Surya Mrunalini Pisapati
Director of Research - Equity at PFM Asset Management LLC
Network origin in Surya Mrunalini Pisapati first degree
Entity | Entity type | Industry | |
---|---|---|---|
Villanova University
85
| College/University | Other Consumer Services | 85 |
Indian Institute of Management Ahmedabad
32
| College/University | Other Consumer Services | 32 |
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies.
18
| Subsidiary | Investment Managers | 18 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Surya Mrunalini Pisapati via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Davis Selected Advisers LP
Davis Selected Advisers LP Investment ManagersFinance Davis Selected Advisers LP (David Advisors) is a SEC-registered investment advisor and mutual fund manager headquartered in Tucson, Arizona. Founded in 1969, David Advisors provides discretionary portfolio management services, serving as investment adviser or sub-adviser for registered investment companies (including the Davis ETFs, Davis Funds, Selected Funds, and Clipper Fund), unregistered investment companies, offshore funds, private accounts and other pooled investment vehicles. The firm also works with sponsors to serve as investment adviser for managed money/wrap account programs. | Investment Managers | Analyst-Equity | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Mizuho Securities USA LLC
Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity | |
Scotia Capital (USA), Inc.
Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy. | Investment Banks/Brokers | Analyst-Equity | |
BNY Mellon Securities Corp.
BNY Mellon Securities Corp. Investment ManagersFinance BNY Mellon Securities Corp. (BNYMSC) is a dually registered investment advisor and broker-dealer headquartered in New York City. It was founded in 1951 and previously known as The Dreyfus Sales Corp., Dreyfus Services Corp. and MBSC Securities Corp. The firm is a direct wholly-owned subsidiary of BNY Mellon Investment Adviser, Inc., an indirect subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMSC provide an array of investment advisory services to individual investors and other clients of Program Sponsors of Wrap Programs. The firm also acts as a model provider for BNY Mellon Select where they provide certain model portfolios consisting only of mutual funds to program sponsors for use by the sponsors, at their discretion, with their clients. | Investment Managers | Corporate Officer/Principal | |
CROSSAMERICA PARTNERS LP | Wholesale Distributors | Chief Operating Officer Director of Finance/CFO | |
MEDLEY MANAGEMENT INC. | Investment Managers | Comptroller/Controller/Auditor | |
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 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 | Corporate Officer/Principal Analyst-Fixed Income | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Consultant / Advisor | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Indian Institute of Technology Roorkee | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
PFM Group, Inc.
PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA. | Investment Managers | Chief Investment Officer Chief Executive Officer Corporate Officer/Principal | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Vertex Ventures SE Asia & India
Vertex Ventures SE Asia & India Investment ManagersFinance Vertex Ventures SE Asia & India (Vertex Ventures) is a venture capital subsidiary of Vertex Venture Holdings Ltd founded in 2010. The firm is headquartered in Singapore. | Investment Managers | Private Equity Investor Director/Board Member | |
Distributed Capital Partners LLC
Distributed Capital Partners LLC Investment ManagersFinance Distributed Capital Partners LLC (Distributed Capital Partners) is a venture capital firm founded in 2017. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Etherindex LLC
Etherindex LLC Financial ConglomeratesFinance Etherindex LLC provides investment services. The private company is based in Wilmington. The American company was founded by David Jackson. David Jackson has been the CEO since incorporation. | Financial Conglomerates | Chief Executive Officer Chief Executive Officer | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Dunne Manning, Inc.
Dunne Manning, Inc. Wholesale DistributorsDistribution Services Dunne Manning, Inc. provides petroleum products. It owns and leases real estate used in the retail distribution of motor fuels. The firm has locations in Allentown and Bethlehem. The company was founded in 1992 and is headquartered in Allentown, PA. | Wholesale Distributors | Chief Operating Officer Director of Finance/CFO | |
CrossAmerica GP LLC
CrossAmerica GP LLC Wholesale DistributorsDistribution Services CrossAmerica GP LLC provides petroleum products. The company is headquartered in Dover, DE. | Wholesale Distributors | Chief Operating Officer Director of Finance/CFO | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Gujarat University | College/University | Undergraduate Degree Doctorate Degree | |
The National Bar Association
The National Bar Association Miscellaneous Commercial ServicesCommercial Services The National Bar Association is a non-profit organization that supports the African-American professional development of minority attorneys. The company was founded by George S. Adams, Jesse N. Baker, S. Joe Brown, Charles H. Calloway, Wendell E. Green, William H. Haynes, Charles P. Howard, Sr, L. Amasa Knox, James B. Morris, Gertrude E. Rush, C. Francis Stradford, and George H. Woodson in 1925 is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sentinel Global
Sentinel Global Investment ManagersFinance Sentinel Global LP (Sentinel Global) is a venture capital firm founded in 2022. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity | |
MUFG Securities Americas, Inc.
