Network origin in Phil Lee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
AGF Investments LLC
 AGF Investments LLC Investment ManagersFinance AGF Investments LLC (AGFUS), doing business as AGFIQ Asset Management, is a registered investment advisor headquartered in Boston, Massachusetts and was founded in 2009. The firm is a subsidiary of AGF Quantitative Advisors, Inc., which is ultimately held by AGF Management Ltd. (TSE: AGF.B). AGFUS provides investment advisory services to the AGFIQ family of ETFs on a discretionary basis and provides investment advisory services on a discretionary or non-discretionary basis to individuals, trusts, foundations, corporations, pension and/or profit-sharing programs and investment companies.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Phil Lee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Head-Equity Investments | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| United States Naval Academy | College/University | Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Highland Capital Management LLC
 Highland Capital Management LLC Investment ManagersFinance Founded in 1987 by Steven Wishnia and Paul Berz, Highland Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm was formerly known as formerly Highland Capital Management Corp. and as First Tennessee Investment Management, Inc. Until 2011, they were a subsidiary of First Horizon National Corp. (NYSE: FHN), the holding company for First Tennessee Bank NA. First Horizon sold Highland Capital Management to Steve Wishnia in 2011. In 2013, the firm was acquired by Argent Financial Group Inc. Highland Capital Management firm specializes in managing domestic equity and fixed-income portfolios for individuals, pension plans, profit sharing plans and endowments. | Investment Managers | Portfolio Manager-Equities | |
| D'Amore-Mckim School of Business | College/University | Undergraduate Degree |
Statistics
International
| United States | 8 |
Sectoral
| Finance | 5 |
| Consumer Services | 4 |
Operational
| Portfolio Manager-Equities | 4 |
| Undergraduate Degree | 2 |
| Head-Equity Investments | 1 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Bill DeRoche | 7 |
| Josh Belko | 2 |
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