Bill Hegarty
Chief Investment Officer at McDonald Partners LLC
Network origin in Bill Hegarty first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
135
| Subsidiary | Investment Managers | 135 |
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY).
53
| Extinct | Investment Managers | 53 |
University of Kentucky
40
| College/University | Other Consumer Services | 40 |
McDonald Partners LLC
 McDonald Partners LLC Investment ManagersFinance McDonald Partners LLC is an independent, dually-registered investment adviser and broker-dealer headquartered in Cleveland, Ohio. It has additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. The firm was founded by Thomas McDonald in 2005. McDonald Partners provides a variety of investment management services through its Financial Advisors to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities.
17
| Private Company | Investment Managers | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bill Hegarty via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
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 Market Strategist Corporate Officer/Principal | |
| University of Louisville | College/University | Doctorate Degree Doctorate Degree Graduate Degree | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toledo (Ohio) | College/University | Undergraduate Degree Graduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| LEXMARK INTERNATIONAL INC | Computer Processing Hardware | Director/Board Member Corporate Officer/Principal | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| Manhattanville College | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Asheville | College/University | Undergraduate Degree Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Corporate Officer/Principal Undergraduate Degree | |
| University of Kentucky College of Law | College/University | Graduate Degree Graduate Degree | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The College of William & Mary | College/University | Graduate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| Baldwin-Wallace College | College/University | Director/Board Member Undergraduate Degree | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree Masters Business Admin | |
| KEYCORP | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Kentucky Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Kansas | College/University | Undergraduate Degree | |
| AMIRA NATURE FOODS LTD. | Agricultural Commodities/Milling | Director/Board Member | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
Carlton, Hofferkamp & Jenks Wealth Management LLC
 Carlton, Hofferkamp & Jenks Wealth Management LLC Investment ManagersFinance Carlton, Hofferkamp & Jenks Wealth Management LLC (CHJ) is an independent wealth management firm and SEC-registered investment advisor headquartered in The Woodlands, Texas. The firm was founded in 2010 by James “Jim” Carlton, Scott Hofferkamp and Barbara Jenks. CHJ provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Sales & Marketing | |
| Wake Forest University | College/University | Undergraduate Degree | |
Kelleher Financial Advisors LLC
 Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans. | Investment Managers | Corporate Officer/Principal | |
| Louisville Bar Association | Corporate Officer/Principal | ||
The Community Foundation of Louisville
 The Community Foundation of Louisville Investment Trusts/Mutual FundsMiscellaneous The Community Foundation of Louisville is a non profit organization that manages charitable funds. It connects donors, non profits, and civic partners to create impact in commnity. The company was founded in 1984 and is headquartered in Louisville, KY. | Investment Trusts/Mutual Funds | Chairman | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin | |
Advantage Sales & Marketing LLC
 Advantage Sales & Marketing LLC Miscellaneous Commercial ServicesCommercial Services Advantage Sales & Marketing LLC engages in the provision of sales and marketing services to consumer packaged goods industry. The company was founded by Sonny King in 1987 and is headquartered in Irvine, CA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
| Kean University | College/University | Undergraduate Degree | |
Systematic Financial Management LP
 Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Investment Managers | Sales & Marketing | |
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 | |
| University of Oregon | College/University | Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
Lyondell Chemical Co.
 Lyondell Chemical Co. Finance/Rental/LeasingFinance Lyondell Chemical Co. manufactures and distributes chemicals & plastics, produces fuel products, and refines heavy & high-sulfur crude oil. The company operates in four segments: Ethylene Co-Products and Derivatives, Propylene Oxide & Related Products, Refining, and Inorganic Chemicals. The company's products are used in the clothing, food packaging, household furnishings, automotive parts, construction, home-building materials, paints, and coating industries. The company was founded in 1985 and is headquartered in Houston, TX. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Lyondell Asia Pacific Ltd. | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| Canada | 3 |
| United Arab Emirates | 2 |
| France | 2 |
Sectoral
| Consumer Services | 24 |
| Finance | 19 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
| Energy Minerals | 2 |
Operational
| Corporate Officer/Principal | 174 |
| Director/Board Member | 132 |
| Undergraduate Degree | 92 |
| Portfolio Manager-Equities | 38 |
| Chairman | 27 |
Most connected contacts
| Insiders | |
|---|---|
| Anita Sands | 30 |
| William Summers | 24 |
| Sandra Helton | 22 |
| J. Michael Wilder | 14 |
| Geoffrey Rosenberger | 14 |
| Gerald Aloysius Fallon | 14 |
| Gary M. Petrucci | 14 |
| Christopher John Sylvester | 13 |
| Carlos A. Cabrera | 13 |
| Ian Isaacs | 11 |
| James B. McElroy | 11 |
| Gregory Evan Parets | 11 |
| William E. Corley | 11 |
| Raoul J. Baxter | 10 |
| Charles Baird | 9 |
- Stock Market
- Insiders
- Bill Hegarty
- Company connections
