Menty Chen
Analyst-Equity at Private Wealth Strategies LLC (Ohio)
Network origin in Menty Chen first degree
Entity | Entity type | Industry | |
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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.
109
| College/University | Other Consumer Services | 109 |
Tulane University (Louisiana)
34
| College/University | Other Consumer Services | 34 |
Private Wealth Strategies LLC (Ohio)
Private Wealth Strategies LLC (Ohio) Investment ManagersFinance Private Wealth Strategies LLC (PWSL) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New Albany, Ohio. The firm was founded by Lewis D. Shore in 1974 and do-business-as Shore Morgan Young Wealth Strategies. PWSL provides wealth management services to prosperous individuals and business owners.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Menty Chen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CARDINAL HEALTH, INC. | Medical Distributors | Director/Board Member Consultant / Advisor | |
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 | Analyst-Equity | |
FIRST MERCHANTS CORPORATION | Major Banks | Director/Board Member | |
BATH & BODY WORKS, INC. | Apparel/Footwear Retail | Director/Board Member Director/Board Member | |
RLI CORP. | Multi-Line Insurance | Director/Board Member | |
COVANCE INC. | Pharmaceuticals: Major | Corporate Officer/Principal | |
INOTIV, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | 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 | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cleveland Research Co. LLC
Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Graduate Degree Doctorate Degree Graduate Degree | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity 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 | Market Strategist Analyst-Equity | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Market Strategist Analyst-Equity | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
Blue Point Capital Partners LLC
Blue Point Capital Partners LLC Investment ManagersFinance Blue Point Capital Partners LLC (Blue Point Capital Partners) is a private equity firm founded in 1990. The firm is headquartered in Cleveland, Ohio with additional offices in Charlotte and Seattle. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
Seaport Global Securities LLC
Seaport Global Securities LLC Investment Banks/BrokersFinance Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income | |
Coker & Palmer, Inc.
Coker & Palmer, Inc. Investment Banks/BrokersFinance Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Fisher College of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
Rev1 Ventures
Rev1 Ventures Investment ManagersFinance Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio. | Investment Managers | Private Equity Analyst Private Equity Investor | |
WR Securities LLC
WR Securities LLC Investment Banks/BrokersFinance Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA. | Investment Banks/Brokers | Market Strategist Economist | |
Sun Yat-Sen University | College/University | Undergraduate Degree | |
Moran Foods LLC
Moran Foods LLC Food DistributorsDistribution Services Moran Foods LLC owns and operates grocery stores. It offers USDA-inspected beef, pork and poultry and farm-fresh fruits and vegetables. The company was founded in 1983 by Moran bill and is headquartered in St. Ann, MO. | Food Distributors | Corporate Officer/Principal | |
The Columbus Foundation, Inc.
The Columbus Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous The Columbus Foundation, Inc. operates grant making foundations. It assists donors and others in strengthening and improving community for the benefit of all of citizens. The company manages and invests charitable funds established by gifts from individuals, families, businesses and other nonprofit organizations. Columbus Foundation was founded in 1943 and is headquartered in Columbus, OH. | Investment Trusts/Mutual Funds | Director/Board Member | |
Pacers Basketball LLC
Pacers Basketball LLC Movies/EntertainmentConsumer Services Pacers Basketball LLC owns and manages a professional basketball franchise. The company was founded in 1967 and is headquartered in Indianapolis, IN. | Movies/Entertainment | Corporate Officer/Principal | |
Navian Capital LLC
Navian Capital LLC Financial ConglomeratesFinance Navian Capital LLC provides structured products and annuities. The firm offers financial professionals with access to a diverse range of investment opportunities, including market-linked CDs, structured notes, market-linked notes, capital research products, proprietary structured investments, power CD programs, and index levels, as well as fixed, indexed, and variable annuities. It serves customers through bank, independent broker dealer, registered investment advisor, and bank deposit channels in the United States. The company was founded by Timothy J. Bonacci in 2005 and is headquartered in Cincinnati, OH. | Financial Conglomerates | Corporate Officer/Principal | |
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 | Graduate Degree | |
Ohio State University Alumni Association, Inc.
