Scott Ivars Kauls
Portfolio Manager-Equities at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Network origin in Scott Ivars Kauls first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
187
| Subsidiary | Investment Managers | 187 |
Luther College
8
| College/University | Other Consumer Services | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Scott Ivars Kauls via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
Kroll, Inc.
 Kroll, Inc. Data Processing ServicesTechnology Services Kroll, Inc. provides information management, data recovery and legal technologies products and services. It offers corporate restructuring, forensic accounting, intelligence and investigation, background screening and security services. The firm also provides risk mitigation services that include valuation and litigation consulting, electronic evidence and data recovery. The company was founded by Jules B. Kroll in 1972 and is headquartered in New York, NY. | Data Processing Services | Director/Board Member | |
| University of Nebraska | College/University | Graduate Degree Undergraduate Degree | |
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 | |
| New York University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Graduate Degree | |
| North Carolina State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
| State University of New York College at Cortland | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate 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 | Chief Executive Officer Market Strategist | |
| University of Missouri | College/University | Undergraduate Degree Doctorate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
| Wayne State University (Michigan) | College/University | Masters Business Admin Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| Pepperdine University | College/University | Undergraduate Degree Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer | |
Institute for Advanced Study, Inc.
 Institute for Advanced Study, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute for Advanced Study is a renowned center for theoretical research and intellectual inquiry located in Princeton, NJ. The institute engages with the greater Princeton community through public lectures, concerts, and events, and extends its influence beyond academia through innovative programs designed to inspire and educate. The institute is dedicated to independent study across the sciences and humanities, with a community of scholars that includes over eight thousand members who have influenced entire fields of study. The school of natural sciences includes nine permanent faculty and approximately fifty postdoctoral researchers working on frontier topics in various fields. The school of social science takes a multidisciplinary and international perspective on social research. The school of historical studies supports all learning for which historical methods are appropriate. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| St. Stephen's University | College/University | Undergraduate Degree | |
| University of Georgia | College/University | Graduate Degree | |
| National Institute of Technology, Kurukshetra | College/University | Undergraduate Degree | |
| CHINA HYDROELECTRIC CORPORATION (USD) | Financial Conglomerates | Chairman | |
| Indian Institute of Management Bangalore | College/University | Masters Business Admin | |
OM Logistics Ltd.
 OM Logistics Ltd. AirlinesTransportation OM Logistics Ltd. engages in providing logistics, distribution, cargo freight forwarder and supply chain services. It offers surface services, air services and rail services. The company is headquartered in New Delhi, India. | Airlines | Director/Board Member | |
NewQuest Capital Advisors (HK) Ltd.
 NewQuest Capital Advisors (HK) Ltd. Investment ManagersFinance NewQuest Capital Advisors (HK) Ltd (NewQuest Capital Partners) is a private equity firm founded in 2011. Headquartered in Hong Kong. | Investment Managers | Private Equity Investor | |
CPI Ballpark Investments Ltd.
 CPI Ballpark Investments Ltd. Financial ConglomeratesFinance Part of TPG, Inc., CPI Ballpark Investments Ltd. provides investment services. The company is based in Port Louis, Mauritius. | Financial Conglomerates | Director/Board Member | |
| UJJN FINA | Finance/Rental/Leasing | Director/Board Member | |
Ittiam Systems Pvt Ltd.
 Ittiam Systems Pvt Ltd. Movies/EntertainmentConsumer Services Ittiam Systems Pvt Ltd. specializes in multimedia solutions. Its products include software software internet protocol, media software development kit, and system solutions. The company as founded by Vikram Bose, Sattam Dasgupta, Srini Rajam, Johann Andrew Bhagyanathan, Shantanu Jha, Ravishanker Ganesan and Rohit Bhuva on January 1, 2001 and it is headquartered in Bangalore, India. | Movies/Entertainment | Director/Board Member | |
| UGRO CAPITAL LIMITED | Finance/Rental/Leasing | Director/Board Member | |
Cleartrip Pvt Ltd.
 Cleartrip Pvt Ltd. Internet Software/ServicesTechnology Services Cleartrip Pvt Ltd. provides online travel agency and related services. It offers hotels, flights and train booking services. The firm offers QPX, which is a management system for airfare pricing and shopping. The company was founded by Stuart Crighton and Hrush Bhatt on May 12, 2005 and is headquartered in Mumbai, India. | Internet Software/Services | Director/Board Member | |
| Yale University | College/University | Doctorate Degree | |
Tiff Advisory Services LLC
 Tiff Advisory Services LLC Investment ManagersFinance TIFF Advisory Services LLC (TIFF) is an independent fund-of-hedge funds manager headquartered in Radnor, Pennsylvania. Founded in 1991, TIFF delivers comprehensive outsourced CIO (OCIO) and private equity investment solutions to primarily endowments, foundations, and other charitable institutions. | Investment Managers | Corporate Officer/Principal | |
| Drake University | College/University | Masters Business Admin | |
PNC Capital Advisors LLC
 PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Director of Research - Fxd Inc | |
| St. John's University | College/University | Corporate Officer/Principal |
Statistics
International
| United States | 37 |
| India | 7 |
| Canada | 2 |
| China | 2 |
| Hong Kong | 2 |
Sectoral
| Consumer Services | 29 |
| Finance | 16 |
| Technology Services | 3 |
| Commercial Services | 2 |
| Transportation | 2 |
Operational
| Portfolio Manager-Equities | 133 |
| Undergraduate Degree | 91 |
| Corporate Officer/Principal | 58 |
| Director/Board Member | 50 |
| Masters Business Admin | 28 |
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