Christopher Lo
Chief Executive Officer at Cercano Management LLC /Private Equity/
Network origin in Christopher Lo first degree
Entity | Entity type | Industry | |
---|---|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.
498
| Operating Division | Investment Banks/Brokers | 498 |
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.
320
| College/University | Other Consumer Services | 320 |
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors.
39
| Private Company | Investment Managers | 39 |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment
38
| Extinct | Investment Banks/Brokers | 38 |
Cercano Management LLC /Private Equity/
Cercano Management LLC /Private Equity/ Investment ManagersFinance Cercano Management LLC /Private Equity/ (Cercano Management) is a venture capital subsidiary of Cercano Management LLC founded in 1986 by Paul Gardner Allen. The firm is headquartered in Bellevue, Washington.
22
| Subsidiary | Investment Managers | 22 |
Dresdner Kleinwort Wasserstein-Grantchester, Inc.
Dresdner Kleinwort Wasserstein-Grantchester, Inc. Investment Banks/BrokersFinance Founded in 2000, Dresdner Kleinwort Wasserstein-Grantchester, Inc. is a security broker dealer that is part of Commerzbank AG. The company is based in Los Angeles, CA.
3
| Subsidiary | Investment Banks/Brokers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Christopher Lo via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MICROSOFT CORPORATION | Packaged Software | Founder Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree | |
Rochester Christian University | College/University | Undergraduate Degree Graduate Degree | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 | Trading-Fixed Income Market Strategist | |
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 Analyst-Equity | |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Metzler/Payden LLC
Metzler/Payden LLC Investment ManagersFinance Metzler/Payden LLC is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is owned equally by Payden & Rygel, an SEC-registered investment advisor founded in 1983 and MP&R Ventures, Inc., an affiliate of B. Metzler seel. Sohn & Co. Holding AG, a major German financial institution. Metzler/Payden provides fixed income and equity investment counsel to their institutional client base that includes, in particular banking institutions and charitable organizations. | Investment Managers | Director of Finance/CFO Chief Investment Officer | |
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 Trading-Equity Corporate Officer/Principal | |
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 | |
Payden Global Funds Plc | Financial Conglomerates | Director/Board Member Director/Board Member | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Institutional Sales Analyst-Fixed Income Analyst-Equity 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 | Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal Private Equity Investor | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal Market Strategist Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Doctorate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
University of California, Los Angeles | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Stanford University | College/University | Doctorate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
New York University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree Undergraduate Degree | |
The College of William & Mary | College/University | Corporate Officer/Principal Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Graduate Degree Masters Business Admin | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Equity | |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
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 | Market Strategist Market Strategist | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Fivetran, Inc.
Fivetran, Inc. Packaged SoftwareTechnology Services Fivetran, Inc. engages in the provision of an integrated pipeline for cloud services, databases and business intelligence tools. Its products include application, databases, connectors, files, and cloud functions. The company was founded by George Fraser and Taylor Brown in 2013 and is headquartered in Oakland, CA. | Packaged Software | Director/Board Member | |
Flock Group, Inc.
Flock Group, Inc. Electronic Production EquipmentElectronic Technology Flock Group, Inc. develops wireless license plate reading security camera systems. Its products include read license plates, install everywhere, fast access, capture evidence, discreet design, and automatic updates. The company was founded by Garrett Langley and Matt Feury in 2017 and is headquartered in Atlanta, GA. | Electronic Production Equipment | Director/Board Member | |
Matrix Management Corp.
Matrix Management Corp. Investment ManagersFinance Matrix Management Corp. (Matrix Partners) is a venture capital firm founded in 1977 by Paul Ferri. The firm is headquartered in Cambridge, Massachusetts with additional offices in China and India. | Investment Managers | Private Equity Investor | |
Brigham Young University | College/University | Graduate Degree | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Provident Capital Management, Inc.
Provident Capital Management, Inc. Investment ManagersFinance Provident Capital Management, Inc. provides investment advice. It specializes in equity, bond, commodity, currency, multi-asset, and portfolio. The company was founded by Michael Chapman in 2000 and is headquartered in Carmel, IN. | Investment Managers | Sales & Marketing | |
Acacia Investment Partners
Acacia Investment Partners Financial ConglomeratesFinance Acacia Investment Partners provides financial services. | Financial Conglomerates | Corporate Officer/Principal |
Statistics
International
United States | 43 |
United Kingdom | 3 |
Ireland | 2 |
Canada | 2 |
Sectoral
Finance | 25 |
Consumer Services | 18 |
Technology Services | 3 |
Commercial Services | 3 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 135 |
Undergraduate Degree | 89 |
Director/Board Member | 89 |
Analyst-Equity | 61 |
Graduate Degree | 40 |
Most connected contacts
Insiders | |
---|---|
Mark Zinkula | 27 |
Anthony Zinni | 22 |
Paul Allen | 20 |
Ilya Sukhar | 14 |
Stuart Nagae | 13 |
Susan Fleming | 12 |
Steve G. Hall | 12 |
Christopher Orndorff | 11 |
Cheng Lien Chen | 11 |
Ben Kolpa | 10 |
Elizabeth Marie Bernstein | 10 |
Siu Wai Ng | 10 |
Roger Ashworth | 9 |
Smedes Rose | 8 |
Mirek Zak | 8 |
- Stock Market
- Insiders
- Christopher Lo
- Company connections