Ohio State University Alumni Association, Inc. Miscellaneous Commercial ServicesCommercial Services The Ohio State University Alumni Association, Inc. operates as an alumni association. The non-profit company is based in Columbus, OH. | Miscellaneous Commercial Services | Director/Board Member | |
First Merchants Bank (Muncie, Indiana)
First Merchants Bank (Muncie, Indiana) Regional BanksFinance First Merchants Bank NA provides investment advice and other commercial banking services. The firm’s services include online, mobile and telephone banking, ACH, direct deposit, wires, stop payments, money orders, safe deposit boxes, wealth management, savings and CDs. The company was founded in 1893 and is headquartered in Muncie, IN. | Regional Banks | Director/Board Member | |
KOC University | College/University | Graduate Degree | |
Bogazici University | College/University | Undergraduate Degree | |
Ohio National Investments, Inc.
Ohio National Investments, Inc. Investment ManagersFinance Ohio National Investments, Inc. (ONII) is a SEC-registered investment advisor and mutual fund manager headquartered in Montgomery, Ohio. The firm was founded in 1996 and is a subsidiary of The Ohio National Life Insurance Co., ultimately owned by Constellation Insurance Holdings, Inc. ONII serves as the investment adviser to mutual funds sponsored by their parent, Ohio National Life Insurance Co. The firm also provides investment advice and invests the assets of the Ohio National Fund, Inc. (Ohio National Fund) and National Security Life and Annuity Co. (National Security). | Investment Managers | Director of Research - Equity | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Market Strategist | |
AssetWatch, Inc.
AssetWatch, Inc. Information Technology ServicesTechnology Services AssetWatch operates as a wireless power company. It develops technology to convert radio frequency energy into direct current power for electronic devices. The company was founded in October 2014 and is headquartered in Westerville, OH. | Information Technology Services | Director/Board Member | |
Ikove Capital Partners LLC
Ikove Capital Partners LLC Investment ManagersFinance Ikove Capital Partners LLC (Ikove Capital Partners) is a venture capital firm founded in 2014 by Rodolfo Bellesi, Flavio Lobato and Joh D. Orazio. The firm is headquartered in Columbus, Ohio. | Investment Managers | General Counsel | |
Accounting Research & Analytics LLC
Accounting Research & Analytics LLC Investment ManagersFinance Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries. | Investment Managers | Analyst-Equity | |
Lumos Enterprises LLC
Lumos Enterprises LLC Investment ManagersFinance Lumos Enterprises LLC (Lumos Innovation) is a venture capital firm founded in 2016 by Nick Davis, Alex Picazo, Lacey Picazo, Alex Purtell, Matt Armstead, Todd Whittington, Kevin Donlon and Maxwell Lipnick. The firm is headquartered in Columbus, Ohio. | Investment Managers | Founder | |
Vertical Pharmaceuticals LLC
Vertical Pharmaceuticals LLC Pharmaceuticals: MajorHealth Technology Vertical Pharmaceuticals LLC develops, markets, and acquires products offering therapeutic benefits for patients and healthcare providers. It supplies niche prescription pharmaceutical preparations, specializing in women's health and pain management. The company provides portfolio of products including prenatal vitamins during child bearing years, symptom relief for menopause, and probiotics for lifelong general health and wellness. The company was founded in 2003 and is headquartered in Sayreville, NJ. | Pharmaceuticals: Major | Corporate Officer/Principal | |
The Johns Hopkins University | College/University | Corporate Officer/Principal | |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity | |
Indiana State University | College/University | Undergraduate Degree |
Statistics
International
United States | 43 |
Turkey | 3 |
Bermuda | 2 |
China | 2 |
Sectoral
Finance | 25 |
Consumer Services | 13 |
Commercial Services | 4 |
Distribution Services | 3 |
Health Technology | 3 |
Operational
Undergraduate Degree | 94 |
Director/Board Member | 89 |
Corporate Officer/Principal | 88 |
Analyst-Equity | 52 |
Graduate Degree | 32 |
Most connected contacts
Insiders | |
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E. Gordon Gee | 20 |
Michael Stefan Dharmajaya | 19 |
Robert Schottenstein | 15 |
Gui Guo Wang | 15 |
Jinn Wu | 14 |
Jonathan Hook | 12 |
Neeli Bendapudi | 12 |
Julie Talbot-Hubbard | 12 |
Cheryl Turnbull | 10 |
Robert Franklin | 9 |
Harris Pollans | 7 |
Bob Ren | 7 |
Clark Kellogg | 7 |
Ashley Baig | 6 |
Jason Zhong | 6 |
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