Network origin in Elizabeth M. Phillips first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.
385
| Extinct | Investment Managers | 385 |
Corporate High Yield Fund VI, Inc.
11
| Extinct | Investment Trusts/Mutual Funds | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Elizabeth M. Phillips 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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Chief Investment Officer | |
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 | Analyst-Equity Portfolio Manager-Equities | |
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. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Director/Board Member Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Director/Board Member Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Fixed Income Head-Equity Investments Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Market Strategist Analyst-Equity | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Director/Board Member | |
Crossmark Global Investments, Inc.
 Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Wilbanks, Smith & Thomas Asset Management LLC
 Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Investment Managers | Analyst-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
HeadInvest LLC
 HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
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. | College/University | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts | |
| New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Baruch College | College/University | Undergraduate Degree Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) 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). MLPFS provide 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 Portfolio Manager-Equities | |
| Pace University | College/University | Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Stony Brook University | College/University | Undergraduate Degree Graduate Degree | |
| Kettering University | College/University | Undergraduate Degree Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| Middlebury College | College/University | Undergraduate Degree | |
| North Central College | College/University | Undergraduate Degree |
Statistics
International
| United States | 48 |
| Israel | 2 |
| France | 2 |
Sectoral
| Consumer Services | 26 |
| Finance | 23 |
| Consumer Durables | 2 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 143 |
| Director/Board Member | 111 |
| Portfolio Manager-Equities | 109 |
| President | 94 |
| Undergraduate Degree | 79 |
Most connected contacts
| Insiders | |
|---|---|
| Bob Doll | 81 |
| Mark Schwartz | 30 |
| Ernest O'Neal | 27 |
| Steven Collins | 22 |
| Tom R. Hudson | 16 |
| Chris Ricciardi | 15 |
| Chun-Hsien Wei | 14 |
| Diehl Bowen | 13 |
| Jeremy M. Kogler | 12 |
| Dennis Schaney | 12 |
| Edward Vermont Blanchard | 12 |
| William W. Staudt | 11 |
| David A. Willmott | 11 |
| Richard A. Church | 11 |
| David Lee Watson | 11 |
- Stock Market
- Insiders
- Elizabeth M. Phillips
- Company connections
