Wendy Lai
Portfolio Manager-Equities at Laird Norton Wetherby Wealth Management LLC
Network origin in Wendy Lai first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Merrill Lynch & Co., Inc.
224
| Extinct | Investment Managers | 224 |
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.
47
| Subsidiary | Investment Managers | 47 |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.
12
| Subsidiary | Investment Managers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Wendy Lai via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| Rochester Christian University | College/University | Masters Business Admin Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity | |
| PEARSON PLC | Publishing: Books/Magazines | Human Resources Officer | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 Masters Business Admin | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | 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 | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Texas Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity | |
| University of San Francisco | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Corporate Officer/Principal Graduate Degree | |
| Commdevco Pty Ltd. | Director/Board Member | ||
| Gamiro Ventures Pty Ltd. | Director/Board Member | ||
| PBT GROUP LIMITED | Packaged Software | Director/Board Member | |
| Northern Illinois University | College/University | Undergraduate Degree | |
Wintrust Investments LLC
 Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Investment Managers | Portfolio Manager-Equities | |
| Gamiro Advisory Services Pty Ltd. | Director/Board Member | ||
| Gamiro Consult Pty Ltd. | Director/Board Member | ||
Gamiro Holdings Pty Ltd.
 Gamiro Holdings Pty Ltd. Financial ConglomeratesFinance Gamiro Holdings Pty Ltd. functions as an investment holding South African company. The private company is based in Sandton, South Africa. | Financial Conglomerates | Director/Board Member | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Hepax Trade & Invest Pty Ltd.
 Hepax Trade & Invest Pty Ltd. Financial ConglomeratesFinance Hepax Trade & Invest Pty Ltd. provides investment services. The private company is based in Sandton, South Africa. | Financial Conglomerates | Director/Board Member | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
| Hero Strategic Marketing Pty Ltd. | Director/Board Member |
Statistics
International
| United States | 38 |
| South Africa | 9 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 25 |
| Finance | 16 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 198 |
| Director/Board Member | 149 |
| Undergraduate Degree | 90 |
| Portfolio Manager-Equities | 51 |
| Masters Business Admin | 34 |
Most connected contacts
| Insiders | |
|---|---|
| Heather Joan Sonn | 54 |
| Launny Steffens | 28 |
| Velislav Iltchev | 21 |
| Barry Blattman | 16 |
| Andrew Sergio Gazitua Dwyer | 16 |
| Bob Doherty | 14 |
| Bryan Reyhani | 13 |
| Frank Kelly | 12 |
| Mark Watt | 12 |
| Joseph Gatto | 12 |
| John J. Sauickie | 11 |
| Moisés Israel Abecasis | 11 |
| Damian Kozlowski | 10 |
| Harry Mcmahon | 9 |
| Daniel Lawrence | 9 |
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