Network origin in Pete Secret first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Smith Barney & Co., Inc.
121
| Extinct | Investment Banks/Brokers | 121 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.
49
| Extinct | Investment Managers | 49 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Pete Secret via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Doctorate Degree Graduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity Analyst-Equity | |
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 | Graduate Degree Graduate Degree Undergraduate 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 Corporate Officer/Principal | |
Coastal Bridge Advisors LLC
 Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Founder Founder | |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Managers | Sales & Marketing Analyst-Equity | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
A.G.P. / Alliance Global Partners Corp.
 A.G.P. / Alliance Global Partners Corp. Investment Banks/BrokersFinance A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs. | Investment Banks/Brokers | Consultant / Advisor Corporate Officer/Principal | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Graduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Trading-Equity Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Oregon | College/University | Undergraduate Degree Undergraduate Degree | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin | |
Inverness Counsel LLC
 Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
| United States | 50 |
Sectoral
| Finance | 29 |
| Consumer Services | 21 |
| Process Industries | 2 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 252 |
| Director/Board Member | 135 |
| Undergraduate Degree | 86 |
| Chief Executive Officer | 60 |
| President | 40 |
Most connected contacts
| Insiders | |
|---|---|
| Aryeh Bourkoff | 29 |
| Sallie Krawcheck | 27 |
| Lerner Andy | 27 |
| James Graf | 25 |
| Jason Nathaniel Ader | 20 |
| Joseph Donovan | 19 |
| Robert Baldwin | 17 |
| Neil Ashe | 16 |
| Thomas Guba | 15 |
| Alexander Harrington | 13 |
| John James Mullin | 12 |
| Clay B. Lifflander | 12 |
| Michael Malone | 11 |
| LANCE ROSEN | 10 |
| Jeff Cusack | 10 |
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