Point Credit Management LLC (Eagle Point) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Thomas Majewski and Stone Point Capital LLC in 2012. They are a subsidiary of Eagle Point Parent LLC, which is ultimately owned by Trident EP-II Holdings LLC. Eagle Point manages capital on behalf of institutional, high-net worth and retail investors through private funds, separately managed accounts and publicly listed closed-end vehicles. | Investment Managers | Analyst-Equity | |
FORTRESS VALUE ACQUISITION CORP. III | Financial Conglomerates | Director/Board Member | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Cimbria Capital llc
Cimbria Capital llc Investment ManagersFinance Cimbria Capital LLC (Cimbria Capital) is a private equity firm founded in 2015 by Brian V. Iversen. The firm is headquartered in Houston, Texas with additional office in Denmark. | Investment Managers | Private Equity Investor | |
Apx10 A/S
Apx10 A/S Packaged SoftwareTechnology Services Apx10 A/S develops and sells software solutions to water and wastewater industries. It specializes in assets performance management, utility analysis, and data and Internet of Thing enabling devices. The firm's platform provides data analytics for decision making. The company is headquartered in Viby J, Denmark. | Packaged Software | Director/Board Member | |
AMI Global LLC
AMI Global LLC Major TelecommunicationsCommunications AMI Global provides Industrial Internet of Things (IIoT) and Internet of Agriculture (IoA) solutions, systems, and strategies. It engineers IIoT and IoA products for remote monitoring, diagnostics, reporting, and control for industrial machinery. The company was founded by David Drake in 2009 and is headquartered in Las Vegas, NV. | Major Telecommunications | Director/Board Member | |
Bardin Hill Investment Partners LP
Bardin Hill Investment Partners LP Investment ManagersFinance Bardin Hill Investment Partners LP (Bardin Hill) is a SEC-registered investment advisor headquartered in New York City. Founded by Alan B. Slifka in 1981, the firm was formerly known as Halcyon Capital Management LP and changed their name into Bardin Hill Investment Partners LP in 2018. They are a subsidiary of Bardin Hill Management Partners LP. Bardin Hill provides investment advisory services to a variety of private investment funds, managed accounts, and collateralized loan obligation investment vehicles. | Investment Managers | Analyst-Fixed Income | |
Ally Bridge Group HK Ltd
Ally Bridge Group HK Ltd Investment ManagersFinance Ally Bridge Group HK Ltd (Ally Bridge) is a private equity firm founded in 2011 by Frank Yu. The firm is headquartered in Hong Kong with additional office in the US. | Investment Managers | Private Equity Investor | |
K1 Investment Management LLC
K1 Investment Management LLC Investment ManagersFinance K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California. | Investment Managers | Private Equity Investor | |
Certares Management LLC
Certares Management LLC Investment ManagersFinance Certares Management LLC (Certares Management) is a private equity firm founded in 2012 by Michael Gregory O’Hara. The firm is headquartered in New York. | Investment Managers | Director/Board Member |
Statistics
International
United States | 43 |
Luxembourg | 2 |
Denmark | 2 |
Hong Kong | 2 |
Sectoral
Finance | 31 |
Consumer Services | 12 |
Miscellaneous | 2 |
Consumer Durables | 2 |
Technology Services | 2 |
Operational
Director/Board Member | 58 |
Undergraduate Degree | 56 |
Private Equity Investor | 36 |
Analyst-Equity | 27 |
Corporate Officer/Principal | 24 |
Most connected contacts
Insiders | |
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Mark Schwartz | 30 |
Peter S. Drotch | 20 |
Anders Petersen | 13 |
Mary Anne Rooke | 13 |
Noah J Sabich | 10 |
John Lawrence | 10 |
Robert J. Fioretti | 8 |
Jerry Sun | 8 |
David Noble | 7 |
Raymond Updyke | 6 |
Michael Kusy | 6 |
Bob Amster | 6 |
George N. Thompson | 6 |
Tom Casey | 5 |
Steven Plachtyna | 5 |
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