Network origin in Martin D. Stephan first degree
Entity | Entity type | Industry | |
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Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.
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| Subsidiary | Investment Managers | 112 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Martin D. Stephan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Newton Investment Management North America LLC
Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Analyst-Equity Director of Research - Equity Analyst-Equity Analyst-Equity Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Boston College | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Insight North America LLC
Insight North America LLC Investment ManagersFinance Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts Head-Fixed Income Invts Director of Research - Fxd Inc Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
Stanford University | College/University | Undergraduate Degree Corporate Officer/Principal Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal 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 | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Suffolk University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
University of Illinois | College/University | Doctorate Degree Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
The California State University | College/University | Masters Business Admin Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
Jennison Associates LLC
Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates manages equity, fixed income, and custom solutions portfolios in a range of styles, geographies and market capitalizations for various clients. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
Boston University | College/University | Masters Business Admin Graduate Degree | |
CITIZENS FINANCIAL GROUP, INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Graduate Degree Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Syracuse University | College/University | Undergraduate Degree Graduate Degree | |
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-Equity Director of Research - Equity | |
The State University of New York | College/University | Undergraduate Degree Masters Business Admin | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree Undergraduate Degree | |
London Business School | College/University | Graduate Degree Graduate Degree | |
Peking University
Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Undergraduate Degree | |
Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Doctorate Degree | |
University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
Duquesne University of The Holy Spirit | College/University | Undergraduate Degree Undergraduate Degree | |
University of Pittsburgh | College/University | Masters Business Admin Masters Business Admin | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin |
Statistics
International
United States | 48 |
Israel | 2 |
United Kingdom | 2 |
China | 2 |
Sectoral
Consumer Services | 33 |
Finance | 18 |
Commercial Services | 2 |
Operational
Portfolio Manager-Equities | 159 |
Analyst-Equity | 135 |
Undergraduate Degree | 92 |
Corporate Officer/Principal | 67 |
Portfolio Manager-Fixed Income | 50 |
Most connected contacts
Insiders | |
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Christian Fay | 12 |
Dave Daglio | 9 |
Matt Jenkin | 9 |
Rob Zeuthen | 9 |
Jocelin A. Reed | 9 |
James Boyd | 8 |
Erik A. Swords | 8 |
Federico Garcia Zamora | 8 |
Des Mac Intyre | 8 |
Joe Corrado | 8 |
John Robert Porter | 8 |
Tao Wang | 7 |
Jim Kaniclides | 7 |
Albert Chu | 7 |
Anjun Zhou | 7 |
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