Network origin in Marie Walsh Puterbaugh first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds.
36
| Extinct | Investment Managers | 36 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Marie Walsh Puterbaugh via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Analyst-Fixed Income Chief Investment Officer Analyst-Equity Director of Research - Fxd Inc Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| California State Polytechnic University (Pomona) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
Hotchkis & Wiley Capital Management LLC
 Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
TSA Capital Management
 TSA Capital Management Investment Trusts/Mutual FundsMiscellaneous Part of BrightSphere Investment Group, Inc., TSA Capital Management is a quantitative investment management company. The company is based in Los Angeles, CA. TSA Capital Management was acquired by Analytic Investment Management, Inc. on February 05, 1996. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| California State University-Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Masters Business Admin | |
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 | |
| University of San Diego | College/University | Undergraduate Degree | |
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
City National Bank (Los Angeles, California)
 City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Major Banks | Chief Investment Officer | |
| George Washington University | College/University | Masters Business Admin | |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Insurance Brokers/Services | Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Investment Managers | Director of Research - Equity | |
| University of Idaho | College/University | Undergraduate Degree | |
| Santa Clara University | College/University | Masters Business Admin | |
The Greater Los Angeles Zoo Association
 The Greater Los Angeles Zoo Association Miscellaneous Commercial ServicesCommercial Services The Greater Los Angeles Zoo Association provides financial support for zoo programs. It funds exhibits, plant and animal species conservation, capital projects, and education and community outreach programs at the Los Angeles Zoo. The company was founded in 1963 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Arkansas System | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree | |
Pugh Capital Management, Inc.
 Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital Management, Inc. (Pugh Capital) is an independent, employee-owned SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Mary Pugh and Scott Greiwe in 1991. Pugh Capital offers discretionary investment advisory services that relate to fixed income investments to institutional investors. | Investment Managers | Analyst-Fixed Income | |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Corporate Officer/Principal | |
| University of Arizona | College/University | Masters Business Admin | |
| INTERACTIVE DATA | Internet Software/Services | Corporate Officer/Principal | |
| Manhattanville College | College/University | Undergraduate Degree | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
Arvest Investments, Inc.
 Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 50 |
| France | 2 |
Sectoral
| Finance | 28 |
| Consumer Services | 20 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 71 |
| Portfolio Manager-Equities | 42 |
| Portfolio Manager-Fixed Income | 37 |
| Undergraduate Degree | 35 |
| Masters Business Admin | 15 |
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