Kevin Gregory Rex
Portfolio Manager-Equities at Morton Capital Management LLC
Network origin in Kevin Gregory Rex first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
587
| College/University | Other Consumer Services | 587 |
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.
18
| Private Company | Investment Managers | 18 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kevin Gregory Rex via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Summit Partners LP
Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Private Equity Investor | |
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 | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity 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 | Corporate Officer/Principal Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree Graduate Degree Graduate Degree Graduate Degree Doctorate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Fixed Income Market Strategist | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Adage Capital Management LP
Adage Capital Management LP Investment ManagersFinance Adage Capital Management LP (Adage) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Phil Gross and Robert Atchinson in 2001 and is owned by Adage Capital Partners GP LLC. Adage provides investment advisory services to its sole client, Adage Capital Partners LP (ACP), a private investment fund. The firm does not manage any separate accounts. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
New York University | College/University | Graduate Degree Graduate Degree | |
Barclays Capital Asia Ltd.
Barclays Capital Asia Ltd. Investment Banks/BrokersFinance Founded in 1985, Barclays Capital Asia Ltd. is a Chinese brokerage services company. Part of Barclays PLC, the company is based in Hong Kong, Hong Kong. | Investment Banks/Brokers | Analyst-Equity Private Equity Investor | |
University of Virginia | College/University | Corporate Officer/Principal Undergraduate Degree | |
Google LLC
Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Chairman Sales & Marketing | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
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 Graduate Degree | |
California State University-Northridge | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Timetrade Silvercloud
Timetrade Silvercloud Packaged SoftwareTechnology Services Timetrade Silvercloud, also known as engageware, is a customer engagement solutions provider that offers end-to-end customer engagement platforms powered by conversational and generative AI. The platform automates responses to routine questions, provides instant access to knowledge bases, and gives organizations a holistic view of the customer journey. The platform allows synchronous channel handoffs and robust data and analytics to inform strategic business decisions that drive growth, efficiency, and stronger customer relationships. Nina K. Vellayan has been the CEO of the American company since 2022. With the acquisition of Aivo, engageware serves over 700 organizations in various sectors, including banking, financial services, retail, health, and education. | Packaged Software | Private Equity Investor | |
RIT Capital Partners Plc (Private Equity)
RIT Capital Partners Plc (Private Equity) Investment ManagersFinance RIT Capital Partners Plc (Private Equity) is the private equity arm of RIT Capital Partners Plc founded in 1988. The firm is headquartered in London. | Investment Managers | Private Equity Investor | |
Shenzhen Dymind Biotechnology Co., Ltd.
Shenzhen Dymind Biotechnology Co., Ltd. Medical SpecialtiesHealth Technology Shenzhen Dymind Biotechnology Co., Ltd. is a company that specializes in the research and development, production, sales, and service of in-vitro diagnostic medical devices and reagents. The company is based in Shenzhen, China. The Chinese company was founded in 2013. The CEO is Liu Wei Di. | Medical Specialties | Director/Board Member | |
SUZHOU DELPHI LASER CO., LTD. | Miscellaneous Commercial Services | Director/Board Member | |
Suzhou Industrial Park Bioventure Investment Management Ltd.
Suzhou Industrial Park Bioventure Investment Management Ltd. Investment ManagersFinance Suzhou Industrial Park Bioventure Investment Management Ltd. is an Independent Venture Capital firm, a subsidiary of Ningbo Yuanyu Venture Investment Management Partnership LP founded in 2013 by Jie Chen. The Firm is headquartered in Suzhou. | Investment Managers | Founder | |
Shanghai HXC Industry Co., Ltd.
Shanghai HXC Industry Co., Ltd. SemiconductorsElectronic Technology Shanghai HXC Industry Co., Ltd. engages in the businesses of liquid crystal on silicon (LCOS) chips development, LCOS panel encapsulation, LCOS application solution development and industrialization integration. It provides LCOS chips and applications. The company was founded on April 16, 2018 and is headquartered in Shanghai, China. | Semiconductors | Director/Board Member | |
Sunrise Material Co., Ltd.
