Margaret M. Whelan
Chief Executive Officer at Whelan Advisory Services LLC
Network origin in Margaret M. Whelan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
264
| Subsidiary | Investment Managers | 264 |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.
223
| Operating Division | Investment Banks/Brokers | 223 |
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.
201
| Extinct | Investment Managers | 201 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
168
| Extinct | Investment Banks/Brokers | 168 |
| Public Company | Engineering & Construction | 18 | |
Mattamy Homes Ltd.
 Mattamy Homes Ltd. HomebuildingConsumer Durables Mattamy Homes Ltd. engages in the provision of new home construction and development services. It offers personalized homes, home financing, and homeowner support. The company was founded by Peter E. Gilgan in 1978 and is headquartered in Toronto, Canada.
13
| Private Company | Homebuilding | 13 |
| Public Company | Internet Software/Services | 11 | |
| Private Company | Real Estate Development | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Margaret M. Whelan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate 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 Masters Business Admin Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Doctorate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Masters Business Admin 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 | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| MASCO CORPORATION | Building Products | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Porch.com, Inc.
 Porch.com, Inc. Internet Software/ServicesTechnology Services Porch.com, Inc. engages in the provision of home improvement services. It offers carpentry, flooring, landscaping, remodeling, painting, electrical, plumbing, door & windows, handyman, HVAC, roofs & gutter, and home security systems. The company was founded by Matt Ehrlichman, Ha Phan, Scott Austin, Eric Schleicher, and Ronnie Castro in 2012 and is headquartered in Seattle, WA. | Internet Software/Services | Director/Board Member Director/Board Member Chief Operating Officer | |
Schroder Investment Management Ltd.
 Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Investment Managers | Head-Fixed Income Invts Head-Fixed Income Invts Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
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 | |
JPMorgan Asset Management (UK) Ltd.
 JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US. | Investment Managers | Head-Fixed Income Invts Head-Fixed Income Invts | |
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 | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Director/Board Member | |
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 Corporate Officer/Principal | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
Tricon Investment Partners, Inc.
 Tricon Investment Partners, Inc. Real Estate DevelopmentFinance Tricon Investment Partners, Inc. engages in investing in the development and construction of multiple housing product types including traditional single-family land development, homebuilding, condominium construction, and potentially ancillary commercial development. It also provides equity capital or equity-like debt financing to residential development projects. The company was founded on August 7, 2015 and is headquartered in Toronto, Canada. | Real Estate Development | Director of Finance/CFO Corporate Secretary | |
| NORDION INC | Pharmaceuticals: Major | Human Resources Officer Chief Tech/Sci/R&D Officer | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree | |
BrassCraft Manufacturing Co.
 BrassCraft Manufacturing Co. Building ProductsProducer Manufacturing BrassCraft Manufacturing Co. manufactures water supply and gas plumbing products for new construction, repair, and remodel markets. The firm's products include gas and water connectors, faucet repair parts, water supply connectors, brass fittings, faucet supply kits, component parts, pipe nipples, and kitchen and bath accessories. It operates in Canada and Taiwan. The company was founded by Robert Zell in 1946 and is headquartered in Novi, MI. | Building Products | Director/Board Member Comptroller/Controller/Auditor | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
Liberty Hardware Mfg. Corp.
 Liberty Hardware Mfg. Corp. Tools & HardwareConsumer Durables Liberty Hardware Manufacturing Corp. designs and manufactures decorative and functional hardware products. It offers decorative cabinet hardware, individual hooks, commercial bath hardware, drawer slides, and general hardware. The company was founded in 1948 and is headquartered in Winston-Salem, NC. | Tools & Hardware | President President | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Masters Business Admin | |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Chairman Corporate Officer/Principal | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| EXPEDIA GROUP, INC. | Other Consumer Services | Director of Finance/CFO Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Veritonic, Inc.
 Veritonic, Inc. Internet Software/ServicesTechnology Services Veritonic, Inc. operates online platform for marketing analysis for advertising industries. It offers benchmarking, testing and cataloguing. The company was founded by Scott Simonelli, Andrew Eisner and Kevin Marshall in 2015 and is headquartered in Killingworth, CT. | Internet Software/Services | Director/Board Member | |
| Insurance Institute of Canada | College/University | Chairman | |
Insurance Bureau of Canada
 Insurance Bureau of Canada Miscellaneous Commercial ServicesCommercial Services Insurance Bureau of Canada engages in private home, auto, and business insurers. The firm offers business insurance, risk management, emergency preparedness, insurance crime, disaster, and heritage properties. The company was founded in 1964 and is headquartered in Vancouver, Canada. | Miscellaneous Commercial Services | Chairman | |
Maker Studios LLC
 Maker Studios LLC Movies/EntertainmentConsumer Services Maker Studios, Inc. operates as a media company that enables artists to create, distribute, and monetize their original content on YouTube. It provides development, production, promotion, distribution, sales, marketing, and merchandise services to partners. The company was founded in 2009 and is headquartered in Marina del Rey, CA. | Movies/Entertainment | Director/Board Member | |
| AGESA HAYAT VE EMEKLILIK ANONIM SIRKETI | Life/Health Insurance | Director/Board Member | |
Property & Casualty Insurance Compensation Corp.
 Property & Casualty Insurance Compensation Corp. Multi-Line InsuranceFinance Property & Casualty Insurance Compensation Corp. engages in the protection of eligible policyholders from undue financial loss in the event that a member insurer becomes insolvent. It covers accident and sickness insurance, automobile insurance, credit protection insurance, property insurance, and legal expenses insurance. The company is headquartered in Toronto, Canada. | Multi-Line Insurance | Chairman | |
| INNOVID CORP. | Packaged Software | Director/Board Member | |
| Heriot-Watt University | College/University | Masters Business Admin |
Statistics
International
| United States | 39 |
| Canada | 9 |
| United Kingdom | 4 |
| Turkey | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 16 |
| Technology Services | 4 |
| Producer Manufacturing | 3 |
| Commercial Services | 3 |
Operational
| Director/Board Member | 225 |
| Corporate Officer/Principal | 139 |
| President | 107 |
| Undergraduate Degree | 82 |
| Chief Investment Officer | 56 |
Most connected contacts
| Insiders | |
|---|---|
| Bob Doll | 81 |
| Michael Martin | 29 |
| Rachel Lam | 26 |
| Denise Warren | 25 |
| Maurice Tulloch | 23 |
| Chris Terrill Terrill | 23 |
| John McKinley | 22 |
| Rupert Duchesne | 22 |
| Andre Bliznyuk | 22 |
| Joseph F. Hanauer | 20 |
| Peter Sacks | 18 |
| David Williams | 18 |
| Jeffrey B. Lane | 17 |
| Alan Pickerill | 15 |
| John Sznewajs | 14 |
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