Charlie Velie
Private Equity Investor at Prophet Equity LLC
Network origin in Charlie Velie first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.
57
| Subsidiary | Investment Managers | 57 |
Prophet Equity LLC
 Prophet Equity LLC Investment ManagersFinance Prophet Equity LLC (Prophet Equity) is a private equity firm founded in 2007 by George Stelling and Ross Gatlin. The firm is headquartered in Southlake, Texas.
16
| Private Company | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Velie via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Ohio Public Employees Retirement System
 Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity | |
Diamond Hill Capital Management, Inc.
 Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Undergraduate Degree | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Fixed Income Chief Executive Officer Director of Research - Fxd Inc Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Doctorate Degree Doctorate 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 | Undergraduate Degree Undergraduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Portfolio Manager-Equities | |
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 | |
| Imperial College London | College/University | Undergraduate Degree | |
TSG Consumer Partners LLC
 TSG Consumer Partners LLC Investment ManagersFinance TSG Consumer Partners LLC (TSG Consumer Partners) is a private equity firm founded in 1986 by Charles Howard Esserman. The firm is headquartered in Larkspur, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
Jackson Walker LLP
 Jackson Walker LLP Miscellaneous Commercial ServicesCommercial Services Jackson Walker LLP provides legal services. Its practice areas include energy law, government affairs, insurance, health care, labor and employment and intellectual property. The company was founded in 1887 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
CID Resources, Inc.
 CID Resources, Inc. Specialty StoresRetail Trade CID Resources, Inc. manufactures and distributes medical scrubs. It offers medical uniforms, nursing scrubs, pants, lab coats, flare leg fashion pants, round neck t-shirts, bungee waist cargos, and mock wraps. The company was founded in 2010 and is headquartered in Coppell, TX. | Specialty Stores | Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
Crossplane Capital Management LP
 Crossplane Capital Management LP Investment ManagersFinance Crossplane Capital Management LP (Crossplane Capital) is a private equity firm founded in 2018 by Ben D. Eakes and Brian Frederick Hegi. The firm is headquartered in Dallas, Texas. | Investment Managers | Founder Founder Private Equity Investor Private Equity Investor | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
ACE Asphalt of Arizona, Inc.
 ACE Asphalt of Arizona, Inc. Engineering & ConstructionIndustrial Services ACE Asphalt of Arizona, Inc. operates as a road and parking lot construction company. Its services include paving, earthwork, site design and survey, demolition, sealing, asphalt repair, crack filling, striping and markings and running track construction. The firm undertakes commercial, industrial, and public works projects. The company was founded by John Drexler in 1966 and is headquartered in Phoenix, AZ. | Engineering & Construction | Chairman Director/Board Member Director/Board Member | |
CPC Rentalco LLC
 CPC Rentalco LLC Miscellaneous Commercial ServicesCommercial Services Part of Crossplane Capital Management LP, CPC Rentalco LLC is a company that provides other business support services. The company is based in Dallas, TX. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Doctorate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
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 | Graduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Longship Holding Co. LLC
 Longship Holding Co. LLC Financial ConglomeratesFinance Longship Holding Co. LLC is an investment holding company. The company is based in Dallas, TX. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Element Pointe Advisors LLC
 Element Pointe Advisors LLC Investment ManagersFinance Element Pointe Advisors LLC (Element Pointe) is an independent investment management and family office advisory firm headquartered in Miami, Florida. The firm was founded by David Savir and Carlos A. Dominguez in 2016. Element Pointe offers investment management, financial planning, consulting, and family office advisory services to o individuals, trusts, estates, charitable organizations, corporations, business entities, trustees or other fiduciaries to retirement plans subject to ERISA, and private funds organized their affiliate. | Investment Managers | Chief Executive Officer Founder | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
KCT Power Ltd.
 KCT Power Ltd. Electric UtilitiesUtilities KCT Power Ltd. engages in the development of technology for generating electricity from geothermal sources. The firm provides project solutions for standard, small-scale designs and modular, custom engineered solutions for larger projects. The company was founded in 2007 and is headquartered in London, the United Kingdom. | Electric Utilities | Chairman | |
| University of Oklahoma | College/University | Graduate Degree | |
Anglo-American Co.
 Anglo-American Co. Oil Refining/MarketingEnergy Minerals Anglo-American Co. operates as oil and propane store. The company was founded by David Carter and Katherine Carter in 1984 and is headquartered in Detroit Lakes, MN. | Oil Refining/Marketing | Corporate Officer/Principal | |
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 | Undergraduate Degree | |
Houlihan Lokey Capital, Inc.
 Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Oregon | College/University | Undergraduate Degree | |
Pivotal Research Group LLC
 Pivotal Research Group LLC Investment ManagersFinance Founded in 2010 by Jeffrey Wlodarczak, Pivotal Research Group LLC is an independent equity research firm located in New York City. The firm focuses on the media and communications sectors including the cable and satellite markets. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 42 |
| United Kingdom | 3 |
Sectoral
| Consumer Services | 20 |
| Finance | 18 |
| Commercial Services | 4 |
| Retail Trade | 2 |
| Industrial Services | 2 |
Operational
| Director/Board Member | 143 |
| Independent Dir/Board Member | 88 |
| Corporate Officer/Principal | 85 |
| Undergraduate Degree | 64 |
| Private Equity Investor | 36 |
Most connected contacts
| Insiders | |
|---|---|
| Robert Young | 92 |
| Daphne Karydas | 16 |
| Brian Hegi | 14 |
| Ross Gatlin | 14 |
| Ben Eakes | 13 |
| Douglas Wurth | 11 |
| Seth Bernstein | 11 |
| Michael Leskinen | 10 |
| Wayne David Godlin | 9 |
| Mark Myron Jackson | 8 |
| Michael Drexler | 8 |
| Daniel Bloomgarden | 8 |
| Thomas Socha | 7 |
| Frederick A. Sabetta | 7 |
| Owen Mckenzie Hyde | 7 |
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