Steven David Bleiberg
Portfolio Manager-Equities at Epoch Investment Partners, Inc.
Network origin in Steven David Bleiberg first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
729
| College/University | Other Consumer Services | 729 |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.
132
| Subsidiary | Investment Managers | 132 |
Epoch Investment Partners, Inc.
 Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients.
53
| Subsidiary | Investment Managers | 53 |
BEA Associates
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven David Bleiberg via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Graduate 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 | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
BofA Global Capital Management Group LLC
 BofA Global Capital Management Group LLC Investment ManagersFinance Part of Bank of America Corp., BofA Global Capital Management Group LLC is an American company that provides portfolio management. The company is based in MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
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 | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Chief Executive Officer Analyst-Equity Corporate Officer/Principal | |
| Rochester Christian University | College/University | Masters Business Admin Undergraduate Degree | |
The Association of the Bar of the City of New York
 The Association of the Bar of the City of New York Miscellaneous Commercial ServicesCommercial Services The Association of the Bar of the City of New York is a voluntary association of lawyers and law students. The organization was founded in 1870 and it is headquartered in New York, NY | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Chairman | |
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 | Corporate Officer/Principal Analyst-Equity | |
| Queen's University | College/University | Undergraduate Degree Doctorate Degree | |
TDAM USA, Inc.
 TDAM USA, Inc. Investment ManagersFinance TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
New Jersey State Bar Association
 New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Graduate Degree Doctorate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Analyst-Equity | |
The Partnership for New York City, Inc.
 The Partnership for New York City, Inc. Miscellaneous Commercial ServicesCommercial Services The Partnership for New York City operates as a charitable organization. It is a network of business leaders and corporations working for the economic and cultural betterment of all five boroughs of the city. The firm provides networking opportunities, conducts research, participates in policy making and lobbies government. The company was founded by David Rockefeller in 2002 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chairman Director/Board Member | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Steinberg Asset Management LLC
 Steinberg Asset Management LLC Investment ManagersFinance Steinberg Asset Management LLC (SAM) is a registered investment advisor headquartered in New York City. It was founded by Michael A. Steinberg in 1982 as Steinberg Priest & Sloane Capital Management LLC. The firm is a subsidiary of Steinberg Asset Management Co., Inc., which is owned by the Steinberg 2001 Family Trust. SAM manages separate accounts in primarily all-cap value equity portfolios for institutions, pensions, endowments, foundations, and high net worth individuals. It also manages certain client accounts in small-cap, and small-to-mid-cap strategies. | Investment Managers | Portfolio Manager-Equities Trading-Equity | |
Rally Health, Inc.
 Rally Health, Inc. Packaged SoftwareTechnology Services Rally Health, Inc. provides a personal health management platform that enables consumers to record fitness goals, research conditions, access health tools and even communicate directly with other members and medical professionals. Its flagship products, Zensey, is a gamified health social network and employee wellness program. Zensey consists of a place for patients to aggregate health data from providers and an anonymous forum to discuss health concerns with other members, as well as connections to various smartphone-enabled health devices. The company was founded by Gran Lovely Verstandig in 2010 and is headquartered in Washington, DC. | Packaged Software | Director/Board Member | |
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Investment Managers | Analyst-Equity | |
Mintz, Levin, Cohn, Ferris, Glovsky & Popeo PC
 Mintz, Levin, Cohn, Ferris, Glovsky & Popeo PC Miscellaneous Commercial ServicesCommercial Services Mintz, Levin, Cohn, Ferris, Glovsky & Popeo PC provides legal services. The firm offers services to the communications, education, environmental, health, immigration, public finance, real estate and tax industries. The company was founded in 1933 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Vantage Partners LLC
 Vantage Partners LLC Miscellaneous Commercial ServicesCommercial Services Vantage Partners LLC provides management consulting services. Its consulting services include alliances, strategic sourcing and supply chain management, sales and account management, organizational transformation and enterprise learning. The company was founded by Bruce Patton, Danny Ertel, Jeff A. Weiss, Mark Gordon and Stuart Kliman in 1979 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Founder | |
| Providence College | College/University | Undergraduate Degree | |
abrdn (USA) Ltd.
 abrdn (USA) Ltd. Investment ManagersFinance abrdn (USA) Ltd. (abrdn USA) is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 2001 and formerly known as SL Investments (No.1) Ltd. and as Standard Life Investments (USA) Ltd. They are a subsidiary of abrdn Investment Management Ltd., ultimately owned by abrdn Plc (LON: ABDN) in Great Britain. abrdn USA provides investment products and solutions to individuals, governments, pension funds, insurers, companies, charities and foundations. | Investment Managers | Analyst-Equity | |
Swiss Re America Holding Corp.
 Swiss Re America Holding Corp. Multi-Line InsuranceFinance Swiss Re America Holding Corp. provides reinsurance services. It offers life, health, property, motor, and marine reinsurance services. The company is headquartered in Armonk, NY. | Multi-Line Insurance | Chairman |
Statistics
International
| United States | 49 |
| Canada | 2 |
| Mexico | 2 |
Sectoral
| Finance | 21 |
| Consumer Services | 16 |
| Commercial Services | 9 |
| Miscellaneous | 6 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 174 |
| Director/Board Member | 155 |
| Undergraduate Degree | 95 |
| Analyst-Equity | 90 |
| Portfolio Manager-Equities | 52 |
Most connected contacts
| Insiders | |
|---|---|
| Roger Ferguson | 51 |
| Cielito Habito | 27 |
| James Attwood | 20 |
| Howard P. Milstein | 19 |
| Albert Adams | 17 |
| Bill Priest | 16 |
| Roger Porter | 15 |
| Juwen Gao | 15 |
| Gikas Hardouvelis | 15 |
| G. Jones | 15 |
| Robert Smith | 15 |
| Lloyd Blankfein | 14 |
| Layle Smith | 13 |
| Lawrence S. Lustberg | 12 |
| Roger M. Harris | 10 |
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