Network origin in Robert Conley first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Massachusetts
94
| College/University | Other Consumer Services | 94 |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.
13
| Subsidiary | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Robert Conley via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CSS INDUSTRIES, INC. | Commercial Printing/Forms | Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Massachusetts Mutual Life Insurance Co.
Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Hartford Investment Management Co.
Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
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 | Market Strategist | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
HURON CONSULTING GROUP INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Dailybreak/CP LLC
Dailybreak/CP LLC Packaged SoftwareTechnology Services Dailybreak CP LLC provides a social engagement platform to drive brand participation and consumer action at scale through digital promotional campaigns. It delivers an innovative way to view content that entertains, educates, and challenges consumers while creating value and driving digital social action for brand advertisers. The company was founded by Boris Revsin, Jared D. Stenquist, and Jeffrey Cassidy on May 28, 2008 and is headquartered in Boston, MA. | Packaged Software | Chief Operating Officer Sales & Marketing Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Graduate Degree Undergraduate Degree | |
Duke University Health System, Inc.
Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Medical/Nursing Services | Corporate Officer/Principal | |
Grant Thornton LLP
Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Boston College | College/University | Graduate Degree Undergraduate Degree 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 | Graduate Degree Graduate Degree Masters Business Admin | |
University of Massachusetts Boston | College/University | Graduate Degree Corporate Officer/Principal Masters Business Admin | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
Massachusetts Soldiers Legacy Fund
Massachusetts Soldiers Legacy Fund Investment Trusts/Mutual FundsMiscellaneous The Massachusetts Soldiers Legacy Fund is a non-profit organization that provides support to the families and children of Massachusetts servicemembers who have died in overseas wars. The non-profit company is based in Massachusetts. The organization supports over 45 families who have lost a parent in Operations Enduring or Iraqi Freedom. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity 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 | Analyst-Equity Analyst-Equity | |
Aureus Asset Management LLC
Aureus Asset Management LLC Investment ManagersFinance Aureus Asset Management LLC (Aureus) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2005 by David W. Scudder and Karen (Kari) Firestone. Aureus provides investment management and wealth management services to high-net-worth individuals and families as well as institutional investors. | Investment Managers | Analyst-Equity Director of Finance/CFO | |
University of Florida | College/University | Masters Business Admin Doctorate Degree | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Florida International University | College/University | Graduate Degree 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 | Director/Board Member Corporate Officer/Principal | |
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 | |
DUMAC, Inc.
DUMAC, Inc. Investment ManagersFinance DUMAC, Inc. is the investment arm of Duke University, a private research university headquartered in Durham, North Carolina. Founded in 1989, the firm manages Duke University’s endowment assets. In addition to managing Duke’s endowment, DUMAC also manages the university’s defined benefit pension plan assets, Duke University Health System’s investments, and much of the university’s working capital. DUMAC also manages the assets of The Duke Endowment, the private charitable trust established by Duke University’s founder, James B. Duke. | Investment Managers | Corporate Officer/Principal | |
Mad*Pow Media Solutions LLC
Mad*Pow Media Solutions LLC Information Technology ServicesTechnology Services Mad*Pow Media Solutions LLC designs and creates intuitive websites, applications, internal systems, and interactive media. The firm offers experience strategy and service design, interaction design and visual design, behavior change strategy, conversion and lead generation, data visualization, content strategy and creation, research and validation, digital marketing strategy, brand development, usability testing and accessibility evaluation, application development, front-end development, project management, and design training and workshops. The company was founded by Will Powley and Amy Heymans in 2000 and is headquartered in Portsmouth, NH. | Information Technology Services | Corporate Officer/Principal | |
University of Massachusetts Global | College/University | Director/Board Member | |
Blue Owl Technology Finance Corp
Blue Owl Technology Finance Corp Investment ManagersFinance Blue Owl Technology Finance Corp. is a non traded business development company that seeks investment opportunities in middle market companies located in the US. It targets companies operating in the fields of technology and life sciences. The fund provides financing in the form of senior secured or unsecured loans, debt & equity subordinated loans or mezzanine loans and equity-related securities including common equity, warrants, preferred stock and similar forms of senior equity. | Investment Managers | Director/Board Member | |
Blue Owl Capital Corp. II
Blue Owl Capital Corp. II Investment ManagersFinance Blue Owl Capital Corp. II invests in middle market companies located in the US with an EBITDA between USD 10 and 250 million, annual revenues of USD 50 million to 2.5 billion. The fund targets companies operating in a wide range of sectors and industries. It provides equity and debt financing for growth, acquisitions, senior secured or unsecured loans; subordinated loans or mezzanine loans, market or product expansion, refinancing, and recapitalizations with an investment size ranging from USD 20 to 250 million and also ability to lead or anchor debt financings of up to USD 1 billion. | Investment Managers | Director/Board Member | |
Owl Rock Core Income Corp.
