Ted Berry
Portfolio Manager-Equities at Morgan Stanley Smith Barney LLC (Investment Management)
Network origin in Ted Berry first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities.
45
| Operating Division | Investment Managers | 45 |
University of Hartford
10
| College/University | Other Consumer Services | 10 |
Eckerd College
5
| College/University | Other Consumer Services | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ted Berry via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Doctorate Degree Graduate Degree | |
Nyfix, Inc.
 Nyfix, Inc. Investment Banks/BrokersFinance NYFIX, Inc. provides electronic trading solutions. It provides value-added informational and analytic services and powerful tools for measuring execution quality. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cantor Fitzgerald Securities
 Cantor Fitzgerald Securities Investment Banks/BrokersFinance Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data. | Investment Banks/Brokers | Corporate Officer/Principal | |
YHB Investment Advisors, Inc.
 YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations. | Investment Managers | Portfolio Manager-Equities | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Morgan Stanley Private Bank NA
 Morgan Stanley Private Bank NA Regional BanksFinance Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY. | Regional Banks | Chief Executive Officer | |
| SILA REALTY TRUST, INC. | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
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 | Analyst-Equity Market Strategist | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
St. Francis Hospital & Medical Center
 St. Francis Hospital & Medical Center Hospital/Nursing ManagementHealth Services St. Francis Hospital & Medical Center provides health care services and operates as a teaching hospital. It specializes in medicine, surgery, obstetrics and gynecology, pediatrics, dentistry, and rehabilitation medicine. The company was founded by Ann Valencia in 1897 and is headquartered in Hartford, CT. | Hospital/Nursing Management | Director/Board Member | |
Merriman Capital, Inc.
 Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Investment Banks/Brokers | Trading-Equity | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Advanced Financial Applications, Inc.
 Advanced Financial Applications, Inc. Packaged SoftwareTechnology Services Advanced Financial Applications, Inc. provides integrated order processing solutions to buy and sell-side institutions. It helps hedge funds, asset management firms, broker dealers, and family offices grow their businesses by creating and delivering trading solutions to streamline the trade workflow. The company was founded in 1999 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Lynn University, Inc. | College/University | 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 | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Western Michigan University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| LaTrobe University | College/University | Doctorate Degree Doctorate Degree | |
| Florida Department of Environmental Protection (United States) | General Government | Chief Operating Officer Chief Operating Officer | |
Morgan Stanley Bank NA
 Morgan Stanley Bank NA Major BanksFinance Morgan Stanley Bank, NA provides banking services. The company is headquartered in Salt Lake City, UT. | Major Banks | Chief Executive Officer | |
| Connecticut Development Authority | State Agency | Chairman | |
The Bushnell Center for the Performing Arts
 The Bushnell Center for the Performing Arts Real Estate DevelopmentFinance The Bushnell Center for the Performing Arts operates as theater for community programs. It offers Broadway tours, symphony orchestras, family presentations, travel films and children's theater. The company was founded in 1930 and is headquartered in Hartford, CT. | Real Estate Development | Director/Board Member | |
| ARZAN FINANCIAL GROUP FOR FINANCING AND INVESTMENT - KPSC | Investment Managers | Director/Board Member Director/Board Member | |
Louis Capital Markets UK LLP
 Louis Capital Markets UK LLP Investment Banks/BrokersFinance Part of Louis Capital Markets LP, Louis Capital Markets UK LLP is a brokerage firm. The company is based in London, UK. The British company was founded in 2003 by Patrice Cohen. Patrice Cohen has been the CEO since 2003. | Investment Banks/Brokers | Corporate Officer/Principal | |
Interactive Brokers LLC
 Interactive Brokers LLC Investment Banks/BrokersFinance Part of IBG Holdings LLC, Interactive Brokers LLC is a brokerage company. The company is based in Greenwich, CT. The CEO of the company is Milan Galik. | Investment Banks/Brokers | Corporate Officer/Principal | |
BGC Brokers LP
 BGC Brokers LP Investment Banks/BrokersFinance BGC Brokers LP (BGC) is a brokerage firm headquartered in London, UK. The firm was founded by and is a subsidiary of BGC European Holdings LP, ultimately owned by BGC Group, Inc. (NASDAQ: BGC) in the US. BGC provides broking services to broker-dealers, banks, and a range of institutional investors and other sophisticated institutional wholesale market participants. | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Greene Capital Partners LLC | Director/Board Member Corporate Officer/Principal | ||
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. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Seedfunders LLC
 Seedfunders LLC Investment ManagersFinance Seedfunders LLC (Seedfunders) is a venture capital firm founded in 2017 by David Chitester and Irv Cohen. The firm is headquartered in St. Petersburg, Florida. | Investment Managers | Private Equity Investor Private Equity Investor | |
Carter Multifamily Growth & Income Fund LLC
 Carter Multifamily Growth & Income Fund LLC Real Estate DevelopmentFinance Carter Multifamily Growth & Income Fund LLC provides real estate services. The company is headquartered in Tampa, FL. | Real Estate Development | Director/Board Member Comptroller/Controller/Auditor | |
Connecticut Center for Advanced Technology, Inc.
 Connecticut Center for Advanced Technology, Inc. Miscellaneous Commercial ServicesCommercial Services Connecticut Center for Advanced Technology, Inc. is an applied technology demonstration and training center that supports manufacturers on their digital transformation with technology education, demonstrations, grants, and adoption assistance. The private company is based in East Hartford, CT. The company also provides advanced technology trainings and programs to develop the manufacturing workforce and inspire the workforce of the future. Additionally, they lead planning and policy initiatives that focus on sustainable, reliable energy use. The Advanced Composites Technology Center is a unique public-private partnership between the Connecticut Center for Advanced Technology, Pratt & Whitney, and Goodwin University. The program provides demonstrations, trainings, and adoption support of Industry 4.0 technologies. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
| United States | 45 |
| United Kingdom | 3 |
| Australia | 2 |
| Kuwait | 2 |
Sectoral
| Finance | 31 |
| Consumer Services | 13 |
| Government | 3 |
| Health Services | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 65 |
| Undergraduate Degree | 57 |
| Director/Board Member | 50 |
| Portfolio Manager-Equities | 44 |
| Masters Business Admin | 26 |
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