Network origin in Patricia A. Putnam first degree
Entity | Entity type | Industry | |
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Fenimore Asset Management, Inc.
Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors.
10
| Private Company | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patricia A. Putnam via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Corporate Officer/Principal | |
Pennsylvania State Employees' Retirement System
Pennsylvania State Employees' Retirement System Investment ManagersFinance The State of Pennsylvania Employees' Retirement System (SERS) is a government-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1923 by the Pennsylvania State Employees' Retirement Code. SERS manages retirement plans for public sector employees. | Investment Managers | Corporate Officer/Principal | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Corporate Officer/Principal | |
THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Corporate Officer/Principal | |
Martin Capital Management LLC
Martin Capital Management LLC Investment ManagersFinance Martin Capital Management LLC (MCM) is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Elkhart, Indiana. The firm was originally founded by Frank Martin in 1987 as McDonald Capital Management. They were a subsidiary of McDonald & Co., a brokerage firm Mr. Martin had been associated with since 1974. In 1991, the firm became independent of McDonald & Co. and was renamed Martin Capital Management. MCM provides investment advisory services to wealthy families and institutions. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Legacy Healthcare Properties Trust, Inc.
Legacy Healthcare Properties Trust, Inc. Real Estate Investment TrustsFinance Legacy Healthcare Properties Trust, Inc. is a real estate investment company. The company acquires and owns actively manage income and it produces senior housing facilities. The company was founded on April 7, 2010 and is headquartered in Orlando, FL. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Gallagher Fiduciary Advisors LLC
Gallagher Fiduciary Advisors LLC Investment ManagersFinance Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals. | Investment Managers | Director of Research - Equity | |
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 | Analyst-Equity | |
IBM Corp. /Personal Computing Division/ | Computer Processing Hardware | Corporate Officer/Principal | |
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 | |
Loyola University of Chicago | College/University | Undergraduate Degree | |
Millersville University | College/University | Undergraduate Degree | |
Union College (New York) | College/University | Masters Business Admin Undergraduate Degree | |
Oglethorpe University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Masters Business Admin | |
Siena College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Port Capital LLC
Port Capital LLC Investment ManagersFinance Port Capital LLC (PCL) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 2015. PCL provides advisory services to individuals and high-net worth individuals, pension and profit sharing plans; charitable organizations; and corporations or other businesses. They also serve as investment advisor to and general partner of certain private investment funds. | Investment Managers | Portfolio Manager-Equities | |
State University of New York at Albany | College/University | Masters Business Admin | |
Rensselaer Polytechnic Institute | College/University | Masters Business Admin | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal |
Statistics
International
United States | 32 |
Sectoral
Finance | 21 |
Consumer Services | 10 |
Electronic Technology | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 19 |
Portfolio Manager-Equities | 10 |
Analyst-Equity | 8 |
Undergraduate Degree | 8 |
Masters Business Admin | 5 |
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