Owl Rock Core Income Corp. Investment Trusts/Mutual FundsMiscellaneous Blue Owl Credit Income Corp. operates as a closed-end management investment company. It seeks to generate current income and to a lesser extent, capital appreciation by targeting investment opportunities with favorable risk-adjusted returns. The company was founded on April 22, 2020 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
BLUE OWL CAPITAL CORPORATION | Finance/Rental/Leasing | Director/Board Member | |
OWL Rock Technology Finance Corp. II
OWL Rock Technology Finance Corp. II Investment ManagersFinance Part of Blue Owl Capital, Inc., Blue Owl Technology Finance Corp. II is a company that engages in debt and equity investments in technology-related companies. The company is based in Timonium, MD. | Investment Managers | Director/Board Member | |
Baystate Health, Inc.
Baystate Health, Inc. Miscellaneous Commercial ServicesCommercial Services Baystate Health Systems, Inc. is a non-profit organization, which engages in the operation of hospitals and medical centers. It offers ancillary medical services such as respiratory care, infusion therapy, visiting nurse, hospice, and emergency transportation services. The firm also offers children healthcare, emergency, healthcare programs, and radiology and imaging services. The company was founded in 1886 and is headquartered in Springfield, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Aberdeen Capital Management LLC
Aberdeen Capital Management LLC Investment ManagersFinance Aberdeen Capital Management LLC (Aberdeen Capital Management) is a private equity subsidiary of abrdn Holdings Ltd founded in 1994. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Blue Owl Technology Income Corp.
Blue Owl Technology Income Corp. Investment ManagersFinance Blue Owl Technology Income Corp. is a non traded business development company that seeks investment opportunities in middle market companies located in the US. It targets companies operating in the fields of technology and life sciences. The fund provides financing in the form of senior secured or unsecured loans, debt & equity subordinated loans or mezzanine loans and equity-related securities including common equity, warrants, preferred stock and similar forms of senior equity. | Investment Managers | Director/Board Member | |
Wake Forest University | College/University | Undergraduate Degree | |
Fallon Community Health Plan, Inc.
Fallon Community Health Plan, Inc. Managed Health CareHealth Services Fallon Community Health Plan provides health care services. It provides insurance and self insurance products. The firm also provides medicaid and medicare advantage plans. The company was founded in 1977 and is headquartered in Worcester, MA. | Managed Health Care | Director/Board Member | |
State Street Corp. (Fund Distributor)
State Street Corp. (Fund Distributor) Investment ManagersFinance State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT) | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 46 |
Israel | 2 |
China | 2 |
Sectoral
Finance | 26 |
Consumer Services | 13 |
Commercial Services | 5 |
Technology Services | 3 |
Health Services | 3 |
Operational
Corporate Officer/Principal | 110 |
Undergraduate Degree | 98 |
Director/Board Member | 75 |
Analyst-Equity | 42 |
Graduate Degree | 36 |
Most connected contacts
- Stock Market
- Insiders
- Robert Conley
- Company connections