MUFG Securities Americas, Inc. Investment Banks/BrokersFinance MUFG Securities Americas, Inc. is the US-based broker/dealer subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. The firm is headquartered in New York City with offices in San Francisco, Los Angeles, Houston, and Chicago. MUFG Securities Americas was founded in 2003 and were formerly known as Mitsubishi UFJ Securities (USA), Inc. They offer an expansive product suite through capital markets, credit, rates, equities and structured products. | Investment Banks/Brokers | Analyst-Equity | |
A&M Capital Advisors LP
A&M Capital Advisors LP Investment ManagersFinance A&M Capital Advisors LP (AMC) is a private equity subsidiary of A&M Capital Advisors GP LLC founded in 1983. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Corporate Officer/Principal | |
Vanderbilt Owen Graduate School of Management | College/University | Graduate Degree | |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Corporate Officer/Principal | |
GIC Real Estate Pte Ltd.
GIC Real Estate Pte Ltd. Investment ManagersFinance GIC Real Estate Pte Ltd (GIC Real Estate) is a real estate private equity firm founded in 1981. The firm is headquartered in Singapore. | Investment Managers | Private Equity Investor | |
Swarthmore College | College/University | Undergraduate Degree | |
JP Morgan & Co.
JP Morgan & Co. Financial ConglomeratesFinance JP Morgan & Co. provides financial services. The private company is based in Singapore, Singapore. | Financial Conglomerates | Private Equity Analyst | |
Barings LLC (Private Equity)
Barings LLC (Private Equity) Investment ManagersFinance Barings LLC (Barings) is a private equity firm a subsidiary of Barings LLC founded in 1992. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Delhi College of Engineering | College/University | Undergraduate Degree | |
Etherindex Ether Trust
Etherindex Ether Trust Etherindex Ether Trust operates as a statutory trust, which engages in the control of ether. It is a digital asset that can be transferred through the Internet and can be verified by the Ethereum computer network software. The company was founded in 2016 and is headquartered in New York, NY. | Chief Executive Officer | ||
Neptune.io Inc.
Neptune.io Inc. Packaged SoftwareTechnology Services Neptune.io Inc. a Software as a Service (SaaS) based platform that develops automation tools. Its platform reduces server down times by fixing server alerts automatically. It also fix those less critical server issues itself. The company was founded by Kiran Gollu and is headquartered in San Mateo, CA. | Packaged Software | Founder | |
Ajna Labs LLC
Ajna Labs LLC Packaged SoftwareTechnology Services Ajna Labs LLC provides permissionless lending, borrowing, and trading software services. The company is based in Boca Raton, FL. The company was founded in 2021 by Mike Hathaway, Akash Patel, George Niculae, Howard Malzberg, Ian Harvey, Ed Noepel, Matthew Wayne Cushman, Gregory DiPrisco, Joseph Quintilian. | Packaged Software | Founder | |
Dorilton Capital Advisors LLC
Dorilton Capital Advisors LLC Investment ManagersFinance Dorilton Capital Advisors LLC (Dorilton Capital Advisors) is a private equity subsidiary of Dorilton Capital Management LLC, founded in 2009 by Matthew Savage and Darren Fultz. The firm is headquartered in New York with additional offices at Houston, Texas and London, United Kingdom. | Investment Managers | Private Equity Investor |
Statistics
International
United States | 42 |
India | 4 |
Singapore | 4 |
United Kingdom | 2 |
Sectoral
Finance | 32 |
Consumer Services | 8 |
Distribution Services | 4 |
Commercial Services | 4 |
Technology Services | 3 |
Operational
Director/Board Member | 96 |
Corporate Officer/Principal | 92 |
Undergraduate Degree | 92 |
Analyst-Equity | 50 |
Private Equity Investor | 42 |
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