Network origin in Karen Morely-Wescott first degree
Entity | Entity type | Industry | |
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Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.
183
| Extinct | Investment Managers | 183 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Karen Morely-Wescott via their personal network
Company | Sector | Related people | Main position |
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BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director/Board Member Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
New York University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity Director of Research - Equity | |
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities | |
BlackRock Financial Management, Inc.
BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
BLACKROCK, INC. | Investment Managers | Director/Board Member Private Equity Investor Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
Rider University | College/University | Undergraduate Degree Undergraduate Degree | |
SunAmerica Asset Management LLC
SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Analyst-Equity Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree Graduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Sales & Marketing Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree Doctorate Degree | |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | President Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree Masters Business Admin |
Statistics
International
United States | 50 |
France | 2 |
Sectoral
Miscellaneous | 18 |
Consumer Services | 18 |
Finance | 17 |
Operational
Corporate Officer/Principal | 117 |
Portfolio Manager-Equities | 104 |
Analyst-Equity | 88 |
President | 76 |
Undergraduate Degree | 63 |
Most connected contacts
Insiders | |
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Bob Doll | 81 |
John Michael Loffredo | 25 |
Gordon Eliot Fallone | 17 |
Kevin Rendino | 15 |
Chris Ricciardi | 15 |
Chun-Hsien Wei | 14 |
Obei L. McKenzie | 14 |
Jeremy M. Kogler | 12 |
Kevin Joseph Booth | 10 |
Robert Paul Hodgson | 10 |
Jamie H. Kase | 10 |
Robert Alan DiMella | 9 |
Thomas Fred Musmanno | 9 |
Jeff Russo | 9 |
Ty Nutt | 9 |
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