Network origin in Thomas Lee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Leonard N Stern School of Business
291
| College/University | Other Consumer Services | 291 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.
118
| Extinct | Investment Banks/Brokers | 118 |
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.
109
| Subsidiary | Investment Managers | 109 |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.
75
| Operating Division | Investment Managers | 75 |
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.
67
| Operating Division | Investment Managers | 67 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Thomas Lee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Chief Investment Officer Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Chief Executive Officer Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
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 | Chief Investment Officer Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Trading-Equity | |
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 Chief Investment Officer Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| The Trustees of Columbia University in The City of New York | 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 Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Chief Executive Officer Chief Executive Officer Corporate Officer/Principal | |
| The University of Chicago | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree Undergraduate Degree 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 | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 Masters Business Admin | |
| Brown University | College/University | Undergraduate Degree Graduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Chairman Chief Executive Officer | |
New York Philharmonic
 New York Philharmonic Movies/EntertainmentConsumer Services New York Philharmonic provides live theatrical presentations. The company was founded in 1842 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Director/Board Member | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
The Business Council
 The Business Council Miscellaneous Commercial ServicesCommercial Services The Business Council operates as an organization of business leaders. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree 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 | Graduate Degree Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Security National Insurance Co., Inc.
 Security National Insurance Co., Inc. Life/Health InsuranceFinance Part of Zurich Insurance Group AG, Security National Insurance Co., Inc. provides life insurance services. The company is based in Davie, FL. | Life/Health Insurance | Director/Board Member |
Statistics
International
| United States | 48 |
Sectoral
| Finance | 24 |
| Consumer Services | 24 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 147 |
| Corporate Officer/Principal | 108 |
| Portfolio Manager-Equities | 104 |
| Undergraduate Degree | 72 |
| Masters Business Admin | 53 |
Most connected contacts
| Insiders | |
|---|---|
| Scott Wennerholm | 53 |
| Barry Zyskind | 39 |
| Gerald Hassell | 25 |
| Charlie Scharf | 23 |
| Atul Varma | 15 |
| Cyrus Taraporevala | 14 |
| Leo Grohowski | 14 |
| Brad Tank | 13 |
| Diane Durnin | 12 |
| Eric Weinstein | 11 |
| Rafael Zayas | 9 |
| Anne Madden | 9 |
| Charles Claude Kantor | 9 |
| Larry Hughes | 9 |
| Wai Lee | 8 |
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