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Network origin in Ann Duncan first degree
Entity | Entity type | Industry | |
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Russell Investment Management LLC
![]() Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.
69
| Holding Company | Investment Managers | 69 |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
8
| Extinct | Major Banks | 8 |
Avatar Associates
![]() Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios.
7
| Extinct | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ann Duncan via their personal network
Company | Sector | Related people | Main position |
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STARBUCKS CORPORATION | Restaurants | Chief Tech/Sci/R&D Officer | |
Fiduciary Trust Company International
![]() Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Brandywine Global Investment Management LLC
![]() Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Trading-Equity | |
Soros Fund Management LLC
![]() Soros Fund Management LLC Investment ManagersFinance Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights. | Investment Managers | Trading-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 | Corporate Officer/Principal | |
Caxton Corp.
![]() Caxton Corp. Investment ManagersFinance Caxton Corp. is an independent investment advisory firm headquartered in Princeton, New Jersey. It was founded by Bruce S. Kovner in 1983. The firm serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin | |
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 Graduate Degree Graduate Degree | |
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 Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Russell Investments Ltd.
![]() Russell Investments Ltd. Investment ManagersFinance Russell Investments Ltd. (RIL) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of Russell Investments Systems Ltd., itself a subsidiary of Russell Investment Management LLC in the US. RIL provides investment management and investment consulting services for institutions, financial advisors, and individual investors. | Investment Managers | Corporate Officer/Principal President Corporate Officer/Principal | |
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 | Analyst-Equity Corporate Officer/Principal | |
Russell Investment Group Pty Ltd.
![]() Russell Investment Group Pty Ltd. Investment ManagersFinance Part of Russell Investments Group Ltd., Russell Investment Group Pty Ltd. is a financial asset management company based in Sydney, Australia. The Australian company offers a set of resources and articles to help clients navigate through market volatility and focus on the long term. The company provides analysis on the impact of pivoting the superannuation system to a mass personalized, goals-based approach on the real retirement gap. The company's investment approach brings the world's leading managers and strategies together aimed at achieving investors' goals. Russell Investment Group manages investments for institutions, advisors, and individuals, and is dedicated to improving financial security for people. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Sustainable Growth Advisers LP
![]() Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | Investment Managers | Analyst-Equity | |
Frank Russell Capital, Inc.
![]() Frank Russell Capital, Inc. Investment ManagersFinance Frank Russell Capital, Inc. is an investment firm founded in 1999 by Frank Russell.The firm is headquartered in Tacoma. | Investment Managers | Director of Finance/CFO Director of Research - Equity Private Equity Analyst | |
New York Daily News Co.
![]() New York Daily News Co. Financial ConglomeratesFinance New York Daily News Co. engages in publishing of sports and entertainment news. The company was founded on June 8, 1904 and is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Puget Sound | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Pacific Lutheran University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Washington State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Russell Investment Company
![]() Russell Investment Company Investment Trusts/Mutual FundsMiscellaneous Russell Investment Co. provides investment & financial services. The company is headquartered in Tacoma, WA | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
Seattle University | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Graduate Degree | |
Evercore Trust Co. NA (Invt Mgmt)
![]() Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
Western Washington University | College/University | Undergraduate Degree Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
Pantheon Ventures (US) LP
![]() Pantheon Ventures (US) LP Investment ManagersFinance Founded in 1987, Pantheon Ventures (US) LP is a private equity firm headquartered in San Francisco. The firm is the U.S. investment arm of Pantheon Ventures (UK) LLP. Their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in June 2010. Pantheon Ventures manages regional primary investments, global secondary and infrastructure investments and customized separate account programs. | Investment Managers | Private Equity Investor Private Equity Analyst | |
TAPINATOR, INC. | Packaged Software | Director/Board Member | |
Wellesley College | College/University | Undergraduate Degree | |
University of Scranton | College/University | Masters Business Admin | |
Slalom, Inc.
![]() Slalom, Inc. Miscellaneous Commercial ServicesCommercial Services Slalom, Inc. provides consulting and technology services. Its services include customer engagement, delivery leadership, experience design, information management and analytics, organizational effectiveness, strategy and operations, and technology enablement. The company was founded by John Tobin and Troy Johnson in 2001 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
Spaulding & Slye Co.
![]() Spaulding & Slye Co. Real Estate DevelopmentFinance Spaulding & Slye Co. is an American company that provides real estate development services. | Real Estate Development | Corporate Officer/Principal | |
GQG PARTNERS INC. | Investment Managers | Director/Board Member |
Statistics
International
United States | 44 |
United Kingdom | 2 |
Australia | 2 |
Colombia | 2 |
Sectoral
Finance | 22 |
Consumer Services | 21 |
Technology Services | 3 |
Commercial Services | 3 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 248 |
Undergraduate Degree | 74 |
Portfolio Manager-Equities | 60 |
Director/Board Member | 50 |
Masters Business Admin | 30 |
Most connected contacts
Insiders | |
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Michelle Ann McCarthy | 127 |
Hal Strong | 17 |
Jeffrey Johnson | 16 |
Karl J. Ege | 16 |
Ryan Parker | 13 |
John Schlifske | 11 |
Brian Crynes | 10 |
Robert D. France | 10 |
Jon Hearn | 9 |
Paul K. Napoli | 8 |
Donna van Vlack | 8 |
Sally Jo Haskins | 8 |
Jeff Geller | 8 |
Susan Long McAndrews | 8 |
Richard Usher-Jones | 8 |
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