Network origin in Catherine Pena first degree
Entity | Entity type | Industry | |
---|---|---|---|
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.
47
| Subsidiary | Investment Managers | 47 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Catherine Pena via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
CuraGen Corp.
CuraGen Corp. Pharmaceuticals: MajorHealth Technology CuraGen Corp. develops protein, antibody and small molecule pharmaceutical products. The firm focuses on the development of CR011-vcMMAE, a Phase II clinical trial drug for the treatment of patients with metastatic melanoma and breast cancer. The company was founded in 1991 and is headquartered in Branford, CT. | Pharmaceuticals: Major | Analyst-Equity | |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Investment Managers | Trading-Equity | |
Salient Partners LP
Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Analyst-Equity | |
SUN LIFE FINANCIAL INC. | Multi-Line Insurance | Corporate Officer/Principal | |
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Geode Capital Management LLC
Geode Capital Management LLC Investment ManagersFinance Geode Capital Management LLC (Geode) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2001 as a spin-off of Fidelity Investments. They are now a subsidiary of Geode Capital Holdings LLC, owned by Geode Holdings Trust. Geode acts as adviser and sub-adviser for equity, commodity and options strategies for funds and client accounts. | Investment Managers | Portfolio Manager-Equities | |
Endeavour Capital Advisors, Inc.
Endeavour Capital Advisors, Inc. Investment ManagersFinance Endeavour Capital Advisors, Inc. (Endeavour) is an independent registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 1994 by Larry Austin and Mitch Katz. Endeavour provides advisory services on a discretionary basis to pooled investment vehicles intended for sophisticated investors and institutional investors. | Investment Managers | Analyst-Equity | |
CoreCommodity Management LLC
CoreCommodity Management LLC Investment ManagersFinance CoreCommodity Management LLC (CoreCommodity) is a registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Adam de Chiara and Bradford Klein in 2003 as Jefferies Asset Management LLC and changed their name to CoreCommodity Management LLC in 2012. They are a subsidiary of CoreCommodity Capital LLC, which is owned by CoreManagement LLC. CoreCommodity provides investment management services to sovereign wealth funds, public and corporate pensions, endowments and foundations, and other prominent institutional clients seeking commodities exposure. | Investment Managers | Corporate Officer/Principal | |
SALIENT MIDSTREAM & MLP FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Doctorate 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 | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree | |
Bentley University | College/University | Graduate Degree | |
Boston College | College/University | Graduate Degree | |
Cardinal Stritch College | College/University | Masters Business Admin | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Graduate Degree | |
University of London | College/University | Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Doctorate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Salve Regina University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Wellesley College | College/University | Undergraduate Degree | |
Haas School of Business | College/University | Masters Business Admin | |
University of South Carolina | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin | |
Bryant University | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
Salient Advisors LP
Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Investment Managers | Director of Research - Equity | |
Wesleyan University | College/University | Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
Peter T Paul College of Business & Economics | College/University | Undergraduate Degree | |
University of Virginia School of Law | College/University | Doctorate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Graduate Degree | |
MIT Sloan School of Management | College/University | Graduate Degree |
Statistics
International
United States | 46 |
Canada | 3 |
United Kingdom | 2 |
India | 2 |
Sectoral
Consumer Services | 34 |
Finance | 15 |
Health Technology | 2 |
Miscellaneous | 2 |
Operational
Portfolio Manager-Equities | 52 |
Undergraduate Degree | 46 |
Analyst-Equity | 39 |
Corporate Officer/Principal | 32 |
Masters Business Admin | 25 |
Most connected contacts
- Stock Market
- Insiders
- Catherine Pena
- Company connections