Sunrise Material Co., Ltd. Containers/PackagingProcess Industries Sunrise Material Co., Ltd. engages in the research, development, production, sales and services of multi-layer co-extruded functional polymer films. It offers advanced polymer film production lines and various functional flexible packaging equipment, forming product series such as vacuum heat shrink film packaging bag, high barrier modified atmosphere packaging, thermoforming packaging, vacuum skin packaging, composite functional packaging and other related products. The company's packaging materials are widely used in comprehensive packaging of livestock & poultry meat, seafood, eggs, milk and other high-protein foods, especially in the field of fresh meat and processed meat industries. Sunrise Material was founded on May 14, 2004 and is headquartered in Jiangyin, China. | Containers/Packaging | Director/Board Member | |
JPMorgan Private Investments, Inc.
JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Investment Managers | Corporate Officer/Principal | |
AIR LEASE CORPORATION | Finance/Rental/Leasing | Investor Relations Contact | |
Syxsense, Inc.
Syxsense, Inc. Packaged SoftwareTechnology Services Syxsense, Inc. engages in the provision of cloud-based information technology (IT) endpoint management and green technology solutions. The company was founded by Steve DeWindt, Dave R. Taylor, and Ashley Leonard in 2007 and is headquartered in Aliso Viejo, CA. | Packaged Software | Director/Board Member | |
Sun Yat-Sen University | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Seclore, Inc.
Seclore, Inc. Packaged SoftwareTechnology Services Seclore, Inc. provides rights management solutions to secure and protect critical files and data. It offers flexible protection methods, data-centric usage tracking and audits, identity integration, and connectivity products and solutions. The firm serves banking, financial services, manufacturing, insurance, pharmaceuticals, telecommunications, and legal industries. The company was founded by Vishal Gupta and Abhijit Tannu in 2005 and is headquartered in Sunnyvale, CA. | Packaged Software | Private Equity Investor | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Sidley Austin LLP
Sidley Austin LLP Miscellaneous Commercial ServicesCommercial Services Sidley Austin LLP is a premier legal adviser with over 2000 lawyers in 20 offices worldwide. Sidley Austin is based in Chicago, IL and has subsidiaries in Germany, Hong Kong, United States, United Kingdom, and Japan. The firm has been providing superior client service for over 150 years and has a diverse group of legal professionals from many cultures who are dedicated to teamwork and collaboration. Sidley Austin has forged enduring relationships with the business community and serves a varied and high-caliber group of market leaders, many of whom are pioneers in their respective industries and professions. The firm is committed to pro bono service and its lawyers and staff devote more than 100,000 hours annually to serving those most in need. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Gege Medical Technology (Shanghai) Co., Ltd.
Gege Medical Technology (Shanghai) Co., Ltd. Medical/Nursing ServicesHealth Services Gege Medical Technology (Shanghai) Co., Ltd. provides medical and health care services through online. The company is based in Shanghai, China. The Chinese company was founded in 2016 by Lin Luo, Duan Yang. | Medical/Nursing Services | Director/Board Member | |
LUOYANG JIANLONG MICRO-NANO NEW MATERIAL CO., LTD | Chemicals: Specialty | Director/Board Member | |
CXC Capital, Inc. | Investment Managers | Director/Board Member | |
HANGZHOU AGS MEDTECH CO., LTD. | Medical Specialties | Director/Board Member |
Statistics
International
United States | 30 |
China | 12 |
United Kingdom | 3 |
Luxembourg | 2 |
Hong Kong | 2 |
Sectoral
Finance | 21 |
Consumer Services | 12 |
Technology Services | 5 |
Commercial Services | 4 |
Health Technology | 3 |
Operational
Director/Board Member | 143 |
Corporate Officer/Principal | 116 |
Undergraduate Degree | 99 |
Private Equity Investor | 60 |
Graduate Degree | 57 |
Most connected contacts
Insiders | |
---|---|
Ken Goldman | 62 |
Jie Chen | 22 |
James B. Edwards | 19 |
Nitawan Leophairatana | 18 |
Bill McDonough | 15 |
Julie Klaff | 14 |
Hiroki Ishida | 14 |
Ilya Sukhar | 14 |
Susan Fleming | 12 |
Siu Wai Ng | 10 |
Blake Stevens | 9 |
Michael Rodgers | 9 |
Henry Huang | 9 |
Chia-Lin Simmons | 9 |
Vishal Jain | 8 |
- Stock Market
- Insiders
- Kevin Gregory Rex
- Company connections