Network origin in Theresa Ann Havell first degree
Entity | Entity type | Industry | |
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Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.
43
| Subsidiary | Investment Managers | 43 |
Havell Capital Management LLC
Havell Capital Management LLC Investment ManagersFinance Founded in 1996, Havell Capital Management is a hedge fund manager located in New York City
3
| Extinct | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Theresa Ann Havell via their personal network
Company | Sector | Related people | Main position |
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MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
LEGACY IMBDS, INC. | Internet Retail | Director/Board Member | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Laifer Capital Management, Inc.
Laifer Capital Management, Inc. Investment ManagersFinance Laifer Capital Management, Inc. is an independent hedge fund manager headquartered in Norwalk, Connecticut. The firm was founded by Lance Laifer and provides investment advice to high net-worth clients. | Investment Managers | Founder | |
LB Hercules Holdings LLC
LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Lazard Frères & Co. LLC
Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Portfolio Manager-Fixed Income | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Azul Holdings, Inc.
Azul Holdings, Inc. Information Technology ServicesTechnology Services Azul Holdings, Inc. provides content management solutions. It develops, markets and supports content management and publishing software products that help companies create, manage and deliver large amounts of content in web, electronic or paper formats. The company was founded in 1981 and is headquartered in Boulder, CO. | Information Technology Services | Director/Board Member | |
EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
G.research LLC
G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Investment Banks/Brokers | Analyst-Equity | |
EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
PALTALK, INC. | Packaged Software | Director/Board Member | |
Allianz Global Investors Distributors LLC
Allianz Global Investors Distributors LLC Financial ConglomeratesFinance Allianz Global Investors Distributors LLC provides fund management services. The firm offers global investment and research capabilities with consultative local delivery. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal Chief Executive Officer | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal | |
University of Utah | College/University | Undergraduate Degree Undergraduate Degree | |
Queens College | College/University | Undergraduate Degree | |
Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
Iona College | College/University | Undergraduate Degree | |
New York University | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
A.V.M. Software, Inc.
A.V.M. Software, Inc. Internet Software/ServicesTechnology Services A.V.M. Software, Inc. provides group video chat. It enables people to meet and interact around topics, interests, and content and culture, through real-time group chat. The firm is available on Personal Computer, iOS, Android, and Mac Beta. The company was founded in 1998 and is headquartered in Jericho, NY. | Internet Software/Services | Director/Board Member | |
Neuberger Berman Investment Advisers LLC
Neuberger Berman Investment Advisers LLC Investment ManagersFinance Neuberger Berman Investment Advisers, Inc. (NBIA) is a registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted its present name on January 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
The City College of New York | College/University | Undergraduate Degree |
Statistics
International
United States | 47 |
Canada | 2 |
Sectoral
Finance | 21 |
Miscellaneous | 14 |
Consumer Services | 10 |
Technology Services | 4 |
Retail Trade | 2 |
Operational
Director/Board Member | 70 |
Corporate Officer/Principal | 61 |
Portfolio Manager-Equities | 49 |
General Counsel | 41 |
Corporate Secretary | 39 |
Most connected contacts
Insiders | |
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Heidi L. Steiger | 61 |
Thomas J. Fuccillo | 47 |
Julia Wyatt | 12 |
Robert Gendelman | 10 |
Lance Laifer | 10 |
Anthony Gerard Simone | 10 |
Hemant Baijal | 10 |
Wim Vandenhoeck | 9 |
Jeremy Kramer | 9 |
Richard R. Schmaltz | 7 |
Aaron Kilberg | 7 |
Jeffrey Simon | 6 |
Jeffrey Bronchick | 6 |
Pat J. Reischour | 6 |
Matthew E. Shefler | 6 |
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