Tom Lynch
Director/Board Member at Chestnut Hill College
Network origin in Tom Lynch first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Haverford Financial Services, Inc.
 Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.
36
| Subsidiary | Investment Managers | 36 |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.
30
| Subsidiary | Investment Managers | 30 |
Chestnut Hill College
4
| College/University | Other Consumer Services | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tom Lynch via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Penn Mutual Life Insurance Co.
 The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA. | Life/Health Insurance | Director/Board Member Corporate Officer/Principal | |
HSBC Global Asset Management (Hong Kong) Ltd.
 HSBC Global Asset Management (Hong Kong) Ltd. Investment ManagersFinance HSBC Global Asset Management (Hong Kong) Ltd. (HSBC-GAM HK) is the wholly-owned asset management subsidiary of The HongKong & Shanghai Banking Corp. Ltd. and is indirectly owned by HSBC Holdings Plc (LON: HSBA, ADR: HSBC.PRA) in Great Britain. Headquartered in Hong Kong, the firm originated in 1973 as a banking branch and became part of HSBC Asset Management in 1994. The current firm, formerly known as HSBC Investments (Hong Kong) Ltd., was founded in 2005 when the group's investment management business was reorganized. HSBC-GAM HK provides investment management services to corporate clients, private individuals and institutions. | Investment Managers | Analyst-Equity | |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Corporate Officer/Principal | |
Spartan Capital Management LLC (Old)
 Spartan Capital Management LLC (Old) Investment ManagersFinance Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions. | Investment Managers | Founder | |
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Investment Managers | Portfolio Manager-Equities Market Strategist | |
abrdn Alternative Investments Ltd.
 abrdn Alternative Investments Ltd. Investment ManagersFinance abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide. | Investment Managers | Economist | |
Threadneedle Asset Management Ltd.
 Threadneedle Asset Management Ltd. Investment ManagersFinance Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm. | Investment Managers | Analyst-Equity | |
| Wilmington College | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Drexel University | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Investment Committee Member Chief Operating Officer Portfolio Manager-Equities Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree | |
| LaSalle University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Director/Board Member Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of the Arts | College/University | Director/Board Member Director/Board Member | |
| The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
FMS Group, Inc.
 FMS Group, Inc. Financial ConglomeratesFinance FMS Group, Inc. is a private company led by former managers. The company is based in Lexington, MA and has subsidiaries in United States. | Financial Conglomerates | Chairman | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
| West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
| Presbyterian College | College/University | Undergraduate Degree |
Statistics
International
| United States | 45 |
| United Kingdom | 3 |
| Hong Kong | 2 |
Sectoral
| Finance | 29 |
| Consumer Services | 18 |
Operational
| Corporate Officer/Principal | 80 |
| Director/Board Member | 60 |
| Portfolio Manager-Equities | 54 |
| Undergraduate Degree | 44 |
| Analyst-Equity | 25 |
Most connected contacts
| Insiders | |
|---|---|
| Francis Reynolds | 21 |
| Mike Fitzpatrick | 14 |
| Edward G. Boehne | 12 |
| Diego Calderin | 12 |
| Joseph Coradino | 11 |
| Jeff Bagley | 11 |
| Joe McLaughlin | 11 |
| Halie W. O'Shea | 10 |
| Joan Specter | 9 |
| Robert P. Andres | 9 |
| Maxine A. Cuffe | 8 |
| Seth D. Horwitz | 8 |
| Catherine P. Michell | 7 |
| George Washington Connell | 7 |
| John Hannum Donaldson | 7 |
- Stock Market
- Insiders
- Tom Lynch
- Company connections
