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Network origin in Steve Chan first degree
Entity | Entity type | Industry | |
---|---|---|---|
Spectrum Asset Management, Inc.
![]() Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum Asset Management, Inc. (SAM) is an investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). SAM provides portfolio management services to registered mutual funds, private investment funds, foreign funds such as UCITS, sponsors of wrap account programs, corporate pension and profit–sharing plans, charitable institutions, insurance companies, foundations, endowments, and other US and international institutions.
5
| Subsidiary | Investment Managers | 5 |
Foresters Investment Management Co., Inc.
![]() Foresters Investment Management Co., Inc. Investment ManagersFinance Foresters Investment Management Co. Inc. (FIMC) is a mutual fund manager and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Foresters Financial Holding Co. Inc., itself a wholly-owned subsidiary of the Independent Order of Foresters, a Canadian fraternal benefit society with operations in Canada, the United States and the United Kingdom. Founded in 1971, FIMC was formerly known as First Investors Management Co., Inc. They act as investment adviser primarily to the First Investors Family of Funds. The First Investors Family of Funds consists of four trusts, which collectively contain 50 registered investment companies. The firm also acts as investment advisor to various proprietary accounts.
4
| Extinct | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Chan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Foresters Financial Holding Co., Inc. (New York)
![]() Foresters Financial Holding Co., Inc. (New York) Life/Health InsuranceFinance Foresters Financial Holding Company, Inc. operates as a holding company with interests in financial services. Its services include mutual funds sales, investment advisory, life insurance products and tuition management operations. The company was founded in 1930 and is headquartered in New York, NY. | Life/Health Insurance | Chairman President | |
University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
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 | Masters Business Admin Masters Business Admin | |
Stonebridge Advisors LLC
![]() Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Chief Executive Officer | |
The MathWorks, Inc.
![]() The MathWorks, Inc. Packaged SoftwareTechnology Services The MathWorks, Inc. develops and supplies technical computing software for model-based design. Its people conduct research at technology companies, government research labs, financial institutions and universities. The company was founded by John N. Little and Cleve Moler in 1984 and is headquartered in Natick, MA. | Packaged Software | Corporate Officer/Principal | |
University of Strasbourg | College/University | Undergraduate Degree | |
University of Virginia | College/University | Masters Business Admin | |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Analyst-Equity | |
Armstrong Teasdale LLP
![]() Armstrong Teasdale LLP Miscellaneous Commercial ServicesCommercial Services Armstrong Teasdale LLP engages in the provision of legal services. Its core practices include the following: litigation, corporate services, financial and real estate services, and intellectual property The company is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Osmania University | College/University | Undergraduate Degree | |
University of Delaware | College/University | Graduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Capital One Financial Corp. /American Express Card Business/ | Finance/Rental/Leasing | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
Foresters Financial Services, Inc.
![]() Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Financial Conglomerates | President | |
University of Wisconsin | College/University | Graduate Degree | |
The State University of New York | College/University | Undergraduate Degree | |
FORD MOTOR COMPANY | Motor Vehicles | Corporate Officer/Principal | |
Princeton Venture Research, Inc. | Corporate Officer/Principal | ||
The University of Chicago | College/University | Masters Business Admin | |
ONCOLOGIX TECH, INC. | Medical Distributors | Director/Board Member | |
Bentley University | College/University | Undergraduate Degree | |
Chapin Hill Advisors, Inc.
![]() Chapin Hill Advisors, Inc. Investment ManagersFinance Chapin Hill Advisors, Inc. provides investment advice. The private company is based in New York, NY. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 25 |
France | 2 |
India | 2 |
Sectoral
Consumer Services | 13 |
Finance | 9 |
Technology Services | 2 |
Commercial Services | 2 |
Consumer Durables | 2 |
Operational
Corporate Officer/Principal | 10 |
Undergraduate Degree | 8 |
President | 5 |
Masters Business Admin | 5 |
Portfolio Manager-Fixed Income | 4 |
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